Financial Analyst
Position Summary
This position will support the organization’s reporting needs to the state and internal stakeholders. The position will be responsible for assisting in state reporting of expense and draw requests, obligation reports for internal partners, assisting in the coordination of financial information for auditors, and in reviews of policies and procedures. This position will ensure that all grant-related activities are performed in compliance with Federal & State rules and regulations, PWI policies, guidelines, and organizational goals.
Essential Functions
- Prepares reports that provides analytical, forecasting, and reporting support for management and other key stakeholders.
- Prepare sub-recipients’ expenditures and draw schedules with detailed support according to established guidelines and timetables.
- Prepare and analyze contract obligation schedules according to established guidelines and timetables.
- monthly reconciliation of the Philadelphia Works Inc. grants portfolio for management decision making processes.
- Prepares Ad Hoc statistical and fiscal reports as requested.
- Uses accounting and contractual databases to enter, verify, and back up data. For use with planning, building and maintenance of custom data collection applications.
- Actively participate in process improvement, including automation and efficiency projects.
- Assist in creating and maintaining Financial Reporting Policy and Procedure documents.
- Assist in the execution of all audits and monitoring by Federal, State, and Internal personnel
- Assist in driving the culture of relying on all Accounting and Contracts systems for financial information.
- Assist the Sr. Manager of Financial Reporting to address and coordinate the resolution of issues with Grant Reporting.
- Perform or assist with ad-hoc or special projects as assigned.
Requirements
Education/Professional Experience
Bachelor’s Degree from an accredited college or university in Finance or Accounting with 3 years of accounting and financial auditing/compliance experience. Two years’ experience in a non-profit accounting environment for Federal/State Grants and Contracts preferred. Some local travel is required. Or any combination of education and experience determined to be acceptable.
Skills & Qualifications
- Knowledge of TANF and WIOA regulations as it relates to eligibility and program criteria preferred
- Knowledge of government regulations and contractual guidelines (GASB, OMB, 2CFR 200) preferred
- Intermediate level of proficiency in Microsoft Word and Excel and automated accounting systems
- Excellent communication skills, both oral and written
- Excellent organization skills and strong attention to detail
- MIP Accounting Software experience preferred
- Ability to meet deadlines
- Ability to work effectively with people of diverse economic, educational, and cultural backgrounds, and various governmental officials
- Possess strong analytical and problem-solving skills
- Possess a drive for results