Financial Planning & Analysis (FP&A) and Auxiliary Funds Manager
St. Xavier High School • Cincinnati, Ohio • Full Time
Posted on Fri, Jul 17, 2026
- Assist CFO and Controller in preparation of annual budget; take lead in developing 5 year projections on the back of the annual budget
- Track contributions, pledges and pledge payments to the School’s 5 Year Capital Campaign, working closely with Gift Processing (Advancement Department). Reconcile capital campaign cash on hand each month based on cash collected and bills paid
- Work closely with the CFO to support financing of School reconstruction efforts, including short and long term debt issuance
- Maintain records of all individual endowment accounts, reconciling balances in Fund Driver with Advancement and Accounting records
- Assist Advancement team in preparing individual endowment fund report cards to support donor engagement
- Make necessary endowment accounting entries each month
- Determine annual draw from School endowment
- Support the Investment Committee of the Board of Trustees in their work managing the School endowment and OCIO
- Support budgeting, reporting and analysis of Athletics revenue & spend, including Boosters
- Track 4 pay-to-play sports monthly
- All other sports quarterly
- Maintain faculty pay scale analysis (annually)
- Support other financial analysis and projects as needed
- Administer and monitor Ohio Department of Education (ODE) funds, ensuring compliance with all state guidelines and funding requirements.
- Coordinate with academic departments and support areas to identify instructional and technology resource needs.
- Research vendors, obtain pricing and quotes, and assist departments in selecting cost-effective products and services.
- Manage the purchasing process from quote requests through order placement, receipt, and distribution of materials.
- Review and process vendor quotes, purchase orders, invoices, and related documentation for accuracy and approval.
- Maintain vendor relationships and communicate with suppliers regarding pricing, orders, and billing.
- Create and manage purchase orders, bills, vendor records, and account information within QuickBooks, ensuring proper documentation and approval workflows.
- Create and maintain monthly spending reports, tracking expenditures and providing spending summaries and financial updates to school administration.
- Other duties as assigned
- Strong analytic skills
- High degree of intellectual curiosity
- High level of organization and attention to detail
- Ability to manage and handle various projects, tasks, processes at the same time and prioritize
- Demonstrated problem solve skills with a proven track record for successful outcomes
- Project management and forecasting experience
- Strong interpersonal and strategic collaboration skills; ability to work well with various teams
- Communication skills, both oral and written
- Working understanding of basic accounting principles and financial analytic techniques (e.g., discounted cash flow, investment return calculations)
- A Bachelor’s degree and/or 2-5 years’ experience in a related discipline (e.g., finance, accounting, statistics) is preferred
- Desire to work in a mission-oriented organization, with a particular emphasis on forming young men into future leaders
- Knowledge of Quickbooks and Competence in Microsoft Office including Intermediate to advanced skills in using Excel and other analytic software, including AI tools