What are the responsibilities and job description for the Financial Analyst position at United Planning Organization?
The United Planning Organization (UPO) is the designated Community Action Agency for Washington, District of Columbia, and has served the residents of the District since 1962. Our Vision for the future is “UPO’s Washington: A city of thriving communities and self-sufficient residents”; our Mission is “Uniting People with Opportunities.”
All qualified applicants are encouraged to apply for this position or any other position currently advertised on our website. Please visit us at www.upo.org to view all of our vacancies and to learn more about our company and services.
POSITION: Financial Analyst
DIVISION/OFFICE: Office of Finance
BULLETIN No: 04022025
SALARY RANGE: $75,000-$85,000 (Commensurate with experience)
OPENING DATE: February 25, 2025
CLOSING DATE: Open until filled
FIRST SOURCE: N/A
JOB SUMMARY:
The Financial Analyst assists Program Staff with developing, understanding, and managing UPO’s financial obligations to the funder(s) of each UPO program area. The position provides financial information that supports timely decision-making and oversight and ensures donor reporting requirements are met. This includes financial reporting, budgeting, forecasting, modeling, and in-depth financial analysis.
BRIEF DESCRIPTION:
Monitor, record and provide monthly financial information and analyses on all revenue streams. Engage with UPO’s program staff to manage funding-related agreements. Prepare and deliver regular financial reports to funders on all revenue streams. Support annual organizational budget and mid-year forecast. Maintain, consolidate, and analyze budget templates.
MINIMUM QUALIFICATIONS:
Bachelor’s degree in Accounting, Finance or a related field required. One to two (1-2) years of professional experience as a financial analyst, accountant, auditor, or analyst OR an MBA degree with at least 1 year of professional. Excellent organizational skills and attention to detail. Superior EXCEL skills, along with strong analytical and problem-solving skills. Thorough understanding of generally accepted accounting principles (GAAP). Thorough understanding of methods of financial analysis and procedural methods used in data mining and database development.
Must be able to work sensitively and effectively with individuals of diverse educational, socio-economic and cultural backgrounds.
DESIRED QUALIFICATIONS: Master’s degree in Accounting, Finance, or a related field.
OTHER REQUIREMENTS Become familiar with UPO’s mission and strategic plan goals and strategies. Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations
Competitive Benefits:
Medical, Dental, Vision, 401(k) Matching Plan 100 % Vested
Sick Leave 4.5 Hours Every Pay Period
Vacation Leave 4.5 Hours Every Pay Period
2 Personal Days
Paid Holidays
This position IS NOT in the collective bargaining unit of the CWA Union.
To be considered for this position:
Submit your cover letter and resume to the Career Center Online.
UPO is an Equal Opportunity Employer
Salary : $75,000 - $85,000
