Finance & Operation Analyst

The role

The Finance and Operations Analyst connects financial analysis with everyday business operations. This person will support business analysis, financial planning, performance reporting, and operational improvement.

What you will do

• Partner with teams to define business questions and develop actionable insights.
• Analyze workload, service demand, staffing capacity, costs, and process performance.
• Investigate causes of operational challenges and evaluate resource needs.
• Combine financial and operational data to assess business needs.
• Prepare financial reports and budget-to-actual variance analyses.
• Support budgeting, forecasting, cash flow planning, and financial models.
• Collaborate with partners to define and monitor key performance indicators.
• Develop and maintain reports and dashboards.
• Identify opportunities to simplify workflows and improve data accuracy.
• Manage analytical and process improvement projects from definition to implementation.

Required qualifications

• Five or more years of relevant experience in business analysis, operations analysis, financial planning and analysis, accounting, or a combination of related roles.
• Demonstrated experience analyzing business or operational questions across functions and connecting findings to financial or resource decisions.
• A strong foundation in financial analysis, including interpreting financial results and supporting planning, forecasting, or modeling.
• Experience investigating root causes, evaluating alternatives, and recommending practical improvements.
• Advanced Microsoft Excel skills, including pivot tables, lookup functions, and complex formulas.
• Experience working with ERP systems or other business platforms and combining data from multiple sources.
• Experience creating reports, tracking performance measures, or developing dashboards.
• Ability to manage projects independently, establish an approach, and follow through without step-by-step direction.
• Comfort working with ambiguity, shifting priorities, and evolving processes.
• Strong attention to detail and the ability to explain findings clearly to financial and nonfinancial audiences.

Nice to have

• Experience in a small or growing organization, or a role with broad responsibilities spanning finance and operations.
• Experience with NetSuite, Ramp, Power BI, Tableau, or similar tools.
• Experience supporting business system administration, user access, or workflow improvements.
• Experience analyzing staffing capacity, service demand, or operational efficiency.
• Experience in education, educational technology, or a SaaS business.
• Bachelor’s degree in any discipline, or equivalent practical experience.

Benefits

• Competitive 401(k) with company matching
• Comprehensive Medical, Dental, and Vision insurance
• Paid Time Off
• Employee Discount Program and partner savings
• Ongoing professional development and learning investment
• Wellness initiatives

About the company

Really Great Reading designs innovative products, training, and materials to improve literacy scores nationwide. They bring the Science of Reading to thousands of schools.