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Title

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Finance Analyst

Description

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We are looking for a dedicated and detail-oriented Finance Analyst to join our secondary school's administrative team. The ideal candidate will be responsible for analyzing financial data, preparing reports, and providing insights to support the school's financial planning and decision-making processes. This role requires a strong understanding of financial principles, excellent analytical skills, and the ability to communicate complex financial information in a clear and concise manner. The Finance Analyst will work closely with the school's administration, faculty, and external stakeholders to ensure the financial health and sustainability of the institution. Key responsibilities include budgeting, forecasting, financial reporting, and compliance with regulatory requirements. The successful candidate will have a proven track record in financial analysis, a keen eye for detail, and the ability to work independently as well as part of a team. This is an excellent opportunity for someone looking to make a meaningful impact in the education sector while advancing their career in finance.

Responsibilities

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  • Analyze financial data and create detailed reports for management.
  • Develop and monitor budgets and forecasts.
  • Prepare financial statements and ensure accuracy and compliance.
  • Conduct variance analysis and identify trends.
  • Assist in the development of financial policies and procedures.
  • Collaborate with department heads to manage budgets and expenditures.
  • Provide financial insights and recommendations to support decision-making.
  • Ensure compliance with local, state, and federal financial regulations.
  • Manage accounts payable and receivable processes.
  • Coordinate with external auditors during financial audits.
  • Monitor cash flow and manage financial risks.
  • Prepare and present financial reports to the school board.
  • Support grant management and reporting requirements.
  • Assist in the preparation of tax returns and other regulatory filings.
  • Maintain accurate and up-to-date financial records.
  • Participate in financial planning and strategy sessions.
  • Identify opportunities for cost savings and efficiency improvements.
  • Provide training and support to staff on financial matters.
  • Stay updated on industry trends and best practices in financial management.
  • Perform other related duties as assigned.

Requirements

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  • Bachelor's degree in Finance, Accounting, or related field.
  • Minimum of 3 years of experience in financial analysis or similar role.
  • Strong understanding of financial principles and practices.
  • Proficiency in financial software and Microsoft Office Suite.
  • Excellent analytical and problem-solving skills.
  • Strong attention to detail and accuracy.
  • Ability to communicate complex financial information clearly.
  • Experience with budgeting, forecasting, and financial reporting.
  • Knowledge of regulatory requirements and compliance.
  • Ability to work independently and as part of a team.
  • Strong organizational and time management skills.
  • Excellent written and verbal communication skills.
  • Ability to handle confidential information with integrity.
  • Experience in the education sector is a plus.
  • Professional certification (e.g., CFA, CPA) is preferred.
  • Strong interpersonal skills and ability to work with diverse stakeholders.
  • Ability to manage multiple tasks and meet deadlines.
  • Proactive and self-motivated with a strong work ethic.
  • Familiarity with grant management and reporting is a plus.
  • Commitment to the mission and values of the school.

Potential interview questions

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  • Can you describe your experience with financial analysis and reporting?
  • How do you ensure accuracy and compliance in your financial reports?
  • Can you provide an example of a time when you identified a financial trend and how you addressed it?
  • How do you handle confidential financial information?
  • What financial software are you proficient in?
  • Can you describe your experience with budgeting and forecasting?
  • How do you stay updated on changes in financial regulations?
  • Can you provide an example of a cost-saving initiative you implemented?
  • How do you prioritize and manage multiple financial tasks?
  • What strategies do you use to communicate complex financial information to non-financial stakeholders?
  • Can you describe your experience working with external auditors?
  • How do you approach financial risk management?
  • What is your experience with grant management and reporting?
  • How do you ensure collaboration with different departments on financial matters?
  • Can you describe a challenging financial project you worked on and how you managed it?
  • What professional certifications do you hold, and how have they benefited your career?
  • How do you handle tight deadlines and high-pressure situations?
  • What motivates you to work in the education sector?
  • How do you approach continuous improvement in financial processes?
  • Can you describe your experience with financial planning and strategy sessions?