Role Description As Finance Director, you will be the analytical partner to Client CFOs across multiple portfolio engagements. You will own the financial data, reporting, models, and insights that help founders and operators understand performance, protect margins, allocate capital, and scale smarter. This is a senior, hands-on role for someone who can build a three-statement model from scratch, trace margin movement at the vendor or channel level, and communicate clearly with CFOs, founders, investors, and operating leaders. The right person will feel more like a Finance Manager or Senior FP&A Manager on a CFO track than a traditional analyst. Responsibilities - Own weekly financial data management across a portfolio of client companies so performance, margins, and KPIs stay accurate, current, and decision-ready. - Partner with accounting and controllership teams to validate reconciliations, month-end outputs, and reporting integrity from source data through executive reporting. - Build and manage KPI dashboards, executive reporting packages, board materials, and investor-ready financial analysis. - Lead annual budgets, rolling forecasts, variance analysis, and recurring financial planning cycles across multiple client engagements. - Build and maintain dynamic 1-year, 3-year, and 5-year financial models, including three-statement models, scenario analyses, and sensitivity tables. - Analyze unit economics, pricing, channel mix, inventory, vendor terms, COGS, and margin drivers to identify where performance is improving or leaking. - Serve as the primary analytical partner to Client CFOs, preparing the analysis they need for board meetings, investor calls, lender updates, and strategic planning sessions. - Support client conversations with founders and functional leaders across marketing, supply chain, operations, and finance as trust is built. - Support fundraising, M&A, credit, and diligence work by preparing investor materials, data rooms, cash runway analysis, and capital allocation scenarios. - Translate complex financial data into clear, practical recommendations that non-finance stakeholders can act on quickly. Qualifications - 6 to 8 years of progressive experience in FP&A, financial operations, corporate finance, controllership, or a closely related finance role. - Proven experience owning planning cycles, recurring reporting, financial analysis, and executive-ready deliverables end to end. - Advanced financial modeling skills, including multi-year three-statement models, scenario analysis, sensitivity tables, and cash runway planning. - Strong understanding of accounting principles, including accrual vs. cash, revenue recognition, COGS treatment, reconciliations, and inventory accounting. - Experience with consumer business models such as DTC, retail, omnichannel, wholesale, CPG, beauty, or related product-based businesses. - Strong executive presence and the ability to communicate confidently with CFOs, founders, investors, and senior operating leaders. - Ability to manage multiple client engagements independently while maintaining accuracy, responsiveness, and high judgment. Requirements - Prior experience in a multi-client, fractional finance, consulting, PE operating, portfolio support, or multi-entity environment. - Experience with QuickBooks Online, NetSuite, Xero, or similar accounting platforms. - Experience with BI, dashboarding, or reporting tools. - Exposure to fundraising, M&A, lender reporting, investor materials, or diligence processes. - Experience using LLMs such as ChatGPT or Claude, or automation tools to improve finance workflows. Benefits - Access to a $200K+ perk marketplace with discounts on 150+ global services. - Option to withdraw up to 50% of approved earnings before payday.

Role Description The Finance team at 2U provides strategic financial leadership and analytical support to stakeholders across the organization. We support decision-making and operational effectiveness through financial planning, analysis, and cross-functional collaboration, all in service of 2U’s mission to expand access to high-quality education. As a Senior Financial Analyst, FP&A, you will play a lead role in supporting high-impact, cross-functional initiatives across the business. This includes: - Evaluating new initiatives - Supporting business case development - Driving financial modeling - Surfacing insights that inform company-wide decisions You’ll work closely with Finance leadership and cross-functional teams to drive clarity around priorities, risks, and opportunities. This is an ideal role for a highly analytical and proactive individual with strong business acumen and a desire to work in a mission-driven and fast-paced environment. Responsibilities Include, But Are Not Limited To: - Forecasting, Reporting & Ad Hoc Analysis - Support quarterly forecasting, annual operating planning, and long-range strategic planning processes as needed - Ensure accuracy and consistency in financial reporting by maintaining alignment across planning tools (e.g., Workday, Adaptive Planning) - Perform ad hoc reporting and financial deep dives to respond to urgent business questions or shifting priorities - Strategic Financial Analysis - Lead the development of complex financial models and decision-support analyses for strategic initiatives, new product evaluations, and operational improvement projects - Evaluate performance trends, assess risks and opportunities, and deliver actionable insights to Finance leadership and business stakeholders - Cross-Functional Collaboration - Serve as a finance point of contact for strategic initiatives, coordinating with teams across the business - Translate financial insights into clear narratives that support stakeholder understanding and strategic decision-making - Collaborate on presentations and materials for executive audiences and project steering groups - Process Improvement - Improve financial processes, systems, and reporting efficiency to drive efficiency aligned with strategic objectives - Performance Monitoring - Track KPIs and performance metrics aligned with company objectives - Develop dashboards and executive-level reporting - Monitor cost controls and recommend efficiency improvements Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred) - 5+ years of progressive experience in FP&A, corporate finance, or related field - Advanced Excel and financial modeling skills - Experience with ERP systems and financial planning tools - Strong analytical, communication, and presentation skills - Demonstrated ability to work autonomously and in a team environment Requirements - 5% of travel via plane, car, and train may be required - Flexibility to work more than 40 hours per week when business needs warrant Benefits - Comprehensive benefits (unique per country) and excellent work/life balance - Full-time, U.S. benefits include: - Medical, dental, and vision coverage - Life insurance, disability, and 401(k) employer match - Free snacks and drinks in-office - Generous paid holidays and leave policies, including unlimited PTO - Additional time off benefits include: volunteer days, parental leave, and a company-wide winter break - The anticipated base salary range for this role is ($97,100 - $107,900), with potential bonus eligibility.

• Lead the finance workstream, acting as the primary point of contact for client finance stakeholders; • Build trusted relationships through clear communication, executive presence, and proactive issue management; • Facilitate workshops, process design sessions, and end-user training; • Mentor junior team members and support the application of implementation best practices. • Configure and validate D365 F&O finance modules (GL, AP, AR, Fixed Assets, Cash & Bank, Project Accounting, Budgeting & Forecasting, Inventory & Manufacturing Costing); • Design solutions aligned with manufacturing finance processes (standard costing, variance analysis, catch weight); • Translate business requirements into functional designs and collaborate with technical teams on gap solutions; • Document processes, fit/gap analysis, and configuration decisions; • Support testing activities (system, integration, UAT) and coordinate issue resolution; • Guide clients on data migration activities and support readiness for deployment.

• Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers. • Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies. • Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks. • Book intercompany revenue/cost transactions & update shared financial trackers. • Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates. • Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts. • Assist in the preparation of monthly client accruals • Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients. • Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget. • Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable. • Assist with ad hoc projects as applicable, including the annual budget preparation. • Assist in pulling supporting documents for the annual audit