Strategic Financial Analyst - Nonprofit Budgeting & KPIs

The Catholic Center; Charleston (SC); On-site; USD 70,000 - 90,000; Full time

Job summary

The Diocese of Charleston is seeking a Senior Financial Analyst to safeguard the accuracy of financial records and provide actionable analysis to support parishes, schools, and ministries in line with diocesan policies.

Reporting to the Manager, FP&A, you will conduct quarterly reviews, prepare insights, monitor KPIs, and help optimize budgets and capital projects while ensuring GAAP compliance and effective use of budgeting software.

Qualifications

• Bachelor’s degree in accounting or finance.
• Minimum of 3 years’ experience in accounting, financial analysis, planning, budgeting or related roles.
• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Strong financial analysis skills, with a focus on identifying trends and projections.
• Strong communication skills, both written and verbal.
• Strong organizational and stress management skills.
• High proficiency in Microsoft Office, particularly with Excel.
• Strong adopter of new technology is required.
• Ability to self-start and be a critical thinker is desirable.

Responsibilities

• Conduct quarterly reviews of financial statements for parishes and schools that include compliance, reliability, cash flow, budget performance, prior year performance, and growth.
• Prepare analysis reports and provide meaningful insights to management.
• Support the management team and parish/school leaders with data-driven analysis and present results to stakeholders.
• Analyze KPI trends and summarize for reporting and proposed action for parishes, schools, and capital projects.
• Monitor KPIs and financial statements and identify causes of variances.
• Contribute to optimization of budgetary items for operational vitality of schools.
• Plan and assess financial viability of construction and renovation projects throughout the diocese.
• Serve as subject matter expert on budgeting software.
• Ensure compliance with accounting standards and regulations; recommend improvements for a revised manual.
• Automate and improve standard operating procedures.

Skills

GAAP knowledge

Financial analysis

Excel proficiency

Communication skills

Self-start / initiative

Education

Bachelor's degree in accounting or finance

Tools

Budgeting software

Job description

The Diocese of Charleston is seeking a Senior Financial Analyst to safeguard the accuracy of financial records and provide actionable analysis to support parishes, schools, and ministries in line with diocesan policies.

Reporting to the Manager, FP&A, you will conduct quarterly reviews, prepare insights, monitor KPIs, and help optimize budgets and capital projects while ensuring GAAP compliance and effective use of budgeting software.