Senior Financial Analyst

KIPP METRO ATLANTA COLLABORATIVE INC•Atlanta, GA

9d•Hybrid

About The Position

KIPP Atlanta Schools is seeking a Senior Financial Analyst to join their Regional Support Team. This role is responsible for supporting the Finance Team in regional budget planning and management, financial reporting and analysis, forecasting, systems administration, month-end close support, compliance reporting, and ongoing special projects. The Senior Financial Analyst will report directly to the Director of FP&A and will ensure that region's budget owners have the necessary tools, analysis, and support for informed financial decisions.

Requirements

Minimum of Bachelor’s Degree; preferred in finance, accounting, business, economics, or a related field.
Minimum of 5-8 years of experience in accounting, finance, financial planning and analysis, budgeting, or related areas.
Experience with developing and maintaining productive working relationships within and across teams.
Excellent oral and written communication skills.
Strong analytical skills, with the ability to interpret data, identify trends, and develop practical recommendations.
Ability to learn new software quickly and on a self-driven basis.
Ability to multi-task and effectively prioritize multiple work streams.
Results-oriented approach to tackling assigned tasks.
Advanced Excel skills required, including strong proficiency with lookups, pivot tables, and financial modeling.
High proficiency in PowerPoint, Word, Outlook, and financial systems such as Vena, Intacct, Ramp, or similar tools.
Committed to KIPP Atlanta Schools’ not-for-profit mission!

Nice To Haves

Preference for experience in nonprofit, education, or public sector finance.

Responsibilities

Assist the Director of FP&A in the development and maintenance of the region’s 5-year financial strategic planning model using assumptions related to the income statement, balance sheet, and cash flows.
Facilitate and support the KIPP Atlanta Schools annual budget process, including timelines, kickoff meetings, templates, and stakeholder follow-up.
Develop and update budget and forecast assumptions aligned to strategic priorities, including resource allocation for revenues, expenses, and cash flow management.
Lead monthly and quarterly forecast updates for assigned portfolios and maintain supporting schedules.
Review and process budget updates and reallocations as appropriate to maintain accurate budget and forecast records.
Lead year-end budgetary analysis, projections, and year-end communication and documentation.
Monitor financial trends and make recommendations that may include training, process changes, or additional analysis.
Coordinate the annual DE046 reporting process with guidance from the Director of FP&A.
Perform monthly variance analysis and identify the reasons for favorable and unfavorable variances across assigned portfolios.
Prepare quarterly projections, trend analyses, and recurring financial schedules for schools and support team stakeholders.
Support the development and maintenance of revenue, expense, and cash flow projection models using historical and current data to determine year-end surplus or deficit.
Provide financial report briefs outlining notable risks and opportunities related to financial sustainability, contracts, and strategic initiatives.
Leverage Vena, Intacct, Ramp, and other data sources to generate insights that support decision-making.
Support monthly review of Food Service financials and related reporting schedules.
Assist in evaluating business proposals, commitments, contracts, and special projects to determine financial implications and feasibility.
Assist with the development of the annual finance and budget calendar in coordination with the accounting team, identifying key dates for reporting, month-end close, and year-end close.
Assist accounting with monthly income statement and balance sheet reconciliations as assigned.
Review general ledger activity and prepare or support revenue and expense reclassification entries as needed.
Assist the accounting team with the annual audit process by providing schedules, tie-outs, and analysis.
Create and update documentation of applicable standard operating procedures and policies within FP&A and support other special projects such as system implementations and process improvements.
Work in partnership with support team departments and schools to develop business cases for process improvement, resource allocation, and cost reduction initiatives.
Provide monthly financial reports to departments detailing month-to-date and year-to-date actual revenue and expenses compared to updated forecast to support decision-making.
Facilitate monthly and quarterly budget review meetings with assigned budget owners and follow up on action items, risks, and open questions.
Attend Finance Team Meetings, Support Team Meetings and other regional meetings.
Provide mentorship and professional development guidance to the Financial Analyst.