Job Title: Sr Financial Analyst

Department: Finance

Reports to: Finance Director

FLSA Status: Exempt

Date: August 2024

Job Summary:

We are looking for a detail-oriented and strategically minded senior financial analyst to join our finance team. The senior financial analyst's responsibilities include assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. As a senior financial analyst, you will also be responsible for providing project teams with financial guidance and assisting with monthly close processes.

To be successful as a senior financial analyst, you should be able to perform a variety of financial activities, including planning, analysis, budgeting, and reporting. You should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.

Job Overview:

Preparation of annual organization's operating budget. Tracking and detailed financial analysis of monthly results of operations and quarterly reforecast of income and expenses. Preparation of various reports for grants and departmental budgets.

Responsibilities and Duties:

Annual Financial Budget Report

• Starts preparing budget analysis of all JCC Programs during January each year; schedule budget meetings with programmers and department heads to ascertain projection of income and expenses for the fiscal year.
• In charge of preparing various budget schedules of Salaries and Fringe Benefits final assembly of organization's operating budget for the fiscal year.
• In charge of preparing annual budget charts that is presented to Board at its various budget meetings throughout the fiscal year.

Monthly Budget Reports

• Ensures monthly tracking of organization's departmental budget for income and expenses is made on consistent basis.
• Constant internal audit of general ledger transactions for both income and expense accounts and consistent checking of income transactions against database system.
• Coordinates with JCC Program Directors and Finance staff to consistently track all JCC programs and departmental transactions to ensure accuracy of records and ensures the Finance Director is notified immediately of any large variances between actual results compared to Approved Budget.
• Preparing Journal Entries to adjust program income.

Other Financial Reporting

• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Understanding key business drivers.
• Assisting project teams with financial guidance.
• Developing financial projections and building financial models.
• Performing research and analysis as required.
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.
• Prepares grant analysis for throughout the fiscal year for various departments. And reconciles grants and budgets for organizations as requested.
• Work with the Finance Director to record transactions to the general ledger related to payments of restricted pledges.
• Maintains restricted funds worksheet and maintains pledges receivable ledger throughout the year.
• With the Finance Director creates journal entries for release from restrictions transactions as requested.
• Quarterly preparation of JCC financial reports related to bond compliance.
• And other duties as assigned.

Qualifications:

• Bachelor's degree in finance, accounting, or a related field.
• 5 years of experience in financial planning, analysis, and modeling.
• 5 years preferred experience in non-profit accounting
• Ability to present financial information to a nonfinancial audience.
• Working knowledge of financial strategies.
• Strong organizational and multitasking skills.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Strong analytical thinking and problem-solving skills.
• Proficiency in Sage Intacct, or related financial systems, and DAXKO or related CRM system

Salary Range: Minimum $100,00- Maximum $110,000