Position Description

Academy Financial Analyst III
Location GH Arizona - Phoenix
Job Category Lead Office (Finance, HR, Development, etc.)
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POSITION: Academy Financial Analyst III

DEPARTMENT: Finance     

LOCATION: Indian Bend & Pima Road      

REPORTS TO: Academy Accounting Manager      

FLSA STATUS: Exempt, Full-time ($65,000-$85,000; DOE)

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
  • Oversee the Financial Analyst team, reviewing and auditing work for accuracy
  • 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 and reviewing progress and accuracy of work, evaluating results, etc.
  • Identify and communicate any internal control issues
  • Independently researches, acquires expertise, and develops solutions for advanced business problems/issues
  • Other duties as needed.

Qualifications, Competencies, and Strengths

Education/Certification: Bachelor’s degree in accounting, finance or related field at minimum.

Experience: 7+ years of accounting/finance work experience. Experience in education or non-profit preferred. MBA preferred.

Special Skills:

  • Commitment to the philosophy and mission of Great Hearts.
  • Superior written and verbal communication skills; oriented towards detail, thoroughness, and accuracy.
  • Experience with Blackbaud Financial Edge or other financial systems
  • Extensive experience developing and using financial models to evaluate and make business decisions.
  • 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.
  • Advanced proficiency with Microsoft Excel, Word and PowerPoint; Blackbaud Financial Edge system experience a plus
  • Provide excellent customer service and maintain confidentiality and professionalism at all times.

Additional Requirements

Type of fingerprint clearance: Must possess or obtain valid Arizona 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. 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 the Phoenix metro area.

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

Great Hearts Academies is an Equal Opportunity Employer.

Questions? Contact Human Resources at HR@greatheartsaz.org

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