---
title: 'Financial Analyst at Liaison International'
canonical: 'https://feeny.ai/job/financial-analyst-liaison-international-united-states-k42v8j0y4y87'
type: 'job'
last_seen: '2026-09-14'
---

# Financial Analyst at Liaison International

- **Company:** Liaison International
- **Location:** United States
- **Compensation:** $85k–$115k
- **Work type:** hybrid
- **Posted:** 2026-07-29
- **Last confirmed live:** 2026-09-14
- **Apply:** https://www.liaisonedu.com/open-positions/?gh_jid=5374628008

## Job description

At Liaison, we’ve helped higher education institutions build better, more diverse classes for three decades. You may recognize us as the company behind the Centralized Application Service (CAS), Enrollment Marketing services and platform (EMP), SlideRoom, Time2Track, TargetX (CRM) and Othot.

Everything we do is focused on taking that proven success and expanding its scope and scale. Over 31,000 programs on more than 1,000 campuses see us as a forward-thinking partner integral to meeting their total enrollment goals — and we’re building the data- and mission-driven team that will reinforce our role for decades to come.

The Financial Analyst is a key member of the Finance team, partnering closely with company leadership and cross-functional teams to drive profitable growth, improve operational efficiency, optimize costs, and support strategic decision-making. This role will leverage Financial Planning & Analysis (FP&A) best practices to develop meaningful insights, monitor business performance, improve forecasting and planning, and translate financial and operational data into actionable recommendations.

The ideal candidate is a highly analytical, commercially minded finance professional who can work effectively across functions, communicate complex financial information clearly, and thrive in a fast-paced, continually evolving environment.

Responsibilities:

- A key participant in the creation of the company’s annual operating plan that will provide management with analytical tools to establish goals and measure performance of the Company.
- Analyze and communicate historical and forecasted financial and operational performance, identifying key trends, variances, opportunities, and risks for senior management.
- Lead or support quarterly forecasting processes, including the income statement, balance sheet, cash flow, headcount, and other key financial and operating metrics.
- Prepare monthly, quarterly, and annual budget-to-actual analyses, investigate significant variances, and work with business leaders to understand drivers and identify corrective actions.
- Coordinate monthly expense and forecast reviews with assigned departments, partnering with budget owners to improve financial visibility, accountability, and performance.
- Assists in preparations of presentations for Company board meetings, company meetings, and monthly/quarterly management meetings.
- Assists in analyzing and reporting on the Company’s SaaS and services metrics, including recurring revenue, bookings, retention, churn, customer acquisition, gross margin, utilization, services revenue, and operating expenses.
- Improve the efficiency, accuracy, and scalability of FP&A processes and management reporting.
- Support M&A activities, including financial analysis, modeling, due diligence, valuation analysis, and integration-related projects as needed.
- Identify opportunities to leverage technology, including AI and automation, to improve financial analysis and productivity.
- Perform ad hoc financial and strategic analysis to support management decision-making and other high-priority company initiatives.

Position Requirements:

- A BS degree in Finance or Accounting
- 3-5 years of progressive accounting / finance background in a rapidly growing High Tech or Private Equity environment with an emphasis on financial systems, KPIs, and modeling
- Strong understanding of financial principles, financial statements, business performance metrics, and quantitative analysis
- Advanced MS Excel skills are required with overall strong modeling capabilities
- Demonstrated ability to partner effectively with senior leaders and cross-functional teams
- Excellent analytical and problem-solving skills, with the ability to translate complex data into clear business insights and actionable recommendations
- Comfortable in an environment with change. Rapid change cannot become a frustration – rather, an opportunity for constant and never-ending improvement
- Excellent oral and written communication skills are essential
- Demonstrated initiative, strong work ethic, and a continuous-improvement mindset with strong emphasis on intellectual curiosity
- Vena Solutions, Great Plains Dynamics software and Salesforce/CRM experience, a plus
- Experience with leveraging AI in existing processes, a plus
- M&A Experience, a plus
- An MBA or CPA, a plus
- Candidates must be able to work onsite 2–3 days per week following training.

The base salary range for this role is listed below. Exact compensation may vary based on skills, experience, and location.

