Temporary - Financial Analyst

The overall purpose of this position is to assist management in year-end activities. He or She is responsible for assisting in safeguarding the assets of the Institute through account analysis and regular monitoring of financial transactions.  The incumbent is responsible for ensuring the financial transactions recorded are recorded in NextGen Banking Central (NGBC) in accordance with generally accepted accounting principles (GAAP).  The position will process geo unit bank account template uploads, reconcile to the financial statements, and review compliance documents through the MGA Compliance Documents Portal. This role also works with other staff to assist in their understanding of accounting principles and assist in ad-hoc assignments.

This position typically reports to a Senior Manager of Business Finance Solutions.

The role typically functions as an individual contributor with no direct reports. This position must be able to work independently in a deadline-oriented environment and recommend process improvements to the Senior Manager.

Region 10 Assistance

1.   Budgets, income statements, balance sheet, bank account compliance, reserves and controls over assets such as signature authority, tax reporting and non-financial compliance matters such as COI's and Audit Processes over the units.

2.   Maintain all data up to date on any database or system used to keep track the financials of all Geo Units in Region 10

3.   Track, review and approve compliance application documents through the MGA Compliance Platform at year end

4.   Collaboration with team members to prepare and submit all Tax, Foreign Bank Accounts & Accounting reports needed on an annual basis

5.   Coordinate with the IEEE staff on accesses and processes for the volunteer Treasurers and Chairs

6.   Assist IEEE staff in other offices if required during Financial Reporting season -reporting, internal controls and audit by preparing year end reports, metrics and statistics

7.   Assist in the preparation and audit of Financial Reports

8.   Maintain authorized signers for both Concentration Banking (CB) and Local Bank Accounts up-to-date

9.   Respond to volunteer inquiries regarding financial, tax, compliance, and banking matters by researching and resolving issues

10. Provide Treasurer training for over 300 Geo Unit Volunteer Treasurers & Chairs in Region 10 with face to face and WebEx training offered throughout the year

11. Review and approve journal entries

12. Maintain the approvers for the Geo Units in Concur (Volunteer Expense Reimbursements)

13. Maintain shared drives in an organized fashion