Phoenix, Arizona
Director of Financial Planning, Analysis and Reporting Job Opening in Phoenix, Arizona - JOB SPECIFICATION
POSITION: Director of Financial Planning, Analysis and Reporting
DEPARTMENT: Finance
LOCATION: Indian Bend & Pima Road
REPORTS TO: Chief Financial Officer
FLSA STATUS: Exempt, Full-time
Please submit an online application using the direct link - ?org=GREATHEARTS&cws=37&rid=747
Position Summary
The Director of Financial Planning, Analysis and Reporting is responsible for the oversight and management of long range plans, the annual budgets, forecasting, modeling, analysis, management reporting and commentary, board and management presentations and various special projects.
Duties and Responsibilities
Coordinate and responsible for the timely completion of the annual planning process including the establishment and communicating of the calendar, targets and assumptions, etc. Work with members of the GH team to get budgets loaded, allocations developed and prepare documents required for review and approval of the budgets. Ensure submitted budgets approved by CEO, CFO and the respective GH Boards.
Partner with department executives in budgeting process and reviews.
Oversee the monthly/quarterly financial forecasting for GreatHearts.
Prepare internal and external financial reports and analyses, including actual to budget comparisons and management?s discussion and analysis of financials.
Prepare the financial reports/inputs for the board meetings.
Overview consolidated and stand-alone financial reporting (GAAP and Form 990 tax returns).
Perform financial modeling and formulate critical pro forma financial statements, commentary and documentation for use by management team in making business decisions.
Responsible for monitoring compliance with requirements of credit facilities.
Prepare financial analysis and support for capital related decisions.
Prepare ad hoc reporting requests as directed and provide analysis of data for management use and presentation.
Provide financial support for CMO and GH America team.
Responsible for risk/opportunity reporting and tracking for GH.
Participate in the selection, training, motivation, and evaluation of assigned personnel.
Provide or coordinate staff training. Work with employees to improve their effectiveness.
Suggest/implement system/process improvements to ensure adequate internal controls and efficient processes while enhancing the way organization views/disseminates information.
Interface and cross coordination shared services with multi-state financial operations.
Other duties as assigned.
Qualifications, Competencies, and Strengths
This position offers an exceptional opportunity to develop professionally and contribute meaningfully to a unique organization which is changing K-12 education in this country. While experience in education is not a requirement, Great Hearts is seeking people who are passionate and committed to K-12 education reform. Similarly, experience working within a high-growth, , multi-unit operating environment is also a plus.
Commitment to the core purpose and values of Great Hearts.
Bachelor?s degree in accounting, finance or related field at minimum. Master?s degree and/or CPA strongly preferred.
Minimum 7-10 years of accounting/finance work experience with demonstrated increasing leadership roles and responsibilities.
Experience in education-related industry and/or multi-unit service operations experience preferred.
Prefer individual with strong analytical skills and significant prior experience in
Superior communication (written and verbal) and people skills.
Oriented towards detail, thoroughness, and accuracy.
Ability to work in a fast-paced and deadline-oriented environment.
Foster positive and professional relationships with executive leadership.
Provide excellent customer service and maintain confidentiality and professionalism at all times.
Must be able to work with various levels within organization and have ability to create and deliver effective presentations to key stakeholders, including senior management and board members.
Looking for a candidate with a strong systems background. At minimum must be proficient with Microsoft Excel, PowerPoint and Word. Other experiences with data bases and analytical tools a plus. Knowledge of Blackbaud Financial Edge and Raisers Edge and Adaptive preferred.
Demonstrated experience with continuous improvement.
Perform other duties as assigned.
Additional Requirements
Type of fingerprint clearance: Must possess or obtain valid Arizona Department of Public Safety fingerprint clearance card.
Physical functions: Requires but is not limited to standing, sitting, repetitious hand and body movements, bending, squatting, and reaching. May be required to move or position equipment up to 15 pounds approximately.
Travel required: May need to travel on a limited basis.
This description reflects management?s assignment of essential functions; it does not exclude or restrict the tasks that may be assigned.
Great Hearts Academies is an Equal Opportunity Employer.
Job Type: Full-time
Required education:
Bachelor's
Required experience:
accounting/finance: 7 years
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