Primary Purpose:
The Financial Data Analyst supports the CFO by providing detailed financial analysis, modeling, and reporting to ensure sound fiscal decision-making. This role focuses on the accuracy, organization, and usefulness of financial data without participating in external presentations. The analyst works across internal departments to pull data, run calculations, and maintain key dashboards and financial models used in executive decision-making.
This position is ideal for someone who prefers working behind the scenes, turning raw numbers into clarity, and ensuring financial information is audit-ready, accurate, and aligned with TEA compliance standards.
Why this Role Matters
Charter schools operate within tight funding structures and strict compliance guidelines. This role helps the CFO ensure that financial data is accurate, timely, and audit-ready. From reconciling grant funding to forecasting cash flow, the analyst plays a key part in helping the organization stay compliant, meet reporting deadlines, and make sound operational decisions.
Qualifications:
Education/Certification:
* Bachelor’s degree in Finance, Accounting, Data Analytics, Economics, or related field
Special Knowledge/Skills:
* Advanced Excel skills required (formulas, lookups, pivot tables, error checks)
* Experience working with financial data systems such as Skyward, TEAMS, or Munis
* Highly detail-oriented with the ability to clean, reconcile, and organize complex data
* Comfortable working independently without external-facing duties
Experience:
* Minimum 2 to 4 years in a financial analyst or accounting support role, preferably in a public, nonprofit, or K–12 environment
* Familiarity with Texas public school finance is strongly preferred
Major Responsibilities and Duties:
Financial Modeling and Analysis
* Maintain Excel-based financial models for budgeting, revenue projections, debt service tracking, enrollment analysis, and staffing cost projections
* Perform variance and trend analyses across revenue, expense, and fund activity
* Support multi-year forecasting models and cost impact scenarios under the CFO’s direction
Reporting and Internal Data Support
* Run monthly and ad hoc financial reports to support internal use by the CFO and senior finance staff
* Build and maintain internal financial dashboards (non-public-facing)
* Compile structured data to support TEA submissions, Summary of Finance reviews, or audit prep
Data Management and System Integration
* Pull data from financial systems such as Skyward, TEAMS, ADP, or PEIMS to support reconciliation and reporting
* Ensure accuracy and consistency across datasets used for budgeting, grant tracking, and payroll allocations
* Develop tools and templates to improve internal financial workflows such as reconciliation templates or import files
Compliance and Charter Finance Support
* Understand key charter school financial concepts such as FASRG codes, TEA spending requirements, and federal cost principles under EDGAR
* Assist with data validation for grant funding, restricted fund usage, and allowable cost tracking
* Maintain backup documentation for TEA and audit readiness
Any and all other duties assigned by immediate supervisor.
Mental Demands/Physical Demands/Environmental Factors:
Tools/Equipment Used: Standard large and small kitchen equipment and tools including electric slicer, mixer, pressure steamer, deep-fat fryer, sharp cutting tools, stove, oven, dishwasher, and food/utility cart
Posture: Prolonged standing; frequent kneeling/squatting, bending/stoop, pushing/pulling, and twisting
Motion: Continual walking; frequent climbing (ladder), grasping/squeezing, wrist flexion/extension, reaching/overhead reaching
Lifting: Frequent moderate lifting and carrying (15–44 pounds)
Environment: Work inside in commercial kitchen environment; exposure to extreme hot and cold temperatures, extreme humidity, noise, vibration, microwaves, biological hazards (bacteria, mold, fungi), chemical hazards (fumes, vapors, gases), electrical hazards; work with hands in water; work around machinery with moving parts; work on slippery surfaces
Mental Demands: Work with frequent interruptions; maintain emotional control under stress
This document describes the general purpose and responsibilities assigned to this job and is not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.
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