Financial Analyst

Catholic Charities, Diocese of Cleveland; Cleveland (OH); On-site; USD 49,000 - 64,000; Full time

Benefits offered by this job

Tuition Reimbursement

Career Planning and Development

And more!!

Job summary

Catholic Charities, Diocese of Cleveland is seeking a seasoned finance professional to manage program accounting and budgeting for multiple initiatives in Cleveland, OH. The role emphasizes accuracy, regulatory compliance, and clear reporting to leadership.

You will analyze program performance, develop forecasts, and strengthen relationships with funders while ensuring operations align with the organization’s mission.

Qualifications

• Bachelor’s Degree in Business or Accounting or Associate’s Degree with 5+ years accounting experience.
• Prior experience leading non-profit finance/accounting teams preferred.
• CPA certificate preferred.
• Knowledge of accounting concepts, techniques and principles.
• Proficient in computers and Microsoft Office; experience with USL and FrX.

Responsibilities

• Lead financial analysis of programs to identify trends and areas of concern.
• Compose and submit monthly, quarterly and annual reports to funders.
• Grow and maintain funder relationships within the scope of finances.
• Develop and manage financial forecasts and budgets; monitor profitability and adherence to budget.
• Communicate with department leads and senior leadership on operations and financial statements.
• Ensure accounting procedures comply with standards and regulations.

Skills

Financial analysis

Budgeting

Non-profit finance

Microsoft Office

Education

Bachelor's degree in Business or Accounting

Associate’s Degree in Business or Accounting

Tools

USL

FrX

Microsoft Excel

Job description

Administration, Central
Cleveland, OH 44102, USA

Description

Looking for a rewarding career with a purpose?

Come see why the Cleveland Plain Dealer has named Catholic Charities one of the top workplaces for 10 years in a row.

• Tuition Reimbursement
• Career Planning and Development
• And more!!

Pay Range $49,440.80 - $63,654.74

Responsibilities

• Ensurethatthis positionandrelevantprogramsareconsistentwiththemission,vision, and values of Catholic Charities, Diocese ofCleveland.
• Leads financial analysis of programs toidentifytrends and areas of concern, as well as providing recommendations for improvements.
• Composeandsubmitmonthly,quarterlyandannualreportstofunders,asrequired.
• Grow andmaintainfunder relationships within the scope of financeresponsibilities.
• Preparetimelyreporting of operations to site/program directors and to senior leadership, including meaningful analysis of program activities, operating statistics, varianceanalysisandother non-financial data points toassistin review of the financialstatements.
• Develop and manage financial forecasts and budgets to ensure that program financial goals are achieved.Maintain regular communication with department leadsregardingprofitability and adherence to budget; provide recommendations concerning above.
• Continuously evaluate financial processes and procedures as it relates to accounting,budgetingand reporting functionsin order toensure accuracy, compliance with standards and regulations.
• Communicate and collaboratewith otherdepartments andmembers of the finance team toensure alignment and support of financial initiatives andobjectives.
• Identifyand assess financial risks and opportunities; developand recommendstrategies to mitigate risk and improve operations.
• Monitor expenses against budget to ensure accuracy of reported information,makecorrective entries asneeded.
• Prepare supporting schedules for year-end audits. Schedules will support the operating resultsofdesignatedprogramsandtheaccuracyofaccountingforrelatedcashreceipts anddisbursements.
• Assistwith the periodic reconciliation of directed “balance sheet” accounts with subsidiary ledgers,detailtransactionsand other reporting asdeemedappropriate.
• Perform other duties as necessary toaccomplishobjectives.

Working Conditions and Physical Demands

• Normal office environment.
• Occasional travel throughout service area.
• Frequent walking, sitting, talking, standing, listening/hearing in working with perspective and current employees and supervisors and managers.
• Reading, writing,graspingand finger dexterity needed to manage correspondence, faxing, copying, answering phones, forms/documents, computer,keyboardandfilesrequiredon a frequent basis.
• High degree of concentration for analyzing,interpretingand organizing data.
• Organizing and coordinating schedules.
• Communicating with the public.
• Frequent use of computer and telephone/cell phone.
• Occasionally necessary to bend for filing and storing and to reach for files and shelves.
• Able to occasionally lift/carry up to15lbs. unassisted.

Requirements

• Combination of education and experience normally represented by aBachelor’sDegreein Business or Accountingor anAssociate’s Degreein Business or Accountingwith5 or moreyears ofaccounting officeexperience.
• Prior experience leading non-profit finance/accounting teams preferred.
• CPA certificatepreferred.
• Knowledge of accounting concepts, techniques andprinciplesand ability toapply knowledge.
• Must have a good working knowledge of computers and Microsoft Office with particular attention to spreadsheet programs, along with considerable knowledge of networked IS applications, such as USL andFrX.
• Ability to effectively and productively work with people ofvery diverseeconomic,culturaland administrativebackgrounds.
• Must have excellent oral,writtenand interpersonal communicationskills.
• Skill in analyzing and interpreting financialdata.
• Familiarity with various funding sources such as CEOGC,ODADASand ODMH, as wellas non-profit organizations andstructures.
• Must be able to work independently from generalinstructions.
• Must have excellent organizational skills, strong detailorientationand the ability tomaintainconfidentiality.
• Abilitytoread,analyzeandinterpretgeneralbusinessperiodicals,professionaljournals, technicalproceduresor governmentregulationsasnecessary.
• Must have a valid Ohio Driver’s License and reliable means of transportation for local travel.
• Final applicantis required tobe fingerprinted to completebackgroundcheck.

Preferred

Associates or better in Finance.

Required

3-5 years:

General accounting experience

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.