Financial Analyst: Budget & Forecasting Insights

Cary Academy; Cary (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Cary Academy is seeking a Finance/Budget Analyst to prepare, maintain, and analyze budgets and financial reports for school leadership. The role involves developing financial analyses and KPIs, designing dashboards, and building models to forecast long-term sustainability.

Responsible for leading the annual budget cycle and monitoring performance across departments. Qualifications include a Bachelor’s in Accounting/Finance or related field and 2–5 years of relevant experience, with strong Excel

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related field is required.
• 2–5 years of directly related financial analysis, budgeting or accounting experience.
• Experience with accounting software and reporting systems; advanced Excel required; PowerBI preferred.

Responsibilities

• Prepare, maintain, and analyze budget and financial reports for school leadership and budget officers.
• Develop and monitor financial analyses and KPIs for timely leadership insights.
• Design and maintain dashboards leveraging data visualization for key analyses.
• Build dynamic financial models to assess short- and long-term sustainability.
• Lead annual operating budget process including templates, submissions, and communications.

Skills

Budgeting

Financial analysis

KPI tracking

Data analysis

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or related field

Tools

Excel

PowerBI

Job description

Cary Academy is seeking a Finance/Budget Analyst to prepare, maintain, and analyze budgets and financial reports for school leadership. The role involves developing financial analyses and KPIs, designing dashboards, and building models to forecast long-term sustainability.

Responsible for leading the annual budget cycle and monitoring performance across departments. Qualifications include a Bachelor’s in Accounting/Finance or related field and 2–5 years of relevant experience, with strong Excel