Strategic Finance Lead
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Job Description
Strategic finance leader specializing in investment banking and capital strategy for Cotulla Education. Collaborating with leadership to shape financial strategy and drive growth initiatives.
Responsibilities:
- Lead long-range financial planning in partnership with executive and campus leadership.
- Develop and maintain financial models to evaluate capital deployment opportunities, unit economics, and business case scenarios.
- Drive investment analysis and valuation for high-impact initiatives, including new site launches, program expansion, and acquisitions.
- Conduct financial due diligence and scenario modeling for potential acquisitions and expansion opportunities.
- Support post-transaction integration planning and financial tracking for acquired or launched campuses.
- Prepare investment memoranda and board-level materials in support of capital allocation decisions.
- Act as a trusted thought partner to campus operators and central leadership.
- Translate complex financial insights into clear recommendations and presentations for board members, investors, and cross-functional stakeholders.
- Provide strategic oversight on financial performance trends, key metrics, and initiative ROI.
- Identify areas for operational improvement and resource optimization, informed by analytical rigor and market context.
Requirements:
- 4+ years of experience in strategic finance, FP&A, investment banking, private equity, or management consulting.
- Strong financial modeling and Excel capabilities.
- Experience analyzing operating performance and supporting resource allocation.
- Excellent communication skills, including the ability to prepare materials for executive stakeholders.
- Prior experience in education, multi-site operations, or workforce development is a plus.
- Ability to work in a fast-paced, performance-driven, compliance-oriented educational environment.
- Demonstrate a high level of integrity, strong work ethic, and professionalism.
- Persuasive and effective verbal and written communication skills, with a strong focus on customer service in an educational setting.
- Highly motivated and goal-oriented, with strong problem-solving skills.
- Excellent computer skills are required with proficiency in MS Office applications including, but not limited to, Word, Excel, Outlook, SharePoint, and Teams. CampusNexus experience is a plus.
- Ability and willingness to travel locally and/or overnight for business purposes.
Benefits:
- 401(k) and Matching: Secure your future with our competitive retirement savings plan.
- Comprehensive Health Coverage: Enjoy Health, Dental, and Vision insurance to keep you and your family healthy.
- Life Insurance: Peace of mind with life insurance options.
- Parental Leave: Support for new parents during important life transitions.
- Paid Time Off: Recharge with paid time off to promote work-life balance.
- Retirement Plan: Additional options to help you save for retirement.
- Employee Assistance Program: Access to resources for personal and professional support.
- Tuition Reimbursement: Invest in your future with financial support for further education.
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