What are the responsibilities and job description for the Financial Analyst position at Disabled American Veterans?
Job Summary: The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
To perform financial analysis and provide support for annual budget. Maintain and gather data from existing reports to provide meaningful tools for management’s strategic planning and financial decisions.
Essential Functions:
Responsibilities are shared across all Financial Analyst employees as directed by Finance Manager.
Perform financial analysis and related analytical reporting
- Analyze activities that drive DAV costs, create supporting reports, and make recommendations to executive management for cost savings and strategic planning. Provide explanation of variance and trends
- Gather data (from existing reports and/or newly created reports) and present in a combined and meaningful format to assist DAV management with strategic financial decisions
- Review budget vs. actual financial reports. Investigate difference and report on such. Make recommendations as needed
- Perform additional analysis as requested by Finance Manager and or Assistant Comptroller
- Use reports (FYISoft, Crystal Reporting or any other required tool for extracting data) to accomplish dynamic and ongoing financial analysis. Report should be systematic rather than manual where all possible
- Help develop managerial reports to assist Comptroller and other organizational leaders in monitoring various costs and revenue
- Assist with presentations and project reporting as needed
Cash flow
- Develop and update cash flow analysis
- Assist with cash flow estimates and cash flow projections for DAV and specific initiatives, as requested
Prepare budgets and projections
- Assist with the coordination and preparation of DAV’s annual budget including security and budget calculations. Automate calculation as much as possible and provide flexibility in changing assumptions where necessary
- Create and maintain budget assumptions work papers to assist departments for calculating accurate and realistic budgets
- Assist in the preparation of finance memos and presentations to the executive leaders
- Perform various projects as requested by the Finance Manager & Assistant Comptroller
- Cross-trained in duties, as assigned by the Finance Manager
Essential Skills and Experience:
- Advanced Microsoft Office with an ability to handle complex analysis in Excel
- Excellent oral and written communication skills; able to assist in presentation of analysis and findings in an understandable format
- Strong critical thinking and analytical skills
- Ability to manage multiple tasks at any given time
- Bachelor’s degree in Accounting or in related field of study
- Experience with personal and applicable software packages
- Thorough knowledge of generally accepted accounting principles and their application of the day-to-day accounting activities of DAV
- Working knowledge of current tax laws preferred but not required
- Prior relevant experience preferred but not required