GENERAL SUMMARY

The Sr. Financial Analyst will work very closely with the Executive Director of Finance on the long-range plan, the annual budget and the monthly forecast processes for all USAHS locations. In addition, this position will provide various levels of financial analysis to support the university’s decision-making process. The Sr. Financial Analyst will also be responsible for fulfilling various financial reporting requirements for accreditors and other stakeholders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Support the month-end close process by researching variances to forecast, budget and prior year
• Prepare the monthly forecast in partnership with the Executive Director of Finance and the Finance Manager
• Prepare the annual budget and long-range plan in partnership with the Executive Director of Finance and the Finance Manager
• Assist in the preparation of a monthly reporting package for management that analyzes year-to-date results and the latest full year forecast
• Communicate financial results to operations personnel and other levels of management in a clear manner
• Provide guidance and support to department leaders as they manage their individual budgets throughout the year and prepare for the next year’s budget
• Support the decision-making process for investment options by providing clear analysis of potential impacts to the business
• Fulfill various financial reporting requirements for accreditors and other stakeholders

OTHER DUTIES AND RESPONSIBILITIES

May perform other duties and responsibilities that management may deem necessary from time to time.

POSITION IN ORGANIZATION

Reports to: ExecutiveDirector, Finance

Positions Supervised: None

TECHNICAL, MANAGERIAL & PEOPLE SKILLS REQUIRED

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EDUCATION and/or EXPERIENCE

• BS in Accounting, Finance or related field required
• MBA or CPA preferred
• Minimum of 7 years of Finance/Accounting experience required with at least 5 years of dedicated Financial Analysis experience
• Experience in the for-profit education industry or another highly regulated industry is a plus
• Very strong Microsoft Excel, Word, and PowerPoint experience required
• Experience building financial models is essential
• Experience with financial planning software and a general ledger system is required (Hyperion Planning system 9, Hyperion Essbase, and/or PeopleSoft experience is a plus)
• Excellent oral and written communication skills required
• Must be self-motivated, a team player, and have the ability to work well with all levels of professionals
• Must be able to work effectively in a matrix organization
• Must be able to organize and work on multiple projects with competing deadlines
• Must be able to think analytically and provide solutions to complex issues with little guidance
• Professional appearance and demeanor is required to serve as an effective representative of the University at all times

TRAVEL

Position may require local driving and/or overnight travel to other campuses.

BUSINESS COMPETENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Being Resilient - Rebounding from setbacks and adversity when facing difficult situations.
• Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Innovation - Creating new and better ways for the organization to be successful.
• Customer Focus - Building strong customer relationships and delivering customer-centric solutions.

WORK ENVIRONMENT

Work is performed primarily in a standard office environment but may involve exposure to moderate noise levels. Work involves operation of personal computer equipment for six to eight hours daily and includes physical demands associated with a traditional office setting, e.g., walking, standing, communicating, and other physical functions as necessary.