What are the responsibilities and job description for the Financial & Grants Analyst position at Goodwill Industries of the Southern Piedmont?
Description
SUMMARY
Records journal entries, prepares financial statements, analyzes and reconciles accounts, creates budgets and forecasts, prepares audits, and maintains internal controls and SOPs by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES are listed below in order of importance, from most important to least important.
Assists the Controller in the monthly financial closing by preparing monthly journal entries, reconciling assigned accounts, assisting in the review of general ledger activities, analysis of variances, and production of financial statements.
Performs activities of the Fixed Assets accounting function. Oversees the accounting and reporting for fixed assets to ensure proper capitalization of project costs in compliance with accounting standards. Ensures required reports and reconciliations are submitted accurately and timely. Maintain the fixed asset register, ensuring accurate recording of acquisitions, disposals, and depreciation. Prepares fixed asset reports and analyses for management. Tracks and reports on capital expenditures and project budgets.
Performs activities related to Grants and Program Management. Oversees the financial administration of grants/programs, including budgeting, reporting, and compliance. Monitors grant/program expenditures to ensure alignment with approved budgets and funding requirements. Prepares and submits accurate and timely financial reports to grantors. Collaborates with program managers to develop grant budgets and financial projections.
Reconciles GoodWork Staffing and Work Force Services reported revenues to the General Ledger to ensure accurate monthly reporting.
Performs general activities. Ensures all transactions and activities follow GAAP, organizational policies, and relevant regulations. Ensures monthly closing activities are completed accurately and on time. Participates in the annual budgeting process and monthly financial forecasting. Supports internal and external audits by providing necessary documentation and explanations in a timely manner.
Documents processes, SOP’s, and participates in cross-training.
Generates and interprets financial information for practical use by others in the organization, to identify and flag potential issues for resolution and collaborates with appropriate management to respond to questions and resolve issues.
LEADERSHIP COMPETENCIES
Mission & Community Oriented
To perform this job successfully, an individual must demonstrate the following competencies defined for a TEAM Leader within Goodwill’s Leadership Competency Model and in alignment with our Core Values and Strategic Vision:
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Also listed below are the physical demands that must be met by the team member and the work environment characteristics that the team member will encounter while performing the essential functions of this job. Reasonable accommodation may be made to enable otherwise qualified individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
Bachelor's Degree (B.A.) from four-year college or university in Accounting or related field and two years of finance, budgeting, accounting or related experience; or the equivalent combination of education and experience.
Other Skills And Abilities
Working knowledge of accounting software specifically NetSuite and NetSuite Planning and Budgeting experience; leasing software, especially EZ Lease; database software; internet software; spreadsheet software and word processing software. Ability to operate office equipment, including computers, ten key machine, telephone, fax machine and copy machine. Strong analytical skills and a preference for experience working in a challenging and fast-paced work environment.
SUMMARY
Records journal entries, prepares financial statements, analyzes and reconciles accounts, creates budgets and forecasts, prepares audits, and maintains internal controls and SOPs by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES are listed below in order of importance, from most important to least important.
Assists the Controller in the monthly financial closing by preparing monthly journal entries, reconciling assigned accounts, assisting in the review of general ledger activities, analysis of variances, and production of financial statements.
Performs activities of the Fixed Assets accounting function. Oversees the accounting and reporting for fixed assets to ensure proper capitalization of project costs in compliance with accounting standards. Ensures required reports and reconciliations are submitted accurately and timely. Maintain the fixed asset register, ensuring accurate recording of acquisitions, disposals, and depreciation. Prepares fixed asset reports and analyses for management. Tracks and reports on capital expenditures and project budgets.
Performs activities related to Grants and Program Management. Oversees the financial administration of grants/programs, including budgeting, reporting, and compliance. Monitors grant/program expenditures to ensure alignment with approved budgets and funding requirements. Prepares and submits accurate and timely financial reports to grantors. Collaborates with program managers to develop grant budgets and financial projections.
Reconciles GoodWork Staffing and Work Force Services reported revenues to the General Ledger to ensure accurate monthly reporting.
Performs general activities. Ensures all transactions and activities follow GAAP, organizational policies, and relevant regulations. Ensures monthly closing activities are completed accurately and on time. Participates in the annual budgeting process and monthly financial forecasting. Supports internal and external audits by providing necessary documentation and explanations in a timely manner.
Documents processes, SOP’s, and participates in cross-training.
Generates and interprets financial information for practical use by others in the organization, to identify and flag potential issues for resolution and collaborates with appropriate management to respond to questions and resolve issues.
LEADERSHIP COMPETENCIES
Mission & Community Oriented
To perform this job successfully, an individual must demonstrate the following competencies defined for a TEAM Leader within Goodwill’s Leadership Competency Model and in alignment with our Core Values and Strategic Vision:
- Commitment to Goodwill’s Mission & Core Values – Models and champions Goodwill’s Mission and Core Values
- Commitment to Inclusion – Champions inclusion activities, strategies, and initiatives
- Community & Service Driven – Models high-level services that differentiate Goodwill from other organizations
- Relationship-Building Skills – Effectively models approachability and openness
- Communication Skills – Effectively tailors communication to the appropriate audience
- Commitment to Development – Encourages staff to utilize tools to support their development
- Commitment to Quality Results – Encourages staff accountability for meeting goals and producing high-quality results
- Business Acumen – Effectively transfers learning from one situation to another
- Stewardship – Effectively works within financial guidelines and reports all financial irregularities immediately to management
- Emotional Maturity – Tempers personal emotions and escalates sensitive issues to the appropriate level of management
- Integrity – Effectively models sound professional ethics
- Capacity for Change – Champions the awareness and impact of change
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Also listed below are the physical demands that must be met by the team member and the work environment characteristics that the team member will encounter while performing the essential functions of this job. Reasonable accommodation may be made to enable otherwise qualified individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
Bachelor's Degree (B.A.) from four-year college or university in Accounting or related field and two years of finance, budgeting, accounting or related experience; or the equivalent combination of education and experience.
Other Skills And Abilities
Working knowledge of accounting software specifically NetSuite and NetSuite Planning and Budgeting experience; leasing software, especially EZ Lease; database software; internet software; spreadsheet software and word processing software. Ability to operate office equipment, including computers, ten key machine, telephone, fax machine and copy machine. Strong analytical skills and a preference for experience working in a challenging and fast-paced work environment.
