• Monitoring the accuracy of payment documents and processing payments • Performing management accounting tasks • Providing support in the preparation of financial statements • Preparing management reports • Participating in the automation and optimization of accounting processes

Role Description We're hiring a SaaS Revenue & Financial Analyst who will own the measurement layer of our entire business. You will be the person who knows every number — ARR, net retention, expansion, churn, pipeline conversion, cost of acquisition, gross margin by product line, services margin, cash flow, and everything in between. You'll work across Salesforce (our CRM and billing system of record) and QuickBooks (our financial system) to build a unified, always-current picture of company performance. This is not a reporting role. This is an analytical role where you connect revenue operations data to financial outcomes and surface the insights that drive decisions at the CEO level. What You'll Own - Build and maintain our SaaS metrics infrastructure — ARR waterfall, cohort retention analysis, revenue recognition schedules, deferred revenue tracking, and unit economics by segment. - Reconcile Salesforce bookings data against QuickBooks revenue entries and ensure we have a single source of truth across both systems. - Produce monthly and quarterly financial and revenue packages for leadership, including variance analysis against plan. - Model scenarios for pricing changes, product bundling, geographic expansion, and headcount investment. - Monitor pipeline health and translate pipeline data into revenue forecasts with documented assumptions. - Own the data integrity between our CRM and accounting systems, flagging discrepancies before they compound. - Support board-level and investor-level reporting with clean, defensible metrics. Qualifications - Three-plus years of experience in SaaS financial analysis, revenue operations, or FP&A at a B2B software company. - Deep proficiency in Salesforce — understanding opportunity objects, product schedules, contract structures, and reporting at a data level. - Equally proficient in QuickBooks Online, including chart of accounts design, revenue categorization, journal entries, and reconciliation workflows. - Understanding of ASC 606 revenue recognition principles and ability to apply them to a multi-product SaaS business with annual and multi-year contracts. - Ability to build financial models from scratch in Excel or Google Sheets — not from templates, from logic. - Think in terms of cohorts, not just totals. - Understand the difference between bookings, billings, and revenue, and can explain why each matters. - Precise, skeptical of your own numbers, and obsessive about data integrity. Preferred - Experience at a company with a mix of subscription revenue and professional services. - Familiarity with Salesforce CPQ or native Salesforce quoting and contract objects. - Exposure to investor or board reporting at a growth-stage company. - Experience with Marketo or HubSpot data as it relates to CAC and attribution modeling. Benefits - Report directly into the CEO's operating rhythm. - Your work will shape hiring plans, product investment, and go-to-market strategy in real time. - Opportunity to build the definitive platform for Salesforce lifecycle management. - Ability to measure every dimension of growth with precision.

• Guiding students through the financial aid process, from FAFSA completion to award packaging • Reviewing and analyzing financial aid applications to determine eligibility for federal, state, and institutional aid • Awarding and adjusting aid packages in compliance with all applicable regulations and policies • Counseling students and families through individual appointments, workshops, phone calls, email, and virtual tools • Managing verification files, resolving discrepancies, and submitting required corrections • Evaluating special and unusual circumstances with sound judgment and empathy • Collaborating across departments to support enrollment, retention, and student satisfaction • Presenting at orientations, information sessions, and student forums • Supporting exit counseling for students who withdraw or graduate • Contributing to team initiatives, continuous improvement efforts, and university events

• Leading implementations of new clients in areas of investment performance, attribution analysis, ex-post measurement risk and GIPS compliance • Defining business requirements • Conducting business operations reviews • Training and supporting clients during the implementation • Client relationship management and cultivating relationships with both internal and external partners • Keeping abreast of industry initiatives and market trends that impact the business • Leading projects to enhance calculation, reporting and analysis tools