Budget Analyst

lmu; United States; On-site; USD 71,000 - 89,000; Full time

Job summary

Loyola Marymount University is seeking an experienced accounting professional to support the Jesuit Community's financial reporting and planning. You will maintain financial records and assist the Controller's Office to ensure accurate reporting.

The role covers daily bookkeeping, budget preparation, cash controls, and coordination of year-end processes. Strong GAAP knowledge and 3–5 years in accounting are required, with proficiency in QuickBooks and Microsoft Office.

Qualifications

• Bachelor's degree in accounting or related field or equivalent experience.
• Knowledge of GAAP and accounting best practices.
• 3–5 years of accounting or bookkeeping experience.
• Strong communication and reporting skills.
• Excellent organizational and leadership abilities.
• Proficiency with Microsoft Office and QuickBooks.

Responsibilities

• Handle daily financial transactions and bookkeeping; maintain ledgers and files.
• Monitor spending, reconcile expenses in QuickBooks, and prepare quarterly reports.
• Cash control: deposits, disbursements, and reconciliations.
• Process accounts payable/receivable and vendor invoices.

Skills

GAAP knowledge

Analytical thinking

Communication skills

Organizational skills

Microsoft Office

QuickBooks

Education

Bachelor's degree in accounting or business

Tools

QuickBooks

Microsoft Office

Job description

Under general direction, support and perform various accounting, reporting, and financial functions for the Jesuit Community to ensure current and accurate financial reporting and planning. Maintain appropriate financial records to provide to Controller's Office.

Position Specific Responsibilities/Accountabilities

• Handle the daily routines of the Jesuit Community's business office which includes all financial transactions and related bookkeeping procedures as well as the proper maintenance of ledgers and files. Applying Generally Accepted Accounting Principals (GAAP), study and evaluate Jesuit Community internal purchasing and accounting operations as they relate to the university and as established by the Rector of the Jesuit Community. Recommend and/or implement appropriate fiscal controls.
• Monitor spending, reconcile expenses in QuickBooks for all accounts, and produce quarterly financial reports.
• Responsible for cash control including petty cash, cash receipts, cash disbursements, bank deposits and bank reconciliations.
• Responsible for the accounts payable and accounts receivable functions inclusive of reviewing and analyzing bills and invoices, assigning appropriate account numbers, preparing checks and posting transactions.
• Produce quarterly financial statements comparing budget to actual data, spending and analyzing material variances.
• Prepare and coordinate the annual budget for the Jesuit Community in accordance with the Rector of the Jesuit Community at LMU and the California Province of the Society of Jesus.
• Reconcile Community members' medical bills with insurance explanations; work with insurance companies and doctors' offices to resolve discrepancies.
• Oversee of insurance matters related to autos and general liability; maintain automobile records.
• Develop and maintain financial metrics.
• Attend to and file Federal and State required documents.
• Provide ongoing analysis of the budget versus spending.
• Perform other duties as assigned or requested.

Loyola Marymount University Expectations

Exhibit behavior that supports the mission, vision, and values of the university and the Jesuit Community at LMU. Communicate and employ interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct. Demonstrate a commitment to outstanding customer service.

Requisite Qualifications

• Typically a Bachelor's Degree in accounting or business or related field or equivalent experience. Incumbent will be expected to continue upgrading knowledge, skills, and abilities needed to keep abreast of regulation/policy changes.
• Knowledge of Generally Accepted Accounting Principles (GAAP) and best practices in accounting.
• Minimum 3-5 years of accounting and/or bookkeeping experience in progressively responsible positions. Ability to maintain confidences and confidential information is essential.
• Demonstrated knowledge in the areas of: accounting, bookkeeping, business correspondence, spreadsheet preparation and office practices and procedures.
• Ability to use sound judgment, analyze disparate information, evaluate complex and ambiguous situations and recommend solutions.
• Exemplary communication skills (both written and oral) evidenced by background in preparing comprehensive reports and business correspondence.
• Highly developed organizational and leadership skills.
• Demonstrated computer competency and preferably knowledgeable of Microsoft Office, Quick Books Accounting and/or other similar accounting software systems.

Staff Regular

Salary range

$71,100.00 - $88,900.00 Salary commensurate with education and experience.

Please note that this position may not be eligible for visa sponsorship now or in the future.

Loyola Marymount University, a Carnegie classified R2 institution in the mainstream of American Catholic higher education, seeks outstanding applicants who value its mission and share its commitment to inclusive excellence, the education of the whole person, and the building of a just society. LMU is an equal opportunity employer committed to providing an environment free from discrimination and harassment as defined by federal, state and local law.

We invite all persons in the full diversity of their being, life experience, and beliefs to apply. (Visit www.lmu.edu for more information.)

LMU is committed to providing equal access to employment opportunities and ensuring a comprehensive recruitment and selection process for all applicants.

Individuals who require a reasonable accommodation to participate in any stage of the application, interview, or selection process may contact Human Resources at [e-mail] or by phone at [phone]. Applicants who use relay services or other assistive communication technologi