Personal Finance Advisor developing and maintaining client relationships for Desjardins Group. Advising clients on financial solutions and ensuring member satisfaction through effective service.
About the role
- Finance Manager overseeing financial planning and analysis for Campus, an innovative educational institution. Leading financial modeling and budgeting efforts in a hybrid work setup.
Responsibilities
- Own and continuously improve Campus’s financial models, including operating model, headcount model, and cash flow forecast
- Support the annual budgeting process and ongoing forecasting, partnering closely with functional leaders to align financial plans with company goals
- Perform deep-dive analyses on key drivers such as enrollment, tuition, variable costs, gross margin, and student-facing investments
- Build scenario and sensitivity analyses to support strategic initiatives, OKRs, and fundraising conversations
- Track and explain budget vs. actual performance, identifying variance drivers and surfacing actionable insights for leadership
- Develop and maintain KPIs, dashboards, and executive-ready reporting for internal and external stakeholders
- Analyze unit economics and ROI for programs and roles to inform resourcing decisions
- Partner with Accounting to ensure alignment among actuals, forecasts, and reporting structures
- Improve FP&A processes, tools, and data quality, including automation and preparation for Enterprise Resource Planning system
- Support investor and board reporting by producing clear, consistent financial materials and responding to data requests
- Grow with Campus as we scale, with opportunities to expand scope and leadership over time
Requirements
- 5–10 years of experience in FP&A, strategic finance, investment banking, consulting, or a combination of these roles
- Built and owned complex financial models and forecasts
- Highly fluent in Excel (and/or Google Sheets)
- Strong business judgment connecting financial analysis to operational decisions
- Detail-oriented but able to decipher between precision and speed
- Clear communication skills translating financial insights for non-finance leaders
- Proactive and comfortable operating in ambiguity
- Experience with SaaS, marketplace, or education-related business models is a plus
- Experience supporting external and board reporting, and system implementation (e.g., NetSuite) is a plus
Benefits
- Medical, dental, and vision insurance
- 401(k) match
- Fertility benefits via Carrot
- Flexible Time Away + paid holidays
- In-office lunches for our NY Office (did we mention, we’re dog friendly? 🐶)
- Social events - happy hours, birthday celebrations, holiday parties, & more!
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Personal Finance Advisor developing financial strategies for clients at Desjardins. Building lasting relationships and providing tailored financial solutions to members and clients.
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