Cemetery Analyst and Planning Manager

Roman Catholic Diocese of Orange
Garden Grove, CA
Cemetery Analyst and Planning Manager Location Garden Grove, CA : POSITION TITLE: Cemetery Analyst and Planning Manager FLSA STATUS : Exempt DEPARTMENT: Cemeteries REPORTS TO: Assistant Director of Cemeteries PAY RANGE : $85,000 - $110,000 Annual Salary SUPERVISORY RESPONSIBILITY: N/A. INTERNAL/EXTERNAL CONTACTS: Cemetery Management and staff, Diocesan Accounting, IT, vendors (as needed) SUMMARY OVERVIEW: The Cemetery Analyst and Planning Manager is responsible for activities and analysis related to the following major areas: financial analysis, sales analysis, investment analysis inventory control and internal reporting, including close coordination/input with Cemetery and Diocese finance, sales and operations leads and Diocese finance; annual budgeting; forecasting/modeling; IT /reporting and other ad hoc analyses. The Cemetery Analyst and Planning Manager provide analyses and insight related to Cemetery trends in such areas as: same-store sales; sales by major product category; pricing; margins; operating costs, investment management, working capital and capital expenditures. The Cemetery Analyst and Planning Manager plays a key role in developing and reporting profitability improvement opportunities within the Cemetery business. Responsibilities: Because all Diocese of Orange employees represent the Roman Catholic Church, they are expected to conduct themselves according to the goals and mission of the Church in performing their work. ESSENTIAL FUNCTIONS: Primary duties and responsibilities include:
  • Develop, Maintain financial models, lead the annual budgeting and quarterly forecasting processes; working closely with Cemetery leadership.
  • Direct regional leadership on developing and tracking EBITDA improvement opportunities; especially as it relates to operating efficiencies. Leads financial analysis, modeling, forecasting, and reporting efforts to ensure efficient financial operations.
  • Supports the integration of financial reporting for entities acquired, merged or for updates to internal structures.
  • Provide insights and recommendations to senior management based on financial analysis.
  • Collaborate with the Cemetery operation and Diocese finance leadership teams to better understand historical financial results, trends and validate budget and forecast assumptions.
  • Develop cemetery property inventory controls and burn rates.
  • Develop and maintain forecasting models.
  • Prepare and present accurate and timely financial reports to management, stakeholders, and regulatory authorities.
  • Interpret financial data and trends for non-financial managers.
  • Maintains accurate and up to date records, burials, plot inventory, financial data, all databases, and documentation related to cemetery operations.
  • Prepare complex financial modeling of changing trends in the business and prospective financial initiatives and transactions.
  • Lead the creation and maintenance of extensive financial analysis modeling to support Cemetery and Diocese requests.
  • Develop value added cross divisional and cross functional partnerships to maintain awareness of business activities through knowledge, experience, and best practices.
  • Other projects/initiatives as assigned.
NON-ESSENTIAL FUNCTIONS: QUALIFICATIONS & EXPERIENCE: REQUIRED: Bachelor's Degree and/or 4 years equivalent experience in data analysis and financials. Accounting, Business, or a related field. Ten years financial reporting/financial analysis preferably in the financial budgeting discipline and a proven track record of positions of increasing responsibility preferred. Strong analytical, strategic, and communication skills DESIRED:
  • Excellent problem solving/analytical skills, knowledge of analytical tools, and complex troubleshooting methods.
  • Ability to present complex financial information to Executives.
  • Possess exceptionally strong analytical skills.
  • Strong Excel experience required in: knowledge of Developing Dashboards, Financial Modeling, or automation of Financial Procedures, writing macros, developing formulas using functions such as pivot tables and all lookup functions (V-Lookup, Match,& IF Statements), BI Microsoft Power BI experience and Database experience a plus.
  • Strong organizational, team building, communication skills and the ability to work in a dynamic matrix environment.
  • Ability to work through ambiguous work situations.
  • Excellent verbal and written communication skills.
  • Hands‐on experience in process automation, best practice approach, technology efficiency, and effectiveness.
  • Self‐motivated, able to work independently, and takes initiative.
  • Ability to multitask in a fast‐paced environment.
  • Outstanding attention to detail with superior time management skills.
  • Ability to learn new content areas and new skills quickly.
  • Professional attitude and work habits.
  • Experience with T-SQL and databases.
WORK ENVIRONMENT: Typical office environment EQUIPMENT USED: Basic computer equipment, keyboard, mouse, telephone, copier, facsimile, calculator and paper shredder. PHYSICAL TASKS: Communicate, move, remain stationary, reach, occasionally carry materials as needed weighing up to 30 lbs. Diocesan Openings
Posted 2025-07-30

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