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G
Regional Financial Analyst II
GREATHEARTS ARIZONA. Collect, analyze, investigate, and report financial data .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and budget development, with a strong ability to create and maintain financial models. Proven track record in supporting leadership with strategic planning and compliance monitoring in an educational environment.
Highest-signal resume keywords
Financial AnalysisBudget DevelopmentFinancial ModelingWorkday AdaptiveMicrosoft Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Data AnalysisOperational AnalysisForecastingGrant ComplianceFinancial ReportingInternal Control IdentificationAudit SupportAccounting CoordinationCash Flow ManagementDetail Orientation
Soft Skills
Superior Communication SkillsCustomer Service SkillsProfessional Relationship DevelopmentConfidentialityTeam Collaboration
Tools & Technologies
WorkdayMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint
Certifications & Qualifications
Arizona Department of Public Safety Fingerprint Clearance CardLouisiana Fingerprint Clearance
Industry Keywords
EducationFinancial SystemsStrategic PlanningCompliance MonitoringOperational Budgeting
About the role
Key responsibilities & impact- Collect, analyze, investigate, and report financial data
- Perform simple to moderately complex financial and operational analysis
- Support short-term and long-range strategic plans, forecasting, and operating budgets
- Support leadership with replication and expansion campuses in Great Hearts Louisiana
- Update and maintain financial models
- Create and maintain short- and long-term forecasts, including cash flows for multiple campuses
- Partner with Academy and CMO staff in the annual budget development process
- Interface with Academy leadership monthly to review and analyze financial statements
- Support Academy and CMO leadership with monitoring expansion projects and associated costs
- Coordinate with Accounting to ensure financial report accuracy
- Coordinate with Grant Accounting Teams to align grant compliance with budgeted grant allocations and state and federal reporting requirements
- Support development of grant program procedures
- Prepare internal and external financial reports, including quarterly board reports and state reporting
- Support the annual audit process
- Assist with compliance monitoring through identification and documentation of policies and procedures, including needed revisions
- Identify and communicate internal control issues
- Support the launch of the Lake Charles campus, expansion of the Harveston campus in Baton Rouge, and opening of a third campus by the end of the grant period
- Travel locally to various academies and potentially for training and professional development
Requirements
What you’ll need- Bachelor’s degree in accounting, finance, or related field at minimum
- 4-6+ years of accounting or finance work experience preferred
- Experience in education preferred
- Commitment to the philosophy and mission of Great Hearts
- Superior written and verbal communication skills
- Detail-oriented, thorough, and accurate
- Experience with Workday and Workday Adaptive or other financial systems
- Ability to create and use financial models for evaluation and decision-making
- Ability to work in a fast-paced and deadline-oriented environment
- Ability to develop positive and professional relationships with team members, Headmasters, and Home Office department leadership
- Strong proficiency with Microsoft Excel, Word, and PowerPoint; advanced Excel skills preferred
- Excellent customer service skills
- Ability to maintain confidentiality and professionalism
- Must possess or obtain valid Arizona Department of Public Safety fingerprint clearance card or Louisiana and any new region equivalent
- Successful completion of a criminal history background check and fingerprint clearance in accordance with state requirements
- Ability to travel locally to various academies and for training and professional development opportunities
- Ability to perform required physical functions, including standing, sitting, repetitious hand and body movements, bending, squatting, and reaching; may move or position equipment up to approximately 15 pounds
Benefits
Comp & perks- Comprehensive medical, dental, and vision insurance with minimal employee contribution
- Competitive 401(k) with employer match
- Supportive, mission-driven culture
- Opportunities for personal and professional growth