Strategic Budget & Forecasting Analyst

Vista College Preparatory; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Healthcare plans

401(k) with employer match

Paid time off (PTO)

Wellness Fridays

Professional development & equipment

Job summary

Vista College Prep is seeking a Finance Analyst to support budgeting, forecasting, compliance reporting, and day-to-day financial operations. You will partner with the Finance Team, principals, and managers to ensure alignment with Vista’s goals and governance requirements.

The role emphasizes independent work, ownership of recurring duties, and proactive communication. You will report to the Director of Finance and contribute to monthly forecasts and system optimizations.

Qualifications

• Bachelor’s degree in finance or related field.
• 2+ years of finance experience focused on budgeting, forecasting, analysis, and reporting.
• Proficiency with Microsoft Excel and Google Sheets for model building.
• Valid Arizona IVP fingerprint clearance card.
• Ability to work independently and meet deadlines.

Responsibilities

• Support budgeting, forecasting, compliance reporting, and day-to-day financial operations.
• Collaborate with Finance Team, principals, and other stakeholders.
• Distribute templates, monitor budgets, and enter allocations.
• Prepare quarterly invoices and assist with audits and board meetings.
• Forecast monthly, perform cost analyses, and develop ad-hoc analyses.
• Draft quarterly/annual compliance reports for financing obligations.

Skills

Self-starter

Attention to detail

Verbal & written communication

Budgeting

Forecasting

Financial analysis

Reporting

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

Google Sheets

Sage Intacct

Edstruments

Claude

ChatGPT

Job description

Vista College Prep is seeking a Finance Analyst to support budgeting, forecasting, compliance reporting, and day-to-day financial operations. You will partner with the Finance Team, principals, and managers to ensure alignment with Vista’s goals and governance requirements.

The role emphasizes independent work, ownership of recurring duties, and proactive communication. You will report to the Director of Finance and contribute to monthly forecasts and system optimizations.