Sr Financial Reporting Analyst

Charter Schools USA; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

EduServe is seeking a Sr Financial Reporting Analyst to support its Finance department with multi-company budgeting, forecasting, and financial management. The role reports to the Director/Manager of FP&A and supports the CFO in strategic financial initiatives.

The position requires advanced Excel/PowerPoint skills, experience with Adaptive Planning and NetSuite, and a strong ability to analyze complex financial data.

Qualifications

• Degree in business, finance, or accounting is required.
• MBA or master’s in accounting strongly preferred.
• Five or more years of professional related experience in budgeting or accounting.

Responsibilities

• Create, modify, and maintain Adaptive Planning reporting deliverables.
• Perform ad-hoc analysis and reporting.
• Maintain system chart of accounts with updates.
• Develop and maintain budget monitoring models and reports.
• Lead special projects and data compilation tasks.
• Provide guidance to junior analysts.

Skills

Adaptive Planning

NetSuite

Excel

PowerPoint

Budgeting

Forecasting

Financial Analysis

Data Analysis

Communication

Team Collaboration

Education

Bachelor's Degree in Business, Finance or Accounting

MBA or Master’s in Accounting

Tools

Adaptive Planning

NetSuite

Excel

Job description

As a Sr Financial Reporting Analyst, you will support EduServe's Finance department and support multi-company budgeting, forecasting and financial management requirements. The Senior Financial Reporting Analyst will perform professional level work in analyzing budgetary/forecast data, budgetary/forecast requests, and maintaining financial systems. The position reports to and provides support for the Director/Manager of Financial Planning and Analysis and provides support to the Senior Vice President of Finance and the Chief Financial Officer.

How You Will Impact Education

• Performs duties and responsibilities that commensurate with assigned functional area within a department(s) which may include, but are not limited to, any combination of the following tasks:
• Responsible for creating, modifying, and maintaining all reporting deliverables in Adaptive Planning.
• Performs ad-hoc analysis and reports.
• Provides support on maintenance of system chart of accounts including modifying, deleting, or adding accounts based on system activity or Accounting adjustments.
• Develops and maintains budget monitoring models and reports.
• Assists System Administrator with executing the connector and/or manual updates.
• Hierarchy maintenance of system content, sheets and/or levels.
• Demonstrates Leadership Qualities.
• Has a strong desire to progress into management level positions.
• Willingness and ability to take lead on special projects; assists with special studies that require data compilation; analyzes and interprets information in oral and written presentations.
• Shows initiative in developing and improving current processes.
• Develops and builds financial models, reports and/or processes to advance departmental objectives.
• Provide guidance and support to junior staff members.
• Works under moderate supervision and within standard operating procedures.
• No formal supervisory responsibilities but may lead and direct daily operational work of other analysts.

Required Qualifications and Skills

• Adaptive Planning and/or NetSuite experience a plus.
• Significant experience with databases and spreadsheet programs and use of financial or accounting information systems. Advanced knowledge of Excel and PowerPoint.
• In-depth knowledge of budgeting, forecasting, and accounting. Including Income Statement, Balance Sheet, and Cash Flows and interplay between the three.
• Knowledge of the principles and practices of business organization and management.
• Knowledge of the organization and functions of a business operation with emphasis on departments to which assigned.
• Ability to research, analyze, and evaluate proposed programs and expenditures.
• Ability to work with large amounts of data, interpret financial records, detect errors, and prepare financial reports.
• Ability to express ideas effectively orally and in writing.
• Ability to maintain effective working relationships with other employees.

Job Requirements

• Graduation from an accredited four-year (4) college or university with a degree in business, finance, or accounting.
• MBA or master's in accounting strongly preferred.
• Five or more years of professional related experience in budgeting or accounting or any equivalent combination of education, experience, and training that provides the required knowledge, skills, and abilities.
• May perform other duties assigned.

While performing the responsibilities of this position, the work environment characteristics listed below are representative of the environment the employee will encounter:

• Usual office working conditions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• No physical exertion required.
• Travel within or outside of state.
• Light work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force as frequently as needed to move objects.

FLSA Overtime Category

Job is exempt from the overtime provisions of the Fair Labor Standards Act.

Location(s)

Hybrid

Location Name

Area of Interest

Finance

Position Type

Full-Time

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