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Financial Analyst

Finance | Oakland, CA | Full Time

Job Description

 

Job Description

Financial Analyst

THE ORGANIZATION

At Lighthouse Community Public Schools (LCPS), we believe an exceptional education brings out each child’s unique light and potential. Founded in 2002, LCPS operates two high-achieving K-12 public charter schools--Lighthouse and Lodestar--serving nearly 1,000 students in East Oakland.  With a vision of transforming our community through creating a family of exceptional schools serving youth and families in Oakland, our mission is to prepare diverse students for college, a career of their choice, and to be lifelong changemakers.  Grounded in our core values of community, integrity, agency, love, and social justice and rooted in the EL Education model, LCPS is a leader in fostering innovative schools achieving exceptional student outcomes where each child is at the center of their own learning. LCPS will continue to increase its impact as we grow to a third site in 2019, ultimately serving 2500 low-income students and their families. Lighthouse exists to counter persistent educational inequity that threatens our collective future. Lighthouse is a beacon for public education and each graduate fulfills the promise of a better, brighter Oakland and our results can testify.  95% of our graduates, almost all of whom are first generation college students, are accepted to four-year colleges.  Lighthouse was named the Hart Vision Charter School of the Year in 2013  and Lighthouse Community Charter High School was named the #1 high school for closing the achievement for low-income, Latino students in 2016.  

Learn more at www.lighthousecharter.org.

 

 

 

 

THE OPPORTUNITY

Lighthouse Community Public Schools is looking for a detail-oriented Financial Analyst to provide budget tracking and financial analysis and forecasting support for its Principals.  The core activities of this role focus on budgeting, forecasting, and reporting for our schools.  The Financial Analyst will also assess opportunities to improve the Finance team’s efficiency.  All of this work is in service of LCPS’ mission and vision.   

 

 

CORE COMPETENCIES

  • Mission and Core Values Focus: Inspired by our mission and belief that all students can achieve, the Finance Analyst models the LCCPS’ values of community, integrity, love, social justice, and agency.

  • Financial expertise.  Possesses a high level of financial and/or accounting expertise and the ability to translate that to a school environment by providing user-friendly processes.

  • Organization and Detail-oriented.  Thorough with respect to LCPS’ financial processes and looks to make those processes more efficient.

  • Communication.  Consistently demonstrates effective communication in written, verbal and visual forms.  

  • Agency.  Establishes and works towards deadlines independently and with a high level of autonomy.

 

 

Roles and Responsibilities:

  • Financial Analysis

    • Budgeting & Forecasting

      • Prepare & update school budgets while collaborating with Principals and the Director of Finance

      • Support Principals to track and adjust their budgets throughout the year to ensure that they meet their budget targets

      • Perform analyses across schools to identify best practices and efficiencies in spending trends

      • Perform ad hoc financial analyses and special projects as requested by Director of Finance & Principals

      • Coordinate and complete monthly and year-end close processes

      • Prepare internal budget and transaction reports for review and correction on a monthly basis

      • Analyze revenues and expenditures to ensure they are recorded appropriately

    • Reporting

      • Ensure accuracy of financial data, including student enrollment/attendance, student demographics, revenue & expense accruals, site ledger revenues, human resources & payroll, grant compliance, and expense reports

      • Work with charter authorizers and state/federal education departments to comply with governmental reporting requirements

      • Coordinate submission of documents for annual school audit in collaboration with Director of Finance

    • Other analysis and reports as required  

  • Collaboration with Accounting

    • Reconcile balance sheet accounts and create and/or post related entries

    • Create and review financial statements for accuracy and recommend any correcting entries

    • Maintain financial files in an organized and consistent manner

  • Systems Management

    • Improve and/or create technological tools & processes to support financial analysis, or overall Finance team functions

    • Generate reports from a variety of software platforms (i.e., accounting platform, Human Resource Information System, etc.) and validate data

    • Handle sensitive or confidential financial information with integrity

  • Fulfill other duties as assigned by supervisor to best serve our students and the family of schools

 

 

Supervision & Collaboration Overview:

  • Reports to: Director of Finance

 

 

Minimum Qualifications:

  • Education.  Bachelors in Business, Accounting, or Finance preferred

  • Experience.  Minimum of 3 years professional experience in education, finance, or accounting

    • At least two years in a finance-related role such as consulting, banking, etc.

    • Background in financial analysis and accounting, through coursework and/or work experience

    • Track record of identifying and implementing steps to automate tasks and increase efficiency

    • Experience with charter school and/or nonprofit finance a plus

    • Experience with databases and/or accounting systems a plus

  • Excel.  Strong MS Excel and financial modeling skills including manipulation of reports to fit a variety of government templates

  • Skills:

    • Ability to provide timely and meaningful financial analysis in a dynamic work environment

    • Excellent written and verbal communication skills

    • Ability to clearly communicate complex financial concepts to a non-financial leader within the organization

    • Strong strategic thinking, organization, and project management skills

    • Strong understanding of and experience with budgeting and financial reporting

 

Time Commitment:

This is a 12-month position (220 days). This role is expected to maintain minimum building hours of M - F from 8:00 - 5:00 p.m.

 

Start Date:

Target start date is November 15, 2017.

 

Compensation

This role is a salaried, full-time, exempt position.  Lighthouse offers competitive wages; benefits include a comprehensive employer-contributed retirement plan, medical and dental coverage, medical and dependent care FSA, and professional development opportunities. LCPS also offers generous PTO/vacation, including approximately 6 weeks of vacation/holidays scheduled with supervisor approval and 8 sick/personal days.

 

Interested candidates should submit:

  • Resume

  • Cover Letter - In your cover letter, please make sure to include: 1) How does this role - financial analysis within a school context - fit into your personal mission and career goals? 2.) Why you are an optimal fit for this role at LCPS?

  • Three references who can speak to your professional and teaching experience.

 

Application submission screening and initial phone interviews will be completed on a rolling basis.  In-person interviews and performance tasks will take place on-site.  

 

Lighthouse Community Charter School is an equal opportunity employer committed to diversity at all levels.