Budgeting and Financial Analyst

Geneva College - Beaver Falls, PA4.3

Summary of Responsibilities:
Provide professional oversight to the functions of financial analysis and budgeting for the College. Serve as the primary person in collecting, organizing, building and implementing the annual budget process. This position will be the primary person for financial analysis within the College. Responsible for coordinating and preparing the interim financial reports on monthly basis and at year-end. Build financial projections for 1) current year, 2) five-year forecast, and 3) other ad hoc programs and specific scenarios.
Essential Responsibilities: (These essential responsibilities are those the individual must be able to perform unaided or with the assistance of reasonable accommodation.)
Financial Reporting & Analysis
Perform research and analysis for College leadership so that it can properly manage the resources of the College.
Prepare monthly interim financial reports for the college.
Build financial projections for 1) current year, 2) five year forecast, and 3) other ad hoc programs and specific scenarios.
Support leadership with specific analysis examining financial contribution of programs, organizational units, and departments.
Assist leadership in identifying areas of better resource deployment and forecasting (expense and revenue).
Summarizing financial information to assist leaders in making decisions about resource allocation.
Research and benchmarking of competitor financial activities.
Overall responsibility for preparing the annual budget (approximately $33M)
Support of capital budgeting and fixed asset monitoring
Assist leadership in answering budget-related questions and training college personnel on budget matters.
Banking Activity, Relationship, and Cash Monitoring
Manage all banking activity and relationships including wires, ACH, credit card receipts, any other cash movements and cash management to maximize income for the College.
Maintain access for online banking users.
Oversee cash flow projection and line of credit transactions/recommendations.
Maintain ACH debit block
General Ledger
Review and approve assigned edit groups for G/L
Generate reports and analyze financial transactions
Lease accounting
Maintain budget officer listing and update EX for necessary user access.
Audit Schedule Preparation
Prepare annual overall financial statement analysis
Prepare financial responsibility ratio
Prepare audit schedules, financial statements, and footnotes as assigned
Supervision: (Indirect for Students only which” does not” include hiring, discipline and evaluation)
Occasional limited supervision of student employees to include training, planning, assigning and directing work, coaching, addressing complaints and resolving problems.
Must have a mindset of mentoring employees under supervision. Should be able to lead in a way that sets a good example, promotes teamwork, and encourages a positive, efficient work environment.
Assist Controller with various G/L account reconciliations, 990 Preparation, and Grants accounting.
Perform other duties as assigned.

Job Requirements - Administrative:
General: Individuals must possess the knowledge, skills, and abilities listed or are able to explain and demonstrate that they can perform the essential responsibilities of the job, with or without reasonable accommodations in order to safely perform the essential responsibilities of the job.
Physical: Must be able to perform the following: talking, hearing, and seeing. Must have sufficient manual dexterity to be able to operate all office equipment including, but not limited to: computers, fax machines, copy machines, modems, and telephones.
Confidentiality: Individuals must recognize that management of data, including personal information, grades, budgets, programs and policies is necessary to the operation of the College. Such information must be kept private and confidential for the protection of the College and to obey Federal and/or State laws. Should there be doubt as to whether a certain matter is to be protected, it should be discussed with your supervisor before making a disclosure.
Mental: Must be able to reason, analyze, prioritize, conceptualize, make judgments, and solve problems.
Exhibits behavior that is consistent with and supportive of Geneva’s mission, vision and core values:
Geneva Mission Statement: Geneva College is a Christ-centered academic community that provides a comprehensive education to equip students for faithful and fruitful service to God and neighbor.
Vision Statement: Geneva College will inspire students to integrate faith in Christ into all aspects of life in the real world, and to serve faithfully within their callings for Christ and Country.

Core Values:
Serve with grace
Pursue Godly wisdom
Foster academic strength
Engage culture faithfully
Inspire vibrant hospitality
Honor one another

Education/Certification: Bachelors in Accounting or Financial Management and active CPA license
Experience: 3 to 5 years as an accountant, financial analyst, and/or auditor with increasing levels of responsibility.
Skill/Abilities: Familiarity with advanced accounting concepts and principles; expert skills in Microsoft Excel (including pivot tables, VLOOKUPS, complex spreadsheets, complex graphs and charts, and analytical methods), strong interpersonal skills and an ability to effectively work with all levels of the organization, strong knowledge of internal controls and GAAP accounting; research and analysis skills; creative problem-solving; strong ethical perspective; and knowledge of accounting software.
Christian Commitment: eligible candidates must be a thoughtful and articulate Christian and an active member of a Protestant evangelical Christian church. Preference will be given to candidates who support and have an articulate understanding of the Reformed faith. The individual must understand and support the College’s “Foundational Concepts of Christian Education” by expressing an evangelical Christian profession of faith and demonstrate the ability to integrate a Christian perspective in their work.

Education/Certification: Master’s in Accountancy, Master’s in Business Administration, or related discipline
Experience: Experience with and understanding of non-profit accounting; experience dealing with federal financial aid; audit experience (both sides of the audit); more than 5 years of accounting experience; 3 years of public accounting experience; previous management experience. Experience forecasting revenues and expenses and preparing complex financial statements, analysis and budgets. Experience preparing the Form 990, 1098-T, and other Not-for-Profit reports. Experience with grants accounting and/or accounting for a charitable foundation. Previous experience as primary budget officer for an organization/business unit with more than $5M in expenses.
Skill/Abilities: Advanced knowledge of non-profit accounting, preferably in private higher education. Knowledge of the new Not-for-Profit reporting model. ERP experience (e.g., SAP, Oracle), knowledge and experience in database query development, experience in data analytics and advanced modeling techniques. Experience with data analysis tools (i.e. Microsoft BI) and reporting tools
  • This position is open based on an internal promotion.