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 as part of the 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

• Supports financial reporting and private award administration activities across multiple Pods, Business Units, and Division Priorities.
• Ensures accuracy, completeness, timeliness, and consistency of assigned reports, reporting tools, templates, and deliverables.
• Acts as a subject matter resource on financial reporting requirements, reporting standards, private award financial management, and donor reporting practices.
• Uses judgment to interpret reporting requirements, evaluate data quality, identify discrepancies, and recommend appropriate actions.
• Supports compliance with donor requirements, organizational policies, financial management standards, and applicable reporting obligations.
• Works 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 (applies to candidates whose country of employment is the USA). Actual pay within this range is based on factors including location, qualifications, specific skills, and experience.
• Benefits 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, an employee assistance program, and other life and work well-being benefits.

Location

Western US and Canada Division.