Senior Financial Analyst

Job Title

Senior Financial Analyst

Pay Range

$100,000-$125,000/salary

Job Description

Financial Analyst

Point Quest Group | Denver, CO or (Hybrid) | Reports to Director of FP&A

About Us

Point Quest Group is a private equity–backed, multi-entity platform delivering special education and related services to school districts and charter schools. We partner with more than 360 districts and charters, supporting thousands of students ages 3–22 each year, and we’re scaling rapidly through organic growth and acquisition — building the systems, team, and discipline of a much larger company than we are today.

The Opportunity

This is a hands-on analyst role for someone who wants to understand how the business actually makes money — not just report the numbers, but explain what’s driving them. In a staffing-driven services business, that means connecting operational metrics like utilization, fill rate, bill/pay spread, and contract margin to the financial results leadership acts on.

Reporting to the Director of FP&A, you’ll be in the model every day: building forecasts, preparing the monthly reporting package, digging into variances, and turning raw data into analysis that division leaders use to run their P&Ls.

If you want a role where your analysis informs real decisions, you’ll get broad exposure across a growing multi-entity platform, and your work supports services that change outcomes for kids — this is that seat.

What You’ll Do

Planning & Forecasting

• Build and maintain driver-based models for the annual operating plan and rolling forecast across divisions and entities.

• Translate operational assumptions — headcount, utilization, fill rate, bill/pay rates, ramp curves — into revenue, margin, and EBITDA outcomes.

• Validate forecast inputs with division leaders and track forecast-to-actual accuracy every cycle.

• Run scenario and sensitivity analyses to support planning decisions.

Reporting & Variance Analysis

• Prepare the monthly reporting package for leadership — key metrics, trends, and variances, clearly presented.

• Analyze results versus budget, forecast, and prior period, and explain the “why” behind every meaningful swing.

• Support Board, lender, and sponsor reporting with accurate, well-documented analysis.

• Partner with Accounting to reconcile actuals and keep financial and operational data aligned.

Business Partnership & Decision Support

• Work directly with division and operations leaders to understand their business and deliver targeted analysis.

• Build contract economics, pricing, and margin analyses that inform operational decisions.

• Turn ad hoc questions into clear answers — quickly, accurately, and with a recommendation where it’s warranted.

• Support M&A diligence and post-close performance tracking as new entities join the platform.

Systems, Data & Process Improvement

• Build scalable models and reports in Excel, leveraging Power Query, Power Pivot, and advanced formulas.

• Pull and structure data from NetSuite and operational systems; build and maintain dashboards for KPI visibility.

• Identify and automate the manual, error-prone steps in reporting and forecasting, and document the process behind your work.

What You’ll Need

• Solid, hands-on experience in FP&A, corporate finance, investment banking, or a similar analytical finance role.

• Advanced Excel skills — financial modeling, PivotTables, lookups, and comfort with Power Query and/or Power Pivot.

• A strong grasp of the three financial statements and how operational drivers flow through them.

• The ability to turn data into a clear story — in a spreadsheet, a slide, or a conversation with a non-finance leader.

• A collaborative communicator who reaches across divisions and departments — no siloed work here.

• Strong attention to detail paired with the judgment to know which numbers matter most.

• A self-starter who follows through without needing reminders and is comfortable with shifting priorities.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Nice to Have

• Experience in a private equity–backed or multi-entity environment.

• Background in staffing, healthcare, education, or another services business where labor drives the P&L.

• Hands-on experience with NetSuite or a comparable ERP.

• Experience with a planning/EPM tool and BI/dashboarding tools (e.g., Power BI, Tableau).

• Exposure to M&A diligence, integration, or post-close tracking.

Location & Work Arrangement

This is a hybrid role based in Denver, CO. We expect you to come into the office as needed to collaborate in person with the broader finance team — particularly around month-end reporting, budget season, and key planning moments. The cadence is flexible and built around the work, not the calendar.

Why You’ll Like It Here

• Mission that matters — every entity on this platform serves students who need real support.

• Real impact — your analysis goes straight to the leaders making the decisions.

• Broad exposure — operations, pricing, planning, Board reporting, and M&A, all in one seat.

• Hands-on work — you’ll build the models, not just update them.

• Career runway — a clear path toward Manager of FP&A and beyond as the platform scales.

• A team that values precision, ownership, and continuous improvement.

Equal Opportunity

Point Quest Group is an equal opportunity employer. We welcome applicants of all backgrounds and identities and are committed to building a team that reflects a wide range of perspectives. If you need an accommodation during the interview process, please let us know.