Financial Analyst

Overview

This fully remote position involves creating and producing accurate, regular finance reports essential for the management and operation of the organization. The role supports financial decision-making by providing analysis and reporting for various business functions, including budgeting, project management, and audits.

Responsibilities

• Produce monthly finance committee reports and other regular financial reports.
• Develop functional Excel reports and models, including complex pivot tables, sensitivity models, and forms.
• Create visually appealing reports with graphs, charts, and visuals to communicate complex financial data to both financial and non-financial audiences.
• Provide financial analysis support to the Corporate Director of Finance, interpreting data from finance and other business systems.
• Support the budget process by writing reports in Financial Edge and/or Powerplan and providing finished products or training for department heads and leadership.
• Assist with financial reporting for project management, including proformas and analysis for new projects and business lines.
• Support IMS requests for financial information required for dashboards, reports, and other projects.
• Partner with auditors by providing accounting support for the annual audit and verifying accuracy of financial data in annual 990 tax filings.
• Create and maintain accurate documentation of all monthly processes.

Physical Requirements

• Requires manual dexterity, including repetitive use of hands and fingers.
• Ability to stand, walk, and sit for up to four hours at a time.
• Must be able to lift approximately 15 pounds to waist or overhead.

Education and Experience

• Bachelor’s degree in a related field required.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Experience with Financial Edge and Power BI is a plus.
• For candidates in recovery, one year of continuous sobriety is preferred.

Knowledge, Skills, and Attributes

• Strong understanding of finance processes, accounting, and data.
• Knowledge of finance information systems database design, structure, functions, and experience with database tools.
• Ability to work independently and as part of a team in a multi-task environment.
• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Excellent oral, written, and customer service skills.
• Knowledge of GAAP and nonprofit accounting.
• Ability to manage and lead employees.
• Professional conduct and ability to organize workloads based on internal and external goals.

Competencies

• Demonstrated ability to manage and lead finance reporting and analysis to achieve team goals.
• Working knowledge of assigned finance information system applications and reporting tools.
• Consistently produce accurate reports through strong understanding of finance processes and data.
• Implement finance reporting processes organization-wide using strong communication and training skills.
• Proactively stay current with finance reporting, technology, and data trends.
• Professional interaction with internal and external staff.
• Commitment to providing timely, professional customer service.
• Willingness to share knowledge with co-workers.

Compensation and Benefits

• Comprehensive benefits including generous paid time off, company-paid life and disability insurance, tuition reimbursement, competitive 401(k) plan, and robust medical, dental, and vision plans.

Location

• This position is fully remote.