Overview
This role supports centralized reporting, private award administration, and financial reporting support for the Western US and Canada Division Finance Operations & Enablement Team. The position 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.
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
- This range applies to candidates whose country of employment is the USA.
- Actual pay depends on factors including location, qualifications, specific skills, and experience.
- Candidates in countries outside the USA would have a different pay range in the local currency based on the local labor market, not tied to USA pay or ranges. Geographic location is confirmed during recruitment.
Benefits include a competitive, comprehensive package with:
- 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
- Other life and work well-being benefits
Location
Western US and Canada Division.