Financial Analyst

Overview

The Financial Analyst supports sound financial management and decision-making by collecting, reviewing, and analyzing financial data; monitoring budgets and expenditures; preparing forecasts, projections, and management reports; and identifying trends, risks, and opportunities that affect financial performance. The role provides accurate, timely, and actionable analysis to support planning, budgeting, reporting, compliance, and continuous improvement across the Finance and Administration function.

Responsibilities

Financial Management

• Produce financial reports for a range of stakeholders, including management.
• Participate in development of the departmental fiscal year annual operating budget.
• Interpret and review financial data to evaluate financial performance and develop financial projections.
• Prepare findings from research, analyses, and assessments to inform departmental leadership decision-making.
• Monitor budgeted expenditures and prepare reports to support balanced accounts, including control salary, default accounts, and effort reporting.
• Monitor service and productivity and assess efficiency levels, implementing improvements where opportunities exist.
• Verify documents for completeness and compliance with government and private agencies.

Financial Analysis

• Analyze budget patterns and projected expenditures; support preparation of approved budgets.
• Assimilate information from various sources to present to departmental staff.
• Define problems, collect data, and establish facts.
• Interpret technical and detailed guidelines, policies, and procedures.
• Analyze feasibility and potential impact of new initiatives, process improvements, and related solutions.

Financial Reporting

• Conduct regular uploads of data to the financial management system.
• Implement quality control and process improvements related to overall business processes.
• Use software applications such as spreadsheets, relational databases, cost-accounting systems, statistical packages, and graphics packages to assemble, manipulate, and format data and reports.
• Prepare and distribute internal departmental financial reports on a regular and ad hoc basis to support management review, operational planning, and timely decision-making.
• Compile, review, and maintain audit backup documentation to support financial transactions, reconciliations, compliance reviews, and responses to internal and external audit inquiries.
• Support donor financial reporting by assembling required financial data, validating report details against accounting records, and ensuring submissions are accurate, complete, and aligned with donor reporting requirements and timelines.

Financial Advice & Guidance

• Serve as a departmental resource by answering finance-related questions and assisting divisions with financial tasks.
• Provide interpretation of financial policies and procedures.
• Train new and existing finance staff to complete monthly financial reporting requirements and the annual budget.
• Communicate with internal and external administrative offices to ensure established procedures are followed.
• Apply working knowledge of applicable laws and regulations.
• Process sponsor invoices for payment in accordance with contract terms and conditions.
• Exercise discretion in managing correspondence, information, and confidentiality; escalate issues when appropriate.

Required Qualifications

• Bachelor’s Degree in Finance, Accounting, or a related field with 3 years of relevant experience.
• SAP experience.
• Budgeting and forecasting software experience.
• Experience working with international offices and contacts.
• High proficiency with MS Office Suite.
• Strong analytical skills.
• Expertise with spreadsheets, databases, MS Office, and financial software applications.
• Hands-on experience with statistical analysis and statistical packages.
• Outstanding presentation, reporting, and communication skills.
• Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
• Knowledge of current financial subjects, accounting, tax laws, money market, and business environments.
• Strong customer service skills.
• Ability to interpret organizational policies clearly.
• Ability to work as a team player and build effective relationships.
• Proactive contribution during peak periods.
• French or Spanish speaker — an advantage.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Annual salary range: $63,095 - $77,773
• Total rewards package includes support for health, life, career, and retirement (details available through the employer’s benefits information).

Additional Information

• Candidates will be subject to a pre-employment background check.
• Applicants who do not meet posted requirements but are completing their final academic semester/quarter will be considered eligible for employment and may be asked to provide additional information confirming their academic completion date.
• Equivalencies may be permitted for required education/experience as described in the employer’s job description.
• Equal opportunity employer; consideration is provided without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.