Financial Analyst

Job Category: Accounting/Finance/Human Resource

Requisition Number: FINAN
001325

• Full-Time
• On-site

Showing 1 location

Cary, NC
Cary Academy
1500 N Harrison Ave
Cary, NC 27513, USA

Cary, NC
Cary Academy
1500 N Harrison Ave
Cary, NC 27513, USA

• Prepare,maintain, and analyze budget and financial reports for school leadership, division and department leaders, and other budget officers as needed or requested.
• Develop and monitor thoughtful financial analyses and KPIs that provide school leadership timely insights into trends, adherence to budget and key performance drivers.
• Design and maintain accurate dashboards that leverage data visualization to deliver key analyses.
• Build dynamic financial models underpinned by KPIs to assess short- and long-term sustainability with key assumptions.
• Develop assumptions-based 5- and 10-year financial plans that identify key inputs, drivers, trends, and potential impacts on long-term financial sustainability.
• Lead the annual operating budget process, including preparing budget templates, compiling budget submissions, reviewing account activity and trends, andassistingwith budget communications and follow-up.
• Monitor ongoing budget performance and financial activity,identifyingvariances, trends, opportunities, and areas requiringadditionalreview or action.
• Analyze enrollment, tuition, fee, and financial aid trends to support revenue planning, affordability discussions, and long-term financial forecasting.
• Prepare financial models, forecasts, cost analyses,dashboard sand scenario analyses to support decision-making for operating budgets, capital projects, auxiliary programs, tuition and fees, staffing, contracts, and other school initiatives.
• Provide information, education, and support to budget officers and other employeesregardingfinancial reports, budget status, account coding, purchasing processes, and financial procedures.
• Assist with month-end and year-end financial reporting, audit preparation, regulatory reporting, and other financial reporting requirements as assigned.
• Compile, organize, reconcile, and analyze financial and operational data from accounting, payroll, student billing, enrollment, auxiliary program, and other school systems.
• Support the tracking, reporting, and analysis of restricted gifts, endowment spending, reserves, capital projects, and other designated funds in coordination with Development and Business Operations employees.
• Assistin developing, refining, documenting, and improving budgeting, financial analysis, internal control, and reporting processes.
• Monitor cash flow, liquidity, reserves, and investment-related activity to support effective treasury planning, capital planning, and financial decision-making.
• Support in the preparation of Board of Director reports, presentations and other ad hoc reporting for Finance Committee, Audit Committee and Board of Directors.
• Enter,maintain and analyzeannualschool benchmark reporting including but not limited to INDEX, DASL, SAIS, NCAIS, NBOA and Commonfund to ensure accuracy ofschoolreporting.
• Analyze peer benchmark data and make recommendations based on annual school benchmark results.
• Prepare ad hoc reports, presentations, schedules, and analyses for the Chief Financial Officer, Head of School, Finance Committee, Audit Committee, and other internal audiences as assigned.

As a Cary Academy employee, you will:

• Engage actively in the school’s diversity, inclusion, and anti-racism work in all aspects of your professional responsibilities and interactions in furtherance of Cary Academy’s commitment to equity and justice.
• Attend and activelyparticipatein all required School professional development activities in areas to include, but not limited to, safety and security; diversity, equity, and inclusion; student learning and support; technology; and school operations.
• Engage authentically in processes of self-reflection and improvement of practice, including full participation in the Professional Growth and Renewal Program.
• Complete all required administrative and operational tasks andcomply withall applicable regulatory requirements and School policies and procedures as articulated in handbooks, operating guides and other…