Lead Financial Analyst

Role Overview

The Lead Financial Analyst works closely with the Senior Director, Finance and/or Director of Finance to provide leadership, training, and support to the Finance team and the broader organization. This role provides financial analysis, tracking, and projections for assigned Aspire school sites, works with multiple budgets for restricted and unrestricted funds, understands program and project spending fluctuations, guides school sites on fiscal management, and prepares financial and compliance reporting.

What You Will Do

Prepare annual budget and forecast updates for assigned Aspire school sites, facilitate regular school site budget and forecast update meetings, lead the other financial analysts, and perform financial support work in an accurate and efficient manner.

Why It Might Be a Fit

The successful candidate will have a proven ability to provide timely, meaningful financial analysis in a dynamic, high-growth environment, and to clearly communicate complex financial concepts to non-financial leaders.

Requirements

• Bachelor’s degree in Accounting or Finance strongly preferred
• Minimum of 5 years of accounting and/or financial analysis experience
• Experience in K-12 public education, non-profit, or government sector
• Proficiency with budgeting and reporting systems; Adaptive Planning experience and/or ability to learn
• Strong Excel skills and financial modeling; familiarity with accounting software
• Excellent organizational, time management, and follow-up skills; ability to meet deadlines under pressure with a high degree of accuracy
• Strong client communication and interpersonal skills

Benefits

• Eligible for Aspire health benefits
• Retirement through CalSTRS or CalPERS, depending on the role’s credential requirements, with a 403(b) option
• Paid time off and additional teammate benefits to be determined in accordance with updated employee value proposition to be shared prior to offer