- Participate in the critical review and analysis of annual budgets and quarterly forecasts from various charters and supporting companies as well as monthly operating results.
- Lead financial analysis, budget, and reporting issues for the Accounting Department.
- Assist with budget development, and revenue and expense allocations as part of the strategic financial plan
- Collect, analyze and report accurate and timely data to ensure operational goals are met
- Prepare ad hoc analysis and working on special projects as they arise.
- Manage special financial projects, including, but not limited to, long range forecasting, scenario testing, discounted cash flow modeling, return on investment analyses, cash flow projections and key performance indicator tracking and analytics, trend analyses and operational analyses based on the needs of the business
- Performs other related duties as required and assigned.
- Advanced knowledge of financial principles and analytical techniques including experience working with GAAP
- Experience with financial management for non-profit, state entities or public schools, a plus, but not required
- Detail oriented individual with experience leading IT/finance/operational cross-functional projects
- Experience with developing presentations for senior management
- Advanced skills using Excel and Access with experience performing data mining, constructing database tables,
- Strong analytical skills
- Bachelor's degree in business administration, finance or accounting and a minimum five years of experience working in financial management
- CPA, and/or CFA required
- 5+ years' experience working in financial management
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Senior Financial Analyst - Pasadena, United States - 9Dot Education Solutions
Description
Job Description:
Our 9Dot Accounting & Finance team is seeking a strong Sr. Financial Analyst who has a passion for sharing important financial data to our Leaders.
Do you enjoy presenting your financial findings and are accounting focused plus solutions driven?
Are you a successful Accountant who enjoys working with leaders and collaborating with the team to present monthly, quarterly and annual reporting and accounting analysis.
Come share your excellent data driven, accounting focused presentation skills with 9Dot
**95% of our employees choose an At Home office status. Hours are 8am - 5pm PST.
9Dot associates meet up to 20 days in person annually for quarterly events, meetings and professional development our Pasadena, CA headquarters**
Who We Are:
9Dot is Great Place to Work Certified. We are a human resources and accounting company, working to change the world by supporting mission-driven businesses, charter schools, and nonprofit organizations. Our team thrives on flexibility, hustle, and individual ownership of tasks, and our people think outside the box and do what it takes to cut the mustard. We believe in providing strong customer satisfaction, connection, innovation & ambassadorship. Most Importantly we believe in supporting a culture of communication, strong relationships, and learning.
Company Perks:
We offer a comprehensive benefits package for full-time staff, including paid time off, holiday, and sick time; medical, vision and dental coverage; and an employer-matched 401K plan. Employees have access to wellbeing tools and resources, from wellness classes to committees and continual opportunities for personal and professional growth. This position is primarily remote, with occasional in-person office days required to support events, gifting, and other administrative responsibilities as needed.
**Salary - $85,000 - $95,000 annually - starting pay depending on experience**
The Senior Financial Analyst will be responsible for leading and reporting on budget issues. The Senior Financial Analyst works closely with the Accounting team and other department heads on forecasting, comprehending analytical data, and tend analysis.
Essential Functions include, but are not limited to the following:*
Knowledge, Skills and Abilities Required:
Education and Experience:
*The specific statements shown in each section of this description are not intended to be all inclusive. They describe the general nature and level of work being performed and/or represent typical elements and criteria considered necessary to successfully perform the job.
The Company retains the discretion to add to or change the duties of the position at any time.
