Financial Planning and Analysis Analyst

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is a Massachusetts-based education management and consulting organization that partners with school districts, municipalities, and education-focused non-profits. They specialize in building custom data visualization dashboards and providing high-quality financial consulting services that empower leaders to make informed, strategic decisions.

Led by former practitioners, the team designs tools and solutions grounded in real-world education and municipal experience. Their financial consulting services give district and city leaders the confidence that their resources are managed effectively, while their dashboards seamlessly collect, combine, and analyze data from multiple sources to provide actionable insights. They are committed to helping clients strengthen the foundations of their institutions through effective use of data, high-quality systems, and strategic financial management - all while embracing challenges with creativity, collaboration, and humility.

About the Role

We are seeking a highly motivated and detail-oriented Financial Planning and Analysis Analyst to join the client's dynamic consulting team. As a Financial Analyst, you will play a critical role in supporting school districts and cities, and managing their financial operations and ensuring the efficient allocation of resources.

Work hours: 3:00 am to 12:00 pm EST (3pm to 12am PH time)

Work arrangement: Remote

What you'll do

Financial Planning and Analysis

• Develop and maintain financial models to forecast school district and city performance.
• Analyze financial data, trends, and variances to provide actionable insights to senior management.
• Collaborate with our consulting team to provide analysis to school districts and cities.

Budget Management

• Monitor and manage school district and city budgets, tracking expenditures and identifying cost-saving opportunities.
• Provide regular budget updates to the consulting team and make recommendations for budget adjustments as needed.
• Monitor numerous budgets across grants, funds and organizations.

Financial Reporting

• Prepare and present monthly, quarterly, and annual financial reports.
• Ensure accuracy and compliance with accounting standards and regulatory requirements.

Cost Analysis

• Conduct cost analysis to optimize spending and improve cost-efficiency across school districts and cities.
• Identify areas for cost reduction and process improvement.

Financial Strategy

• Collaborate with the consulting team to develop financial strategies to improve school district and city performance.

Audit and Compliance

• Support activities associated with external audits and ensure compliance with financial regulations.

What You Bring

• Bachelor's degree in Finance, Accounting, Business, or a related field. MBA or relevant professional certification (e.g., CFA, CPA) is a plus.
• At least 3-5 years of experience as a Financial Analyst or in a similar financial role.
• Strong analytical and quantitative skills with the ability to interpret complex financial data.
• Proficiency in financial modeling and analysis using spreadsheet software (e.g., Excel).
• Excellent communication and presentation skills.
• Attention to detail and accuracy in financial reporting.
• Ability to work collaboratively in a dynamic team environment.
• Knowledge of financial regulations and compliance standards.
• Passion for education and a commitment to the mission.

Don't meet every single requirement? At Penbrothers we are committed to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but you don't feel 100% aligned with the qualifications, we encourage you to apply anyway. You may just be the right fit for this or other roles.

Hiring Process

We utilize AI tools to enhance our hiring efficiency and ensure a fair evaluation of all candidates. As a result, candidates who passed our initial evaluations should expect an AI Interviewer as a component of our recruitment process. This is supervised by Human Talent Acquisition Experts who will also engage with you throughout your application journey.

What You'll Get

At Penbrothers, we are obsessed with creating positive employee experiences. Here you'll find an environment that nurtures learning and provides opportunities for growth. You'll have the opportunity to make an impact on fast-growing startups and dynamic companies.

• Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset: We are genuinely invested in our people's career and welfare.
• Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups: We've created 1,400 Filipino jobs that empower global start-ups to focus on growth.