Financial Analyst

Responsibilities

• Perform a variety of financial and analytical duties for assigned regions and National Business units, with an emphasis on budgeting, projections, and monthly reporting.
• Create schedules, pivot tables, and templates in Excel, and work with the general ledger system for uploads/downloads.
• Prepare reports for senior leadership and serve as a liaison between the Financial Planning and Analysis team and budget managers.
• Develop, prepare, and maintain regular reports using financial accounting system (Essbase) for assigned customers.
• Create ad hoc reports and research to support variance analysis.
• Act as a consultant and liaison to assigned budget managers to improve financial reporting practices and procedures both within and outside of the Finance Department.
• Respond to and resolve concerns or issues accurately and effectively to provide advanced customer service to internal and external customers.
• Prepare portions of the National Center budgets/projections with the support of the Supervisor.
• Include duties such as preparation of annual budget/projection instructions and templates, facilitation of training, and uploading of budgets/projections and revisions to financial reporting system.
• Analyze and report on budget/projection changes and requests.
• Prepare supporting schedules and documents to be used throughout the process.
• Complete assigned projects or analyses as needed, including preparing and providing any financial documents/report for internal and external audits as requested.

Qualifications

• A minimum of three (3) years of accounting, financial reporting, and budgeting experience.
• Extremely proficient in Microsoft Excel (e.g., pivot tables, if/then statements, vlookup, etc.).
• Proficient knowledge of the principles and practices of budgeting, projecting, month-end close, and variance analysis.
• Ability to analyze financial data and interpret into narrative form.
• General business knowledge and experience in applying general principles and practices of accounting to analyze data and document results.
• Proficient skills in use of automated accounting packages.
• Excellent in oral and written communication and ability to communicate with all levels of American Heart Association staff.