Senior Financial Analyst: Budgeting, Reporting, & Forecasting

Jobtailor; Irving (TX); On-site; USD 85,000 - 120,000; Full time

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

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.