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Financial Analyst
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Financial Analyst
About the Role
About the Role
We’re looking for a Financial Analyst to support Kuali’s financial planning and analysis (FP&A) and ensure leaders have clear, accurate insights to guide decision-making.
As Kuali’s Financial Analyst, you will develop and maintain financial reports, analyze performance against budget, partner closely with the Controller to investigate and explain variances, and collaborate with department managers to create and update forecasts and annual budgets. You’ll play a key role in helping the organization understand what’s driving financial outcomes, supporting strategic initiatives, and identifying opportunities for operational improvement.
This role is fully remote.
Who are we?
Kuali builds software solutions for higher education. We help our customers — colleges & universities — focus on providing a fantastic education to students by decreasing their administrative costs. We work in a competitive space, ripe for innovation, with users ready to be delighted. We are poised for high growth.
Our Culture
As a company, we are guided by our cultural values:
Kuali builds software solutions for higher education. We help our customers — colleges & universities — focus on providing a fantastic education to students by decreasing their administrative costs. We work in a competitive space, ripe for innovation, with users ready to be delighted. We are poised for high growth.
Our Culture
As a company, we are guided by our cultural values:
- Iterate to evolve
- Cultivate openness
- Act with accountability
- Assume the best
- Practice humility
- Deliver amazing experiences
- Drive outcomes
At Kuali, we learn from and teach each other, we practice transparency and empathy, we delight in delivering value to our customers, and we WIN!
We’ve embraced distributed work for years—it’s part of who we are. Many of our employees work remotely across the U.S., from Massachusetts to Sacramento, while others collaborate in person at our office locations. We’re intentional about creating a healthy, connected culture, wherever you work.
What you’ll be responsible for
- Creating timely, accurate financial reports that provide clear insights to leadership
- Reporting on key SaaS metrics that support business performance reviews
- Analyzing financial performance versus budget and identifying drivers behind variances
- Partnering closely with the Controller to research, interpret, and explain differences between expected and actual results
- Building short- and long-term financial forecasts using historical and current data
- Collaborating with department managers during the annual budget process
- Meeting regularly with department managers to discuss monthly variances and ensure shared understanding
- Presenting financial data clearly and accessibly for stakeholders with varying levels of financial fluency
- Supporting continuous improvement of FP&A processes, tools, and reporting
- Performing ad-hoc FP&A analysis to support leadership questions and strategic decisions
About you
- You align with Kuali’s values: Kuali’s values resonate with you, and you embrace them not just as ideals but as everyday practices. You communicate transparently, assume positive intent, learn from mistakes, collaborate generously, and approach challenges with curiosity and humility. You bring these values into your interactions, decision-making, and approach to work.
- You’re a resourceful executor: You turn broad goals into actionable steps and follow through reliably. You know how to gather the information you need, ask clarifying questions, and keep work moving even when details are still emerging.
- You’re calm under pressure: You handle shifting priorities and ambiguity with clarity and resilience. You break complex problems into manageable steps, maintain accuracy under deadlines, and communicate openly about risks, dependencies, and changes.
- You’re collaborative and influential: You build trust quickly and communicate financial information in ways that are accessible and supportive. You partner effectively with colleagues at all levels helping them interpret insights and make informed decisions.
- You’re organized and detail-oriented: You manage multiple deadlines without losing sight of accuracy. You maintain clear, well-structured financial documentation, ensure data integrity, and double-check your work to deliver reliable reports, forecasts, and analyses.
- You thrive in a remote environment: You communicate proactively, keep stakeholders aligned, and use digital tools effectively. You’re comfortable asking questions, sharing updates, and building strong working relationships across distributed teams.
- You take ownership: You’re comfortable being the point person for financial questions, driving clarity, improving processes, and making informed recommendations. You don’t wait for direction when something looks off — you investigate, communicate, and help resolve it.
You may be a great fit if you:
- BS in Finance/Accounting or equivalent experience
- 5+ years of progressive experience in FP&A, financial analysis, or similar roles
- Experience creating financial reports and dashboards
- Experience with budgeting and forecasting
- Experience conducting variance analyses and communicating performance insights
- Expertise with Excel
We'd be delighted if you also have experience with:
- SaaS business models or subscription-based metrics
- Experience with mergers and acquisitions
Perks
- The opportunity to work to together with smart, passionate people to build a high growth, highly profitable SaaS company
- Flexible remote work with no expectation of returning to an office setting
- A truly exceptional benefits package, including 100% company-paid medical and dental insurance
- 100% 401(k) matching up to 4%
- Paid Maternity/Parental leave
- Flexible PTO — no accrual limits, no ‘use it or lose it.’ Just work with your manager to make sure the team’s covered, and take the time you need to recharge.
- Encouragement and support for ongoing learning and skill development
- Recognition platform to celebrate contributions with meaningful incentives
- Company retreats to connect, recharge, and collaborate
Kuali has been voted a top place to work for 9 years by the Salt Lake Tribune. In 2024 TIME Magazine honored us by naming Kuali to their list of the World’s Top EdTech Companies, ranking us #99 overall and #37 in the US.
At Kuali, we value and respect individuals from all backgrounds, recognizing that a rich tapestry of experiences and perspectives fuels our success as a company and enriches our collective human experience.
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