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Senior FP&A Analyst

Senior FP&A Analyst

Apptegy’s Finance team is growing. We’re looking for someone to join us and work with our CFO on the FP&A side. Apptegy works with thousands of schools across the U.S. As that growth has expanded, we have a need for a dedicated FP&A Analyst that has deep technical skills, can move quickly, and understands (or can learn) the in’s and out’s of SaaS (Software as a Service) and the metrics that matter to us and our investors.

What is the role?

You will work closely with our CFO and other team members on the Finance team from accounting to business intelligence. Your focus will be on building, owning and maintaining financial models, including budget modeling, periodic financial forecasting, and analyses. You might also be involved in and responsible for corporate raises, M&A work, and more.

What is expected of you:

1. Expert technical skills: You know how to make Excel do anything you need and do it quickly. You have exceptional skills with pivot tables, advanced formulas (SUMIFS, SUMPRODUCT, VLOOKUP, etc), and can access the powerful, advanced functions. You can know how to build a 3-statement financial model. You can improve on existing models and break them down into smaller components.

2. Meticulousness & speed: You are careful in your work, particular about the smallest details, and pride yourself on accuracy. Double and triple checking your work is nothing new. At the same time, you know how to move quickly and can drive towards a goal with focus and momentum.

3. Shrewd judgement: While you know how to make Excel do magic and never miss a digit, you also know how to analyze and find insights within the numbers. While you will work with others on interpreting data, you have and want to grow into developing narratives from the numbers, highlighting key data, and making recommendations from your observations.

4. Thoughtful intensity: You are intense in your work and can manage on your own, but you also know how to look up and help others. You know that Finance is a team that helps Apptegy’s teams, clients and investors. Working diligently gives you the opportunity to help others and take things off their plate when needed.

5. Growth mindset: You are mastering the skill of self-improvement and see every obstacle as an opportunity to learn and grow. While you take pride in everyday work, you also take pride in overcoming new challenges —whether technical or personal in nature.


  • Build, own, and maintain the company’s financial models, including annual budget model as well as periodic forecasts; deep dive monthly to compare actual results against these models to understand variances and the drivers behind them
  • Be the primary support person for corporate development activity such capital raises and M&A; become an expert on our market and the various players within it
  • Support the CFO in creation of Board of Directors presentations and ad hoc analyses for Apptegy’s investors
  • Create and maintain various analyses and frameworks that dive into the company’s key business metrics and KPIs (for example, customer analytics such as LTV, CAC, ARPA, etc); this will include partnering with the Business Intelligence team to standardize reporting across multiple systems
  • Partner across the business with managers across Apptegy to support their business and ensure managers have the financial resources needed to make the best decisions for their departments.
  • Create ad hoc reports and analyses for CFO and CEO, investors, and other members of Apptegy’s management team


  • A Bachelor’s Degree in Finance, Economics, Business or a related field
  • 2+ years of experience with financial modeling (corporate finance, investment banking, private equity, consulting)
  • Well versed in accounting with a full understanding of the relationships between financial statements
  • Excellent proficiency in Excel (be prepared for a modeling interview)

What is true of you?

An aptitude for challenge & a track record of success:

  • You have completed a four-year college degree majoring in Finance, Economics, Business or a related field with a high GPA.
  • You have an impressive track record in both your academic and work history.
  • You have been in a fast paced working environment and know how to pick up tech tools quickly.

An ability to manage your day and be effective & efficient:

  • You have managed your own workflow and schedule.
  • You do not need someone to guide your day or tell you what to do next.
  • You ask questions to align with the business goals and objectives of the team.

Remarkable financial & technological savvy

  • You know finance forwards and backwards.
  • You know how to learn a new software and explore its most powerful tools on your own and seek out new ways of using it.
  • You know how to write effective reports and can explain complex topics in a straightforward way.

What is it like to work at Apptegy?

Since our start in 2015, we’ve gone from a group of individuals to a community pushing toward the same goal of building a fantastic company with great people, great products and, most importantly, a great culture. To date, we have grown to more than 140 team members working with more than 1,000 clients across 49 states.

Apptegy is building products to empower school leaders to run better schools. We have the opportunity to help schools as they go through a radical shift in how they operate and to provide great technology to make that transition.

We believe our culture of Thoughtfulness and High Performance is the most important thing we have to get right at this stage in our journey. If we get the right people working together in productive ways, we can do anything.

What else should I know?

We take our responsibility as a company seriously and aim to make this the best job that you’ve had (and one that sets you up for future success). We want your day at work and your time at home to be a joyful experience that’s why we provide:

  • Medical, dental, vision insurance for you and dependents
  • Matching 401(k) retirement plan
  • Discretionary/flexible paid time off policy
  • Parental leave
  • Dependent Care FSA
  • Annual travel bonus

If the challenge of building a rapidly growing startup excites you as much as it does us, we hope that you’ll consider joining us.


Apptegy is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

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