Financial Analyst 3

The Financial Analyst 3 compiles and analyzes financial information for an organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts.  This position relies on experience and personal judgment to plan and accomplish goals under minimal supervision and may lead/direct the work of others

Job Responsibility 

1. Financial Statement Preparation: This will have been satisfactorily performed when…
   1. Financial statement workpapers and journal entries are prepared within one day of receiving documentation so that transactions can be recorded within specified timeframes.
   2. General ledger journal entries are keyed, verified and posted one day prior to month end close deadline to ensure that all monthly activity has been accurately recorded and the Controller can begin work on the financial statements.
2. Reconciliation/Analysis: This will have been satisfactorily performed when…
   1. Information is gathered and supporting workpapers are prepared for Tax Form 990 prior to tax preparer deadline as evidenced by accurate supporting documentation.
   2. Balance sheet accounts are reconciled on a monthly basis. Outstanding items greater than 30 days are researched and corrected by next month end as evidenced in the reports.
   3. Department managers are assisted with Insights alerts and additional information is provided as requested as evidenced by lack of complaints.
   4. Analyses of revenue and expense accounts on a month-to-month and actual-to-budget basis is completed by the day following month end close deadline as evidence by accurate reports.
3. Budgeting: This will have been satisfactorily performed when…
   1. During the budget workshops, managers are provided with guidance to ensure that OLOAH strategic goals and objectives are reflected in the departmental budgets.
   2. Budget analyses is provide to managers as requested by manager as evidenced by accurate spreadsheets.
   3. Provides backup support for monthly Insights reconciliation process. Tasks are performed accurately and timely to ensure alerts are sent to managers and directors by the 25th of the month.
4. Other External Reporting: This will have been satisfactorily performed when…
   1. Information and assistance to external auditors is provided in a timely manner that ensures timely and efficient audit completion at all times.
   2. Tax workpapers are submitted to external tax preparers within specified time frames in order to ensure compliance with federal regulations.
5. Other Duties as Assigned: This will have been satisfactorily performed when…
   1. Assistance with annual and interim physical inventory is provided to ensure accuracy and its existence on the balance sheet.
   2. Other Duties as assigned are completed.

 

Experience: 5 years of related experience

Education: Bachelor's Degree- Business