Financial Analyst

ABOUT PS wrx PS wrx’s mission is to create new finance and real estate models that actively uplift the people and schools at the heart of underserved communities, driving long-term economic resilience and shared prosperity. With over 20 years experience in finance, real estate development, and facilities and property management, the team at PS wrx is committed to partnering with charter management organizations to deliver long-term and sustainable solutions. We believe that educational excellence must be paired with economic advancement to enable every student and community to thrive so we are reimagining the learning environments that will realize technical and financial education. We intentionally partner with institutions that elevate educational and economic outcomes and inspire a paradigm shift for how to invest in communities. PS wrx brings technical expertise, proven systems, and creativity to products and services in real estate and finance. PS wrx is building a team of mission-driven and entrepreneurial real estate, operations, and finance professionals who are aligned with PS wrx’s mission. POSITION OVERVIEW Are you passionate about numbers, data-driven insights, and making a positive impact in communities? PS wrx is seeking an ambitious and analytical Financial Analyst to join our team. This role is more than just crunching numbers—it's about using financial expertise to drive strategic decisions that support our mission of advancing wealth equity. At PS wrx, you'll be part of a collaborative team dedicated to meaningful social impact through finance and real estate. You'll work closely with experienced professionals, contributing to impactful projects while enhancing your skills in a supportive and growth-oriented environment. If you thrive on challenges, are committed to purpose-driven work, and enjoy digging into the financial details to find opportunities, we'd love to have you on board! This position is primarily based in Milburn, New Jersey with occasional local travel, including to our NYC office, and remote work. Expected days in the office are 3-4 days per week. PRIMARY RESPONSIBILITIES Business / Program Model Development Support the creation of models for PS wrx programs, including building revenue models and defining cost structures. Continuously update and refine models as programs evolve, while identifying and communicating potential risks and opportunities. Conduct detailed analysis of the return on investment for individual programs, with a particular focus on those that generate financial returns for students. Assist in building and refining models that evaluate program-specific financial outcomes. Research to gather and analyze information on organizations offering similar services/programs. Use this data to understand the competitive landscape and maintain an up-to-date database of peer organizations. Budgeting and Forecasting Support the annual budgeting process, working closely with teams to gather data, set targets, and ensure alignment with organizational goals. Regularly update financial forecasts to reflect changes in the business environment, providing analysis on trends and any deviations from expected results. Maintain a comprehensive cash flow model, monitoring trends and cash available for investments. Support enhancements to financial data tracking to monitor data by program / business line. Presentations Prepare financial reports, dashboards, and presentations that communicate key findings to senior leadership. Support creation of Board materials to engage board on business model and other topics. Partner Collaboration Prepare proposals for new partners and support creation of cost structure. Assist in financial and other analyses required for partners; may include analysis of charter school financial models and/or other financial analyses for charter schools Support management of vendor contracts Operations Identify and implement software solutions: lead efforts to research, recommend, and implement software tools that enhance operational efficiency across PS wrx programs. Ensure that selected software solutions align with the organization’s financial modeling and reporting needs. Data Management and Reporting Systems: set up and maintain centralized databases and reporting systems that aggregate data from multiple programs, ensuring real-time access to organizational key performance indicators (KPIs) and metrics. QUALIFICATIONS Required Mindset and Values: Committed to advancing PS wrx’s mission and using finance as a tool to create positive change. Comfortable analyzing complex datasets and paying meticulous attention to detail while understanding the broader context. Enjoys solving problems and can pivot easily in response to shifting priorities or new information. Values teamwork and is excited about the chance to work across departments to achieve common goals. Holds self and others to high standards, is comfortable acknowledging mistakes, and takes ownership of responsibilities. Required Skills: Strong analytical skills and a solid understanding of financial concepts, such as ROI, net present value, and financial ratios. Proficient in managing and analyzing large datasets using Excel (advanced functions). Ability to distill complex financial information into easily understandable reports and presentations for non-finance stakeholders. A proactive mindset with the ability to assess situations, provide insights, and make data-driven recommendations. Experience required: 2-3 years of experience in a financial analysis role, ideally within the real estate or finance sectors. Experience with financial modeling and forecasting. Experience in working with cross-functional teams in a high-growth environment is a plus. COMPENSATION This role has a salary range of $75,000 to $85,000. Compensation for this role will depend on experience, demonstrated performance on core competencies, and internal equity alignment. PS wrx offers a comprehensive benefits plan (through JustWorks, a PEO), including employer-paid medical, dental, and vision insurance. Other benefits include 20 days of paid time off, a 401(k) plan with employer matching, an FSA plan, commuter benefits, and memberships to benefits such as Talkspace (free monthly therapy), Teladoc, and more.