Senior Financial Analyst

Creative Financial Staffing

Job Description

Leads complex budgeting, reporting and analytical functions; conducts financial, statistical, and analytical studies; provides accurate and timely financial information, and financial statements to Executive Management, various Board Committees, and the Board of Directors; performs related duties as required.


Financial Management & Reporting:


  • Responsible for the preparation and analysis of management reporting of financial results for assigned functional areas in the association or related entities.

  • This includes service line/product line analysis, new business decision analysis, discounted cash flows, return on investment calculations, and present value calculations.

  • Researches and resolves Departmental inquiries for assigned functional areas.

  • In coordination with the Finance Manager, continue to refine efficient workflow processes for reporting that support the organizational needs; maintain strong internal controls to ensure accuracy of reports.

  • Meets regularly with Department leaders to review actual versus budget variance trends and report any re-forecasting as necessary.

  • Researches and prepare variance analysis and explanations on a monthly basis.

  • Prepares all Financial Reporting requirements packages for approval.

  • Prepares programmatic reporting, reviewing and advising on trends.

  • Performs Balance Sheet account reconciliations and account analysis as requested. Assist with benchmarking, data validation, analytics, and visualization.


Budgets:


  • Responsible for the preparation and analysis of annual budgets and quarterly forecasts of financial results for assigned functional areas.

  • This includes service line analysis, new business decision analysis, discounted cash flows, return on investment calculations, and present value calculations.

  • Researches and meets with Department Leads to review their budget schedules.

  • Resolves Departmental inquiries for assigned functional areas.

  • In coordination with the Finance Manager, prepare budget presentations and reporting that support the organizational needs; maintain strong internal controls to ensure accuracy of reports.

  • Meets regularly with Department leaders to review budget variance trends and report any re-forecasting necessary.

  • Track all data changes during the budget process for auditable management of revisions.


Other:


  • In coordination with the Finance Manager, this role is responsible for the effective management of all reports and analysis plus other tasks as assigned.

  • These responsibilities include supporting other departments in detailed data analysis, overseeing progress towards achievement of short range/long-term plans and accurate completion of routine assignments in a timely manner.

  • May supervise staff to ensure that appropriate procedures are being followed and AANA financial policies are adhered to.

  • Work closely with the accounting team to ensure that all transactions have been appropriately posted to the correct coding.

  • Review A/P invoices to validate accuracy of GL accounting as needed.

  • Department Lead for product creation in Aptify and inventory management.

  • Prepare external regulatory compliance reports for political contributions.

Job Requirements

 

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