Senior Financial Analyst - Archdiocese of New Orleans

Job Description

Senior Financial Analyst
Department:
Accounting / Administrative Secretariat

Reports To:

Chief Financial Officer
Status:
Full-Time, Exempt
Salary Range: $75,000 - $85,000

The Archdiocese of New Orleans is seeking an experienced and highly analytical Senior
Financial Analyst to support the financial management of the Archdiocese's Administrative Offices,
Catholic schools, and other ministries. This position serves as a key financial resource by
providing budgeting, forecasting, financial reporting, and analytical support that enables
leadership to make informed operational and strategic decisions.

The Senior Financial Analyst will coordinate the annual operating budget process for the
Administrative Offices, assist Catholic schools in preparing annual budgets, develop cash flow
forecasts, perform financial analyses of Archdiocesan departments, schools, and parishes, and
prepare recurring and ad hoc reports for executive leadership.

The successful candidate is an experienced finance professional who enjoys solving problems,
working with complex financial information, and translating data into meaningful recommendations.
This individual must be highly organized, capable of managing multiple priorities simultaneously,
and comfortable working independently while collaborating with leaders throughout the Archdiocese.

• Coordinate the annual operating budget process for the Archdiocese's Administrative Offices.
• Work collaboratively with department leaders to develop annual operating budgets.
• Analyze departmental budget submissions and prepare comparisons to prior-year actual results, current-year projections, and historical trends.
• Monitor departmental financial performance throughout the year and identify significant variances.
• Prepare recurring and ad hoc financial analyses for executive leadership.
• Develop financial models, forecasts, and business analyses that support strategic and operational decision-making.
• Prepare professional financial reports and presentations for senior leadership.

• Develop and maintain short-term and long-term cash flow forecasts for the Archdiocese.
• Analyze cash receipts, disbursements, and operating trends to improve cash management.
• Assist leadership in identifying future cash needs and liquidity risks.
• Recommend improvements to forecasting methodologies and reporting.

• Assist Catholic schools with the preparation of annual operating budgets.
• Provide financial analysis and reporting for the Archdiocese's:
  • Eight Catholic high schools
  • Two special-needs schools
  • Approximately forty parish elementary schools
• Analyze school financial performance and identify trends, risks, and opportunities.
• Work collaboratively with principals, school business managers, parish bookkeepers, and finance personnel to improve budgeting and financial reporting.

• Perform financial analyses of parish operations and financial performance as requested by Archdiocesan leadership.
• Evaluate parish financial information to identify operational trends, financial concerns, and opportunities for improvement.
• Conduct analyses related to specific issues, including delinquent obligations, financial sustainability, capital projects, liquidity, and other matters requiring financial review.
• Prepare written analyses and recommendations that support informed decision-making.
• While this position will routinely analyze parish financial information, it is not responsible for the ongoing financial management of individual parishes.

• Gather, consolidate, and analyze financial information from multiple systems, including Quick Books, Financial Edge, Microsoft Excel, and other data sources.
• Design and maintain financial reporting tools, dashboards, and analytical models.
• Improve the quality, accuracy, and usefulness of financial information available to leadership.
• Ensure the integrity and consistency of financial reporting.

Work closely with the Archdiocesan Accounting Department to ensure the accuracy and consistency of financial information.

• Build productive working relationships with department directors, school administrators, parish personnel, and other stakeholders.
• Present financial information clearly and effectively to both financial and non-financial audiences.
• Participate in special projects and organizational initiatives as assigned.

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field required.
• CPA, CMA, MBA, or other relevant professional certification is preferred.

• Five or more years of progressively responsible experience in financial analysis, budgeting, forecasting, accounting, or corporate finance.
• Demonstrated experience preparing operating budgets, financial forecasts, and management reports.
• Experience interpreting financial information and presenting recommendations to…