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EA is a non-profit organization that develops products and services to meet the needs of K-12 public education around the country. Our work is funded by a combination of Contracts, Federal Grants, and Private Grants. We provide a variety of different software products, data infrastructure support, and research & data analysis services. Each has a different market and business plan to create a positive impact on public education. We are constantly developing new approaches to use K-12 data to support our mission to get better outcomes for students in public education. To meet this huge and important mission, our organization needs timely and accurate financial data along with insightful projections of what the future may bring to our finances and ability to have impact in the field.
The Finance Business Lead is a strategic leader of the organization’s financial data and future plan. They liaise with other team members in generating and developing data, reports, analysis, and planning scenarios to inform strategic and tactical decisions in the organization. The role is a subject matter expert who consults with Executive Team members on decision making.
Responsible for the improvement and operation of financial systems connected to the collection, retrieval, accessibility, and usage of financial data to facilitate department planning and activities. Assist the Program Operations team in the development and use of system applications, budget and other solutions. Utilize and develop automated systems in the analysis of financial problems. Conduct assessment on technology needs and design new or modified systems to meet changing demands. Responsible for the maintenance of internal documentation of financial processes and develop custom reports to meet the requirements of finance management and staff. Configure system settings and options, as well as create specifications for systems to meet financial requirements. Provide expert knowledge to users in the area of automated financial systems. Provide leadership to cross-functional linked teams in addressing financial or systems issues.
Responsibilities:
Lead the development of reporting standards, and systems.
Exhibit leadership skills to accomplish organizational goals and objectives.
Implement reporting processes.
Provide training and skill development of current team members including accounting-focused reconciliations and documentation.
Project manage special assignments and projects.
Follow through on projects to successful completion, including meetings, and follow up on any issues related to the project.
Provide recommendations on financial reporting related to cash flow, balance sheet, income statement, statement of cash flows to assist the Board and Executive Team in growth and impact strategy.
Provide support for budgeting process.
Develop projections, analyses, and other special projects.
Provide subject matter expert recommendations cross-departmentally, as needed.
Other duties as assigned.
Requirements:
Ability to work with key team members to develop and implement goals and objectives.
Collaboratively create data reporting and analyses to meet the needs of the organization.
Work within goals established by Executive Team and Finance/Accounting Team.
Exercise good judgement in decision-making
Acts as a subject matter expert.
Adhere to a strict code of confidentiality and internal controls.
Proficient in finance and accounting software (familiarity with our current software stack is a positive). Our current software stack includes:
Workday Adaptive Planning
Microsoft Dynamics 365 Business Central
Monday.com
Microsoft Office Suite
Some code written in R (R Studio)
Experience:
Previous experience with building, implementing, using and maintaining financial systems.
Ability to integrate various systems for financial reporting
Understands how to make improvements and the effect of each change to the data, system and end users.
Modify systems to meet changing demands
Liaison to cross functional teams (Business Development, Program Operations, Analysts)
Understands automations, and the efficiency of the processes.
Understands general accounting rules
