Financial Analyst

Project Wayfinder - Berkeley, California or Remote - Full time

The Organization

Imagine if adolescent education was designed for all students to develop lives of meaning and purpose? In 2015 Project Wayfinder was founded at the Stanford to answer this call. With our fifth academic year upon us, our toolkits + trainings have journeyed to over 20,000 students, 1000 teachers, 200 schools across 25 states and 20 countries.

With our $1.5M seed funding secured, we are now pushing our expansion across the country + globe. Our goal is to continue to double our impact and revenue each year for the coming years. Our vision is to become the preeminent SEL curriculum company in the world - leading the global movement of purpose learning, meaning making and belonging-based education world wide.

What We Value

You will be joining a staff of incredibly motivated and dedicated staff members that are committed to living the values of our organization. We have a very close culture where team members get to know one another and build lifelong relationships. We also feel and act like a purpose-driven organization. To the best of our abilities each person’s role aligns with their own sense of purpose which feeds into the organization’s larger sense of purpose.

Read this article by our Founder about our workplace culture in Conscious Company.

We also value access, equity, diversity, and belonging. This is represented primarily in three ways: our product, our staff, and our schools.

Product: We have intentionally developed our curriculum to be able to cross national, racial, and socio-economic boundaries. During the process of curriculum development, we have had over 30 educators work on and develop the curriculum from a variety of backgrounds.

Team: Our team is composed of people from a diverse range of backgrounds and life experience. We intentionally recruit, hire, and work with people from diverse identities + experiences.

School Partners: We intentionally target a wide array of educational partners from traditional to non-traditional that work with a range of students from different socioeconomic groups: we have taught our curriculum in low income schools in the Bronx, independent schools in Silicon Valley, and after-school programs in San Antonio.

Learn more: Project Wayfinder Team + School Partners

The Role

Wayfinder’s Financial Analyst owns the financial data of Wayfinder. They will keep the financial models up to date for the executive team and board reporting. They will manage the bookkeeping/accounting team who will be responsible for managing the books. They will run analysis and predictions and help guide executive leadership on financial decision making.

We strongly encourage people from traditionally underrepresented populations in tech - such as women, People of Color, People with Disabilities, and LGBTQ+ people, etc - to apply!


  • Create and maintain financial models of the Wayfinder business. Constantly updating these models with monthly actuals from the sales and accounting teams.
  • Run analysis and reports using these models on cash flow, burn, net revenue retention, churn, LTV, CAC, and other key business metrics.
  • Manage and be the primary point of contact for the (currently) outsourced bookkeeping team, who will be responsible for maintaining our books.
  • Report to the CEO and Senior Financial Advisor with financial insights to guide executive decision making regarding hiring, spending, and investment.
  • Update financial reports for board meetings quarterly.
  • With CEO, present financial health status updates to the team monthly.



Essential experience

  • Minimum of 3-5 years in a similar position or running financial models in a bank or strategic consulting role.
  • An undergraduate degree or equivalent.
  • Expertise in financial modelling in excel
  • Experience with QuickBooks and GAAP accounting
  • Experience with Salesforce reports and data
  • Experience with calculating and reporting key SaaS metrics such as CAC, LTV, NRR, Churn, etc.
  • Experience preparing financial reports/insights for executives or board members.
  • A track-record of working with executives at a fast pace startup
  • Outstanding time-management skills and experience working efficiently in a fast-paced environment.
  • An entrepreneurial mindset and a bias towards action.

Preferred experience

  • MBA degree.
  • Prior experience or demonstrated interest in EdTech and/or K-12 education.




We offer a competitive package that is based on location and experience. We also offer the following benefits:

  • + Stock: Ownership in a fast-growing venture-backed company.
  • + 401k: We care about your ability to save for your future.
  • + Family Focus: Parental leave and flexibility for families.
  • + Time Off: Flexible vacation policy to encourage people to get out and see the world.
  • + Healthcare: Medical, dental, and vision policies.
  • + Goodies: Whatever hardware and software you need to get the job done.
  • + Team Fun: Regularly scheduled events, annual retreat, and celebrations.
  • + Learning: Learning & Development Opportunities to grow your skills and career.
  • + Great team: Working with fun, hard-working, kind people committed to making a difference!
  • + Flexible culture: We are results-focused. We don’t work at the office every day.
  • + ...And much more! Lots of other perks make this company an incredible place to work.


Remote work. This role is remote, but requires you to be available for calls for at least 4 hours between 9am-5pm US Central Time. As such this role can be anywhere where you can commit to working half the day to overlap with that timezone, and will not require relocation once COVID is over.

Note: Only applications with a cover letter and resume will be considered.

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Experience Level

Mid Level

Project Wayfinder

Our vision is to become the preeminent SEL curriculum company in the world - leading the global movement of purpose learning, meaning making and belonging-based education world wide.
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