Financial Analyst

Financial Analyst with a rapidly-growing industry leader.

Summary

The Financial Analyst is responsible for support and completion of the monthly close process and preparing monthly financials statements, including YTD income statements, cash flow statements, and variance analysis for clients. 

Responsibilities

• Navigate and be able to explain the main reports from our accounting software (income statement, balance sheet, general ledger detail)
• Be able to explain the structure of our budget model and how information flows
• Navigate client folders to access key files (monthly financials, interim reports, grant reporting, payroll data, invoices, deposit backup)
• Support completion of the monthly close process
• Prepare monthly financials statements, including YTD income statements, cash flow statements, and variance analysis for clients 
• Research discrepancies/variances, review restricted budgets and compliance reports, and make resource coding updates
• Respond to client emails and coordinate client support
• Create monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations
• Complete grant reports, State interim reports, and other compliance-related reports, and other financial documentation (i.e., loan applications) for school clients
• Manage the ongoing forecast for clients, and support the annual and multi-year budget development process
• Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 1+ years of business experience, with a strong focus in financial planning (budget/ forecast), financial analysis and business case modeling. 
• Detail-oriented, organized and possess strong problem-solving skills with the ability to make decisions under the direction of management.
• High level of proficiency in Excel and other MS Office software.
• Strong written and verbal communication, interpersonal, analytical, and problem-solving skills.
• Ability to interact professionally and build relationships with all levels of the organization.
• Self-starter with flexibility and willingness to balance changing priorities and ability to work under tight deadlines.
• Potential for up to 25% domestic travel, as the business requires.