Senior Financial Analyst - Archdiocese of New Orleans at Archdiocese of New Orleans in New Orleans, LA, USA

Job description

• Senior Financial Analyst
• Department: Accounting / Administrative Secretariat
• Reports To: Chief Financial Officer
• Status: Full-Time, Exempt
• Salary Range: $75,000 - $85,000
• The Archdiocese of New Orleans is seeking an experienced and highly analytical Senior
• Financial Analyst to support the financial management of the Archdiocese's Administrative Offices,
• Catholic schools, and other ministries. This position serves as a key financial resource by
• providing budgeting, forecasting, financial reporting, and analytical support that enables
• leadership to make informed operational and strategic decisions.
• The Senior Financial Analyst will coordinate the annual operating budget process for the
• Administrative Offices, assist Catholic schools in preparing annual budgets, develop cash flow
• forecasts, perform financial analyses of Archdiocesan departments, schools, and parishes, and
• prepare recurring and ad hoc reports for executive leadership.
• The successful candidate is an experienced finance professional who enjoys solving problems,
• working with complex financial information, and translating data into meaningful recommendations.
• This individual must be highly organized, capable of managing multiple priorities simultaneously,
• and comfortable working independently while collaborating with leaders throughout the Archdiocese.
• This position provides a unique opportunity to apply financial expertise in service to the mission
• of the Catholic Church. The Senior Financial Analyst will play an important role in strengthening
• the financial stewardship of the Archdiocese, supporting Catholic education, assisting parishes,
• and providing executive leadership with the financial insight needed to advance the Church's
• ministries.

Responsibilities

• Financial Planning & Analysis
• • Coordinate the annual operating budget process for the Archdiocese's Administrative Offices.
• • Work collaboratively with department leaders to develop annual operating budgets.
• • Analyze departmental budget submissions and prepare comparisons to prior-year actual results,
• current-year projections, and historical trends.
• • Monitor departmental financial performance throughout the year and identify significant
• variances.
• • Prepare recurring and ad hoc financial analyses for executive leadership.
• • Develop financial models, forecasts, and business analyses that support strategic and
• operational decision-making.
• • Prepare professional financial reports and presentations for senior leadership.
• Cash Flow Forecasting
• • Develop and maintain short-term and long-term cash flow forecasts for the Archdiocese.
• • Analyze cash receipts, disbursements, and operating trends to improve cash management.
• • Assist leadership in identifying future cash needs and liquidity risks.
• • Recommend improvements to forecasting methodologies and reporting.
• School Financial Support
• • Assist Catholic schools with the preparation of annual operating budgets.
• o Eight Catholic high schools
• o Two special-needs schools
• o Approximately forty parish elementary schools
• • Analyze school financial performance and identify trends, risks, and opportunities.
• • Work collaboratively with principals, school business managers, parish bookkeepers, and
• finance personnel to improve budgeting and financial reporting.
• Parish Financial Analysis
• • Perform financial analyses of parish operations and financial performance as requested by
• Archdiocesan leadership.
• • Evaluate parish financial information to identify operational trends, financial concerns, and
• opportunities for improvement.
• • Conduct analyses related to specific issues, including delinquent obligations, financial
• sustainability, capital projects, liquidity, and other matters requiring financial review.
• • Prepare written analyses and recommendations that support informed decision-making.
• • While this position will routinely analyze parish financial information, it is not
• responsible for the ongoing financial management of individual parishes.
• Financial Reporting & Data Analytics
• • Gather, consolidate, and analyze financial information from multiple systems, including
• QuickBooks, Financial Edge, Microsoft Excel, and other data sources.
• • Design and maintain financial reporting tools, dashboards, and analytical models.
• • Improve the quality, accuracy, and usefulness of financial information available to
• leadership.
• • Ensure the integrity and consistency of financial reporting.
• Collaboration & Communication
• Work closely with the Archdiocesan Accounting Department to ensure the accuracy and consistency of
• financial information.
• • Build productive working relationships with department directors, school administrators,
• parish personnel, and other stakeholders.
• • Present financial information clearly and effectively to both financial and non-financial
• audiences.
• • Participate in special projects and organizational initiatives as assigned.

Requirements

• Education
• • Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related
• field required.
• • CPA, CMA, MBA, or other relevant professional certification is preferred.
• Experience
• • Five or more years of progressively responsible experience in financial analysis, budgeting,
• forecasting, accounting, or corporate finance.
• • Demonstrated experience preparing operating budgets, financial forecasts, and management
• reports.
• • Experience interpreting financial information and presenting recommendations to
• organizational leadership.
• • Experience working in nonprofit organizations, educational institutions, healthcare, public
• accounting, or other complex organizations is preferred.
• Technical Skills
• • Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, lookups,
• and advanced formulas.
• • Strong knowledge of budgeting, forecasting, and financial reporting principles.
• • Experience with accounting and financial reporting systems.
• • Experience with QuickBooks and Financial Edge is strongly preferred.
• • Ability to consolidate and analyze financial information from multiple systems and databases.
• • Proficiency with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Knowledge, Skills & Abilities
• • Exceptional analytical and problem-solving skills.
• • Strong quantitative reasoning and attention to detail.
• • Excellent written, verbal, and presentation skills.
• • Ability to explain financial information to non-financial audiences.
• • Strong organizational and project management skills with the ability to prioritize multiple
• assignments and meet deadlines.
• • Self-motivated and able to work independently with minimal supervision.
• • Demonstrates the professionalism, judgment, and executive presence necessary to work
• effectively with senior leaders, pastors, principals, and other key stakeholders.
• • Demonstrated ability to exercise sound judgment and maintain confidentiality.
• • Collaborative team player with excellent interpersonal skills.
• • Ability to identify process improvements and implement practical solutions.
• Personal Conduct
• Personal conduct should reflect favorably upon the Archdiocese of New Orleans at all times.
• Employees are expected to support the teachings, mission, and values of the Roman Catholic Church
• and to reflect that support through their professional conduct and personal integrity.
• • Understanding of the mission, structure, governance, and culture of the Roman Catholic
• Church.
• • Familiarity with parish, school, diocesan, or other Catholic nonprofit operations is
• preferred.

Skills

Required

• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• QuickBooks
• Financial Edge
• Financial modeling
• Pivot tables
• Lookups
• Advanced formulas
• Budgeting
• Forecasting
• Financial reporting

Benefits

• Salary: $75,000 - $85,000, commensurate with qualifications and experience.
• The Archdiocese of New Orleans offers a competitive benefits package, including health insurance,
• retirement benefits, paid leave, and the opportunity to contribute meaningfully to the
• mission of the Catholic Church.