What are the responsibilities and job description for the BUDGET ANALYST AND MANAGEMENT ACCOUNTANT position at The Lawrenceville School?
Overview :
The Budget Analyst and Management Accountant is a blended role in the Finance department. The primary responsibility is supporting the CFAO, Director of Finance, Senior staff and budget managers in the preparation, monitoring, and management of the Schools operating and capital budgets. This position is also responsible for monitoring and reconciliation of various general ledger accounts, and the evaluation and improvement of work processes. This position will play a critical role in ongoing initiatives to strengthen the Schools analysis and reporting of financial and operating data, and to better leverage technology to improve service and drive efficiency.
Responsibilities :
Assist in the development of the Schools operating and capital budgets;
Assist budget managers with the review and projection of spending against budget
Financial analysis and reporting
Maintains multi-year forecasting model
Makes recommendations to improve fiscal efficiency based on interpretation of financial information
Review and reconcile various General ledger accounts, including bank and petty cash accounts. Identify and implement improvements to streamline and automate reconciliations
Administer the Purchase Card Program and help implement new technologies and policies, including automating approvals and receipts.
Record journal entries for gift transmittals (Cash, Credit Card, Wire Transfers, Securities)
Record journal entries for securities sold
Upload monthly entries for P Card activity, and dining transfers, and miscellaneous adjustments
Other duties as required by the needs of the CFAO or Finance Department
Qualifications :
Education : Bachelors degree in Accounting or Finance from an accredited institution.
Three to five (3-5) years of experience directly related to the duties and responsibilities.
Preferred knowledge of Financial Edge NXT or similar ERP and the use of budget modules.
Demonstrated experience with Blackbaud NXT preferred and expected over time.
Proficient in Microsoft Office and Google Suite. Advanced Excel skills. Must be able to understand spreadsheets, budgets, and financial analyses, including model building, data extraction, report writing, and power-user-level use of accounting and financial databases. Able to learn and leverage new technology.
Ability to work with a high degree of autonomy and cooperatively in a fast-paced team environment with a diverse population of coworkers. Collaborative work style, high integrity, strong work ethic, and positive outlook.
Ability to maintain confidentiality and sensitivity to privacy.
Capable of self-direction, taking initiative, and being proactive, seeing the big picture, using good judgment, thinking out of the box, and being a team player.
Highly developed analytical skills and the ability to process large quantities of information to evaluate costs and project outcomes. Exceptional problem-solving skills, the ability to recognize and correct errors and accounting discrepancies, and a commitment to high-quality work.
Ability to articulate complex ideas clearly and effectively verbally and in writing.
Ability to remain professional at all times; organize and prioritize work assignments with the ability to meet deadlines in a busy work environment; demonstrate flexibility to changing situations and
priorities.
Approach change as an opportunity for growth and development in self as well as the office.
A fast-paced environment with multi-tasking, prioritizing and frequent interruptions.
Continuous interpersonal communications required with Directors, Faculty, Staff, Managers and co-workers.
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