Financial Analyst III

Collect, analyze, investigate, and report financial data for financial decision-making Perform complex financial and operational analysis supporting strategic plans, operating budgets, financial reporting, and special projects Review monthly balance sheet reconciliations and guide staff on account reconciliations Identify and research variances during month-end, quarterly, and year-end reporting Propose corrective or reclassing journal entries Prepare monthly actual-to-budget reports and narratives explaining unusual fluctuations Create tables, charts, and illustrative materials for monthly, quarterly, and annual reporting to Academies and the Board Review financial reporting processes and identify improvements Prepare monthly financial statements Review financial information and assess budget-to-actual performance with Headmasters Provide financial guidance and support to Headmasters Evaluate Academy-level spending, resolve potential issues, and ensure compliance with budget allocations Develop Academy forecasts and annual budgets with departments Prepare and present quarterly Board reports Oversee and monitor costs for assigned new school expansion projects Coordinate Academy projects with IT and facilities Create and document policies and procedures and ensure compliance Manage projects and assignments, including planning, assigning, monitoring, reviewing, and evaluating work Develop financial models to evaluate business opportunities and support decision-making Identify and communicate internal control issues Research complex business issues, develop subject-matter expertise, and recommend solutions Assist with the annual audit, Single Audit including SEFA reporting, and Annual Comprehensive Financial Report Perform other duties as needed Requirements Bachelor's degree in finance, accounting, or related field at minimum MBA preferred Seven plus years of finance/accounting work experience Experience in education or non-profit preferred Advanced proficiency with Microsoft Excel, Word, and PowerPoint Experience with Workday, Sage Intacct, or similar software highly preferred Minimum of 3 years' experience with GAAP and FASB TEA and DOE reporting requirements preferred General ledger and posting journal entries experience Experience in Adaptive Reporting systems or similar Commitment to the philosophy and mission of Great Hearts Texas Superior written and verbal communication skills; detail, thoroughness, and accuracy oriented Self-starter able to work in a fast-paced and deadline-oriented environment Ability to develop positive and professional relationships with team members Excellent customer service skills and ability to maintain confidentiality and professionalism Must possess or obtain a valid Texas Department of Public Safety fingerprinting US Work Authorization is required Successful criminal history background check and fingerprint clearance required Ability to perform required physical functions, including standing, sitting, repetitive movements, bending, squatting, and reaching Ability to move or position equipment up to approximately 15 pounds Core Competencies Demonstrates expertise in financial analysis, reporting, and budgeting, with a strong focus on compliance and internal controls. Proficient in utilizing financial software and advanced Excel for data analysis and reporting. Highest-signal resume keywords Financial Analysis GAAP Compliance Budget Development Microsoft Excel Proficiency Financial Reporting ATS Optimization Keywords Hard Skills Financial Data Analysis Budgeting Journal Entries Financial Modeling Variance Analysis Account Reconciliation Audit Assistance Reporting Standards Forecasting Cost Monitoring Soft Skills Communication Skills Detail Oriented Customer Service Relationship Building Self-Starter Certifications & Qualifications Bachelor's Degree in Finance MBA Preferred Texas Department of Public Safety Fingerprinting Industry Keywords Education Non-Profit FASB TEA Reporting DOE Reporting Tools & Technologies Microsoft Excel Workday Sage Intacct Adaptive Reporting Systems Microsoft Word Microsoft PowerPoint #J-18808-Ljbffr Jobtailor