Investment Analyst
Prudential Financial
Finance Associate
KIPP SoCal Public Schools
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $28 - $31 per hour
Job Level
JuniorMid-Level
About the role
- Ensure accuracy of KIPP SoCal’s financial information, supporting budgeting, projections, and reporting
- Review and maintain monthly fiscal year cash flow model, payroll review, coding reclassifications, end-of-year projections, and budget-to-actual comparisons
- Maintain budget trackers for school and SST budget managers; support annual budgets and long-term forecasts
- Prepare and support financial reports for the Board, Finance Committee, lenders, authorizers, state/federal agencies, and donors
- Manage Finance & Accounting helpdesk tickets and provide customer service for finance-related issues
- Review monthly payroll reports and flag concerns to managers
- Collaborate with SST teams to develop department/program budgets and produce ad-hoc financial reports
- Perform financial and operational analyses (vendor comparisons, cost savings, operational effectiveness)
- Serve as financial advisor and thought partner to CFO, Director of Finance, School Leaders, and ASLOs
- Participate in regular budget meetings, partner with ASLOs on budget management, and train new budget managers
Requirements
- BA or BS from an accredited institution
- 1 to 2 years of experience in a financial or data analysis role preferred
- Excellent written and verbal communication and presentation skills
- Strong analytical and problem‐solving skills
- High proficiency in Microsoft Excel and Google sheets
- Detail‐ and results‐oriented team player who is dedicated to getting the job done accurately and on a timely basis
- Tenacity and a willingness to do whatever it takes to achieve KIPP SoCal’s vision
- Respect for team members and the communities KIPP SoCal serves
- Unquestioned integrity and commitment to KIPP SoCal’s mission.
