Financial Analyst III bei Great Hearts Academies

POSITION: Academy Financial Analyst III

DEPARTMENT: Finance      

LOCATION: Texas Home Office – San Antonio     

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.