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Great Hearts Academies

Financial Analyst III

Great Hearts Academies, Irving, Texas, United States, 75084

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Corporate Talent Recruiter at Great Hearts Academies DEPARTMENT:

Finance

LOCATION:

North Texas Home Office – Dallas/Fort Worth area

REPORTS TO:

Senior Director of Finance

FLSA STATUS:

Exempt, Full-time

Position Summary

The Academy Financial Analyst III assists in financial decision-making by collecting, analyzing, investigating, and reporting financial data. Performs complex financial and operational analysis to support short-term and long-range strategic plans, operating budgets, and special projects.

Duties and Responsibilities

Review balance sheet reconciliations monthly and advise staff on account reconciliations if needed

Reviews and analyzes financial reporting processes to identify potential improvements

Produces monthly financial statements

Review financial information, provide monthly reports, and access budget vs. actual performance with Headmasters

Provide extensive support for Headmasters that need financial guidance

Evaluate spending at the Academy level and identify and resolve potential issues

Ensure compliance with budget allocations

Work with all departments to provide Academy forecasts and annual budgets

Prepare and present Board reports quarterly

Assigned new school expansion projects overseeing and monitoring costs

Work with IT and facilities to coordinate projects at the Academies

Create and document any needed Policies and Procedures and ensure compliance

Manage projects or assignments, including planning, assigning, monitoring, reviewing progress and accuracy of work, evaluating results, etc.

Develop financial models to evaluate and make business decisions.

Identify and communicate any internal control issues

Independently researches acquire expertise and develops solutions for advanced business problems/issues

Assist with our annual audit

Other duties as needed.

Qualifications, Competencies, and Strengths

Bachelor’s degree in accounting, finance, or related field at minimum, MBA preferred.

Experience: 7+ years of accounting/finance work experience.

Experience in education or non-profit preferred

Advanced proficiency with Microsoft Excel, Word, and PowerPoint.

Experience with Blackbaud Financial Edge or other financial systems.

Experience in Adaptive Reporting systems or similar.

Special Skills

Commitment to the philosophy and mission of Great Hearts.

Superior written and verbal communication skills; oriented towards detail, thoroughness, and accuracy.

Self-starter with the ability to work in a fast-paced and deadline-oriented environment.

Ability to develop positive and professional relationships with team members.

Provide excellent customer service and maintain confidentiality and professionalism at all times.

Additional Requirements

Type of fingerprint clearance: Must possess or obtain a valid Texas Department of Public Safety fingerprint clearance card.

Physical functions: Requires but is not limited to standing, sitting, repetitious hand and body movements, bending, squatting, and reaching. It may be required to move or position equipment up to 15 pounds approximately.

Travel required: Will need to travel locally to the various academies within Texas.

This description reflects management’s assignment of essential functions, and it does not exclude or restrict the tasks that may be assigned.

Great Hearts Academies is an Equal Opportunity Employer.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing, Finance, and Education

Industries

Education Administration Programs

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