Senior Budget & Financial Analyst

Overview

This Senior Budget & Financial Analyst role supports financial reporting and analysis, leads the annual budget process, administers budgeting and planning software, and assists with other special projects as assigned. The position reports to the Director of Financial Planning & Analysis with a dotted line to the Executive Director of Finance. This is an Exempt, Full-Time role and is fully remote.

Responsibilities

• Perform in-depth variance analyses, including key insights and actionable recommendations related to revenue, compensation, expenses, and more; gather data and create monthly and periodic financial reports.
• Manage all aspects of the monthly business unit financial reporting process, including calculating, reconciling, and maintaining month-end business unit and overhead allocations.
• Serve as the centralized point of contact for budget managers to support preparation of the annual budget, including the budget calendar, key assumptions, and consolidated budget presentations for leadership.
• Monitor budget-to-actual performance throughout the fiscal year; prepare periodic reforecasts; process budget transfers and amendments.
• Manage budgets in Prophix software so users can review variances and available budgets as needed; respond to inquiries from budget managers regarding Prophix software, reports, and their data; assist departments with problem-solving.
• Maintain Prophix software, including data integrations for financials, employees, and students; budget template design and distribution; allocation models; report building; cube maintenance and structure.
• Ensure data integrity through regular reconciliation of Prophix to the ERP and source systems; manage user access and security; coordinate system upgrades, testing, and documentation.
• Build dashboards for financial key performance indicators and trends.
• Develop financial models, multi-year forecasts, and scenario analyses to support enrollment, compensation, and resource-planning decisions.
• Prepare lead schedules, year-end adjustments, and other information required for the annual audit.
• Train budget managers in using financial and budgeting software.
• Provide financial insights and recommendations to support strategic decision-making.
• Identify cost reduction opportunities and recommend financial goals for each business unit.
• Propose and implement process improvements for the Finance Team.
• Complete other special projects as assigned by the Director of Financial Planning & Analysis.
• Assist the accounting department with special projects.

Requirements

• Three to five years of general accounting experience and financial analysis experience.
• Working knowledge of GAAP.
• Advanced Excel skills, including XLOOKUP/INDEX-MATCH, pivot tables, Power Query, and financial modeling.
• Knowledge of accounting software, ERP systems, payroll systems, and Microsoft Office Suite (Excel, Word, PowerPoint, Teams).
• Ability to write routine reports and correspondence.
• Ability to perform in-depth analysis and provide actionable recommendations.

Preferred Qualifications

• Experience with Prophix software.

Compensation & Benefits

• $100,000 - $120,000 annually.

Location

• Fully Remote.
• Onsite responsibilities: This position requires as needed onsite support and/or attendance to meet the essential functions of the job. Onsite activities may include company events and leadership events.

Attendance

Must be punctual and timely in meeting all requirements of performance, including attendance standards and work deadlines; beginning and ending assignments on time; and scheduled work breaks, where applicable.

Supervisory Responsibilities

• None.