ABOUT EMPOWERLY
Empowerly is a fast-growing ed-tech company on a mission to empower students to become the most successful version of themselves. Our platform combines expert college counseling with proprietary tools like the Empowerly Score™, offering families a 360° view of their child’s college readiness across academics, essays, and extracurriculars.
We’ve raised $30 million from top-tier investors including Goodwater Capital, Conductive Ventures, FJ Labs, Scrum Ventures, Translink Capital, Azure Capital Partners, and Spero Ventures.
Empowerly is a founder-led company that has grown through SEO-driven performance marketing. We’ve now invested heavily in scaling a diversified GTM motion across Sales, Events, B2C, Partnerships, and Business Development and we’re looking to grow our revenue by 150–200%+ in the coming phase. This role will be critical to helping us make that leap.
We operate on a remote-first basis, building a team of individuals who excel in remote environments and are passionate about making high-quality college counseling accessible to all students, regardless of their background or location.
THE ROLE
We’re hiring a Senior Financial Analyst to partner directly with the CFO and elevate how financial insight drives company decisions. This is not a reporting role. This is a thinking role.You will:Take ownership of board-ready financial materialsBuild and refine three-statement financial modelsTranslate financial data into strategic recommendationsIdentify risks, inefficiencies, and opportunities across the businessProvide clear, actionable solutions... not just summariesYou’ll operate with a CFO mindset with exposure to how capital moves around, what Board Members think, and how financial strategy shapes company trajectory.
1. Build Institutional-Grade Financial Models
You will design and own fully integrated, three-statement financial models including the Income Statement, Balance Sheet, and Cash Flow Statement, built from operational drivers and core business metrics.This includes:Building forecasting and budgeting models from the ground up using KPI-driven assumptionsTranslating unit economics such as CAC, LTV, conversion rates, churn, refund rates, pricing, commissions, and hiring velocity into financial projectionsRolling operational drivers into fully integrated three-statement forecastsModeling cash runway, capital allocation scenarios, and sensitivity analysesCreating board- and investor-quality models aligned with venture and private equity expectationsYou are comfortable starting with raw metrics and constructing a complete financial narrative from first principles.
2. Strategic Financial Analysis
Deep-dive into P&L performance and margin dynamicsAnalyze revenue quality, refund trends, customer acquisition efficiency, and operational leverageMove beyond “what happened” to “why it happened” and “what we should do about it”Identify risks, inefficiencies, and capital misallocationBuild models to guide pricing strategy, hiring plans, GTM investments, and long-term planningYou do not simply explain numbers. You improve outcomes.
3. Board and Executive Reporting
Own preparation of board-ready financial materials, including narrative, framing, and insightAnticipate investor questions before they are askedElevate financial storytelling across departmentsEnsure clarity, consistency, and strategic alignment in executive presentationsYou understand how to present financial performance in a way that builds confidence and demonstrates command of the business.
4. Forecasting, Planning and Capital Strategy
Lead budgeting and rolling forecast cyclesStress-test assumptions and build downside and upside scenariosImprove financial visibility across the organizationPartner cross-functionally to align operating plans with financial targetsSupport balance sheet forecasting and cash planning
5. Operational Finance and Light Accounting Oversight
Support balance sheet accuracy and forecasting disciplineTrack commissions and variable compensation and coordinate with payrollMonitor financial controls and reporting integrityEnsure financial accuracy across monthly and quarterly close cycles
WHAT MAKES THE ROLE DIFFERENT
Our data team pulls numbers. You will question them.If a department reports a metric, you will ask:What operational driver is causing this?What is the short- and long-term financial impact?What capital decisions does this influence?What mitigation strategies should we implement?Is there a more accurate or more strategic way to model this?You will learn the business of each stakeholder and balance departmental needs against enterprise-level financial discipline.
WHO YOU ARE
Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA strongly preferred.5 to 9 years of experience in FP&A, Strategic Finance, Investment Banking, Management Consulting, or high-growth venture or private equity-backed companiesProven experience building fully integrated three-statement financial models from scratchStrong background in KPI-driven forecasting and driver-based budgetingExperience presenting to executive leadership or board-level stakeholdersDeep understanding of balance sheet forecasting and cash flow modelingStrong command of financial modeling best practices aligned with venture-backed expectationsAbility to operate independently with minimal oversightExceptional communication skills and ability to translate complexity into clarityHigh ownership mindset with comfort in a demanding, high-performance environmentWest Coast timezone preferred
WHAT SUCCESS LOOKS LIKE
Financial models are robust, integrated, and investor-readyBoard materials are elevated, polished, and strategically sharpFinancial analysis consistently informs operational improvementsRisks are identified early and mitigated proactivelyThe CFO can say, “Something feels off,” and you know exactly how to investigateOver time, you evolve from Senior Analyst to a broader strategic finance leader.This role has a clear path toward Finance Manager or broader strategic finance leadership as Empowerly scales.We are looking for someone who wants to build financial infrastructure that supports long-term enterprise value creation, not just maintaining spreadsheets.
INTERVIEW PROCESS
Final candidates will complete a project that includes:Reviewing and improving a three-statement financial modelBuilding a driver-based forecastCreating a board-style financial presentationIdentifying strategic insights and recommendationsPresenting findings to a panelWe are not looking for perfection.We are looking for structured thinking, modeling depth, and financial judgment.If you thrive on building models from first principles, enjoy solving complex financial puzzles, and want meaningful exposure to executive-level decision-making, we would love to meet you.
This Senior Financial Analyst turns finance into a strategic driver of growth at Empowerly. Rather than simply reporting numbers, this role uncovers insights, identifies risks, and delivers actionable recommendations that improve margins and operational performance.
They own board-ready materials, elevate financial storytelling, and strengthen forecasting accuracy. By transforming data into clear decisions and scalable financial structure, this hire multiplies the CFO’s leverage and ensures finance actively shapes the company’s direction—not just documents its past.
