Financial Analyst II

Job Summary

Performs a broad range of financial planning and analysis for assigned entities. Monitors results of financial data against plans, forecasts, and budgets to determine trends and explain financial results.

Job Responsibilities

• Perform grant-related pre- and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations.
• Assist departmental leaders with preparation and review of annual operating budget and instruct new managers on use of budget system.
• Review budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participate in budget planning meetings.
• Review actual-to-budget financial comparison results on a monthly basis to identify areas of concern and opportunities for improvement in subsequent budget cycles.
• Prepare and interpret complex financial analyses and reports used by management.
• Accurately compile and synthesize financial information for purposes of financial statement review and maintenance of accurate financial reports and deliverables.
• Prepare monthly reconciliations for general ledger accounts based on established deadlines.
• Resolve all discrepancies with appropriate personnel.
• Prepare and post journal entries based on established deadlines.
• Perform other related duties and participate in special projects as assigned.
• Exercise independent judgment in planning sequence of operations and making minor decisions in a complex technical or professional field.

Required Skills & Experience

• Five to seven years of related experience in financial systems.
• Ability to develop and utilize PC-based spreadsheets.
• Effective communication skills as an integral part of a team.
• Ability to effectively review financial information, such as variance and actual-to-budget analyses.
• Capacity to make recommendations to leadership.

Preferred Skills & Experience

• Experience with budget preparation and analysis.

Schedule Notes

• Position Type: Direct Hire
• Pay Range: [Redacted]
• Shift/Schedule Details: 8:00am - 5:00pm | Monday through Friday (must have some flexibility)
• Incentives: Local Candidates Preferred

Qualifications

• Minimum Degree in Accounting, Finance, or Related Field
• CPA is Preferred
• Minimum of 2 years related experience

Additional Responsibilities

• Prepare, analyze, and present financial statements, budgets, and analyses to service line leaders.
• Serve as the go-to person for finance-related questions.
• Must have advanced Excel skills; familiarity with Epic or Workday preferred.
• PowerPoint skills are a plus for reporting/presentations.
• Perform financial analysis during month-end and close processes.
• Expected to be highly detail-oriented and understand the intricacies of finance.