Senior Accountant - Financial Planning Analyst

Our vision is that every person has the opportunity to learn, work, and thrive in all aspects of life. 

To achieve our vision, we are committed to dismantling racism and advancing equity, diversity, and inclusion so we can help people reach their fullest potential through our education, job placement, and career pathway services. We do our work with great gratitude for the community donations, purchases, and partnerships that make our mission possible. 

 

Position Summary: The Senior Accountant - Financial Planning Analyst is responsible for full-charge financial planning and budgeting/forecasting for the organization, as well as the preparation and analysis of financial records needed for decision-making. The work draws upon and requires a thorough knowledge of the fundamental theories, principles, and terminology of accountancy and finance.     

 

Hourly Rate: $35.32 - $38.37 per hour

Essential Duties and Responsibilities: The Senior Financial Planning Analyst responsibilities include the following and other duties as assigned: 

 

Lead on preparation of the Long Range Financial Plan 

• Leads the development of the organization’s long-range strategic financial plan and the preparation of the annual operating and capital budgets, including temporary restricted funds, grants, indirect costs, retail, operations, and administrative functions 
• Collaborates with department leaders to prepare fiscal year budgets and analyze actuals versus budgeted costs. 
• Monitor and analyze monthly operating results against budget (variance analysis) & prepare forecast when needed, provide training to management and monthly support 

Assist in preparing monthly and annual financial reports 

• Assist in audits and helps ensure compliance with local, state, and federal reporting requirements for the Lead on Audited Financial Statements, CARF (Commission of Accreditation and Rehabilitation of Facilities), Internal Audit, and Indirect Cost 
• Lead preparation of Federal Income Tax return (Form 990) 
• Prepare Annual Indirect Cost Proposal 
• Prepare Annual and Monthly GII Data 
• Prepare Monthly and Annual US Census reports 

Support with departmental Financial Accounting  

• Provide support to management and operating personnel by interpreting financial information, explaining accounting principles, and enforcing established accounting policies and practices 
• Provides support to management and operational teams by leveraging business analyst expertise in retail and operations, including reporting and data analysis. 
• Lead on department’s technology support, upgrades and development – Administrator of Reporting and Budgeting software. Lead on new technology