Careers at EMA

Financial Planner and Analyst

The Financial Planner and Analyst (FP&A) is responsible for collecting, analyzing, and providing information that can be used to evaluate economic and business trends using past and present performance as key performance indicators and in forecasting. This role focuses on increasing efficiency and profitability by advising on the financial plan both short- and long-term.

The FP&A is also responsible for overseeing staff performance and guiding improvements in the department.

This role reports to:
Chief Financial Officer

Key Responsibilities

  • Analyze current and past trends in key performance indicators, including all areas of revenue, costs of sales, expenses, and capital expenditures
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan, and Modeling tools
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in programs, pricing, new product rollouts, as well as new projects
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to Management for decision-making purposes
  • Recommend financial actions by assessing options to organization goals
  • Implement and work with a business intelligence tool and dashboard reports
  • Responsible for ad hoc journal entries, reporting, and analysis
  • Prepare monthly and quarterly financial reports by collecting, formatting, analyzing, and explaining information
  • Build a financial database by identifying sources of information; assembling, verifying, and backing up data
  • Present return on investment strategies, identify financial process improvement, implement risk management and tax planning strategies
  • Develop financial models and analyses to support strategic initiatives
  • Manage the budget manager and other stakeholder relationships
  • Prepare Financial Policy and Procedure documentation
  • Support Senior Management Team and Department heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team
  • Maintain technical knowledge by attending educational workshops; reviewing publications
  • Contribute to team effort by accomplishing related results as needed
  • Protect operations by keeping financial information confidential

Educational Requirements

  • Bachelor’s Degree in Accounting or Finance; MBA highly preferred

Experience Qualifications 

  • 5+ years’ experience in the financial industry
  • Working knowledge of accounting, recording journal entries, and account reconciliation
  • Advanced Microsoft Excel and PowerPoint skills
  • Vena experience desirable
  • Comprehensive understanding of topics related to financial planning
  • Highly organized and possess the highest standards of accuracy and precision
  • Exemplary written and verbal communication skills
  • Self-motivated and highly driven with an entrepreneurial spirit and results-oriented mindset
  • Ability to think creatively
  • Strong interpersonal aptitude
  • Demonstrated ability to roll up sleeves and work with team members in a hands-on management capacity
  • Ability to maintain confidentiality at all times

To Apply:

Candidates who share our passion for excellence are encouraged to send their resume and a cover letter (including salary requirements) to Please reference FP&A2021 in the subject line. No phone calls, please.

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The Enrollment Management Association offers our employees a Total Rewards package, which includes compensation and a range of market-relevant benefits. We believe in compensating well for excellent work. We balance our total rewards with pay and provide great benefits.

Paid Time Off & Holidays

We want you to take time off for you and your family. We offer up to 25 days of vacation, 10 sick days, 3 personal days plus 13 federal holidays.

Health & Income Protection

We offer medical, dental (at no cost to you), vision (at no cost to you), short-term and long-term disability, group life insurance and more.

Paid Maternity Leave & Parental Leave

We believe that having that time to spend with your family is important. We offer 8 weeks of paid maternity leave and 2 weeks of paid parental (secondary caregivers) leave.

Work from Home & Remote Workers

We offer opportunities to work from home up to two days per week for suitable positions and we have positions that allow for remote employees.


We offer Employee Assistance Program and gym and fitness membership fee reimbursement up to a certain amount.

Tuition Reimbursement

We are dedicated to developing a capable and knowledgeable workforce.  We provide financial support to employees who participate in externally sponsored educational courses.


We offer a retirement plan that employees can participate upon hire with a very generous employer contribution following an employee contribution of just 2%. We also provide you with the option to invest in a Health Savings Account, Flexible Spending Account and Dependent Care Account.


If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request reasonable accommodations by sending an email to

Equal Employment Opportunity

The Enrollment Management Association is committed to the principles of equal employment opportunity. It is the policy of The Enrollment Management Association to recruit, hire, and promote for all positions and to administer all Human Resource matters such as wages, benefits, assignments, promotions and all other terms and conditions of employment without regard to race, color, religion, creed, sex, national origin, citizenship status, ancestry, age, disability, sexual orientation, gender identity or expression, marital status, genetic disposition, veteran status, or any other basis protected by federal, state, and/or local law.