Financial Analyst

Well, hello there 👋

Screencastify is a leading educational technology company dedicated to improving communication and learning outcomes with video. Our primary focus is on the K-12 educator sector as we are critical in helping scale a teacher and improve student outcomes. Screencastify is used by over 15M people, and as we scale our impact, we’re seeking a dynamic and impact-driven Financial Analyst to join our Squad.

About the role

As the Financial Analyst, you will partner closely with Finance leadership and cross-functional teams to deliver high-quality insights that drive business performance. You’ll play a pivotal role in budgeting, forecasting, and reporting, as well as supporting ad hoc initiatives.

What you'll do:

• Drive the budgeting and forecasting process, including annual planning and ongoing reforecast cycles.
• Prepare and analyze KPI reports, focusing on SaaS metrics such as ARR, NRR, churn, and customer acquisition efficiency.
• Prepare month-end reporting packages and presentations, ensuring accuracy and timeliness of financial statements and management reports.
• Conduct variance analysis to identify performance drivers and provide actionable recommendations.
• Partner with cross-functional teams (Customer Success, Sales, Marketing, Product) to support financial insights and decision-making.
• Assist the Operations Finance team with customer account management during peak selling season.
• Support ad hoc projects, such as pricing analysis, investment decisions, and scenario modeling.

You're perfect for this role if you:

• Hold a bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Bring 2+ years of relevant experience in FP&A, corporate finance, or accounting (experience in SaaS or tech strongly preferred).
• Possess strong analytical skills and attention to detail, with the ability to distill complex data into clear insights.
• Thrive in a fast-paced environment and can shift focus as management priorities evolve. 
• Are proficient in Excel/Google Sheets and financial modeling.
• Bring a “leave no stone unturned” mindset and a strong work ethic.
• Have excellent communication and presentation skills, both written and verbal.

You'll stand out if you:

• Have experience with BI/reporting tools such as Looker, Tableau, or Power BI.
• Are familiar with SaaS metrics, subscription models, and ARR/NRR reporting best practices.

This is a Chicago-based hybrid position with 3 days a week in the office.

Working at Screencastify

At Screencastify, we are results focused and here to improve education globally. This isn’t an easy feat but it is important for our future. We value accountability, commitment, and speed. We take our responsibility to our customers very seriously, so when we miss a deadline or slow down, it matters. 

We’re a competitive culture and strive for speed and innovation. We are problem solvers, don’t point fingers and rather enjoy working together to bring solutions to the forefront.

We love a challenge and pushing the world forward with creativity, ingenuity and out of the box thinking. People are everything and we want to work in a company of deeply good people who treat their colleagues exceptionally well. Rule #1: Be a good person.

Compensation

The expected annual base salary for this role is anticipated to start at $70,000. Final compensation may vary based on experience and qualifications.

• Competitive Compensation. We take a data-driven approach to our compensation strategy so all employees are paid competitively and fairly.
• 401(k) & Annual Performance Bonus Opportunity. We want to invest in present you and future you, which is why we offer a 401(k) match + Annual Performance Bonus opportunity.
• Flexible Time Off (FTO) Policy. We recognize that time off to rest and recharge is important. The Flexible Time Off Policy (FTO) is designed for our employees to do just that -- balance work and life while maintaining well-being.
• Parental Leave. Generous paid time off for parents to bond with the newest addition to their family!
• Medical, Dental, & Vision Insurance. We offer comprehensive health benefits, including medical, dental, and vision insurance. Plus, all employees receive a free One Medical membership.
• Divvy Bike Membership. If you’re in Chicago, take advantage of an annual Divvy membership -- on us.

At Screencastify, we foster an inclusive, supportive, fun, and challenging team environment. We value having a team that is made up of a diverse set of backgrounds and respect the healthy expression of diverse opinions. We embrace experimentation and the examination of all kinds of ideas through reasoning and testing. Come join us as we continue to change the world through video.

Screencastify is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law.