Job DescriptionWe are recruiting for a Financial Planning Analyst to join a leading regional community servicing non-profit organization. This is a hybrid position - 3 days onsite, 2 days remote. Our client offers 401(k) with up to 6% employer match, vacation, sick leave, paid holidays, medical/dental/vision, and a variety of other benefits including half-day summer Fridays! The Financial Planning Analyst plays a key role in the accounting and financial planning and analysis of government and non-profit grants and contracts and supports strategic decision making. Pay: $38-$43/hour DOE. The qualified candidate will have five years of budgeting and accounting experience, strong technical skills in Workday Adaptive, Sage Intacct, and excellent analytical skills. PRIMARY RESPONSIBILITIES:
- Maintain sheets for data entry and as live reports with actuals and budgets
- Create, modify & maintain assumptions including personnel, overhead, reserve and allocations
- Formula creation, debugging and validation of results
- Map database fields (sheets and assumptions map to cube and cube maps to reports)
- Workflows - develop & maintain submission and review steps for staff, managers, and leadership
- Report creation for staff, management, leadership & board level reports
- Integration - 2-way data synchronization (actuals & budget) with Sage Intacct and list maintenance
- Develop & maintain: permissions, access rules, global user groups, user rights
- Model overhead, reserve allocations, gross margin
- Analytical analysis
- Cash flow and cash needs forecasting
- Prospective Financial Statements
- Lead the annual budgeting process and perpetual forecasting efforts.
- Develop and maintain a set of comprehensive budget and reforecasting guidelines, budget, and reforecasting calendars
- Support staff including software training, coding, and document support
- Review budget reports and feedback to staff when corrections are needed
- Prepare reports and dashboards for management and leadership
- Export budget from Adaptive and import into Sage Intacct
- Adaptive Administration (Add Users, Rights Management)
- Adaptive Reporting approach to budget and forecasting cycles
- Document the budgeting and reforecasting process, and cross train accounting staff on the process
- Find and build solutions for current recurring problems
- Migrate data between systems when no connection exists using excel and building a repeatable process.
- Use a project management approach to build a timeline for budgeting and forecasting
- Develop milestone deliverables, and map out the budgeting and forecasting process
- Enhance transparency of the progress of a budgeting and forecasting cycle through charts and graphs
- Serve as a backup delegate to other accounting staff
SKILLS & QUALIFICATIONS:
- Bachelor's degree in Accounting or Finance.
- 5+ years budgeting and accounting experience,
- Experience working in complex environments with multiple reporting segments
- Experience working with senior management directors and supporting their staff
- Knowledge of Generally Accepted Accounting Principles (GAAP)
- Proficiency with the following software is highly desired: Workday Adaptive, SAGE Intacct or other Accounting Software, SharePoint & One Drive, Wrike Project management
- Strong Microsoft Office, especially Excel formula skills required.
- Excellent verbal and written communication skills
- Excellent analytical, critical thinking and problem-solving abilities
- High attention to detail
- Good time management, ability to plan and organizational skills