Manager Financial Plan/A Job Listing at Charter Schools USA in Baton Rouge, LA (Job ID 24535)

Description

JOB PURPOSE: This position is located in the CSUSA Finance department and supports multi-company budgeting, forecasting and financial management requirements. The incumbent will perform professional level work in analyzing budgetary data, budgetary requests, interpreting and applying budget guidelines, and projecting and forecasting financial results. The position reports to and provides support for the Senior Director of Financial Planning and Analysis, and provides support to the Chief Financial Officer.

Essential Duties and Responsibilities

• Performs duties and responsibilities commensurate with assigned functional area within a department(s) which may include, but are not limited to, any combination of the following tasks:
• Plans and carries out budget procedures for multiple business units including monthly monitoring of department expenditures and revenues; communicating monitoring status to management; assisting business units and departments in the preparation of business unit and department budgets; reviewing and making recommendations on business unit and department budget proposals; assisting in the development of multi-year forecast estimates for business unit and department expenditures and revenues; reviewing business unit and department performance measures.
• Develops and maintains budget monitoring models and coordinates production of the formal monitoring report (i.e., review of dashboard reporting).
• Assists department(s) in preparing proposals and contracts, agenda items, and supporting information; explains policies and procedures; and gives advice on management issues.
• Assists with special studies that require data compilation; analyzes and interprets information in oral and written presentations.
• Assists in the fiscal evaluation of proposed legislation.
• Researches and responds to budget surveys.
• Responsible for the direct management of the Financial Analysis staff
• Review and analysis of monthly/quarterly financial reports
• Assist in preparation and review of presentation materials for monthly/quarterly management and Board of Directors' meetings
• Ad hoc reporting
• Support Senior Director in providing relevant, timely, and accurate reporting & analysis
• Work closely with other FP&A team members to provide subject matter expertise
• Assist in consolidating and evaluating annual budgets and monthly forecasts
• Responsible for organizing and researching routine analysis
• Provide detailed analytical information upon request           
• Provide leadership to FPA team
• Actively communicate with other outside departments ensure a clear understanding of financials, processes, and planning functions

**MAY PERFORM OTHER DUTIES AS ASSIGNED**

DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties and skills required personnel so classified.  

SKILLS AND KNOWLEDGE

1. Detail oriented
2. Ability to work independently and with little supervision
3. Ability to prioritize and manage multiple tasks to meet deadlines
4. Understanding of financial reports
5. Understanding of basic accounting
6. Strong interpersonal and communication skills
7. Comfortable manipulating financial data in Excel
8. Strong project management skills
9. Previous experience in a role responsible for forecasting/budgeting
10. Strong work ethic
11. Willingness to take on responsibility
12. Significant experience with databases and spreadsheet programs and use of financial or accounting information systems
13. In-depth knowledge of budgeting, forecasting and accounting.
14. Knowledge of the principles and practices of business organization and management.
15. Knowledge of the organization and functions of a business operation with emphasis on departments to which assigned.
16. Ability to research, analyze, and evaluate proposed programs and expenditures.
17. Ability to work with large amounts of data, interpret financial records, detect errors, and prepare financial reports.
18. Ability to maintain effective working relationships with other employees.

JOB REQUIREMENTS

• Graduation from an accredited four-year (4) college or university with a degree in business, finance or accounting
• 7+ years of professional related experience in budgeting or accounting or any equivalent combination of education, experience, and training that provides the required knowledge, skills, and abilities.