Sr. Financial Analyst - Professional Services

Position Overview

At Instructure, we believe in the power of people to grow and succeed throughout their lives. Our goal is to amplify that power by creating intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers. We do this by giving smart, creative, passionate people opportunities to create awesome. We are looking for a motivated and talented Sr. Financial Analyst who will lead, execute, and refine our professional services revenue and expense forecasting from multiple, growing lines of business. This role will be responsible for providing full professional services P&L insights and analysis that will drive executive decision making at the company-wide level. The successful candidate will have advanced financial modeling skills and effective written and verbal communication abilities to support business partners and stakeholders. If you’re looking for a challenging role that will help you master the elements of a professional services P&L within a SaaS company, take a closer look.

Responsibilities

• Execute the end-to-end forecast processes for all the Professional Services organization (revenue and expense).
• Conduct financial analysis to uncover trends and identify opportunities for investment and growth.
• Partner with SVP of Professional Services on key initiatives and contribute insights related to performance trends and metrics.
• Build, maintain, and enhance continuous monitoring tools and dashboards to provide key revenue insights and trend analysis.
• Design and/or maintain and deliver financial reporting to provide accurate insight into revenue results, including the preparation of executive and/or Board level presentations.
• Partner with the leadership on key initiatives and contribute insights related to performance trends and metrics.
• Perform ad hoc analysis as required.

Requirements

• Bachelor’s degree required.
• 2-4 years of experience in financial analysis, revenue forecasting, or financial modeling.
• Experience in a fast-paced, growth-oriented environment.
• Proven analytical skills, including the ability to manage large data sets and synthesize/present complex information into clear, actionable insights.
• Ability to think critically and perform root cause analysis within processes and data.
• Strong business partnering skills and exposure to business strategy, operational processes, and financial objectives.
• Experience with SQL to query/manipulate large data sets, with a desire to expand proficiency.
• Self-starter and quick learner; demonstrated independence and autonomy in a high-performing work environment.
• Excellent communication and presentation skills, with a proven ability to engage stakeholders at all levels in the organization.
• Advanced skills in Excel/Google Sheets and PowerPoint/Google Slides.
• Solution-oriented mindset with a bias toward action.

Bonus Qualifications

• Background in tech, software, or SaaS companies.
• Familiarity with Salesforce data objects and structures.
• Proficiency in Snowflake/SQL.
• Experience with NetSuite, Tableau, Adaptive Insights, AI tools, or similar software tools/technologies.
• Experience working with/for Private Equity.

Employment Type

• Full-time

Salary

• $100,000 - $120,000 a year
  • This range reflects our target hiring range, with flexibility based on experience, skills, and market factors.

Location Type

• Not specified

Company Information

At Instructure, we believe in hiring great people and treating them right. The more diverse we are, the better our ideas and outcomes. Instructure is an Equal Opportunity Employer. We comply with applicable employment and anti-discrimination laws in every country where we operate.

Application Instructions

• All employees must pass a background check as part of the hiring process.
• To help protect our teams and systems, we’ve implemented identity verification measures. Candidates may be asked to verify their legal name, current physical location, and provide a valid contact number and residenti.