Financial Analyst

New Reach Education; Phoenix (AZ); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off and Holidays Off

Health Package – Medical, Dental and Vision

401(k) with company match at 4%

Maternity and paternity leave

Continued development and internal growth opportunities

Frequent company events

Job summary

An innovative education company based in Arizona is seeking a Senior Financial Analyst to support financial health and strategic growth through detailed analysis, budgeting, and forecasting. The role involves close collaboration with department leaders, preparing financial reports, and monitoring performance against budgets. Ideal candidates are proactive with a strong understanding of financial processes, and have experience in budgeting and financial modeling. Join a dynamic team committed to unlocking success for millions.

Qualifications

• 4+ years of experience in financial analysis, budgeting, or related finance roles.
• Ability to communicate financial information clearly to diverse stakeholders.
• Strong business acumen with a collaborative mindset.

Responsibilities

• Support the annual budgeting process and prepare budget summaries.
• Monitor financial performance versus budget and identify trends.
• Prepare regular financial reports and forecasts.

Skills

Financial analysis

Budgeting

Proficiency in Excel

Communication skills

Financial modeling

Education

Bachelor's degree in Finance, Accounting, Economics

Advanced degree or CPA/CFA

Tools

NetSuite

Power BI

Job description

Who Are We?

New Reach is a company based in Tempe, Arizona staffed with eLearning and marketing experts dedicated to advancing and improving the information‑age through financial literacy. We are building a new, emboldened class of entrepreneurs, and our mission is simple: Unlock Success for Millions.

So how do we do it? New Reach offers online courses to those interested in learning about financial freedom. These courses range from Wholesaling to Investing to Publishing, and offer our students a unique and hands‑on experience to grow their network, skills and abilities, while utilizing industry experts to make the experience relevant, fruitful and fun!

Job Overview

The Senior Financial Analyst plays a key role in supporting the company’s financial health and strategic growth through detailed analysis, budgeting, and forecasting. This position works closely with department leaders to compile budgets, monitor financial performance, and translate data into actionable insights. In a fast‑paced and entrepreneurial environment, the Senior Financial Analyst contributes both to day‑to‑day financial operations and long‑term planning initiatives, ensuring that leadership has the information needed to make informed business decisions.

Responsibilities

• Support the annual budgeting process, including data collection, financial modeling, and preparation of budget summaries and presentations.
• Monitor and analyze financial performance versus budget, identifying trends, variances, and areas for improvement.
• Prepare regular financial reports and forecasts for departmental and company‑wide use.
• Partner with department heads to review budgets, develop forecasts, and provide financial guidance for decision‑making.
• Assist with month‑end and quarter‑end financial reviews, reconciliations, and variance analyses.
• Compile and analyze key performance indicators (KPIs) to support strategic and operational planning.
• Analyze market trends, industry benchmarks, and the competitive landscape to provide recommendations for strategic decision making.
• Assist with evaluation of potential investment opportunities including any mergers, acquisitions, and/or divestitures.
• Develop and maintain financial models and reporting tools to support business initiatives and scenario planning.
• Contribute to the continuous improvement of financial processes, tools, and reporting accuracy.
• Support the preparation of materials for senior leadership, investors, and other stakeholders.
• Perform all other duties as assigned.

Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or CPA/CFA preferred.
• 4+ years of experience in financial analysis, budgeting, or related finance roles, preferably in a high‑growth or entrepreneurial environment.
• This position requires U.S. work authorization that does not require employer sponsorship either now or ever! No F‑1, M‑1 or J‑1 visas because we are not sponsoring now or in the future.
• Proficiency in Excel and financial software (NetSuite, Power BI, or similar tools preferred).
• Ability to communicate financial information clearly to both financial and non‑financial stakeholders.
• Highly organized, proactive, and adaptable in a fast‑paced setting with shifting priorities.
• Strong business acumen with a collaborative mindset and eagerness to take initiative.
• Paid Time Off and Holidays Off
• Health Package – Medical, Dental and Vision
• Optional 24/7 tele‑health support, short & long term disability and life insurance
• 401(k) with company match at 4%
• Maternity and paternity leave
• Servant leadership team with open door policy
• Continued development and internal growth opportunities
• Positive culture that values hard work and relationships
• National and international volunteer opportunities
• Frequent company events!

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance

Industries

• E‑Learning Providers
• Real Estate
• Higher Education

New Reach Education supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Females and minorities are encouraged to apply.