Sr. Financial Analyst

Basic Function

This position is responsible for executing financial analysis and accounting activities and supporting budgeting and financial planning for the agency, including all programs, senior and executive leadership, and other agency departments.

As the primary source of financial information, analysis, and advice for the agency, this position oversees the preparation of accounts payable information related to internal financial reporting, analysis of operating results, identification of trends, and explanations of deviations from expectations or the operating plan.

This includes ownership of information provided or used by the Finance Team to ensure that financial information is used appropriately to support relevant and complete business decisions. This role is a key business partner and frequently interacts with internal and external agency partners.

Reporting Relationship

Reports To: Controller

Supervises (Position Title): Accounts Payable and Accounts Receivable Clerks

Principal Duties and Responsibilities

Analyzes financial data and results and serves as a key source of accurate information to assist in decision-making throughout the agency, including senior and executive leadership, the Board of Directors, and internal and external stakeholders.

• Engages in ad hoc analysis and special projects as required, including system upgrades and implementations or significant process changes.
• Designs, generates, and communicates financial reports and exception-based information, including reporting related to cash disbursements.
• Codes and processes vendor invoices and employee expense accounts for payment. Verifies billing rates, obtains approvals, determines proper account distribution, and enters information into the A/P system. Computes and records charges, refunds, and similar items.
• Answers to vendor inquiries relating to payments.
• Files account for payable transactions in the central filing system. Contacts vendors, staff, or funding sources to clarify information when necessary. Assembles all related and required paperwork for each A/P transaction, such as purchase orders, bills of landing, packing slips, etc.
• Maintains confidentiality of all information and adheres to the Agency's Code of Ethics.
• Processes Foster Board payments and distributes checks.
• Maintains and reconciles month-end accounts payable balances to the general ledger.
• Maintains the agency-wide Form W-9 file for the annual issuance of year-end 1099 forms.
• Processes biweekly payroll, as needed.
• Plays a key role in implementing, training, and maintaining the electronic Accounts Payable system (Nexus).
• Assists with and reviews account reconciliations for labor, health insurance, fringe benefits, 403(b) plans, payroll taxes, workers' compensation, unemployment taxes, and other expense accounts and related liability/receivable accounts as posted to the financial statements on a monthly, quarterly, and annual basis for reasonableness and compliance with GAAP.
• Attends all relevant Ceridian training sessions, including year-end closeout and refresher training sessions.
• Performs other assigned duties as required.

Specifications

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field is required. A master's degree and/or CPA certification is a plus.
• Minimum of five years of experience in accounting, finance, or analysis.
• Experience in financial planning and analysis in a nonprofit environment is highly preferred.

Knowledge

• Working knowledge of Microsoft Dynamics GP 10.00 systems.
• Excellent knowledge of bookkeeping and accounting procedures.
• Knowledge of various software billing, planning, and reporting systems.
• Familiarity with state and federal audits and financial regulations.
• Knowledge of MS Office applications, particularly Excel.

Skills

• Strong analytical skills.
• Well-developed management, organizational, and interpersonal skills.
• Excellent time management skills.
• Strong written and verbal communication skills to interact internally and externally.
• Strong project management skills.
• Ability to maintain attention to detail while managing multiple projects.

Abilities

• Ability to use hardware and software to analyze, prepare, and retrieve data and reports and complete financial planning tasks.
• Ability to manage one's own workflow, resolve questions and problems with the supervisor, and adjust to dynamic changes in the work environment.
• Ability to work on multiple projects simultaneously.
• Ability to demonstrate a participative work style and work extended business hours when needed.
• Ability to maintain confidentiality of information and adhere to the Agency's Code of Ethics.

Compensation:

$82,000 - 88,000 Annually

Benefits

• Paid vacation
• Paid Sick Time
• 12 Paid Holidays
• Medical
• Dental
• Vision
• 403(b) Plan
• Life Insurance
• Long-term & short-term disability
• Employee assistance program (EAP)
• Family medical leave
• Tuition reimbursement

Benefit options and eligibility vary by Fulltime and Part-time positions. Compensation within the posted salary range varies based on factors including, but not limited to, experience, skills, education, and performance at the time of the offer.

Mental/Physical Demands

Ability to read, interpret, and comprehend instructions, correspondence, and documents. Ability to write routine correspondence. Ability to effectively present information in one-on-one and small-group situations. Work requires prolonged concentration while using a computer to analyze and manipulate data.

Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages and to draw and interpret graphs.

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

While performing the duties of this job, the employee is frequently required to sit, talk, hear, and use hands to operate a computer keyboard. The employee is occasionally required to stand and walk. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, peripheral vision, the ability to adjust focus, and color vision.

Work Environment

Duties are usually performed in an office environment. While performing the duties of this job, the employee is occasionally exposed to outside-weather conditions. The noise level in the work environment is usually moderate.

This description documents the general contents and requirements of the job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities shown are all essential job functions except for those indicated with an asterisk (*). The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Reviewed: 7/2015