Senior Analyst, Financial Operations in Houston, Texas

Senior Analyst, Financial Operations

College Board - Finance

Location:

This is a remote role. Candidates who live near CB offices have the option of being fully remote or hybrid (Tuesday and Wednesday in office). All CB employees are required to occasionally travel to meet in person for business purposes. Role Type:
This is a full-time position.

The Financial Operations controller's team serves as financial stewards and ensures the integrity, accuracy, and transparency of financial reporting, by leading the month-end and year-end close processes for the College Board divisions, ensuring consistency, completeness, and compliance. They implement and maintain robust internal controls to safeguard assets and ensure the accuracy of financial data. They proactively identify financial risks and work to mitigate them through process improvement and policy enforcement.

They also bridge the gap between strategic financial leadership and operational execution.

The Senior Analyst, Financial Operations provides direct support to the Senior Director, Finance, in efforts to achieve organization-wide financial and business performance objectives. Chief responsibilities include providing support for the monthly close process by way of journal entries, account reconciliations, accruals, deferrals, chargebacks, payment tracking, supporting budgetary analyses and forecasting. This role will support multiple divisions including Learning and Assessment, Big Future, the Office of the CEO, Operations, and Corporate, & Finance.

• Month-End Close Support (35%)
• Provides support to the Senior director by assisting with all phases of the close process which includes accruals, reconciliations, monthly reporting, actual/budget variance analysis and resolution.
• Extracts and analyzes data from multiple sources, analyzing the results, identifies inconsistencies, follows up on resolutions along with supporting documentation for journal entries.
• Prepares monthly journal entries in accordance with College Board guidelines, including reviewing program submitted data for validity using tools such as the Activity Ledger, Budget/Forecast reports, and AP Supplier Invoice reports. Ensures all journal entries contain accurate descriptions and appropriate supporting documentation.
• Monitors activity reports across supported programs and products to identify variances and help ensure an accurate monthly close process.
• Review and approve requisitions, Non-PO supplier invoices, and check requests.
• Year-End Close Support (35%)
• Researches program and vendor invoices, reviews purchase order reports and helps establish processes for identifying unrecorded liabilities. Conducts meetings with program counterparts to resolve inquiries and prepare appropriate revenue and expense accruals, ensuring adequate support for all accruals.
• Back up to the Capitalized Software calculations, stay up to date with the items capitalized, any changes in methodology and data issues as they arise.
• Responsible for monthly revenue and expense accruals and deferrals including researching invoices from programs and vendors.
• Supports External and Internal Audit Processes.
• Accounting Operations Efficiency Promotion (30%)
• Collaborates with the Operational Excellence and Strategic Sourcing teams to refine and improve the open purchase order closure process.
• Serves as point for the College Board Cares benefit working with the Talent and OCEO teams to set-up the charities, derive the contributions, serve point on the payment process with Accounts Payable, perform the financial analysis for special campaigns, the budget, and forecast process.
• Performs special projects and assignments for the finance department as assigned.

To qualify for this role, you must have:

• Five to seven years of directly related, progressively responsible work experience in a financial operations management environment with direct experience in performing sophisticated financial analyses of businesses or business divisions.
• Thorough knowledge of financial and general accounting principles.
• Strong organization and prioritization skills and the proven ability to move forward multiple projects in concert, both independently and as a member of the team.
• Strong interpersonal skills with experience providing leadership and direction in financial analysis and planning.
• Adept problem-solving skills, including using data to inform decisions and actions.
• Excellent verbal and written communication skills.
• Proven ability to build relationships and influence others to action.
• Excellent Excel and Word skills.
• Experience with strategic planning, financial systems, product financial analysis, budgets, and general accounting functions required.
• Workday ERP skills are preferred.
• CPA, Masters in Accounting or MBA is preferred
• The ability to travel 1-2 times a year to College Board offices or on behalf of College Board business.

All roles at College Board require:

• A passion for expanding educational and…