The American Heart Association (AHA) has an excellent opportunity for a Sr Financial Analyst, Financial Planning & Analysis at our office located in Dallas, TX.
In this role, you will be responsible for performing financial planning and analysis with a heavy emphasis on complex variance analysis budgeting, projections and monthly reporting. Responsible for providing thoughtful financial modeling and analysis for growing and developing business units and in support of assigned executive management, regional affiliates and business units; includes reporting for consolidation of affiliates and AHA financial activities.
Areas of Responsibility:
- Analyze, research, and report on monthly financial activity. Prepare and communicate qualitative analysis and variance reporting for review by senior business leaders and executive management.
- Act as financial business partner for developing and growing business units and affiliates. Prepare consolidated analysis for affiliates and help with AHA consolidation analytics. Provide financial modeling and report development to accurately reflect financial status. Research and identify best practices for financial reporting in a dynamic environment.
- Create budget templates for new emerging areas, various complex departments and affiliates. Communicate and train assigned budget managers on templates. Coordinate affiliate budget reports and consolidation. Review, track and respond to change requests. Prepare and distribute supporting schedules, financial reports, and documents for budget approval process. Review and analyze assigned budgets and consolidations for consistency and annual trends.
- Prepare monthly and quarterly reports for assigned business units, newly form areas and consolidated areas. Conduct thorough analysis to understand operations and provide guidance for achievement of goals.
- Develop and prepare financial projections for assigned business units, affiliates and consolidated areas. Identify and recommend changes, adjustments and supporting schedules as needed.
- Review financial projections against current data, trends and metrics to improve accuracy for business units, affiliates and consolidated areas. Analyze and report on variances from actual results.
- Provide high quality, timely customer service to internal and external customers. Consult with internal staff to improve financial reporting practices and procedures. Proactively seek out process improvements to gain efficiencies internally and externally to the Finance team.
- Perform ad hoc financial analyses as requested and participate in cross functional task forces. Assist in annual financial audit as needed or required.
Educational Background:
A Bachelor’s degree in Finance, Accounting or related area; CPA preferred
Skills/Experience:
- Minimum 7 years of progressive and increasingly complex finance and accounting experience
- Experience with variance analysis, budgeting, financial reporting, consolidations and general ledger accounting
- Experience developing and building detailed financial models and pro-forma statements for various business developments and consolidated entities
- Ability to communicate complex financial data, reports and tools, and interpret financial data for decision makers
- Advanced knowledge of business financial reporting and consolidations
- Ability to analyze detailed data and interpret into high level narrative form
- General understanding of GAAP and application of the rules to business practices
- Advanced Microsoft Excel skills
- Excellent oral and written communications
Here are some of the preferred:
- CPA
- Oracle Essbase and/or SmartView experience
- Non-profit experience
Job Function:
Organization Info
Listing Stats
Post Date:
Nov 16 2018
Active Until:
Dec 16 2018
Hiring Organization:
American Heart Association | American Stroke Association
industry:
Nonprofit