Junior Financial Analyst

Job Summary

The Junior Financial Analyst is an entry-level role responsible for supporting financial planning, forecasting, and performance analysis activities across the organization. This role partners with the FP&A, accounting teams and business stakeholders to deliver reporting, insights, and analysis that support informed decision-making.

This position provides an opportunity to build foundational FP&A skills, including financial modeling, budgeting, and business partnering, while gaining exposure to senior leadership and contributing to key financial decisions.

This position is based in Dallas, TX and follows a hybrid schedule, with 2 days onsite and 3 days working remotely each week.

Job Responsibilities

· Support annual budgeting and ongoing forecasting processes across assigned business units

· Track submissions, coordinate inputs, and manage timeline logistics

· Consolidate BU inputs into standardized formats

· Assist in maintaining financial models and related automation efforts to support planning and decision-making

· Perform initial variance analysis, trend analysis, and data pulls

· Prepare first draft outputs for SFA review

· Prepare regular financial reports (weekly, monthly, quarterly) for internal stakeholders and automate / streamline recurring deliverables over time.

· Maintain reporting and planning tools (e.g., Adaptive Insights) and inputs (actuals, headcount, etc.)

· Assist in developing KPI dashboards and tracking performance metrics

· Support long-range planning and strategic initiatives through analysis and research

· Help automate processes and update documentation

· Perform ad hoc analysis to support team and business needs

Required Qualifications, Capabilities, and Skills

· Bachelor’s degree in Finance, Accounting, Economics, or related field

· 1+ years of experience in FP&A, finance, accounting, or related analytical role (internships included)

· Basic financial modeling and data analysis skills

· Strong Excel skills (e.g., pivot tables, lookups)

· Understanding of financial statements (P&L, basic cash flow concepts)

· Strong analytical and problem-solving skills with attention to detail

· Effective communication skills with the ability to present data clearly

· Ability to manage multiple tasks and meet deadlines in a fast-paced environment

· Eagerness to learn, take initiative, and grow within an FP&A function

· Self-motivated and able to work both independently and as part of a team

Preferred Qualifications

· Internship or early experience in FP&A, corporate finance, or accounting

· Exposure to financial planning tools (e.g., Adaptive Insights, Anaplan, or similar)

· Familiarity with KPI reporting, dashboards, or BI tools (e.g., Power BI, Tableau)

Thrive Beyond the Basics: Our Perks Package

We believe your dedication deserves more than just a paycheck. That's why we offer a comprehensive perks package designed to support your well-being and fuel your passions. Here's a taste of what awaits you:

• Competitive Benefits: Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings.

• Work-Life Harmony: We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.

• Wellness Programs: Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.

• Continuous Learning Opportunities: As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.

• Flexible Work Arrangements: We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.

• Opportunities for Growth and Advancement: We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.

• Employee Assistance Program: Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services.

• And More!

At Barbri, we believe that investing in our employees leads to mutual success. Join us and be part of a passionate team dedicated to transforming education through innovative technology.

Barbri is an equal opportunity employer workplace. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

We are dedicated to creating an inclusive environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents.

Qualified applicants will receive consideration for employment without regard to their race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Join us in our mission to empower individuals through education and technology. We welcome candidates from all backgrounds to apply and help us build an inclusive workforce.