POSITION SUMMARY:

The Financial Analyst works directly with the Chief Financial Officer (CFO) and Director of Finance in all functional areas and has primary responsibility for financial contract management and reporting. Primary responsibilities include but are not limited to; assist in monthly preparation of financial statements, monthly budget report analysis, audit preparation and assistance. The Financial Analyst will work closely with the fiscal staff and senior program staff to ensure that all contract budgets are accurate as well as report to the departmental staff and the Chief Financial Officer on the progress of contract budgets vs. actual expenditures.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Assisting Program Directors with financial and program reporting:
2. Assist in coding of revenue and expenditures, as appropriate.
3. Review and monitor coding of staff time to programs, as appropriate.
4. Ensure compliance with financial obligations of contracts.
5. Prepare and produce financial reports to funding sources.
6. Review budget vs. actual each month and follow-up with program staff. Report highlights and variances to the CFO for board presentation.
7. Provide analysis of trends and forecasts and recommend actions for optimization.
8. Prepare and finalize internal and external budgets, in coordination with program directors.
9. Prepare and report on any necessary financial data for RFPs and RFQs.
10. Assisting CFO and others with special projects:
11. Participate in all audits and fiscal monitoring; prepare periodic reports to funding sources; and prepare responses to funding source inquiries.
12. Assist in preparation of program and departmental budgets.
13. Test for reasonableness of budget assumptions and completeness.
14. Performs monthly review of program financial reports and verifies accuracy and fiscal solvency.
15. Assist fiscal staff with daily, monthly and annual task responsibilities.
16. Reconcile balance sheet accounts; prepares adjustments to accounts as necessary.
17. Streamline and document financial processes and share/educate with other departments across the agency.
18. Develop, maintain, and distribute ad-hoc reports and financial models as-needed.
19. Performs miscellaneous fiscal duties; assists Finance Director/CFO in research, analysis and special projects; processes travel statements.

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Perform additional duties as assigned.

Experience and Skill requirements: The following experience and skill requirements are considered essential:

Experience:

• 4+ years of experience in accounting or business office required
• Non-profit fund accounting, preferred
• Computerized payroll, general ledger, accounts receivable, accounts payable, and budgeting
• Computer proficiency, including excellent spreadsheet and word-processing skills
• Accounting research, account analysis, and business case development
• Managing data
• Interpreting funding source regulations and grant application requirements
• Using various office machinery and equipment

Skills:

• Excellent accounting skills and strong technical accounting skills
• Excellent problem solving skills
• Excellent strategic thinking skills
• Excellent critical thinking skills
• Excellent administrative capabilities
• Excellent customer services skills
• Excellent organizational skills
• Excellent listening skills
• Excellent verbal communication skills
• Excellent written communication skills
• Excellent recordkeeping skills
• Calculate rates, ratios, percentages, and proportions
• Proficient in using Microsoft Office applications and other computer software as applicable to the position
• Adaptable to change; adjustment of priorities
• Develop, analyze, and maintain statistical records
• Ability to streamline functions and a desire to learn and grow
• Display tact, discretion, and sound judgment
• Handle frequent disruptions
• Prioritize and coordinate work activities
• Read, analyze, comprehend, and apply written procedures
• Work independently
• Detail-oriented

Education and Knowledge Requirements: The following education and knowledge requirements are considered essential:

• Bachelor’s degree in accounting or relevant combination of education and experience. 
• Incumbents with an Associate’s Degree in accounting must be willing to obtain a Bachelor's Degree in accounting or related field.   

Other Requirements: Additional requirements that are considered essential:

• Must pass required background checks
• Must have a valid driver’s license, reliable transportation, and proof of insurance

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GENERAL EXPECTATIONS:

1. Maintains and promotes the highest level of understanding of the Agency's Mission, Vision, and Goals.
2. Maintains confidentiality; protects the Agency by keeping information concerning employees, those we serve, and the Agency itself confidential.
3. Follows all safety policies and procedures with a "safety first" approach to all job duties.
4. Exhibits a positive, professional, and collaborative attitude with others inside and outside the Agency.
5. Exhibits teamwork through effective internal communication and working relationships.
6. Is punctual for scheduled work and uses time appropriately.
7. Performs required amount of work in a timely fashion with a minimum of errors.
8. Participates in trainings, conferences, and meetings as necessary.
9. Possesses and exhibits the highest standards of professionalism and personal integrity.
10. Represents the Agency in the community as appropriate to the role.

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PHYSICAL REQUIREMENTS:

The physical requirements described here are representative of those that must be met by the Incumbent to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands or arms and talk or hear, and sit. The employee is frequently required to stand and walk. The employee will occasionally lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

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WORK ENVIRONMENT:

The work environment characteristics described here are representative of those the incumbent encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is mostly performed in an office setting. The noise level is quiet to moderate. Occasional local and long-distance travel may be required, sometimes in inclement weather.

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