Lead Financial Analyst

Who We Are

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.

The Role

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.

What You’ll Do

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

What You’ll Bring

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 accelerate analysis, automate workflows, or improve reporting

Exposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful

Experience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platforms

Familiarity with BI tools or data querying (SQL, Looker, Tableau, etc.)

Compensation

Base salary range $100,000 - $140,000

Eligible for 10% bonus

Why Apptegy

Join a team that’s committed to your success. At Apptegy, we’re passionate about creating an environment where you can do your best work and find true fulfillment. We believe in investing in our people—both professionally and personally—because your well-being drives our collective impact.

US Employee Benefits:

Comprehensive medical, dental, vision, and life insurance coverage

Retirement 401(k) with employer match

Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)

Mental Health Reimbursement

Unlimited paid time off, including seasonal (December) company-wide time off

Paid parental and medical leave

MX Employee Benefits:

Private medical insurance for you and your dependents
Life insurance
15 days Aguinaldo
Vales de Despensa
Fondo de Ahorro
Caja de Ahorro
Flexible paid time off policy
Paid travel to/from Little Rock, Arkansas for Onboarding.

Apptegy champions the thoughtful integration of AI to empower our teams and processes. As we seek to understand your individual capabilities and how you might contribute, we ask that all responses to application questions and during interviews are genuinely your own. Please refrain from using AI generation tools, as our aim is to assess your authentic voice and expertise.

Equal Opportunity Employer

Apptegy is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.