Finance & Operation Analyst

Why This Role Matters

Behind every informed business decision at Really Great Reading is accurate data, thoughtful analysis, and an understanding of how our business operates. As our organization evolves, we need to understand what drives performance, where processes need improvement, and how to invest resources to best support the educators and students we serve.

The Finance and Operations Analyst connects financial analysis with the everyday operations of our business. Working across departments, this role helps leaders investigate challenges, evaluate resource needs, improve processes, and translate data into practical decisions.

Success in this role means delivering trusted financial and operational insights, identifying the root causes of business challenges, improving systems and workflows, and independently moving projects from an initial question to an actionable solution.

The Role

We are seeking a resourceful, analytical Finance and Operations Analyst to support business analysis, financial planning, performance reporting, and operational improvement across Really Great Reading. This is a business operations role with a financial analysis core, partnering closely with Finance and Operations leadership and colleagues across departments.

The ideal candidate brings experience connecting operational activity to financial outcomes. They ask thoughtful questions, investigate beyond the numbers, and help determine whether a business need calls for additional resources, a process change, or a system improvement. They are comfortable with evolving priorities and can organize and move work forward without step-by-step direction.

What You’ll Do

Business and Operational Analysis

• Partner with teams across the organization to define business questions, identify relevant data, and develop actionable insights.
• Analyze workload, service demand, staffing capacity, costs, and process performance to support resource planning.
• Investigate the underlying causes of operational challenges and evaluate whether staffing, process changes, system improvements, or other investments would best address them.
• Combine financial and operational data to assess business needs, compare options, and recommend next steps.
• Proactively identify trends, inefficiencies, and emerging issues that warrant further investigation.

Financial Planning and Analysis

• Prepare financial reports and budget-to-actual variance analyses, explaining key drivers and their business implications.
• Support budgeting, forecasting, cash flow planning, and updates to financial models.
• Translate operational assumptions, including staffing needs and changes in business activity, into financial projections.
• Build and maintain models that compare scenarios and help leaders evaluate costs, tradeoffs, and potential investments.
• Conduct ad hoc analysis to support planning and business decisions.

Performance Monitoring and Reporting

• Collaborate with department partners to define and monitor meaningful key performance indicators.
• Develop and maintain reports and dashboards that make financial and operational performance easier to understand.
• Gather, validate, and reconcile data from multiple sources, investigating discrepancies and coordinating corrections.
• Present findings clearly, explaining what the data shows, why it matters, and what action it supports.
• Document data sources, assumptions, and reporting methods to improve consistency and reliability.

Process Improvement and Systems Support

• Identify opportunities to simplify workflows, reduce manual effort, and improve data and reporting accuracy.
• Work with stakeholders to implement process improvements and assess whether changes achieve their intended results.
• Support the day-to-day administration of financial and operational tools, including systems such as Ramp.
• Help maintain system users and access, including adding and removing users in coordination with established approval processes.
• Document workflows and support colleagues in using systems and processes effectively.

Cross-Functional Collaboration and Project Ownership

• Build relationships across departments to understand business needs and connect operational activity with financial outcomes.
• Manage analytical and process improvement projects from problem definition through recommendations and implementation support.
• Organize priorities, track progress, and communicate dependencies or roadblocks.
• Balance recurring reporting and operational responsibilities with new projects and emerging needs.
• Take initiative to surface problems and propose solutions while keeping stakeholders informed.

What You Bring

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.

Preferred Qualifications

• 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. Relevant experience and demonstrated capabilities are valued regardless of academic background.

What We Offer

We take care of the whole person because we believe that when our team thrives, so do the students and educators we serve. Our benefits include:

• Competitive 401(k) with company matching
• Comprehensive Medical, Dental, and Vision insurance
• Paid Time Off to support rest, renewal, and life outside of work
• Employee Discount Program and partner savings
• Ongoing professional development and learning investment
• Wellness initiatives designed to support physical, mental, and emotional well-being
• Evolving benefits shaped by team member voice and values

Physical Requirements

This is a fully remote role. Team members work primarily at a computer and regularly engage in financial and operational analysis, document review, video conferencing, and digital collaboration. The role involves extended periods of computer-based work and participation in virtual meetings. Reasonable accommodations are available for qualified individuals with disabilities.