Lead Financial Analyst

About the role

At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us. Apptegy is seeking a Lead Financial Analyst to join our FP&A team as a trusted partner and play a key role in driving financial clarity and strategic decision-making across the organization. This role sits within our Finance team and partners directly with senior leaders across Sales, Marketing, Customer Success, Product, and Operations to provide insights that shape how we invest, grow, and scale. This is a highly visible, senior individual-contributor role for someone who can own critical planning and analysis end-to-end, contribute to company-wide forecasting and performance management, and build scalable, AI-enabled financial processes that support Apptegy's continued growth. Above all, the ideal candidate is an exceptional communicator who can translate complex financial and operational data into a clear point of view and influence decisions with senior leaders - up to and including the CEO and CFO. The ideal candidate combines strong analytical depth with business curiosity and the ability to influence decisions through clear, thoughtful financial storytelling.

Responsibilities

• Own Planning, Forecasting & Performance
• Own key parts of Apptegy's planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning
• Own FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality
• Build and maintain scalable financial models across the full P&L - revenue, operating expenses, and headcount
• Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels
• Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them
• Shape Business Insights & Partnership
• Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities
• Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities
• Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials
• Lead cross-functional analytical projects and the most consequential ad hoc work - pricing, investment cases, new product investments, and operational improvements
• Build Scalable, AI‑enabled Finance Infrastructure
• Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making
• Own and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effort
• Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality - and help teammates adopt them
• Mentor junior analysts and serve as a go-to FP&A resource beyond your immediate team.
• Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy's planning processes as we scale

Requirements

• 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end-to-end ownership of planning and forecasting for a meaningful area of a business
• Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysis
• Full P&L exposure, including serving as a key driver in annual budget cycles
• Strong SaaS fluency - recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action
• Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large-dataset analysis
• Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
• Proven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environment
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• What Makes You Stand Out
• Experience in a B2B SaaS or subscription-based business with deep familiarity in recurring-revenue metrics and SaaS unit economics
• Experience working in a high-growth company where processes and systems are evolving
• Demonstrated experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to a

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Apptegy? Share your experience