Financial & Planning Analyst

Description:

About Educate 360

Educate 360 is a family of specialized training brands with a joint mission: to help individuals and organizations gain the skills needed to thrive in today’s technology-led and innovation-driven economy. Educate 360 develops integrated solutions across brands to achieve enterprise customers’ learning & development goals in Management & Leadership, Data Science, and IT skills through instructor-led training, coaching, consulting, and certification preparation.

Role Summary

The Financial and Planning analyst plays a critical role in supporting Educate 360’s go-to-market strategy by transforming data into insights that drive revenue growth and operational efficiency. This role is responsible for analyzing financial, sales and operational performance, maintaining data accuracy across systems, and developing dashboards and reports that enable leadership and teams to make informed, data-driven decisions. The ideal candidate combines strong analytical skills with a deep understanding of the financial statement process, the sales process and how to predict future revenue streams, and cross-functional collaboration.

Main Responsibilities

• Monthly financial statement production including balance sheet, income statement and cash flow statement.
• Budgeting and forecasting skills, including rolling 12-month forecast.
• Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning.
• Build and maintain dashboards and reports for senior leadership and others as required.
• Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership.
• Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts.
• Support sales operations activities, including territory management, quota tracking, and process improvements.
• Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey.
• Other analytic exercises as required.

Requirements:

Qualifications

• Bachelor’s degree in business, Finance, Data Analytics, or a related field.
• 4–7 years of experience in FP&A.
• Strong proficiency with a variety of tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI, etc.
• Advanced Excel skills; experience with SQL or Python a plus.
• Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders.
• Exceptional attention to detail, organizational skills, and analytical mindset.
• Strong interpersonal skills and the ability to collaborate effectively across teams.
• Proven ability to partner cross-functionally and influence without authority.

Why Educate 360?

We believe that great ideas emerge when people collaborate in an environment where thoughts and perspectives can be freely shared. Effective teamwork happens when every member feels empowered, valued, and respected. We are committed to fostering a culture where everyone is accepted, included, and encouraged to contribute in meaningful ways.

Benefits: We're committed to supporting our employees’ health, financial stability, and overall well-being. Our comprehensive benefits include competitive Paid Time Off (PTO), Medical, Dental, and Vision plans, 100% company-paid Life and Disability insurance, and a generous 401(k) matching program.

Equal Opportunity Employer: Educate 360 is committed to providing equal employment opportunity for all persons regardless of race, color, religion, sex, age, marital status, national origin, citizenship status, disability, or veteran status.