Budget Analyst

Loyola Marymount University; West Chester (IA); On-site; USD 71,000 - 89,000; Full time

Job summary

Loyola Marymount University is seeking a detail-oriented accounting professional to support the Jesuit Community’s financial operations. You will maintain ledgers, process transactions, and ensure GAAP compliance while preparing quarterly statements and budgets.

Key responsibilities include cash control, AP/AR processing, and coordinating annual budgeting with the Rector. Strong analytical, communication, and leadership skills are essential, as is proficiency in QuickBooks and Microsoft Office.

Qualifications

• Typically a Bachelor's Degree in accounting or business or related field or equivalent experience.
• 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.
• Demonstrated knowledge in accounting, bookkeeping, business correspondence, spreadsheet preparation and office practices and procedures.
• Ability to use sound judgment, analyze information, evaluate situations and recommend solutions.
• Excellent written and oral communication, with strong organizational and leadership skills.
• Proficient with Microsoft Office and QuickBooks Accounting or similar systems.

Responsibilities

• Handle the daily routines of the Jesuit Community’s business office including all financial transactions and bookkeeping.
• Monitor spending, reconcile expenses in QuickBooks, and produce quarterly financial reports.
• Responsible for cash control including petty cash, deposits, disbursements, and reconciliations.
• Process accounts payable and accounts receivable, review bills, prepare checks, and post transactions.
• Produce quarterly financial statements comparing budget to actual data and analyze variances.
• Coordinate the annual budget for the Jesuit Community in alignment with the Rector.
• Reconcile medical bills with insurance explanations and coordinate with insurers and providers.
• Oversee insurance matters related to autos and general liability; maintain vehicle records.
• Develop and maintain financial metrics and file Federal/State documents.

Skills

GAAP knowledge

Accounting

Bookkeeping

Financial reporting

QuickBooks

Excel

Budgeting

Analytical skills

Communication

Leadership

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.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

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 technologies are welcome to utilize those services when contacting Human Resources.

When contacting Human Resources, please include the job posting number, title of the position and department for which you are applying. Applicants are not required to disclose the nature of a disability or provide medical information when requesting an accommodation during the recruitment process.

LMU will work with applicants in a timely and interactive process to identify and provide reasonable accommodations consistent with applicable federal and state law.