JOB DESCRIPTIONSENIOR FINANCIAL ANALYST

Reports To: Senior Director of FP&A
Location: New Haven, CT—2 days on-site
Work Hours: 8a-5p
Full-Time/Part-Time: Full-Time
Salary Range: $80,000

PREFERRED EXPERIENCE OF SENIOR FINANCIAL ANALYST:

• Bachelor’s Degree in Accounting or Finance, or Associate with at least 3 years of experience.
• 3 years of experience in a similar role, overseeing an entire budget preparation/forecasting process
• Knowledge over budgeting, forecasting, accounting standard practices
• Strong excel and analytical skills
• Understanding of KPI’s and financial metrics

• Meet with Network teams and Executives to determine enrollment and school specific budgets for the next fiscal year
• Prepare budget model for all schools and summarize regional needs
• Provide inputs to maintain long-term budget model
• Review each school for any items that are trending off from budget and communicate with owners as needed
• Prepare initial analyses and draft materials for Board reporting, in partnership with the Senior Director
• Lead budget meetings individually with each school to review process, answer questions, and ensure team is on track to balance budget for Board approvals
• Take data that is approved regionally to load into Adaptive Planning in preparation for releasing budgets to schools and NS teams
• Before each budget release and prior to the first forecast of the year, offer 1:1 office hour training with DSOs to learn about the process and how to use Adaptive Planning
• Conduct variance analyses to identify key drivers of budget vs. forecast changes and prepare supporting narratives for management review