Financial Analyst

Our Mission: We coach and support students from low socioeconomic backgrounds to prepare for and graduate from college as transformational leaders in order to forge a just and equitable society.
College Success Foundation believes in respecting, upholding, and reflecting diversity and is committed to becoming an anti-racist organization. By leading with equity, and utilizing an anti-racist lens in our work, we center diversity, equity, and inclusion in everything we do. We believe students win when we have a high-performing culture that is committed to eliminating barriers to student achievement. Our passion is fostering educational equity, making college accessible and affordable to underserved students from low-income families.

POSITION SUMMARY: The Financial Analyst is responsible for financial reporting to support the Foundation and its subsidiaries' internal and external stakeholders. The Financial Analyst will support management of various levels, including regional and national board of directors, grantors, and requests to provide accurate financial reports and analysis. The Financial Analyst will support the annual budgeting process and subsequent review and forecasting throughout the fiscal year. In addition, the Financial Analyst will work in collaboration with the Grants Manager, Controller, Director of Finance & Accounting, and all members of executive management as necessary.

PRIMARY DUTIES AND RESPONSIBILITES

The items listed in this section are the primary duties and responsibilities for this job and do not represent an exhaustive list. Our organization is dynamic and therefore duties may change based on business necessity; however, any new duties will remain within the scope of the job.

• Prepare, review and disseminate monthly, quarterly, annual and periodic financial information as requested by internal leaders and external partners, to include staff, management, board presentations and external inquiries.
• Support the Controller with the monthly close process to include multi-layered reviews and support to ensure accurate financial reporting.
• Facilitate the annual budget process and ensure completeness of expenses and support revenue projections and reporting.
• Serve as a thought partner within the Accounting and Finance team to ensure accurate and timely financial information.
• Complete certain account reconciliations monthly.
• Serve as additional support to the accounting team to ensure backup and accurate segregation of duties.
• Support technological changes and advancement to keep efficient and effective systems supporting the organization.
• Develop tools and systems to provide critical financial and operational information to the Controller and Director of Finance and make actionable recommendations to the same on both strategy and operations.
• Ensure internal consistency with financial reporting and the budgeting process as it pertains to changes and updates to the organizational structures of the Foundation and its subsidiaries.
• Participate in a wide variety of special projects and compilation of special reports.
• Communicate with co-workers, management, clients and others in a courteous and professional manner.
• Conform with and abide by all regulations, policies, work procedures and instructions.

QUALIFICATIONS

Education and Experience

The items listed below are the minimum requirements for the job and are relevant to this position. The organization values both work experience and education and realizes that individuals take different paths to acquire knowledge.

• Bachelor's degree in accounting or finance preferred.
• Minimum of 2-4 years of direct experience with accounting, financial analysis, budgeting and forecasting functions.
• Experience with managing federal and state funding requirements.
• Minimum of 2 years' experience in a non-profit organization.

Any equivalent combination of education and experience that provides the necessary qualifications to successfully perform the duties of the position will be considered.

Knowledge and Skill

• Not-for-profit accounting GAAP rules and processes.
• Funding resources and grant compliance requirements.
• Analytical, critical thinking, negotiation, and problem solving.
• Understanding of general accounting practices (journal entries and reconciliations).
• Ability to self-motivate and work independently.
• Ability to leverage technology to achieve operational efficiency.
• Communicate clearly in a variety of settings to a wide range of employees, partners, and stakeholders.
• Create an environment that adapts to change to support and resolve conflict.
• Work with board-level committees.
• Work effectively and creatively in a complex organizational setting.
• Operate in a flexible, entrepreneurial, and opportunistic environment.
• Excellent organizational and project management skills. Ability to multi-task and work well under pressure.
• Outstanding interpersonal, oral and written communications skills.
• Microsoft Office365 (Word, Excel, PowerPoint, SharePoint and Outlook).
• An established commitment to work collaboratively and harmoniously with CSF staff, colleagues and stakeholders.
• Commitment to diversity, equity, and inclusion, respecting individual differences, and serving diverse populations. 

Professional Certifications and Licenses

• N/A

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the primary duties and responsibilities of this job. The College Success Foundation is committed to fostering an organizational culture that is diverse, equitable, and inclusive. Therefore, if a reasonable accommodation is required to fully participate in the interview process or to perform the primary duties and responsibilities of this role, please contact Human Resources.

While performing the duties of this job, the employee is regularly required to:

• Operate office equipment such as a computer and printer/copier.
• Communicate information and ideas to create understanding and exchange accurate information.
• Sitting or standing for extended periods of time.
• Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
• Perceive, inspect, and assess data at close range.

WORK ENVIRONMENT

• This position requires Washington state residents if assigned in a Washington based location. If this position is assigned in a District of Columbia based location the resident must reside in the District of Columbia.
• Job may allow for hybrid work arrangements.
• Uses collaborative software for communicating with others and attending virtual meetings.
• Periodic travel is required, including occasional evening and weekend events.
• Reliable transportation is required.

CONDITION OF EMPLOYMENT

The position may change based upon the needs of the program and/or organizational needs and available funding. In compliance with federal and state regulations, College Success Foundation maintains a drug free environment and all successful applicants must pass a drug screen prior to hire.

The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise to balance the workload

Salary : $36 - $55