Regional Financial Analyst II

Great Hearts Academies; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with employer match

Growth opportunities

Job summary

Great Hearts Academies is seeking a Regional Financial Analyst II to support financial decision-making across campuses. You will collect, analyze, and report financial data to guide short-term and long-range planning and budgeting.

This four-year grant-funded role supports the launch of the Lake Charles campus and expansion of Harveston in Baton Rouge, with a potential third campus by grant end; hybrid/remote in AZ or LA preferred.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 4-6+ years of accounting or finance work experience; education experience preferred.
• Experience with financial modeling and forecasting.

Responsibilities

• Update and maintain financial models for multiple campuses.
• Develop annual budgets with Academy and CMO staff.
• Review and analyze financial statements with Academy leadership monthly.
• Support grant-related reporting and compliance.
• Assist with the annual audit process.
• Identify internal control improvements.

Skills

Advanced Excel

Workday

Financial modeling

Communication

Attention to detail

Relationship building

PowerPoint

Confidentiality

Education

Bachelor's degree in accounting/finance

Tools

Workday Adaptive

Job description

DEPARTMENT: Finance

LOCATION: Hybrid/Remote, candidates located in Arizona or Louisiana preferred

REPORTS TO: Director of Finance, Great Hearts America

FLSA STATUS: Exempt, Full-time

POSITION: Regional Financial Analyst II

SALARY RANGE: $70,000-$90,000

• Great Hearts is not able to hire employees from the following: California, Connecticut, D.C., Hawaii, Maryland, Massachusetts, New Jersey, New York, North Dakota, Ohio, Oregon, Rhode Island, Washington, Wyoming; International

What does Great Hearts have to offer?

• Comprehensive Health Coverage: Exceptional medical, dental, and vision insurance with minimal employee contribution.
• Retirement Planning: A competitive 401(k) with employer match.
• Supportive & Mission-Driven Culture: Join a workplace centered around true collegiality, collaboration, and opportunities for personal and professional growth.

Position Summary

The Regional Financial Analyst supports financial decision-making by collecting, analyzing, investigating, and reporting financial data. This role performs simple to moderately complex financial and operational analysis to support short-term and long-range strategic plans, forecasting, and operating budgets.

This position is a four-year grant funded role, funded through September 30, 2030. Continuation of the position is contingent upon grant funding and will conclude when funding for the grant ends or at the end of the grant period.

The Regional Financial Analyst is a grant funded position which supports the launch of the Lake Charles campus (Fall 2027) and the expansion of the existing Harveston campus in Baton Rouge. The position will also support the opening a third campus by the end of the grant period.

Duties And Responsibilities

Support Leadership with replication and expansion campuses in Great Hearts Louisiana through:

• Updating and maintaining financial models, creating and maintaining short and long term forecasts including cash flows for multiple campuses.
• Partnering with Academy and CMO staff to support annual budget development process.
• Interface with Academy leadership monthly to review and analyze financial statements.
• Support Academy and CMO Leadership with monitoring expansion projects and associated costs as necessary
• Cross coordinate with Accounting to ensure accuracy of financial reports
• Cross coordinate with Grant Accounting Teams to ensure grant compliance alignment with budgeted grant allocations and state and federal reporting requirements.
• Support development of grant programs procedures
• Prepare internal and external Financial Reporting including preparation of quarterly board reports and state reporting.
• Support the Annual Audit Process
• Assist with Compliance Monitoring through identification and/or documentation of Polices and Procedures, including revisions needed, to ensure compliance
• Identify and communicate any internal control issues

Qualifications, Competencies, And Strengths

Education/Certification:

Bachelor’s degree in accounting, finance, or related field at minimum.

Experience:

4-6+ years of accounting or finance work experience preferred. Experience in education preferred. This range is intended to bridge Financial Analyst II and Financial Analyst III responsibilities.

Special Skills

• Commitment to the philosophy and mission of Great Hearts.
• Superior written and verbal communication skills; oriented toward detail, thoroughness, and accuracy.
• Experience with Workday and Workday Adaptive or other financial systems.
• Demonstrates the ability to create and use financial models for evaluation and decision-making.
• 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, Headmasters, and Home Office department leadership.
• Strong proficiency with Microsoft Excel, Word, and PowerPoint; advanced Excel skills preferred.
• Provide excellent customer service and maintain confidentiality and professionalism at all times.

Additional Requirements

Type of fingerprint clearance

Must possess or obtain valid Arizona Department of Public Safety fingerprint clearance card or Louisiana and any new region equivalent.

Physical Functions

Requires but is not limited to standing, sitting, repetitious hand and body movements, bending, squatting, and reaching. May be required to move or position equipment up to 15 pounds approximately.

Travel Required

Will need to travel locally to the various academies.

This description reflects management’s assignment of essential functions; it does not exclude or restrict the tasks that may be assigned.

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

Travel required: May need to travel locally for training and professional development opportunities.

Great Hearts Academies is an Equal Opportunity Employer.