Financial Planning and Analysis Specialist

1 week ago


Lawrence Twp, United States The Lawrenceville School Full time
Exciting Opportunity: Financial Planning and Analysis Specialist

We are looking for a talented professional to become a part of our Finance division as a Financial Planning and Analysis Specialist. In this capacity, you will be instrumental in assisting our leadership and budget supervisors in managing both operational and capital financial plans. Your contributions will be vital in refining our financial assessment and reporting systems while aiming to leverage technology for improved productivity.

Key Responsibilities
  • Assist in the formulation and oversight of the institution's financial plans
  • Deliver analytical insights and reporting assistance
  • Maintain and enhance forecasting models to promote fiscal efficiency
  • Examine and reconcile various General Ledger accounts
  • Oversee the Purchase Card Program and support the integration of new technologies
  • Process journal entries and manage financial transactions
  • Perform additional tasks as required
Required Qualifications
  • A Bachelor's degree in Accounting or Finance is essential
  • 3 to 5 years of pertinent experience is preferred
  • Knowledge of financial software and budgeting tools is advantageous
  • Proficiency in Microsoft Office and Google Suite, particularly Excel, is necessary
  • Strong analytical capabilities and the ability to work independently
  • Exceptional communication and problem-solving skills
  • Ability to maintain confidentiality and thrive in a dynamic team setting
  • Flexibility to adapt to changing circumstances and priorities
  • A positive mindset and proactive approach to responsibilities


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