Senior Financial Analyst
About The Position
The Senior Financial Analyst provides financial analysis, tracking, and projections for assigned Aspire school sites. The role prepares and tracks budgets for restricted and unrestricted funds, analyzes program and project spending fluctuations, guides school sites on fiscal management, and prepares financial and compliance reporting documents. It also provides team leadership and oversight for the budgeting and reporting system, including its administration, training, and further development. Aspire NorCal is forming a unified Northern California region that operates 22 schools serving approximately 10,000 scholars. The role supports this transition and may also support finance, accounting, and payroll services for Aspire LA under a multi-year service agreement. The job’s work location and in-person expectations are still being finalized. The position is full-time and exempt, and employment is at-will.
Requirements
- Bachelor’s degree in Accounting or Finance.
- At least 3 years of accounting and/or financial analysis experience.
- Experience in K-12 public education, the nonprofit sector, or government.
- Proficiency with budgeting and reporting systems; ability to learn new systems.
- Ability to provide timely, meaningful financial analysis in a dynamic, high-growth environment and clearly explain complex financial concepts to non-financial leaders.
- Deep knowledge of accounting, especially K-12 and/or nonprofit accounting, and of restricted and unrestricted charter school revenue sources.
- Strong Excel skills and financial modeling skills; proficiency with multiple accounting software packages and flexibility to learn new ones.
- Excellent organizational, time-management, and follow-up skills, with the ability to meet deadlines under pressure and maintain a high degree of accuracy.
- Strong client communication and interpersonal skills, and strong attention to detail.
Nice To Haves
- Experience with Adaptive Insights.
Responsibilities
- Prepare annual budgets and forecast updates for assigned Aspire school sites and facilitate regular school-site budget and forecast meetings.
- Work with School Leaders, Instructional Leaders, and Finance and Accounting team members on monthly and quarterly close, interim and year-end financial reports, and monthly forecasts covering P&L, balance sheet, and cash flow, including variance analysis and recommendations that support financial sustainability and school programming.
- Perform accurate and efficient financial support work, including attendance reporting, interim reporting, reclasses, and year-end preparation.
- Track, report, and analyze financial data related to the nutrition program and overall grant funding.
- Prepare budget projections and scenario analyses for new sites, and maximize the use of restricted funding for each school.
- Analyze spending trends across schools to identify best practices and efficiencies, and share findings with the Finance team.
- Perform ad hoc financial analyses requested by the CFO, Director of Finance, Instructional Leaders, and School Leaders.
- Prepare school sites for year-end audit and meet local, state, and federal reporting deadlines with charter authorizers and the California Department of Education.
- Demonstrate knowledge of and support Aspire Public Schools’ mission, vision, and values, including antiracism, and uphold confidentiality standards and the code of ethical behavior.
- Perform other related duties as required and assigned.
- Support the new Service Level Agreement under which Aspire NorCal will provide finance, accounting, and payroll services to Aspire LA.
- Provide team leadership and oversight for the budgeting and reporting system, including administration, training, and further development.
Benefits
- Eligible for Aspire health benefits.
- Retirement through CalSTRS or CalPERS, depending on role credential requirements, with a 403(b) option.
- Paid time off.
- Additional teammate benefits to be determined under an updated employee value proposition to be shared before an offer.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
