Senior Financial Analyst (Minneapolis or St. Peter, MN)

Online Application Form

The Senior Financial Analyst will support achievement of Scholarship America’s annual operating plan and key strategic initiatives through analysis of current operations and forecasting/modeling of the business. Primary responsibilities will focus on financial analysis and reporting, annual budgeting process, forecasting of current business performance, cash flow forecasting, long range financial modeling and analytical support for new business initiatives. Essential job functions include:

Financial Analysis and Reporting

  • Produce monthly and quarterly analysis of financial and operational results
    • Investigate root causes of material variances against budget and prior periods for each reporting entity
    • Collaborate with management to identify key drivers of current performance, impact to future results, and potential action steps to align future results to annual and strategic goals
  • Extract, organize/format, and distribute data from various systems for review by management
  • Partner with accounting and finance team to prepare monthly and quarterly reporting schedules for Board of Trustees communications
  • Develop/maintain a model to forecast financial performance throughout the fiscal year. Develop quarterly projections of financial performance based on an updated forecast model with analysis of key variance drivers to the budget
    • Highlight any key risks and opportunities to achieving forecasts
  • Identify and implement opportunities to streamline and automate data gathering and required monthly reporting

Lead the Annual Budget process and Three-year Financial Plan (Strategic Plan Support)

  • Develop comprehensive financial models for data collection, analysis and reporting of the annual fiscal budget and the three year strategic plan
  • Act as liaison between accounting and operations
  • Recommend solutions to improve efficiency

Balance Sheet and Cash Flow Modeling/Analysis

  • Develop a monthly balance sheet forecast model and cash flow statement
  • Develop weekly cash receipts and disbursements model
  • Analyze cash flow performance vs. budget and forecast; monitor future cash requirements

Business Analysis

  • Assist with analysis and reporting on client relationships
    • Revenue and contribution margin analysis
    • Pricing analysis for current and new products/services
    • Modeling of scholarship distribution options for existing and new programs
    • Cash flow modeling to optimize capital / investment structure
  • Collaborate with management to identify performance trends, impact on future performance, and any potential action changes

Project Work

  • Complete ad-hoc analysis and special projects as requested
  • Assist in preparation of Board and management presentations

Functions required of all Scholarship America positions:

  • Perform other duties and miscellaneous tasks as required.
  • Perform miscellaneous, special projects and ad hoc duties as assigned.
  • Adhere to Scholarship America policies and procedures.

Requirements for This Position:

  • Four year degree (BA) in Finance, Accounting or related field.
  • Five to seven years work experience in accounting or finance roles with particular emphasis on financial analysis, financial modeling skills.
  • Strong analytical and problem solving skills with proven results in impacting business performance.
  • Demonstrated aptitude in data extraction and development of financial models.
  • Demonstrated knowledge in Microsoft Office applications (Excel, Power Point, and Word). Experience with Blackbaud Financial Edge a plus.
  • Experience with modeling of business performance, forecasting techniques, and proven capability in building financial models.

Requirements for All Scholarship America Positions

  • Appreciation for and commitment to Scholarship America’s stated Values:
    • Accountable for behaviors and results that create impact.
    • Responsive, serving all constituents with the highest quality standards.
    • United, working together to create the best results for all.
    • Relevant, always evolving processes, products and communications.
    • Integrity. Operates in the most ethical manner, always with students at the heart of our work.
  • Demonstrated ability to work efficiently, effectively and cooperatively with other people; positive attitude.
  • Strong command of the English language, with the ability to communicate both verbally and in writing, including grammar, spelling and punctuation.
  • Highly organized, strong attention to detail in order to produce the highest quality work, including follow up and follow through.
  • Demonstrated ability to add, subtract, multiply, or divide quickly and correctly.
  • Ability to analyze information and evaluating results to choose the best solution and solve problems.
  • Ability to communicate, listen to and understand information and ideas presented.

Office Location
Minneapolis or St. Peter, Minnesota


Application Deadline
May 17, 2015

To Apply:
If you meet the above requirements, click here to apply.

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