Financial Planning & Analysis (FP&A) Analyst

Department / Area: Finance / Administration
Reports To: Vice President of Business Development & Finance
Position Classification/ Type: Regular, Full-Time Employee - Salary/Exempt
Location: Remote - Stellar Virtual

About Us

Stellar Virtual is a dynamic and rapidly growing Texas-based virtual company in an emerging space of innovation in education. Our mission is empowering families and unleashing potential. We serve parents of K-12 students who are unhappy with their current school or need an at-home/flexible learning environment. We offer tailored teaching we call uBu! that enhances the strengths of each unique student. Our School of One approach ensures that we are responsive and build relationships so that our students and families receive the time and attention they need. We believe in Education with Destination and provide each child with foundational skills for future planning.

Our Promise: A high-quality virtual school empowering families with dedicated staff focused on student outcomes and an exceptional customer experience, our program will enable students to thrive and unleash their full potential.

Core Focus
Empower families. Unleash potential. Stellar Virtual seeks to change education forever through innovation and technology, offering guidance and support to each student on their unique path.

Core Culture & Values

• Kids First, Always!
  • Our actions, decisions, and behaviors are always grounded by what is best for kids.
• Respect
  • Assume positive intent with our students, families, and colleagues.
• Create, Collaborate, and Communicate
  • Demonstrate the skills we want our students to learn.
• Make Your Motion Matter
  • Prioritize, focus, and support company goals.
• Go the Extra Mile
  • Customer Service is everyone’s job.

Technology Aspect
To establish a clear duty of care, Stellar Virtual and its affiliates require all employees to cover the costs associated with acquiring and providing the equipment (i.e., computers, internet service, telephone, home office setup, etc.) associated with virtual employment.

Position Overview

As a Financial Planning & Analysis (FP&A) Analyst, you will help drive budgeting, forecasting, and financial analysis processes. This role is essential in helping the company make informed decisions, manage resources effectively, and drive overall financial performance. The FP&A Analyst will work closely with FutureView Systems, a leading provider of FP&A tools and expert solutions, to streamline our reporting, budgeting, and forecasting processes.

Essential Duties & Responsibilities

• Financial Planning: Collaborate with department heads and management to develop annual budgets, business plans, and financial forecasts.
• Financial Analysis: Analyze financial data, KPIs, and performance metrics to identify trends, areas for improvement, and opportunities for cost savings.
• Variance Analysis: Investigate and report on variances between actual financial results and budget/forecast, providing insights into key drivers.
• Financial Modeling: Build and maintain complex financial models to support decision-making, hiring approvals, scenario planning, and sensitivity analysis.
• Monthly Reporting: Prepare and distribute comprehensive monthly financial reports to department heads and executive leadership.
• Cash Forecasting: Develop and maintain cash forecasting models to predict future cash needs, allowing for effective planning and liquidity management.
• Ad-Hoc Analysis: Perform ad-hoc financial analysis and research projects as requested by senior management.
• Forecast Accuracy: Continuously refine and improve forecasting models, processes, and methodologies to enhance the accuracy of predictions.
• Cost Management: Assist in the evaluation of cost control measures, recommending cost optimization strategies, and making sure invoices are in budget before being approved for payment.
• Collaboration: Work closely with various departments to gather and validate financial data and support cross-functional initiatives.
  
  

Required Knowledge, Skills & Experience

• Passionately committed to the mission of Stellar Virtual;
• An outstanding problem-solver with a demonstrated ability to think critically, plan strategically, as well as research and perform detailed data analysis;
• Knowledge and comfort with evolving online technologies that support a virtual work environment, including Google Workspace, Zoom, and Asana;
• Proactive and fast learner who thrives in a fast-paced environment.

Position Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2-4 years of experience in financial planning and analysis, budgeting, or related roles.
• Strong proficiency in financial modeling and data analysis using spreadsheets, FP&A software, and ERP systems.
• Excellent analytical skills with a high attention to detail.
• Solid understanding of key financial concepts and metrics.
• Strong communication skills to convey complex financial information clearly and concisely.
• Ability to work collaboratively in a team and adapt to changing business requirements.
• Experience with FutureView Systems and/or QuickBooks Online is a plus.
• Ability to pass a required background check

At Stellar Virtual, we embrace diversity and foster an inclusive and supportive work environment. We welcome applicants from all backgrounds and experiences. Stellar Virtual is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Notice: Employment with Stellar Virtual will be on an at-will basis. As such, this position description is not a contract or guarantee of employment for a definite amount of time.