Finance Analyst

obama; United States; On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Insurance

Paid time off

Retirement

Job summary

The Obama Foundation in Chicago is seeking a Financial Analyst to support the Finance team, including the CFO. You will manage calendars, coordinate meetings, and ensure smooth information flow, helping boost efficiency and cross‑department collaboration across Procurement, FP&A, and Accounting.

The role emphasizes high‑quality customer service, accurate briefings, and timely expenses and travel processing.

Qualifications

• Exceptional project management and prioritization skills.
• Ability to work collaboratively with all departments while maintaining confidentiality.
• Excellent written, verbal, and visual communication skills.

Responsibilities

• Calendar management for Finance team members, including CFO.
• Collect and disseminate materials for internal/external meetings; draft briefing materials.
• Draft meeting agendas and take minutes; distribute to staff.
• Coordinate projects and track next steps to completion.
• Ensure expense reimbursements are submitted accurately and on time; assist with corporate card processes.
• Scan Finance mail and distribute to appropriate individuals.
• Conduct research/ad hoc projects as needed; assist with policy drafting and spending analysis.
• Provide warm and efficient customer service to internal and external stakeholders.
• Perform other duties as assigned by Finance leadership.

Skills

Project management

Prioritization

Confidentiality

Communication

Job description

At The Obama Foundation, our mission is to inspire, empower, and connect people to change their world. We seek to build an active democratic culture where people are equipped and motivated to make change in the communities where they live, work, and play. Right here on the South Side of Chicago, we're building a home for this vision, a global center for change with a range of opportunities - coordinated programming, community outreach events, educational moments, and more - that invite visitors from down the block or across the globe to turn hope into action.

Achieving our ambitious goals starts with an exceptional team built on our Hope to Action Values - Courage, Empathy, Integrity, Accountability, Community, Inclusivity, Pragmatism, Resilience, Imagination, and Hope. A Framework that anyone, anywhere, can use to build trust, activate participation, and expand opportunity in their community.

Purpose of the Role

The Financial Analyst provides critical administrative, operational, and project support to the Finance team, including the Chief Financial Officer. The Analyst drives team efficiency and organizational effectiveness by managing calendars, coordinating meetings and information flow, overseeing expense and travel administration, and conducting research and ad hoc analytical projects. Serving as a central point of contact, the role ensures high-quality customer service, exceptional execution of key deliverables, and seamless cross-departmental collaboration across Procurement, Financial Planning & Analysis (FP&A), and Accounting.

Core Job Responsibilities

• Calendar Management : Manage calendars for members of the Finance team, including the CFO, ensuring that team members are spending the majority of their time on their highest priorities.
• Information Management : Collect and disseminate all materials necessary for the Finance team to participate fully in internal and external meetings. Draft, edit, and submit error-free briefing materials for external meetings.
• Meeting Correspondence : Draft meeting agendas and disseminate to the appropriate team members prior to the meeting. Responsible for taking and sharing meeting minutes.
• Project Coordination : For select projects or meetings, track next steps and ensure completion.
• Expense and Travel Administration : Ensure that all expense reimbursements are submitted accurately and on time and assist in the corporate card process. Monitor the internal Concur email inbox.
• Mail : Scan Finance team mail and distribute to appropriate individuals.
• Research and Ad Hoc Projects : Conduct research projects as needed. This may include project management, research, and assistance drafting on policies, spending analysis, etc.
• Customer Service : Ensure that all stakeholders, internal and external, experience warm and efficient customer service.
• Other duties as assigned by Finance leadership.

Key Deliverables / Outcomes

• Deliver and maintain a high standard of customer service by proactively anticipating needs and resourcefully resolving complex issues.
• Administrative systems for team operating effectiveness
• Meeting agenda prepared two days before meetings and minutes delivered within a week after meetings
• Background research reports
• Quality briefing materials
• Project tracking reports
• Timely and accurate expense statement reimbursements
• Timely responses to Concur email inbox

Required Qualifications

• Exceptional project management and prioritization skills - effectively plan long and short-term projects, investing, managing, and communicating effectively to achieve objectives and meet deadlines.
• Ability to work collaboratively with all departments and levels of the organization, while maintaining a high level of confidentiality.
• Superb written, verbal, and visual communication skills.

The salary range for this role is between $51,965 and $64,980.

For an overview of our benefits package, including insurance, paid time off, retirement & more, please visit https://www.obama.org/careers/ .

Equal Opportunity Employer

The Foundation is committed to creating a diverse work environment and is proud to be an equal opportunity employer. The Foundation does not discriminate on the basis of race, color, national origin, sex, gender identity, religion, sexual orientation, age, disability, parental status, veteran status, or any other protected status under applicable laws. We encourage individuals of all backgrounds to apply. If you are a qualified candidate with a disability, please e-mail us at [e-mail] if you require a reasonable accommodation to complete this application.