Junior Financial Analyst

Description

What if your next job wasn’t just a role, but a place where you truly felt valued, inspired, and empowered?

Imagine working for a company that’s dedicated to educating, inspiring, and empowering others, while fostering a family-like atmosphere that genuinely respects and appreciates every team member.
Now, imagine that this company also offers:

• Strong, guiding values that drive everything we do
• Outstanding benefits to support your well-being
• The opportunity to make a meaningful impact every day

Does that sound like a place where you’d thrive? If so, keep reading, because this is exactly what Westcliff University is all about.

Here’s a glimpse of what makes our culture amazing:

At Westcliff, we strive to be the best in all we do, celebrating and supporting each team member as we grow and succeed together. As a global leader in innovative education, we’re known for our transformative, tech-driven programs and our unwavering commitment to excellence, and social responsibility.

Our tagline – Educate. Inspire. Empower. – perfectly sums up our mission: to create opportunities for students and employees to achieve success through hard work and empowerment.

By joining the Westcliff team, you’ll have the chance to leave your personal mark on a growing institution, helping us shape the future of education while being part of a supportive and innovative community.

Ready to feel inspired and appreciated while making a real difference?

Apply now, and let’s grow and succeed together!

Junior Financial Analyst

The Junior Financial Analyst supports cash flow planning and treasury operations through recurring cash reporting,

short-term forecasting, month-end cash validation, covenant monitoring, and timely issue resolution, while improving

forecast accuracy and supporting ad hoc analysis.

Essential Job Functions

•  Prepare and maintain recurring weekly/monthly cash movement summaries, and support 13-week cash flow forecasting to assess liquidity needs, funding requirements, and short-term investment activity; perform daily cash positioning by reviewing bank balances and transactions to ensure adequate liquidity and proper funding across accounts
• Participate in month-end close cash validation and support cash flow forecasting/budgeting, while continuously improving forecast methodology and accuracy through partnership with AP/AR/FP&A, refinement of key assumptions and drivers
• Track and monitor compliance with banking covenants across all bank partners; maintain covenant schedules, supporting calculations, escalating potential issues proactively
• Support banking relationship management, including assisting with negotiation of bank fees, credit terms, and borrowing limits; gather supporting data and help prepare materials for periodic bank reviews
• In conjunction with the 13-week cash flow forecast, prepare recommendations on the allocation of short-term cash reserves to maximize interest earnings (e.g., money market rates across the banking network, CD laddering strategies)
• Understand terms of borrowing facilities to inform capitalization strategies and bank negotiations
• Participate in financial modeling for new initiatives, supporting cash flow impact analysis and scenario modeling
• Respond to ad hoc requests and provide reporting/analysis in partnering with internal stakeholders to research variances, resolve issues, and support timely decision-making

Qualifications

• Bachelor’s degree in accounting, finance, or related field
• Minimum of 2 years of experience in FP&A, treasury operations, cash management, or accounting with significant exposure to banking/cash processes
• Experience working with banks and bank portals to support cash activity monitoring, issue resolution, and routine account maintenance
• Basic understanding of Generally Accepted Accounting Principles (GAAP)
• Forecasting and planning skills, including variance analysis and assumption validation
• Advanced Excel skills to manage bank-export data, perform reconciliations, and identify variances using lookups, pivots, and structured datasets
• Strong analytical and problem-solving skills, with attention to detail and accuracy

Preferred qualifications for this position:

• Experience with financial planning and budgeting platforms (e.g., Planful, Anaplan, Workday Adaptive Planning, or similar tools)
• Experience with Power Query/Power Pivot or similar tools for data transformation

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being

performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties

and skills required for the position. All job requirements are subject to possible modification to

reasonably accommodate individuals with disabilities. Some requirements may exclude

individuals who pose a direct threat or significant risk to the health and safety of themselves or

other employees. This job description in no way states or implies that these are the only duties

to be performed by the employee occupying this position. Employees will be required to follow

any other job-related instructions and to perform other job-related duties requested by their

supervisor in compliance with Federal and State Laws. Requirements are representative of

minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the

employee must possess the abilities or aptitudes to perform each duty proficiently. Continued

employment remains on an at-will basis, unless otherwise contractually bound.