Financial Analyst

at  Heartland Alliance

FINANCIAL ANALYST

Summary: The Financial Analyst provides a broad range of accounting and reporting services, manages grant finances, engages in team initiatives and projects, and ensures compliance with government and funder regulations. To be successful, the Financial Analyst must perform a variety of financial activities including planning, analysis, budgeting, and reporting. This position requires strong analytical, organizational, and problem-solving skills and the ability to present financial information and models in a concise and comprehensible manner. The Financial Analyst is a strategic business partner, providing program staff with financial guidance as well as developing and maintaining productive relationships with funders.

Financial Analyst Duties and Responsibilities: The Financial Analyst is responsible for maintaining the general ledger, executing regular close procedures, assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis.

• Performing, monitoring, and managing accounting tasks related to daily, month-end, and year-end close (e.g., recording and review of transactions, variance analysis, allocation of expenses, indirect cost calculation, etc.)
• Ensuring compliance with Generally Accepted Accounting Principles (GAAP), Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) at 2 CFR Part 200, company policies, funder, government and organizational rules and regulations
• Managing grant portfolios of awards, including budgeting, cost projections, reporting, and spending analysis.
• Providing guidance and consultation with business planning and budgeting processes
• Overseeing completion of monthly billings
• Performing research and analysis as required
• Assisting with annual audit engagements and serving as lead on funder audits

EDUCATION AND EXPERIENCE:

• Minimum of a bachelor’s degree in accounting, finance, or related field and 1-2 years of accounting or finance experience preferred
• Experience in HAI’s sector areas is preferred – human rights, mental health and psychosocial support, specialized torture treatment, access to justice, stigma-free healthcare, gender equity/rights, and key population work.
• Proficiency in Microsoft Office suite, especially Excel, and experience with accounting/finance software; experience working with Sage Intacct is desirable
• Excellent communication, interpersonal and presentation skills and ability to present financial information to non-financial audience
• Working knowledge of donor compliance, namely quarterly federal financial reporting
• Well-developed organizational and multitasking skills, meticulous attention to detail, and ability to produce high-quality work and meet deadlines in a fast-paced environment
• Strong analytical thinking and problem-solving skills
• Demonstrate a commitment to advancing human rights and supporting the mission of Heartland Alliance International.

KNOWLEDGE/SKILLS/ABILITIES (K/S/A):

• Must have written and spoken fluency in English and excellent English writing skills; and must be able to effectively communicate with non-native English speakers, and with remote team members via a variety of technologies such as Skype and Microsoft Teams.
• Forward and Strategic Thinking- Able to understand the strategic intent and purpose of job duties and responsibilities, and able to offer insights to the management team regarding means to over-come barriers or improve processes.
• Self-Motivation - Has an awareness of their intrinsic motivations. Understands many jobs have duties or responsibilities that the employee does not feel motivated to complete, but is able to identify strategies –or seeks guidance from management- to complete all work duties with the same level of quality and efficiency.
• Professionalism - Thinks carefully about the likely effects on others of one’s words, actions, presentation of self, and mode of behavior. Monitors quality of work and selects the words or actions most likely to have the desired effect on the individual or group in question.
• Reliability - Shows commitment/ dedication and accountability in one’s work, and follows through on all projects, goals, aspects of one’s work. Fulfills all commitments made to peers, co-workers, and supervisor. Works to achieve agreement (by offering alternatives, etc.) on time frames or objectives that can be realistically met.
• Teamwork and collaboration- Willingly seeks and shares knowledge that will enable a colleague to improve in their job, or the team to advance towards a project goal. Takes into account the organization as a whole when making decisions. Separates one’s own interests from HAI’s interests to make the best possible judgments for HAI.
• Adaptability - Changes behavioral style or method of approach when necessary to achieve a goal; adjusts style as appropriate to the needs of the situation. Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.
• Integrity and Authenticity- Respects confidentiality. Contributes fair and equal contributions at work, measured by following through with promised and assigned work and honoring commitments, being honest about capabilities, limitations, and mistakes.
• Cultural Humility and Interpersonal Awareness- Aware of and able to read cues in different situations then adapt accordingly. Makes others feel comfortable by responding in ways that convey interest in what they have to say.
• Resilience and Stress Tolerance- Ability to manage difficult situations, seeks support or accepts offers of support when necessary, ability to overcome challenges
• Service Orientation- Willing to assist colleagues or participants by performing duties outside of one’s job description, able to recognize when someone is confused or needs help and offers assistance without being asked. When unable to help, directs the individual to someone who can.
• Written Communications- Writes using concrete, specific language relevant to the purpose and audience
• Technical Expertise- Keeps informed about developments and trends in one’s technical area.

Financial Analyst Duties and Responsibilities: The Financial Analyst is responsible for maintaining the general ledger, executing regular close procedures, assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis.

• Performing, monitoring, and managing accounting tasks related to daily, month-end, and year-end close (e.g., recording and review of transactions, variance analysis, allocation of expenses, indirect cost calculation, etc.)
• Ensuring compliance with Generally Accepted Accounting Principles (GAAP), Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) at 2 CFR Part 200, company policies, funder, government and organizational rules and regulations
• Managing grant portfolios of awards, including budgeting, cost projections, reporting, and spending analysis.
• Providing guidance and consultation with business planning and budgeting processes
• Overseeing completion of monthly billings
• Performing research and analysis as required
• Assisting with annual audit engagements and serving as lead on funder audit

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually moderate.
• The employee may be required to travel occasionally to insecure and limited-resource environments

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to talk or hear.
• While performing the duties of this job, the employee is frequently required to sit; use hands to handle or feel and reach with hands and arms.
• While performing the duties of this job, the employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 20 pounds