Senior Financial Analyst

Owl Ventures; Northern (KY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) with company matching

Flexible time off

Stock option ownership

Impact on children's education

Job summary

Amira Learning is seeking a Senior Financial Analyst to lead forecasting and sales performance analysis in a fully remote role. You will report to the CFO and drive data-driven planning across finance, sales, and leadership teams.

The ideal candidate has 5+ years in analytics for SaaS or edtech, plus expert Excel modeling and ABM analytics experience. This role offers strong compensation and a fully remote work model.

Qualifications

• 5+ years of analytics and/or forecasting experience.
• Experience in Education Technology or SaaS.
• Experience using AI in daily tasks.
• Proactive in identifying analyses to drive decisions.
• Strong quantitative and analytical skills.

Responsibilities

• Analyze variance between actuals and budget to identify opportunities.
• Support annual planning with revenue estimation models.
• Forecast ARR, TCV, Gross Renewal, Net Retention.
• Monitor churn, downsell, and upsell for revenue insights.
• Collaborate with executives on strategic analytics.

Skills

Forecasting analytics

SaaS industry experience

AI tools in workflow

Excel modeling

Executive communication

Time management

Education

Undergraduate degree in finance-related field

Tools

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional US

Salary Range: $110,000.00 To $150,000.00 Annually

Location: Remote

Employment Type: Full-Time

About Us:

Amira Learning accelerates literacy outcomes by delivering the latest reading and neuroscience with AI. As the leader in third-generation edtech, Amira listens to students read out loud, assesses mastery, helps teachers supplement instruction and delivers 1:1 tutoring. Validated by independent university and SEA efficacy research, Amira is the only AI literacy platform proven to achieve gains surpassing 1:1 human tutoring, consistently delivering effect sizes over 0.4.

Rooted in over thirty years of research, Amira is the first, foremost, and only proven Intelligent Assistant for teachers and AI Reading Tutor for students. The platform serves as a school district’s Intelligent Growth Engine, driving instructional coherence by unifying assessment, instruction, and tutoring around the chosen curriculum.

Unlike any other edtech tool, Amira continuously identifies each student’s skill gaps and collaborates with teachers to build lesson plans aligned with district curricula, pulling directly from the district’s high-quality instructional materials. Teachers can finally differentiate instruction with evidence and ease, and students get the 1:1 practice they specifically need, whether they are excelling or working below grade level.

Trusted by more than 2,000 districts and working in partnership with twelve state education agencies, Amira is helping 3.5 million students worldwide become motivated and masterful readers.

Job Summary:

We are seeking a highly motivated Senior Financial Analyst to join our team in a fully remote capacity. This strategic role reports directly to the Chief Financial Officer (CFO) and will lead initiatives related to financial forecasting, sales performance analysis, commission calculations and data-driven planning across the organization. The ideal candidate will be proactive, analytical, and possess a strong track record of driving insights and operational improvements in SaaS business environments. This is an exciting opportunity to influence critical business decisions and collaborate across finance, sales, and executive leadership teams.

Essential Functions:

• Performance Analysis: Analyze variance analysis between actual performance and budget to identify root causes and business opportunities.
• Incentive Plan: Support the annual review and revision of commission plans, ensuring alignment with company goals and sales strategies, and quantify commissions earned over time.
• Annual Planning: Provide technical support for the annual planning cycle, including development of revenue estimation models and detailed expense planning.
• Revenue Forecasting : Support recurring forecasting processes for key revenue metrics—ARR, TCV, Gross Renewal, and Net Retention—leveraging predictive analytics tools and scenario modeling.
• Churn & Revenue Dynamics: Monitor and report on actual churn, downsell, and upsell rates, providing insights into customer behavior and revenue retention.
• Pipeline Health Monitoring : Track pipeline coverage ratios over time and deliver insights that inform capacity planning and sales enablement.
• Quota Setting & Performance Modeling : Contribute to the quota setting process using both historical data trends and forward-looking predictive models.
• Headcount & Productivity Planning: Support strategic workforce planning and rep productivity modeling to inform capacity growth and hiring plans.
• Pricing & Discount Strategy : Lead pricing and discounting analysis to drive strategic alignment, deal quality, and revenue optimization.
• Investor & Board Support : Deliver strategic analytics and insights to support investor relations, fundraising efforts, and external reporting obligations.
• Ad Hoc Strategic Analyses : Conduct strategic business analyses as needed (e.g., benefits evaluation, employee survey results analysis).

Qualifications (Education and Experience):

• Undergraduate degree in finance-related field or similar discipline
• 5+ years experience in business analytics and/or forecasting
• Experience in the Education Technology or SaaS industry
• Usage of AI technology in day-to-day tasks.
• Experience working in a fast-paced, growth oriented environment
• Be proactive at identifying and prioritizing potential analyses to drive better business decisions for the company
• A track record of taking vague business requirements and building the technical logic, complex formulas, macros and automated workflows to eliminate manual effort
• Be adept at reviewing and pressure testing the work, to quickly identify potential errors
• Have strong quantitative and analytical skills, with a detail-oriented mindset
• Be able to produce high-quality, accurate analysis
• Be able to think analytically about possible impacts to operational business costs
• Possess strong listening skills with the ability to diagnose issues and provide solutions
• Possess an aptitude for high-level efficiency; able to expedite assignments with reliability and speed
• Effectively manage information and monitor tasks to identify, analyze, and solve problems
• Demonstrate executive presence when working with senior leaders in the organization
• Proactive problem solver with strong listening skills and the ability to diagnose issues and provide solutions.
• Proven track record of success with a strong work ethic and self-discipline.
• Able to learn independently, conduct research, synthesize, and apply information from a variety of resources.
• Strong time-management skills with a proven ability to handle and follow through on multiple tasks or projects within provided deadlines.
• Excellent oral and written communication skills.
• Flexible, tolerate stress, and work well independently and within diverse teams.
• Have advanced modeling and analytical skills in Microsoft Excel

• Medical, dental, and vision benefits
• 401(k) with company matching
• Flexible time off
• Stock option ownership
• The opportunity to help children around the world reach their full potential

Commitment to Diversity:

Amira Learning serves a diverse group of students and educators across the United States and internationally. We believe every student should have access to a high-quality education and that it takes a diverse group of people with a wide range of experiences to develop and deliver a product that meets that goal. We are proud to be an equal opportunity employer.

The posted salary range reflects the minimum and maximum base salary the company reasonably expects to pay for this role. Salary ranges are determined by role, level, and location. Individual pay is based on location, job-related skills, experience, and relevant education or training. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, pregnancy, genetic information, marital status, military service, or any other status protected by law.