Fiscal Analyst – Financial Planning and Analysis Dept
The work of the analyst is to help assure financial success for the programs they are assigned as part of an overall effort to ensure the financial success of CHD. The analyst is a partner to the program leadership, helping to guide the program through various fiscal events including: budgeting, contract negotiations and management, variance tracking, and forecasting.
Key Functions of the role:
- Relationship Management – the analyst provides exceptional customer service to both internal program leadership and staff, as well as works closely to develop strong relationships with funding source contacts. The ability to show value to their customers is critical to the ongoing efforts of ensuring the analyst function is supported by the organization.
- Decision Support – the analyst is viewed as a financial consultant for the program leadership. Through the use of many tools, the analyst helps to review the history of transactions and works with the program leadership to project forward from a financial perspective. This requires the analyst to meet regularly with the program team to ensure they understand how the program works, key decision points, key metrics, and impact on financial outcomes.
- Forecasting/Contract Management – the analyst works with the funding sources to ensure contracts are in place that support the programs and their key deliverables to clients. In conjunction with the accounting team, the analyst helps to ensure proper spending of contracts and monitors amounts to ensure there is capacity within the contract to meet the programs’ needs. The analyst helps to develop and manage the budget for cost reimbursement contracts and amends as needed throughout the contract period.
- Budget Management – the analyst supports the program leadership in the development of the fiscal year budget as well as budgets for contract submissions and new business opportunities. The analyst provides budgeting templates/projections to program leadership for their determination of the budget financials, which the analyst reviews to help ensure the budget is reasonable and obtainable.
Requirements of the role:
- Exceptional customer service abilities – communication (oral and written), presentation skills
- Advanced financial management experience – ability to understand finances related to non-profit programs with 3-5 years experience in preparing financial analysis, reporting and projections, and in developing budgets, preferably in a non-profit or health care environment
- Advanced Excel capabilities (formulas, pivot tables, charts)
- Budget management experience
- Contract management experience
- Strong comfort with technology and ability to leverage new technology to add value to the process and enhance efficiency
Bachelors Degree in Business, Finance or Management
Education
Behaviors
- Team Player: Works well as a member of a group
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Motivations
- Self-Starter: Inspired to perform without outside help
- Goal Completion: Inspired to perform well by the completion of tasks
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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