ABOUT US:

Pleasant View School is a mission-driven private school dedicated to nurturing intellectual growth, leadership, and compassion in our students. Our mission is to prepare generations of scholars with a strong Islamic identity, leadership, and academic excellence who make a positive contribution to the global community. We serve a diverse student body through rigorous academics, meaningful character education, and innovative programming. As a nonprofit institution, we rely on thoughtful stewardship and strategic financial planning to sustain our commitment to excellence.

POSITION SUMMARY:

The Senior Financial Analyst will lead critical financial planning and analysis functions, working closely with the Finance Committee, school leadership, and Board of Directors to drive fiscal accountability and support strategic initiatives. This role demands both precision and vision—balancing technical expertise with the ability to communicate financial insights to non-financial stakeholders.

QUALIFICATIONS:

· Bachelor’s degree in Finance, Accounting, or related field (Master’s or CPA preferred)
· Minimum 5 years’ experience in financial analysis, budgeting, or accounting
· Strong knowledge of GAAP and nonprofit accounting standards
· Advanced Excel skills and experience with financial software (e.g., QuickBooks, Blackbaud)
· Demonstrated success supporting executive-level decision making Ideal Candidate

· Budgeting & Forecasting
· Lead development and monitoring of annual operating and capital budgets
· Provide rolling forecasts and multi-year financial models to support planning
· Project Finance & Strategic Support o Analyze financial viability of school projects, partnerships, and grants
· Create scenario models and recommendations for new initiatives
· Audit & Tax Coordination
· Prepare audit schedules and liaise with external auditors during the annual audit
· Support preparation of IRS Form 990 and other regulatory filings
· Monthly Close & Reporting
· Oversee monthly bank reconciliations and review general ledger integrity
· Manage amortization and depreciation of capital assets
· Variance Analysis & Insights
· Deliver monthly actuals vs. forecast analysis with strategic commentary
· Identify cost-saving opportunities and financial risks
· Board & Leadership Reporting
· Prepare presentations, dashboards, and reports for Board meetings and executive leadership
· Translate financial data into actionable strategies
· Process Optimization
· Recommend improvements to financial systems and workflows for efficiency and accuracy
· Stay current on financial policies, accounting standards, and nonprofit regulations