As a key member of SchoolMint’s Finance and Operations team, the Director of FP&A will lead the organization’s annual planning, monthly reporting, and long-range forecasting processes. He or she will also partner with key leaders and stakeholders to provide analytical/business case support, derive data-driven insights, and influence leaders to make value-enhancing decisions. The ideal candidate is an impactful difference maker who interacts seamlessly with individuals at all levels of the organization while also serving as a strong leader within the Finance and Operations team.


  • Lead the annual budgeting process including creating the timeline and key deliverables, partnering with function leaders across the business to roll up and rationalize budget requests, consolidating department budgets, driving budget prioritization discussions, communicating final budgets to functional owners, and creating budget update forecasts
  • Partner with the accounting team to close the books each month including performing the analysis around key closing entries and accruals (wages, vacation, commissions, bonuses, etc.)
  • Drive the consolidation and distribution of the company’s monthly financial reports and KPIs and the company’s operating KPIs each core functional department
  • Drive reporting of actual monthly results to budget targets by the department including providing variance explanations and partnering with functional budget owners to take corrective action on budget over-runs or risks
  • Provide the analytical and business case support for the company’s strategic planning efforts, M&A activities, corporate partnerships, and key Executive Team decisions
  • Support the creation of Executive/Board and other stakeholders (investors, lenders, etc.) presentations and (or) reports
  • Support acquisition due diligence and integration activities as required
  • Own the company’s long-range financial forecast and reporting
  • Approve department spending requests to ensure purchases are within approved budget limits
  • Build and maintain strong, cross-functional relationships with senior leadership across the business and be the go-to person for analytical/business case support for each functional team
  • Identify key financial trends and proactively offer solutions to mitigate negative trends or accelerate positive ones
  • Assesses ongoing FP&A processes and tools and recommends and implements automation and improvement initiatives
  • Build and manage a high-performing team by setting goals / OKRs and helping people succeed in each of their respective roles and in their broader career
  • Develop a deep understanding of the company’s markets, customers, and products for incorporation into budget and forecast processes and Corporate Development opportunities.
  • Perform ad hoc research, analysis, and reporting as required


  • 8+ years of finance experience, preferably in a high-growth SAAS company
  • Bachelor's degree in accounting, finance, economics or a similar discipline
  • Demonstrated knowledge of financial/accounting principles
  • Extensive experience partnering with and influencing senior executives across multiple functions (sales, marketing, R&D, operations, etc.)
  • Ability to work in a collaborative and team-centric culture
  • Strong written and verbal communication skills, and ability to communicate successfully with individuals at all levels of the organization including building and presenting recommendations to executives
  • Strong analytical (ROI, NPV, scenario modeling, etc.) and problem-solving skills and the ability to distill complex issues into simple, structured frameworks that can be clearly communicated to key leaders and stakeholders inside and outside of the company
  • Expertise in business analytics and tools including advanced Excel skills, ERP systems, and planning systems
  • Demonstrated ability to work in a fast-paced, continuously changing, environment
  • Demonstrated ability to go above and beyond what is required to get the job done
  • Prior leadership and people management experience with the ability to coach, mentor, and develop team members
  • MBA and/or CPA is a plus

Apply for this Job

* Required

File   X
File   X
When autocomplete results are available use up and down arrows to review
+ Add Another Education

U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at SchoolMint are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Form CC-305

OMB Control Number 1250-0005

Expires 1/31/2020

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities1. To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

If you already work for us, your answer will not be used against you in any way. Because a person may become disabled at any time, we are required to ask all of our employees to update their information every five years. You may voluntarily self-identify as having a disability on this form without fear of any punishment because you did not identify as having a disability earlier.

How do I know if I have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Blindness
  • Deafness
  • Cancer
  • Diabetes
  • Epilepsy
  • Autism
  • Cerebral palsy
  • Schizophrenia
  • Muscular dystrophy
  • Bipolar disorder
  • Major depression
  • Multiple sclerosis (MS)
  • Missing limbs or partially missing limbs
  • Post-traumatic stress disorder (PTSD)
  • Obsessive compulsive disorder
  • Impairments requiring the use of a wheelchair
  • Intellectual disability (previously called mental retardation)
Reasonable Accommodation Notice

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.