Financial Analyst

Duties And Responsibilities

• Create and produce accurate, regular Finance reports necessary for the management and operation of the organization including all reports for the monthly Finance Committee packet.
• Create functional, Excel reports and models such as complex pivot tables, sensitivity models, and forms.
• Develop visually attractive, accurate reports including graphs, charts and other visuals to communicate complex financial data to financial and non-financial audiences.
• Inform business decisions by providing financial analysis support to the Corporate Director of Finance.
• Interpret data from Finance and other business systems such as identified key trends, impact of insurance contracts on pricing and operations, and other relevant business functions.
• Provide reporting for the Budget Process. This includes writing reports in Financial Edge and/or Powerplan and providing finished products and/or training for reports for department heads and leadership.
• Provide reporting support for the project management process. Assist Corporate Director of Finance with production of proformas and other financial analysis for new projects and lines of business.
• Support IMS requests for Financial information required for dashboards, reports and other projects.
• Partner with auditors by providing accounting support for annual audit and to verify accuracy of financial data in annual 990 tax filings.
• Create and maintain accurate documentation on all monthly processes.

Qualifications

• Bachelor’s degree in a related field required.
• Proficient in Microsoft applications – Excel, PowerPoint and Word.
• Experience with Financial Edge, Power BI a plus.
• If in recovery, 1 year of continuous sobriety preferred.

Knowledge, Skills And Attributes

• Strong understanding of Finance processes, accounting and data.
• Strong understanding of Finance IS database design, structure, functions and processes, and experience with database tools.
• Able to function independently in a multi-task environment, as well as part of a team.
• Able to apply and adapt practices and techniques to meet the needs of the organization’s culture.
• Strong organizational skills.
• Excellent oral, written and customer service skills.
• Knowledge of GAAP and nonprofit accounting.
• Ability to manage and lead employees.

Competencies / Measurements

• Demonstrate through observation the ability to manage and lead Finance reporting and analysis to accomplish the team’s goals.
• Demonstrate through observation working knowledge of the assigned Finance IS applications and reporting tools.
• Demonstrate through observation a strong understanding of Finance processes and data in order to produce consistently accurate reports.
• Demonstrate through observation the ability to implement the Finance reporting processes throughout the entire organization through the use of strong communication and training skills.
• Demonstrate through observation a proactive approach to keeping current with Finance reporting, technology and data trends.
• Demonstrate through observation the ability and willingness to share knowledge base with co-workers.