Financial Reporting and Data Quality Specialist

Overview

The Reporting & Private Awards Specialist supports centralized reporting, private award administration, and financial reporting support for the Western US and Canada Division Finance Operations & Enablement Team. This role serves as a subject matter resource for reporting requirements, private award financial management, and reporting standards, helping ensure financial information is accurate, timely, compliant, and useful for decision-making, donor stewardship, and organizational accountability.

Responsibilities

Financial Reporting

• Develop, maintain, and improve standardized financial reporting templates, dashboards, tools, and reporting processes used across the Division.
• Prepare, coordinate, and distribute recurring financial reports, reporting packages, and other financial deliverables for leadership and organizational stakeholders.
• Support and/or coordinate financial reporting requirements for a variety of funding sources, programs, projects, and organizational initiatives.
• Partner with Finance Specialists, Finance Managers, Finance Directors, Development staff, and program teams to ensure timely, accurate, and meaningful financial reporting.
• Serve as a resource on reporting requirements, reporting schedules, financial data interpretation, and reporting best practices.
• Assist with management, donor, board, partner, audit, and compliance-related reporting requests, as appropriate.
• Coordinate financial reporting requirements for private, donor-funded projects, and other restricted funding sources.
• Monitor compliance requirements, identify reporting concerns, and support resolution of private award-related financial issues.
• Develop and maintain reporting documentation, procedures, job aids, and training materials that support consistent reporting practices across the organization.

Data Quality & Financial Stewardship

• Validate, analyze, and maintain financial data to ensure accuracy, consistency, reliability, and integrity of financial information.
• Monitor reporting quality and identify trends, variances, discrepancies, and data issues requiring investigation or resolution.
• Promote consistent data definitions, reporting methodologies, templates, and reporting standards across the Division.
• Collaborate with Finance Operations & Enablement, Finance Specialists, Finance Managers, Finance Directors, Contracts, and Development staff to support coordinated delivery of financial services.
• Support audits, compliance reviews, and inquiries by providing accurate financial information and reporting documentation.
• Contribute to process improvements, system enhancements, operational efficiencies, and change management initiatives that strengthen reporting capabilities and data quality.
• Build productive working relationships that promote collaboration, accountability, and effective stewardship of organizational resources.

Responsibilities & Scope

• Support financial reporting and private award administration activities across multiple Pods, Business Units, and Division Priorities.
• Ensure the accuracy, completeness, timeliness, and consistency of assigned reports, reporting tools, templates, and deliverables.
• Serve as a subject matter resource on financial reporting requirements, reporting standards, private award financial management, and donor reporting practices.
• Use judgment to interpret reporting requirements, evaluate data quality, identify discrepancies, and recommend appropriate actions.
• Support compliance with donor requirements, organizational policies, financial management standards, and applicable reporting obligations.
• Work independently while managing recurring reporting cycles, compliance deadlines, stakeholder requests, and special reporting projects.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business Administration or related field and 3 years related experience or equivalent combination.
• Advanced proficiency in Microsoft Excel and financial reporting applications.
• Ability to manipulate, analyze, and interpret data.
• Experience with accounting/financial issues and analysis.
• Experience using accounting and financial reporting systems (Workday preferred).
• Accuracy, attention to detail, and ability to multi-task.
• Experience organizing time and managing various activities to meet deadlines.

Preferred Qualifications

• Multi-lingual skills and/or multi-cultural experience appreciated.
• Experience with financial dashboards, business intelligence tools, or report automation.
• Experience with GAAP and fund accounting principles, practices, and regulations.
• Experience with donor-funded, grant-funded, or restricted-funding environments.

Compensation & Benefits

• Starting pay range: $65,682 - $90,780
• This range applies to candidates whose country of employment is the USA. Actual pay may vary based on factors including location, qualifications, specific skills, and experience. Geographic location will be confirmed during recruitment.
• Benefits may include health care benefits, flexible spending accounts, a 401(k) plan with an 8% employer match, parental leave, accrued paid time off, life insurance, disability coverage, employee assistance program, and other life and work well-being benefits.

Location

Western US and Canada Division.