Senior Financial Analyst

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best in class educational experience and make Kaplan a great place to work. The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.

The Senior Financial Analyst partners with business leaders to drive data-informed decision-making through insightful financial analysis, operational metrics, and strategic planning support. You will own the complete FP&A cycle for assigned business verticals—from recurring reporting and variance analysis to forecasting, scenario modeling, and margin optimization—while translating complex financial data into compelling business narratives.

This role embodies our A-B-C framework: you will Anchor in accuracy through rigorous variance analysis and data validation, go Beyond the numbers by uncovering the "why" behind performance and coaching stakeholders on business drivers, and Carry the organization forward through driver-based modeling, analytical frameworks, and presentation excellence that enables better decisions.

Primary Responsibilities:

● Deliver comprehensive monthly financial reporting packages with in-depth variance analysis, identifying root causes and translating findings into actionable insights

● Lead operational cost analysis and margin optimization efforts, tracking key performance metrics and highlighting profitability trends across business segments

● Develop and maintain driver-based forecast models incorporating business assumptions, conducting scenario planning and sensitivity analysis to evaluate strategic initiatives

● Prepare annual budgets and monthly forecasts with detailed operational driver assumptions, ensuring alignment with business objectives

● Partner proactively with business leaders through regular business review meetings,providing strategic recommendations and decision support

● Design analytical frameworks and dashboards that enable self-service insights, leveraging tools like Tableau, Power BI, or advanced Excel

● Prepare executive presentations and ad hoc analyses on business initiatives, periodic reporting and performance analysis

● Drive continuous improvement by standardizing processes, simplifying templates, automating manual work, and documenting best practices

● Hybrid Schedule: 3 days remote / 2 days in office

● 30-day notification period preferred

Minimum Qualifications:

● Bachelor’s degree in Finance, Accounting, Economics, or quantitative field; CA, CMA, CFA or MBA preferred

● 5+ years of progressive FP&A or financial analysis experience in a dynamic corporate environment

● Demonstrated expertise in financial modeling, driver-based forecasting, and scenario planning methodologies

● Solid grasp of financial statements and accounting fundamentals

● Excellent written and verbal communication skills with ability to communicate financial insights clearly to diverse audiences

● Proven ability to manage competing priorities, meet tight deadlines, and adapt to changing business needs

● Advanced Excel proficiency (financial modeling, complex formulas, pivot tables)