Financial Analyst

Overview

Hours: Part-time (20 hours per week, flexible between the hours of 9:00 a.m. to 5:00 p.m.)

FLSA: Exempt

Classification: Staff

Salary Range: $35,000 - $45,000 annually (20 hours/week), based on experience and qualifications.

Milton Academy is an independent college preparatory K–12 school, boarding and day in grades 9–12, located just south of Boston.

Milton Academy cultivates in its students a passion for learning and a respect for others. Embracing diversity and the pursuit of excellence, we create a community in which individuals develop competence, confidence and character. Our active learning environment, in and out of the classroom, develops creative and critical thinkers, unafraid to express their ideas, prepared to seek meaningful lifetime success and to live by our motto, “Dare to be true.”

Reporting to the Director of Budgets and Institutional Analysis, the Financial Analyst will provide analytical and systems support to Milton Academy budget managers across campus, including advising budget managers on best practices for managing their budgets. The analyst will be responsible for maintaining, training, and troubleshooting several of the key financial systems and tools used within the organization. Working closely with the Director of Budgets, Controller, and Chief Financial and Operating Officer (CFOO), the analyst will provide data and recommendations to drive school-related decision making.

This role provides an exciting opportunity to understand the school’s financial model and meaningfully contribute to the financial budgeting and planning process in a dynamic educational environment.

• Support the annual budget process
• Budget planning:
  Manage deadlines and system set up
• Budget distribution:
  Update Blackbaud reporting for the new fiscal year and distribute historical data and budget templates to budget managers based on the budget calendar
• Tracking:
  Monitor and respond to budget questions on the Account view email site
• Follow up:
  Send reminders, gather and track responses
• Monitor the Account view email for any requests for budget changes and adjustments to actuals. Make budget adjustments and journal entries as needed.
• Analyze prior or prospective spending and articulate the implications.
• Monitor budget vs actual performance for the departments as well as each School and provide insights to the financial management team.
• Coordinate meetings with large departments to review budgets and spending
• Complete the annual ABOPS expense survey.
• Support contract assessment and provide financial and analytical support to decision makers.
• Manage the completion of external surveys, including review and submission.
• Maintain Financial system (Blackbaud) set up, reporting, and technical troubleshooting.
• Maintain the School’s Amazon business account, adding users and troubleshooting issues.
• Provide maintenance for the business office site in Veracross.
• Oversee school memberships to professional organizations, including user administration and budgeting for all membership-related expenses (e.g., AISNE, NBOA).
• Other analysis and duties as assigned.

Supervision to be received: Supervised by the Director of Budgets and Institutional Analysis

Supervision to be exercised: None

• Required: A bachelor’s degree in Finance or Accounting or a related field
• Preferred: A master’s degree in Finance or Accounting or a related field

• Required: A minimum of three years of proven experience in Finance or Accounting
• Preferred: Knowledge of independent boarding / day schools
  -or
  - Knowledge of education-related budgeting
• Required: Experience working in a business environment
• Experience providing financial or data analyses used for decision making.
• Experience working with large data sets.
• Experience working with all levels of management.
• Understanding of how to provide a high quality customer service.
• Excellent verbal and written communication skills.
• Ability to prioritize multiple projects and tasks in a fast-paced work environment.
• Ability to work collaboratively with internal and external constituencies.
• Understanding of…