Financial Analyst III

0200 Great Hearts Texas Recruiting; Irving (TX); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Great Hearts Academies North Texas Home Office seeks a Financial Analyst III to gather, analyze and report financial data, supporting short-term and long-range plans.

The role conducts complex financial analysis, prepares statements, and collaborates with leaders to ensure accurate budgets and forecasts. Strong GAAP knowledge and ERP experience are required; TEA/DOE reporting familiarity is a plus.

Qualifications

• Bachelor’s degree in finance, accounting, or related field; MBA preferred.
• Seven+ years of finance/accounting work experience.
• Experience in education or non-profit preferred.
• Advanced proficiency with Microsoft Excel, Word, and PowerPoint.
• Experience with Workday or Sage Intacct preferred.
• 3+ years of GAAP and reporting experience (TEA/DOE).
• General ledger and journal entries experience.
• Experience in Adaptive Reporting systems or similar.

Responsibilities

• Review monthly balance sheet reconciliations and provide guidance to staff regarding account reconciliations.
• Identify variances during month-end, quarterly, and year-end reporting.
• Propose corrective or reclassing journal entries.
• Prepare monthly Actual-to-Budget reports and narratives for stakeholders.
• Review and analyze financial reporting processes for improvements.
• Prepare monthly financial statements.
• Support Headmasters with budget-to-actual analysis.
• Develop forecasts and annual budgets for Academies.
• Assist with annual audit and ACFR preparation.

Skills

Advanced Excel

Word

PowerPoint

Workday

Sage Intacct

GAAP

General ledger

Journal entries

Adaptive Reporting

Education

Bachelor’s degree in finance or accounting

MBA preferred

Tools

GAAP/FASB knowledge

Job description

POSITION: Financial Analyst III DEPARTMENT: Finance LOCATION: North Texas Home Office – Dallas/Fort Worth area FLSA STATUS: Exempt, Full-time

Company Description

Great Hearts Academies is a non-profit charter management organization (CMO) that operates classical, preparatory, K-12 public charter schools. Our academies cultivate the minds and hearts of students through the pursuit of truth, goodness and beauty. We currently serve over 14,000 students in our Texas schools, and we expect that number to grow to thousands more. Great Hearts is dedicated to providing additional communities with access to our liberal arts model, and, as the network scales, we aim to restore excellence to American public education. We proudly prepare students for success at the best colleges and universities in the nation, but see our larger purpose as producing great-hearted graduates that are prepared to be intellectual, moral and engaged citizens. Additional information can be found at www.greatheartsamerica.org/careers.

Position Summary

The Financial Analyst III assists in financial decision-making by collecting, analyzing, investigating, and reporting financial data. Performs complex financial and operational analysis to support short-term and long-range strategic plans, operating budgets, financial reporting, and special projects.

Duties and Responsibilities

• Review monthly balance sheet reconciliations and provide guidance to staff regarding account reconciliations as needed.
• Identify and research variances during month-end, quarterly, and year-end reporting.
• Propose corrective or reclassing journal entries based on variances identified on the Income Statement/Statement of Activities (P&L), Balance Sheet/Statement of Financial Position, and Statement of Cash Flows.
• Prepare monthly Actual-to-Budget reports and compose narratives to explain out of the ordinary fluctuations; create tables, charts, and other illustrative material for monthly/quarterly/annual reporting to Academies and the Board.
• Review and analyze financial reporting processes to identify potential improvements.
• Prepare monthly financial statements.
• Review financial information, provide monthly reports, and assess budget-to-actual performance with Headmasters.
• Provide extensive financial guidance and support to Headmasters.
• Evaluate spending at the Academy level and identify and resolve potential issues.
• Ensure compliance with budget allocations.
• Work with departments to develop Academy forecasts and annual budgets.
• Prepare and present quarterly Board reports.
• Oversee and monitor costs associated with assigned new school expansion projects.
• Work with IT and facilities to coordinate projects at the Academies.
• Create and document policies and procedures as needed and ensure compliance.
• Manage projects or assignments, including planning, assigning, monitoring, reviewing progress and accuracy of work, evaluating results, etc.
• Develop financial models to evaluate business opportunities and support decision‑making.
• Identify and communicate any internal control issues.
• Independently research complex business issues, develop subject‑matter expertise, and recommend solutions.
• Assist with the annual audit and the Single Audit (including SEFA reporting).
• Assist with preparing the Annual Comprehensive Financial Report (ACFR).
• Other duties as needed.

Qualifications, Competencies, and Strengths

• 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.

Special Skills

• Commitment to the philosophy and mission of Great Hearts Texas.
• Superior written and verbal communication skills; oriented towards detail, thoroughness, and accuracy.
• Self-starter with the ability to work in a fast‑paced and deadline‑oriented environment.
• Ability to develop positive and professional relationships with team members.
• Provide excellent customer service and maintain confidentiality and professionalism at all times.

Additional Requirements

• Type of fingerprint clearance: Must possess or obtain a valid Texas Department of Public Safety fingerprinting.
• Physical functions: Requires but is not limited to standing, sitting, repetitious hand and body movements, bending, squatting, and reaching. It may be required to move or position equipment up to 15 pounds approximately.
• Travel required: May need to travel locally for training and professional development opportunities.

Great Hearts is an Equal Opportunity Employer.

US Work Authorization is required.

Employment is contingent upon successful completion of a criminal history background check and fingerprint clearance in accordance with state requirements.

Great Hearts Academies is an Equal Opportunity Employer.

Our purpose is to cultivate the minds and hearts of students through the pursuit of Truth, Goodness, and Beauty.

Great Hearts Academies leads the way in classical, liberal arts education.

We are a growing network of charter schools and private Christian schools, expanding in existing and new regions across Arizona, Louisiana, and Texas.

Whether you are seeking teaching, leadership, or campus support opportunities, we have established a mission‑driven culture and emphasis on learning and growing, professionally and personally.

At Great Hearts, we provide a calling to shape the future through an education that fosters human flourishing and academic excellence.

We celebrate diversity and welcome individuals from all backgrounds—inside and outside education—who bring unique perspectives and ideas to enrich our community.

Through meaningful conversations and collaboration, we foster a strong, supportive cohort of educators.

At Great Hearts, your passion and expertise will thrive in a supportive and dynamic environment.

Learn how you can grow both in mind and heart as an employee of Great Hearts.

If you need support with the Careers website, application or the hiring process, please contact us at [e-mail].