Position: Financial Analyst (Part Time)

Department: Business Office

Location: CSG, Milton Academy Campus, Milton, MA

Hours: Part-time (20 hours per week, flexible between the hours of
9:00 a.m. to 5:00 p.m.)

FLSA: Exempt

Classification: Staff

Milton Academy is an independent college preparatory K–12 school, boarding and day in grades 9–12, located just south of Boston.

Milton Academy cultivates in its students a passion for learning and a respect for others. Embracing diversity and the pursuit of excellence, we create a community in which individuals develop competence, confidence and character. Our active learning environment, in and out of the classroom, develops creative and critical thinkers, unafraid to express their ideas, prepared to seek meaningful lifetime success and to live by our motto, “Dare to be true.”

Summary of Position:

Reporting to the Director of Budgets and Institutional Analysis, the Financial Analyst will provide analytical and systems support to Milton Academy budget managers across campus, including advising budget managers on best practices for managing their budgets. The analyst will be responsible for maintaining, training, and troubleshooting several of the key financial systems and tools used within the organization. Working closely with the Director of Budgets, Controller, and Chief Financial and Operating Officer (CFOO), the analyst will provide data and recommendations to drive school-related decision making. This role provides an exciting opportunity to understand the school’s financial model and meaningfully contribute to the financial budgeting and planning process in a dynamic educational environment.

Essential Functions and Responsibilities:

• Support the annual budget process

  • Budget planning: Manage deadlines and system set up

  • Budget distribution: Update blackbaud reporting for the new fiscal year and distribute historical data and budget templates to budget managers based on the budget calendar

  • Tracking: Monitor and respond to budget questions on the Accountview email site

  • Follow up: Send reminders, gather and track responses

• Monitor the Accountview email for any requests for budget changes and adjustments to actuals. Make budget adjustments and journal entries as needed.

• Analyze prior or prospective spending and articulate the implications.

• Monitor budget vs actual performance for the departments as well as each School and provide insights to the financial management team.

• Coordinate meetings with large departments to review budgets and spending

• Complete the annual ABOPS expense survey.

• Support contract assessment and provide financial and analytical support to decision makers.

• Manage the completion of external surveys, including review and submission.

• Maintain Financial system (Blackbaud) set up, reporting, and technical troubleshooting.

• Maintain the School’s Amazon business account, adding users and troubleshooting issues.

• Provide maintenance for the business office site in Veracross.

• Oversee school memberships to professional organizations, including user administration and budgeting for all membership-related expenses (e.g., AISNE, NBOA).

• Other analysis and duties as assigned.

Supervision to be received: Supervised by the Director of Budgets and Institutional Analysis

Supervision to be exercised: None

Education/Certification/Licensure

Required: A bachelor’s degree in Finance or Accounting or a related field

Preferred: A master’s degree in Finance or Accounting or a related field

Experience

Required: A minimum of three years of proven experience in Finance or Accounting

Preferred: Knowledge of independent boarding / day schools -or-

Knowledge of education-related budgeting

Competencies

Required:

• Experience working in a business environment

• Experience providing financial or data analyses used for decision making.

• Experience working with large data sets.

• Experience working with all levels of management.

• Understanding of how to provide a high quality customer service.

• Excellent verbal and written communication skills.

• Ability to prioritize multiple projects and tasks in a fast-paced work environment.

• Ability to work collaboratively with internal and external constituencies.

• Understanding of confidentiality and related issues required.

• Receptive to supervision and professional development.

• Desire to be a part of a dynamic educational community.

• Demonstrated computer expertise, including proficiency in Google Workspace, Microsoft Office and Adobe Creative Cloud. Expertise in Microsoft Excel required.

Physical Abilities

Required:

• Must be able to work at a computer for up to 8 hours each day in conjunction with OSHA requirements.

• Must be able to move around the Milton Academy campus without restriction.

• Must be able to lift up to 10 pounds.

All interested internal candidates must complete an application for promotion or transfer and inform your supervisor as soon as possible.

The essential functions and basic skills have been included in this job description; it is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This position description is subject to change at any time.

Milton Academy is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any category protected by federal, state, or local law, including but not limited to race, color, sex, sexual orientation, gender identity, gender expression, religion, disability, age, genetic information, veteran status, ancestry, citizenship or national or ethnic origin.