Regional Financial Analyst II

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

Benefits offered by this job

Comprehensive Health Coverage

A competitive 401(k) with employer mat

Supportive & Mission-Driven Culture

Job summary

Great Hearts Academies seeks a Regional Financial Analyst II in a hybrid/remote capacity, preferred for Arizona or Louisiana candidates. The role reports to the Director of Finance and supports multi-campus financial planning and grant management for a four-year grant through 2030.

Key duties include forecasting, budgeting, and reporting across campuses, coordinating with Academy leadership, CMO, and grant accounting teams, and ensuring compliance with state and federal requirements.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• 4-6+ years of accounting or finance experience preferred; education sector experience favored.
• Experience with Workday and financial systems is preferred.
• Strong Excel, Word, and PowerPoint skills; advanced Excel preferred.
• Ability to build and use financial models for evaluation and decision-making.
• Excellent written and verbal communication; detail-oriented and accurate.

Responsibilities

• Update and maintain financial models and multi-campus forecasts.
• Support annual budget development with Academy and CMO staff.
• Analyze financial statements with Academy leadership monthly.
• Monitor expansion projects and related costs.
• Ensure grant compliance with budget allocations and reporting.
• Prepare internal/external financial reports and quarterly board reports.
• Assist with the Annual Audit Process.
• Identify and communicate internal control issues.

Skills

Excel proficiency

Workday

Financial modeling

Communication skills

Fast-paced work

Relationship building

Office suite

Confidentiality

Education

Bachelor’s degree in accounting, finance, or related field

Tools

Workday Adaptive

Job description

POSITION: Regional Financial Analyst II

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

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?

We offer a range of distinctive benefits designed to support the well-being and growth of our faculty and staff:

• 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 Strength s

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.

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

Great Hearts Academies is an Equal Opportunity Employer.