Education is ever-evolving. And so are we.

We seek passionate people from diverse backgrounds who are committed to helping improve the work of schools as a trusted partner in advancing learning. By joining the Cognia team, you will be immersed in a community of energetic and resourceful people dedicated to a common vision to impact and inspire education providers to advance and enable pathways of success for all learners. At Cognia we have developed a holistic approach to education that empowers schools to create real outcomes and optimize learning for students of all backgrounds, servicing more than 36,000 institutions, 5 million teachers, and 25 million students in 85 countries. When you join Cognia, you join a team of experts passionate about our mission and embracing our core values in everything we do.

NATURE AND SCOPE:

Reporting to the Budget Director, the Budget Analyst will perform technical work in fiscal budget development, control, analysis and review of revenues and expenditures. This position will also maintain and review and report out financial records and accounts across operational and capital budgets.

PRINCIPAL ACTIVITIES:

• Under the guidance and direction of the Budget Director, develop, track, and oversee financial budgets on an annual and monthly basis.
• Ensure all budgets and financial processes align with company goals.
• Consolidate the organizational budget for review.
• Review budget proposals for completeness, accuracy, and compliance with Cognia's standards.
• Perform specialized and technical work assisting in the development, maintenance, and analysis of budgets, including but not limited to preparation and distribution of funding allocations, preparation of budget amendments, report compilation, and analysis.
• Analyze financial information for the purpose of identifying potential budget variances, compile statistical information, develop procedures, and conform to established financial practices and regulatory requirements.
• Compile statistical and financial data from a wide variety of sources (e.g., payroll, fixed assets, expenditures, etc.) for the purpose of developing budget recommendations; provide summaries to other personnel; and/or ensure compliance with established guidelines.
• Evaluate funding requests for merit and authenticity.
• Prepare budgetary reports.
• Defend budget recommendations with data and evidence-based analyses.
• Track results and compare them to key financial targets.
• Prepare a monthly Budget Amendment Report to track and explain variances in budget amendments.
• Track budget allocations and provide regular updates to managers on expenditure levels and budget-related activities.
• Analyze income/expenditures data to determine cost effectiveness of programs, purchases, and activities.
• Keep abreast of such requirements as labor contracts, accounting standards, audit findings, budget changes, and federal and state reporting standards.
• Keep supervisor informed of activities in areas of assignment.
• Demonstrate initiative in the performance of assigned responsibilities.
• Identify, flag, and analyze potential financial and budgetary risks.
• Provide financial summaries, reports, and recommendations on a monthly and ad-hoc basis.
• Ensure all financial decisions and records adhere to legal regulations.
• Perform duties and fulfill responsibilities that may, from time to time, include related or unrelated tasks.

JOB REQUIREMENTS:

Education & Experience:

• Bachelor's degree in finance, accounting, or related field required
• A minimum of three (3) years of experience in financial analysis required
• Experience with Oracle/NetSuite or other budget planning software required
• Advanced Microsoft Excel skills required

Competencies:

• Advanced financial and analytical skills
• Ability to explain complex financial data clearly
• Excellent written and verbal communication skills
• Strong project management
• Foster positive and collaborative working relationships across the organization to accomplish organization-wide goals
• Ability to create ad-hoc reports
• Working knowledge of business and financial data software
• Ability to create and manage organizational budgets
• Proficient in Microsoft Office Suite (required)
• Proficient in budget creation and analysis via NetSuite Oracle (preferred)
• Thorough understanding of budgetary and accounting principles, practices, and policies

Anticipated Travel (may include local, national, and/or international travel):

• Limited travel (0-10%)
• Travel to Annual All Staff Company Meeting required

At Cognia, we recognize the critical role played by our teams in carrying out the organization's important educational mission. As a reflection of that recognition our exceptional benefits offerings include generous paid time off and holiday breaks, comprehensive insurance plans, and a 12.5% retirement savings contribution which is immediately vested, all effective on your date of hire. This represents an affirmative commitment by the organization to attract and retain the highest quality workforce - to ensure our continued ability to effectively serve our mission for years to come.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy-related conditions), sexual orientation, gender identity, marital status, national origin, age, physical or mental disability, citizenship, protected veteran status, genetic information or any other characteristics protected by local, state, or federal laws, rules, or regulations. Cognia is an Equal Opportunity Employer, and is committed to Diversity, Equity, and Inclusion.