Qualifications, Competencies & Strengths
Education: Bachelor’s degree in finance, accounting, economics, business, or a related field required; MBA, CPA, or relevant advanced degree preferred.
Experience: At least 10 years of progressive finance experience, including leadership of budgeting, forecasting, modeling, management reporting, and finance business partnership in a complex organization.
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Expert financial modeling and advanced Excel skills; experience with enterprise planning and reporting tools strongly preferred.
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Ability to create structure around ambiguity and translate complex analysis into crisp recommendations.
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Demonstrated success leading through influence across multiple entities, regions, and executive stakeholders.
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Commitment to the mission and philosophy of Great Hearts and to responsible stewardship of resources in service to students and schools.
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Superior written and verbal communication skills, with the ability to translate financial or systems information for non-finance audiences.
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Sound judgment, discretion, attention to detail, and a high standard of accuracy and follow-through.
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Ability to work effectively in a fast-paced, deadline-oriented, multi-entity and multi-state environment.
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Service orientation, collaborative problem solving, and the ability to build trust across schools, regions, and functional teams.
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Proficiency with Microsoft 365; advanced Excel capability is expected for finance leadership and analytical roles.
Physical functions: Requires but is not limited to sitting, standing, repetitious hand and body movements, bending, squatting, and reaching. May be required to move or position equipment up to approximately 15 pounds.
Travel required: Occasional travel to Great Hearts offices, academies, or partner sites may be required depending on role responsibilities.
Employment is contingent upon successful completion of a criminal history background check and fingerprint clearance in accordance with state requirements.
Travel required: May need to travel locally for training and professional development opportunities.