Pay Transparency $85,000—$115,000 USD

[Privacy Policy | GDPR | CCPA Compliance](https://www.liaisonedu.com/privacy-policy/)

## About Liaison International

## Company Overview
- **One-liner**: Liaison International provides enrollment management technology and Centralized Application Services (CAS) for higher education institutions, helping them streamline admissions, marketing, and student yield.
- **Entity Type**: Private (Bootstrapped/Founder-led)
- **Headquarters**: Watertown, Massachusetts, USA
- **Founded**: 1990
- **Founders**: George Haddad (Founder & CEO)

## Core Business
- **Primary industry**: Education Technology (EdTech) / Higher Education Admissions & Enrollment Management
- **Target customers**: Higher education institutions (over 1,500 campuses), state systems, professional associations, and mission-aligned organizations. B2B, primarily serving universities, colleges, and graduate/health profession programs.
- **Mission**: “Connecting ambition to achievement” — empowering the community with information to make decisions confidently by providing strategic resources and innovating higher education technology.

## Products & Services
- **Centralized Application Services (CAS)**: A platform that centralizes the application process for discipline-specific growth, used by over 31,000 programs globally. Includes specialized offerings like ResidencyCAS for medical residency programs.
- **Enrollment Marketing Platform (EMP)**: AI-powered search and omni-channel marketing campaigns to boost enrollment.
- **CRM (formerly TargetX)**: Customer relationship management tool to advance enrollment strategies and build relationships with students from inquiry to graduation.
- **Yield & Financial Aid Optimization**: Tools to optimize financial resources with aid packages that influence yield decisions.
- **Productivity Suite**: A suite of tools to improve operations and manage program-specific processes.
- **Othot (Predictive Analytics)**: A predictive and prescriptive analytics platform powered by machine learning to inform enrollment decisions.
- **SlideRoom**: Portfolio-based application management for arts and creative programs.
- **Time2Track**: Tracking tool for practicum and internship hours (often used in psychology/health programs).

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company).
- **Key Metric**: Processes over 5 million applications annually; serves over 1,500 institutions and 40,000+ programs globally.
- **Notable Investors/Partners**: Founder-led with no disclosed external investors. Partners include numerous higher education associations, state systems, and professional organizations.
- **Growth Signals**: Expanding into medical residency admissions with ResidencyCAS; 35+ years of steady growth in higher education; actively hiring across engineering, sales, and IT roles.

## Competitive Advantages
- **Deep Industry Expertise**: Over 35 years focused exclusively on higher education enrollment management — leadership team includes former university administrators who understand client challenges firsthand.
- **Comprehensive Platform**: End-to-end suite covering marketing, application processing, CRM, yield management, and predictive analytics, creating a sticky ecosystem for institutions.
- **Scale & Trust**: Trusted by over 1,500 institutions and processes millions of applications annually, giving it a dominant position in graduate and health profession admissions.
- **AI & Data Maturity**: Proprietary predictive analytics (Othot) and AI-powered tools differentiate it from simpler CRM-only competitors.

## Strategic Focus
- **AI Integration**: Deepening predictive and prescriptive analytics capabilities to help institutions make data-driven enrollment decisions.
- **Expansion into Medical Residency**: Launching and scaling ResidencyCAS to capture a new, high-value segment of the education market.
- **Platform Consolidation**: Encouraging clients to adopt the full suite of products (CAS + CRM + Marketing + Yield) to increase retention and lifetime value.
- **Global Reach**: Serving programs globally and expanding partnerships with state systems and associations.

## Why Work Here
- **Culture**: Described as passionate, authentic, and growing. Emphasis on collaboration, diversity, and professional development. Intracompany committees, affinity groups, and virtual DEIB training are in place.
- **Flexibility**: Hybrid and remote opportunities available. Home office reimbursement for remote employees. Free gym membership for Watertown-based employees.
- **Benefits**: Competitive pay, medical/dental/vision, 401k with company match, generous parental leave, flexible PTO, tuition reimbursement, pet insurance, identity theft protection, and monthly virtual wellness webinars.
- **Engineering Culture**: Actively hiring for Senior Full-Stack Software Developers, QA Automation Engineers, and Data Analysts. Tech stack includes modern web development tools and cloud infrastructure.
- **Stability & Mission**: 35+ year history with a clear mission in education technology — employees can feel their work directly impacts student access and institutional success.

## Sources
1. [liaisonedu.com](https://www.liaisonedu.com/)
2. [liaisonedu.com/careers](https://www.liaisonedu.com/careers/)
3. [job-boards.greenhouse.io](https://job-boards.greenhouse.io/embed/job_app?for=liaisoninternational&token=4604637008)
4. [liaisonedu.com/leadership](https://www.liaisonedu.com/leadership/)
5. [liaisonedu.com/about-liaison](https://www.liaisonedu.com/about-liaison/)

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