Strategic Financial Analyst

About Panorama:
Panorama is a fast-growing national technology company focused on radically improving education. More than 1,500 school systems serving 15 million students across all 50 states have adopted our platform to understand students’ academic and social-emotional strengths and to identify those in need of additional support. School systems turn to our suite of tools to ensure that every child gets the support they need, including school climate and social-emotional learning surveys, tiered intervention planning, and professional development.

Panoramians can choose to work fully remote anywhere within the Continental United States, in-person from our Boston/San Francisco offices, or a hybrid option.

About the Role:

You will join Panorama’s Strategic Finance team and play an important role in shaping Panorama’s strategy and operations through financial forecasting and analysis of key business drivers. You will work with Finance Business Partners to provide analysis and insight into Panorama’s business functions and collaborate with them to drive Panorama’s growth. You will work on investor relations and prepare materials for quarterly meetings of our Board of Directors. 

Our product is a growing presence in K-12 classrooms across the United States and we can have a direct positive impact on the learning and development of the students in those classrooms. Join us to work towards improving education and opportunity for all students.

Responsibilities:

• Own updates and improvements to Panorama’s consolidated financial model
• Create board & executive level reporting of financial results & key SaaS (software as a service) metrics, striving to constantly improve our processes and insights
• Play a key role in a new financial software implementation and financial software management (Workday) 
• Drive ad-hoc analyses to help make important decisions about business strategy and operations
• Work closely with the Corporate Development team to assist in making strategic decisions 
• Work with Finance Business Partners to create the annual budget, monthly financial forecasts, and ongoing analysis of actuals versus plan
• Work closely with the Accounting team each month to ensure all expenses have been captured and allocated appropriately
• Work closely with the Revenue Operations team each month to ensure that all revenue has been captured properly
• Consistently update our data processes and financial models as our business scales

Our Ideal Candidate Has:

• 1-2 years of experience building financial models, analyzing data, and presenting insights
• Experience collecting, analyzing, and presenting financial information
• Demonstrated ability to build financial models that are easy to understand and help anchor decision-making  
• Skills in using data and modeling to understand and simplify complex business challenges
• Fast learner with commitment to learning and building expertise in business functions, SaaS, and education 
• Strong teamwork skills with ability to pitch in to support other team members when needed
• Ability to formulate insights from imperfect data
• High proficiency in Excel modeling with excellent attention to detail - we are looking for someone who prioritizes building simple models that other team members can pick up and understand, so comfort with functions like IF, VLOOKUP, COUNTIF, SUMIF will be very valuable, and macros/VBA programming won’t be necessary

Bonus Points: 

• Experience working with Salesforce, Workday, and/or Netsuite
• Experience working in a start-up or SaaS company
• Experience with financial planning and analysis software implementations
• Proficiency with Google Sheets and Google Slide

Panorama excitedly hosts two in-person "all team meetings" a year. All Panoramians attend and travel/hotels are provided. (Paused due to Covid)

Panorama Education is dedicated to building a diverse and inclusive company because we serve students, educators and families from tremendously diverse backgrounds and identities across the country; we’ve seen how our product and impact are strengthened the more we reflect that diversity. In addition, we have found (and we believe the research) that diverse teams are higher-performing, and we embrace the varied perspectives that our team members share with each other. As such, we are an Equal Opportunity Employer. Panorama also has a policy on maintaining a drug-free workplace.