Budget & Reporting Analyst
Purpose
Reporting to the Head of Budget & Reporting, the Budget and Reporting Analyst plays a key role in supporting financial operations and decision-making. Responsibilities include assisting in the annual budget, monthly financial reporting, quarterly forecasting, ad hoc analysis, and recommending enhancements to reporting processes and systems. Working together with the Regional Fiscal Managers and management.
This role requires a balance of strong analytical, technical, and interpersonal skills, along with the ability to interpret monthly financial results and detailed operating statements (P&L) across multiple regions and schools.
Key Responsibilities
- Support the full annual budget cycle, including preparation, development, analysis, presentation, and executive approval.
- With the support from the regional fiscal managers to monitor staffing budgets to ensure accuracy within Paychex/Financial Edge; serve as a subject matter resource on payroll and benefits budgeting.
- Leverage Financial Edge and other data tools to consolidate reporting across business units and manage large datasets.
- Prepare monthly management reports, including variance analysis and summaries for finance leadership and departmental stakeholders.
- Track and follow up on action items from financial reviews and meetings to ensure alignment and accountability.
- Monitor operating expenses to ensure timely and accurate recording against budget.
- Identify opportunities to improve reporting processes; develop standardized templates and implement approved system enhancements.
- Provide general administrative and reporting support, including preparation of schedules, presentations, and internal communications.
- Perform all responsibilities in alignment with the mission and ethical principles of the Catholic Church.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Business Administration preferred.
- 3+ years of experience in financial analysis or accounting, ideally in a corporate or large not-for-profit environment.
- Advanced proficiency in Microsoft Excel (e.g., SUMIFS, VLOOKUP, pivot tables, and statistical functions).
- Strong written and verbal communication skills, with the ability to build effective working relationships.
- Ability to manage multiple priorities independently in a fast-paced environment.
- High level of integrity and ability to handle confidential information.
- Demonstrated ability to learn quickly, work autonomously, and deliver high-quality results.