Financial Analyst

Matt Talbot Recovery Services, Inc.; Cleveland (OH); On-site; USD 49,000 - 64,000; Full time

Benefits offered by this job

Health Insurance starting day

Tuition Reimbursement

401k plan including employer match

Competitive Time Off Benefits

Career Planning and Development

And more!!

Job summary

Catholic Charities, Diocese of Cleveland invites applications for a senior finance position in Cleveland. You will lead program financial analysis, prepare budgets, forecasts, and reports to funders, and collaborate with departments to optimize financial performance.

The role requires a degree in business or accounting, with nonprofit/ CPA preference, and extensive Excel/IS software experience. Join a trusted community organization focused on impact and accountability.

Qualifications

• Bachelor’s degree in Business or Accounting or an Associate’s with 5+ years of accounting office experience.
• CPA certificate preferred.

Responsibilities

• Ensure that this position and relevant programs are consistent with the mission, vision, and values of Catholic Charities, Diocese of Cleveland.
• Leads financial analysis of programs to identify trends and areas of concern, as well as providing recommendations for improvements.
• Compose and submit monthly, quarterly and annual reports to funders, as required.
• Grow and maintain funder relationships within the scope of finance responsibilities.
• Prepare timely reporting of operations to site/program directors and to senior leadership, including meaningful analysis of program activities, operating statistics, variance analysis and other non-financial data points to assist in review of the financial statements.
• Develop and manage financial forecasts and budgets to ensure that program financial goals are achieved. Maintain regular communication with department leads regarding profitability and adherence to budget; provide recommendations concerning above.
• Continuously evaluate financial processes and procedures as it relates to accounting, budgeting and reporting functions in order to ensure accuracy, compliance with standards and regulations.
• Communicate and collaborate with other departments and members of the finance team to ensure alignment and support of financial initiatives and objectives.
• Identify and assess financial risks and opportunities; develop and recommend strategies to mitigate risk and improve operations.
• Monitor expenses against budget to ensure accuracy of reported information, make corrective entries as needed.
• Prepare supporting schedules for year-end audits. Schedules will support the operating results of designated programs and the accuracy of accounting for related cash receipts and disbursements.
• Assist with the periodic reconciliation of directed “balance sheet” accounts with subsidiary ledgers, detail transactions and other reporting as deemed appropriate.
• Perform other duties as necessary to accomplish objectives.

Skills

Financial analysis

Budgeting

Forecasting

Reporting

Non-profit accounting

Education

Bachelor’s in Business or Accounting

Associates in Business or Accounting + 5+ years experience

Tools

USL

FrX

MS Office

Job 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.

Benefits:

• Health Insurance starting your first day
• Tuition Reimbursement
• 401k plan including employer match
• Competitive Time Off Benefits
• Career Planning and Development
• And more!!

Pay Range $49,440.80 - $63,654.74

Responsibilities

• Ensure that this position and relevant programs are consistent with the mission, vision, and values of Catholic Charities, Diocese of Cleveland.
• Leads financial analysis of programs to identify trends and areas of concern, as well as providing recommendations for improvements.
• Compose and submit monthly, quarterly and annual reports to funders, as required.
• Grow and maintain funder relationships within the scope of finance responsibilities.
• Prepare timely reporting of operations to site/program directors and to senior leadership, including meaningful analysis of program activities, operating statistics, variance analysis and other non-financial data points to assist in review of the financial statements.
• Develop and manage financial forecasts and budgets to ensure that program financial goals are achieved. Maintain regular communication with department leads regarding profitability and adherence to budget; provide recommendations concerning above.
• Continuously evaluate financial processes and procedures as it relates to accounting, budgeting and reporting functions in order to ensure accuracy, compliance with standards and regulations.
• Communicate and collaborate with other departments and members of the finance team to ensure alignment and support of financial initiatives and objectives.
• Identify and assess financial risks and opportunities; develop and recommend strategies to mitigate risk and improve operations.
• Monitor expenses against budget to ensure accuracy of reported information, make corrective entries as needed.
• Prepare supporting schedules for year-end audits. Schedules will support the operating results of designated programs and the accuracy of accounting for related cash receipts and disbursements.
• Assist with the periodic reconciliation of directed “balance sheet” accounts with subsidiary ledgers, detail transactions and other reporting as deemed appropriate.
• Perform other duties as necessary to accomplish objectives.

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, grasping and finger dexterity needed to manage correspondence, faxing, copying, answering phones, forms/documents, computer, keyboard and files required on a frequent basis.
• High degree of concentration for analyzing, interpreting and 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 to 15 lbs. unassisted.

Requirements

• Combination of education and experience normally represented by a Bachelor’s Degree in Business or Accounting or an Associate’s Degree in Business or Accounting with 5 or more years of accounting office experience.
• Prior experience leading non-profit finance/accounting teams preferred.
• CPA certificate preferred.
• Knowledge of accounting concepts, techniques and principles and ability to apply 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 and FrX.
• Ability to effectively and productively work with people of very diverse economic, cultural and administrative backgrounds.
• Must have excellent oral, written and interpersonal communication skills.
• Skill in analyzing and interpreting financial data.
• Familiarity with various funding sources such as CEOGC, ODADAS and ODMH, as well as non-profit organizations and structures.
• Must be able to work independently from general instructions.
• Must have excellent organizational skills, strong detail orientation and the ability to maintain confidentiality.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations as necessary.
• Must have a valid Ohio Driver’s License and reliable means of transportation for local travel.
• Final applicant is required to be fingerprinted to complete background check.

Qualifications

Education

Preferred

Associates

Experience

Required3 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.