Financial Analyst

Core Responsibilities

• Prepare, maintain, and analyze budget and financial reports for school leadership, division and department leaders, and other budget officers as needed or requested.
• Develop and monitor thoughtful financial analyses and KPIs that provide school leadership timely insights into trends, adherence to budget and key performance drivers.
• Create and maintain accurate dashboards that leverage data visualization to deliver key analyses.
• Build dynamic financial models underpinned by KPIs to assess short- and long-term sustainability with key assumptions.
• Develop assumptions-based 5- and 10-year financial plans that identify key inputs, drivers, trends, and potential impacts on long-term financial sustainability.
• Lead the annual operating budget process, including preparing budget templates, compiling budget submissions, reviewing account activity and trends, and assisting with budget communications and follow-up.
• Maintain ongoing budget performance and financial activity, identifying variances, trends, opportunities, and areas requiring additional review or action.
• Analyze enrollment, tuition, fee, and financial aid trends to support revenue planning, affordability discussions, and long-term financial forecasting.
• Prepare financial models, forecasts, cost analyses, dashboards and scenario analyses to support decision-making for operating budgets, capital projects, auxiliary programs, tuition and fees, staffing, contracts, and other school initiatives.
• Provide information, education, and support to budget officers and other employees regarding financial reports, budget status, account coding, purchasing processes, and financial procedures.
• Aid in month-end and year-end financial reporting, audit preparation, regulatory reporting, and other financial reporting requirements as assigned.
• Compile, organize, reconcile, and analyze financial and operational data from accounting, payroll, student billing, enrollment, auxiliary program, and other school systems.
• Support the tracking, reporting, and analysis of restricted gifts, endowment spending, reserves, capital projects, and other designated funds in coordination with Development and Business Operations employees.
• Assist in developing, refining, documenting, and improving budgeting, financial analysis, internal control, and reporting processes.
• Monitor cash flow, liquidity, reserves, and investment-related activity to support effective treasury planning, capital planning, and financial decision-making.
• Prepare Board of Director reports, presentations and other ad hoc reporting for Finance Committee, Audit Committee and Board of Directors.
• Enter, maintain and analyze annual school benchmark reporting including but not limited to INDEX, DASL, SAIS, NCAIS, NBOA and Commonfund to ensure accuracy of school reporting.
• Analyze peer benchmark data and make recommendations based on annual school benchmark results.
• Prepare ad hoc reports, presentations, schedules, and analyses for the Chief Financial Officer, Head of School, Finance Committee, Audit Committee, and other internal audiences as assigned.

Essential Expectations

• Have strong analytical skills and the ability to interpret, organize, and communicate financial information clearly and accurately.
• Pay attention to detail and accuracy, and work effectively in a multiple-task, deadline-oriented work environment.
• Exercise sound judgment, discretion, and confidentiality when working with financial, employee, student, family, and school information.
• Work collaboratively with employees at varying levels of financial knowledge to support effective budget management and decision-making.