Finance Analyst

The Carnegie Foundation for the Advancement of Teaching has long history of pioneering innovative, transformative advancements in K-12 and higher education, including the creation of the Carnegie Unit, TIAA, the GRE, the Educational Testing Service, Pell Grants, the Carnegie Classifications, the establishment of standards for schools of law, medicine, education and engineering, and the use of improvement science to address longstanding educational inequities.

Position Purpose

The Finance Analyst administers finance-related systems, including the accounting software; ensures accuracy of the general ledger, accounts payable, and purchase orders; ensures all reports are accurate, internally consistent  and complete, as well as issued in a timely manner; and provides backup and various support to Finance staff. 

Essential Duties & Responsibilities  

The Finance Analyst is responsible for duties including, but not limited to:

Systems Management

  • Administering the accounting system, including administration and setup functions; setting up reports and tables; acting as liaison between finance staff and the software provider; resolving all issues as they arise
  • Take full charge of Concur administration and the processing of all credit card and employee reimbursement transactions, from report submission in Concur through the successful import into the accounting system
  • Administering credit card chargebacks

General Ledger

  • Preparing monthly journal entries and account reconciliations
  • Maintaining the chart of accounts, adding new accounts, projects, and queries in the accounting software
  • Calculating and entering indirect costs each month
  • Producing investment journal entries each month
  • Analyzing all subledger data for correct coding
  • Analyzing, reconciling, and evaluating the accuracy of general ledger, and preparing and distributing monthly financial reports

Accounts Payable and Accounts Receivable

  • Entering and maintaining all purchase orders in the accounting system
  • Providing guidance and consultation to managers on accounts payable and report questions; anticipating and resolving issues as they arise
  • Reviewing AP invoices prior to payment

 Other

  • Providing support to the Treasurer and Controller during audit season
  • Updating and maintaining the finance manual
  • Acting as liaison with our insurance broker and insurance companies to support insurance activities
  • Preparing nonresident independent contractor withholding returns and annual sales tax returns
  • Ensuring compliance with Carnegie’s fiscal policies, budget guidelines, and internal controls, including updating documentation
  • Cross-training to provide backup for other Finance functions
  • Other related duties as assigned

 Education & Experience

  • Bachelor’s Degree in a related field required
  • 4-5 years AP and/or GL experience required
  • Prior nonprofit accounting experience preferred
  • Familiarity with mid-level accounting programs required;  familiarity with online expense management platforms and payroll processing preferred. Sage Intacct experience is a plus.

Skills & Qualifications

  • Must be proficient in Excel with intermediate to advanced skills (using pivot tables, VLookup, etc.)
  • Must be flexible, dependable, and able to juggle multiple priorities without missing deadlines
  • Must possess proficient communication and interpersonal skills and have an internal customer service focus; experience with the highly educated preferred
  • Ability to act and operate independently with minimal daily direction
  • Ability to exercise discretion and independent judgment with respect to matters of significance
  • Ability to give, receive, and analyze information, formulate work plans, prepare written materials and articulate goals and action plans
  • Possess an improvement mindset, able to bring continuous improvement to systems and processes
  • Ability to work cooperatively and collaboratively in teams, and with all levels of employees to maximize performance, creativity, and problem solving
  • Willingness to pitch in to do whatever it takes to get the job done right and expeditiously
  • Ability to work both at the office and at home/away from the office

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Benefits & Perks

  • Full medical, dental, vision, life, accidental death, disability, and long-term care insurance, as well as employer subsidized flexible spending plans
  • A retirement savings plan, including employer contributions after one year of service
  • Generous time-off benefits including paid holidays and paid parental leave
  • Matching Gift program to benefit charitable organizations
  • Educational Assistance to further your professional development
  • The facility is located in Stanford, California in a quiet pastoral setting near a hiking trail.
  • Amenities include a communal kitchen (coffee, tea, and drinks provided), outdoor eating areas, free parking, and electric car charging stations