Financial Analyst III

Jobtailor

Irving (TX)

On-site

USD 85,000 - 120,000

Full time

8 days ago

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Job summary

Great Hearts Texas is seeking a senior finance professional to lead accounting and financial reporting for our educational network. You will drive budgeting, forecasting, and variance analysis while ensuring GAAP compliance and internal controls.

The role requires 7+ years of experience, advanced Excel skills, and experience with ERP systems like Workday or Sage Intacct. TEA/DOE reporting familiarity is a plus; on-site Texas position.

Qualifications

Bachelor's degree in finance or related field required.
MBA preferred to enhance leadership in finance.
7+ years of finance/accounting experience required.
Experience in education or non-profit preferred.
Advanced proficiency with MS Excel, Word, and PowerPoint.
Experience with Workday, Sage Intacct, or similar software preferred.
Minimum 3 years' experience with GAAP and FASB.
TEA and DOE reporting preferred; familiarity with related standards.
General ledger and posting journal entries experience required.
Experience with Adaptive Reporting systems or similar recommended.

Responsibilities

Collect, analyze, investigate, and report financial data for decision-making.
Perform complex financial and operational analysis for strategic plans and budgets.
Review balance sheet reconciliations and guide staff on reconciling.
Identify variances during month-end, quarter-end, and year-end reporting.
Propose corrective or reclass journal entries.
Prepare monthly actual-to-budget reports and explain fluctuations.
Create tables and visuals for monthly, quarterly, and annual reporting to Academies and the Board.
Review reporting processes and identify improvements.
Prepare monthly financial statements and reports of performance to leadership.
Provide financial guidance to Headmasters and assist with budgets.
Develop Academy forecasts and annual budgets with departments.
Present quarterly Board reports and monitor costs for new projects.
Coordinate Academy projects with IT and facilities.
Document policies and procedures; ensure compliance.
Manage projects: planning, delegating, monitoring, evaluating.
Develop financial models for business opportunities and decision-making.
Identify internal control issues and remediate.

Skills

Communication Skills

Detail Oriented

Customer Service

Relationship Building

Self-Starter

Education

Bachelor's Degree in Finance

MBA Preferred

Texas DPS Fingerprinting

Tools

Microsoft Excel

Workday

Sage Intacct

Adaptive Reporting Systems

Microsoft Word

Microsoft PowerPoint

Job description

Collect, analyze, investigate, and report financial data for financial decision-making
Perform complex financial and operational analysis supporting strategic plans, operating budgets, financial reporting, and special projects
Review monthly balance sheet reconciliations and guide staff on account reconciliations
Identify and research variances during month-end, quarterly, and year-end reporting
Propose corrective or reclassing journal entries
Prepare monthly actual-to-budget reports and narratives explaining unusual fluctuations
Create tables, charts, and illustrative materials for monthly, quarterly, and annual reporting to Academies and the Board
Review financial reporting processes and identify improvements
Prepare monthly financial statements
Review financial information and assess budget-to-actual performance with Headmasters
Provide financial guidance and support to Headmasters
Evaluate Academy-level spending, resolve potential issues, and ensure compliance with budget allocations
Develop Academy forecasts and annual budgets with departments
Prepare and present quarterly Board reports
Oversee and monitor costs for assigned new school expansion projects
Coordinate Academy projects with IT and facilities
Create and document policies and procedures and ensure compliance
Manage projects and assignments, including planning, assigning, monitoring, reviewing, and evaluating work
Develop financial models to evaluate business opportunities and support decision-making
Identify and communicate internal control issues
Research complex business issues, develop subject-matter expertise, and recommend solutions
Assist with the annual audit, Single Audit including SEFA reporting, and Annual Comprehensive Financial Report
Perform other duties as needed

Requirements

Bachelor's degree in finance, accounting, or related field at minimum
MBA preferred
Seven plus years of finance/accounting work experience
Experience in education or non-profit preferred
Advanced proficiency with Microsoft Excel, Word, and PowerPoint
Experience with Workday, Sage Intacct, or similar software highly preferred
Minimum of 3 years' experience with GAAP and FASB
TEA and DOE reporting requirements preferred
General ledger and posting journal entries experience
Experience in Adaptive Reporting systems or similar
Commitment to the philosophy and mission of Great Hearts Texas
Superior written and verbal communication skills; detail, thoroughness, and accuracy oriented
Self-starter able to work in a fast-paced and deadline-oriented environment
Ability to develop positive and professional relationships with team members
Excellent customer service skills and ability to maintain confidentiality and professionalism
Must possess or obtain a valid Texas Department of Public Safety fingerprinting
US Work Authorization is required
Successful criminal history background check and fingerprint clearance required
Ability to perform required physical functions, including standing, sitting, repetitive movements, bending, squatting, and reaching
Ability to move or position equipment up to approximately 15 pounds

Core Competencies

Demonstrates expertise in financial analysis, reporting, and budgeting, with a strong focus on compliance and internal controls. Proficient in utilizing financial software and advanced Excel for data analysis and reporting.

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