Sr Financial Portfolio Analyst

Ascend Learning; Leawood (KS); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible paid time off

Medical, dental, vision, and life保险

401(k) matching program

Parental leave

Wellness resources

Charitable matching program

On-site workout facilities

Community outreach groups

Job summary

Ascend Learning is hiring a Sr Financial Portfolio Analyst to support technology and content teams with FP&A insights. You will help align financial goals with business strategies and drive data-driven decisions across platforms.

The role involves close collaboration with technology leaders, preparing budgets, forecasts, and capital analyses, and delivering KPI dashboards to inform leadership and optimize spending.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• 6+ years of progressive FP&A experience.
• Experience in technology, software and/or digital learning is a plus.
• Strong analytics paired with business acumen.

Responsibilities

• Prepare reporting of company-wide capital expenditures and operating expenses; explain variances.
• Prepare annual budget, forecasts, and actuals; drive corrective actions.
• Develop PowerBI dashboards for visibility into capitalization rates and KPIs.
• Collaborate with technology and product leaders to define metrics and track projects.
• Identify cost leverage and productivity opportunities with procurement and leadership.
• Partner with accounting to ensure strong controls.

Skills

Data analysis

Analytical thinking

Results-oriented

Multitasking

Communication skills

Collaborative mindset

Education

Bachelor’s degree in finance or accounting

Tools

PowerBI

PowerQuery

Excel

Data warehouses

Job description

We Impact Lives Through Purpose-Driven Work in A People First Culture

Ascend Learning is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data driven solutions across the lifecycle of learning.

Our values-driven culture unifies our teams and inspires a mindset of action, innovation, and collaboration, with a relentless focus on customers.

We're always looking for talented, passionate professionals to join us in our mission to help change lives. If this sounds like an environment where you'd thrive, read on to learn more.

Ascend Learning leads the way in innovation and solution creation to improve outcomes and deliver results for students, educators, and healthcare workers in the ever-changing field of healthcare. We offer advanced resources that drive nursing success, empower front-line certified allied health workers, help physicians pass boards and stay current, and provide education management tools for medical education programs.

WHAT YOU'LL DO

As a Sr Financial Portfolio Analyst on the Portfolio Analytics team, you will provide financial support to our technology and content teams, which are responsible for developing and maintaining our innovative technologies, platforms, and products. These products differentiate Ascend Learning and establish market-leading positions across our brands. You will be a key contributor to both the technology development teams and the Portfolio Analytics team, ensuring that financial goals are aligned with broader business objectives. The ideal candidate will have a proven track record of using data to enhance financial performance and support strategic business initiatives.

WHERE YOU’LL WORK

This position will work a hybrid schedule from our Leawood, KS or Burlington, MA office preferred. Remote will be considered for this opportunity.

HOW YOU’LL SPEND YOUR TIME

• Prepare reporting of Company-wide Capital Expenditures and Operating Expense; explain variances and identify opportunities for improving spending efficiency and effectiveness.
• Prepare annual budget, forecasts, and actual reporting against those; drive corrective action planning as needed to meet business objectives.
• Develop appropriate reporting, and insights using PowerBI dashboards to provide visibility into capitalization rates, trends and KPIs for early warning indicators on capitalization activity from a plan, prior year, and policy standpoint.
• Through close collaboration with technology and product leaders, define metrics for planning, tracking, and reporting projects for on-time and on-budget performance. Support corrective action planning and progress reporting.
• Support the identification of cost leverage and productivity opportunities. Partner with procurement and members of the leadership team to deliver potential savings opportunities.
• Partner closely with the accounting team and ensure appropriate business controls are in place.

WHAT YOU'LL NEED

• Bachelor’s degree in finance, Accounting, or related field
• 6+ years of progressive FP&A experience
• Experience in technology, software and/or digital learning a plus
• Strong results orientation with an ability to manage multiple deliverables. Agile learner with ability to combine analytics with business acumen to identify issues and opportunities.
• Advanced excel and PowerPoint skills required. Experience working with data warehouses and visualization tools is strongly desired.
• Accuracy and attention to detail while also staying focused on interpreting data and key takeaways.
• Excellent communication skills and the ability to collaborate with all levels of the organization.
• Ability to write PowerBI/Powerquery coding and troubleshooting

BENEFITS

• Flexible and generous paid time off
• Competitive medical, dental, vision and life insurance
• 401(k) employer matching program
• Parental leave
• Wellness resources
• Charitable matching program
• On-site workout facilities (Leawood, Gilbert, Burlington)
• Community outreach groups

Fostering A Sense of Belonging

We seek out and celebrate all people and perspectives and cultivate an inclusive culture where everyone can thrive, feel valued and be their authentic selves. Our culture is firmly rooted in the belief that by embracing our differences and drawing on diverse perspectives, we are a stronger, more innovative, and more successful organization where employees experience a sense of belonging.

About Ascend Learning

As a tech-enabled services company, Ascend Learning is a national leader in developing and delivering data-driven online educational content, software, assessments, analytics, and simulations serving institutions, students and employers across healthcare, fitness and wellness, public and workplace safety, skilled trades, insurance, financial services, cybersecurity, and higher education. We're committed to accelerating the learning pathways that can move people into careers where they have the knowledge and skills to have an impact and help change lives in the communities they serve. Headquartered in Burlington, MA with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of America's 2023 Greatest Workplaces for Diversity.

Ascend Learning, LLC is proud to be an equal opportunity employer (M/F/Vets/Disabled). No agency or search firm submissions will be accepted. Applications for U.S. based positions with Ascend Learning, LLC must be legally authorized to work in the United States and verification of employment eligibility will be required at the time of hire.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.