Financial Analyst II

Charter Schools USA (CSUSA) is one of the largest and highest-performing education management companies in the United States, proudly serving over 82,000 students in over 150 schools across four states. Founded by Jonathan Hage in 1997, CSUSA's mission is a Relentless Commitment to Student Greatness in School and in Life™. CSUSA provides an academically rigorous education, equipping students with real-world readiness and preparing them for college or career after graduation. With an unwavering dedication to student success from every background, CSUSA closes achievement and opportunity gaps, delivering on the promise of Strong Minds, Good Hearts™.

About the Role

If you are passionate about inspiring and motivating young learners and want to put students first in education, CSUSA offers an opportunity to join a team dedicated to its mission. As a Financial Analyst II, you will support multi-company budgeting, forecasting, and financial management requirements. This role involves analyzing budgetary data, interpreting guidelines, and projecting financial results. You will report to the Manager of Financial Planning and Analysis and provide support to the Director of Financial Planning and Analysis, Vice President of Finance, and Chief Financial Officer.

Responsibilities

• Plan and carry out budget procedures for multiple business units, including monthly monitoring of expenditures and revenues.
• Communicate monitoring status to management and assist business units in preparing budgets.
• Review and make recommendations on budget proposals, and assist in developing multi-year forecast estimates.
• Develop and maintain budget-monitoring models and coordinate the production of formal monitoring reports (e.g., dashboard reporting).
• Assist departments in preparing proposals, provide input for forecasts and budgets, and explain policies and procedures.
• Conduct special studies requiring data compilation, analyze and interpret information, and prepare oral and written presentations.
• Monitor and stay abreast of current and proposed legislation relevant to the industry.
• Analyze past and current financial data, identify trends, and provide recommendations.
• Prepare and analyze consolidated reports, review findings with management, and provide recommendations.
• Prepare and analyze reports for regional reporting and ad hoc requests.

Requirements

• Bachelor’s degree from an accredited university in finance, accounting, or a related field.
• Four (4) or more years of professional experience in budgeting or accounting, or an equivalent combination of education, experience, and training.

Skills

• Significant experience with databases, spreadsheet programs, and financial or accounting information systems.
• In-depth knowledge of budgeting, forecasting, and accounting principles and practices.
• Knowledge of business organization, management, and departmental functions.
• Ability to research, analyze, and evaluate proposed programs and expenditures.
• Proficiency in interpreting financial records, detecting errors, and preparing financial reports.
• Strong oral and written communication skills.
• Ability to maintain effective working relationships with colleagues.

Work Environment

• Usual office working conditions.
• Light physical work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently.
• Travel within or outside of the state may be required.
• Job is exempt from overtime provisions under the Fair Labor Standards Act.