Financial Analyst

Catholic Charities USA; Portland (ME); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

Life insurance

Long-term disability

Paid time off

Holidays

403(b) retirement plan

Free parking

Job summary

Catholic Charities of Oregon is seeking a Budget Analyst to support the annual budget process, forecasts and financial analysis. You will assist in budget creation, review proposals, and produce budget-to-actual reports for executive communication.

This role requires strong analytical skills, attention to detail and ability to work in a fast-paced non-profit environment with potential occasional evenings or weekends.

Qualifications

• Bachelor’s degree in accounting, finance or equivalent lived and or worked experience required.
• Minimum of 2 years of financial planning and analysis experience preferred.
• Knowledge and understanding of 501(c)(3) non-profit organization accounting requirements strongly preferred.
• Ability to effectively work with standard office programs including Word, Excel, Outlook, Microsoft Teams and PowerPoint.
• Demonstrate judgment and discretion in dealing with confidential matters.

Responsibilities

• Assist in managing the annual budget process, program-specific budgets, scenarios and quarterly forecasts.
• Assist in reviewing management’s budget proposals for completeness, accuracy and compliance with regulations.
• Serve as secondary administrator of the Prophix program including creating reports, allocations, and set-up of users and budget modules.
• Assist in creating formal budget to actual reports to support CFO’s communication to executives and Board of Directors.
• Provide analysis to Finance Director’s comparison of monthly costs vs budget, researching and explaining variances that occur in monthly financials.
• Assist in preparing budget revisions to support mid-year forecasts, multi-year plans, and “what if” scenarios as requested.

Skills

Analytical skills

Team player

Communication skills

Problem-solving

Adaptability

Attention to detail

Education

Bachelor’s degree in accounting/finance

Tools

Excel

Word

Outlook

PowerPoint

Microsoft Teams

Job description

PRINCIPLE DUTIES AND RESPONSIBILITIES:

• Assist Decision Support Manager in managing the annual budget process, program-specific budgets, scenarios and quarterly forecasts.
• Assist Decision Support Manager in reviewing management’s budget proposals for completeness, accuracy and compliance with regulations.
• Serve as secondary administrator of the Prophix program including creating reports, allocations, and set-up of users and budget modules.
• Assist Decision Support Manager in creating formal budget to actual reports to support Chief Financial Officer’s (CFO) communication to executives and Board of Directors.
• Provide analysis to Finance Director’s comparison of monthly costs vs budget, researching and explaining variances that occur in monthly financials.
• Assist in preparing budget revisions to support mid-year forecasts, multi-year plans, and “what if” scenarios as requested.
• Provide creative alternatives and recommendations to reduce costs and improve financial performance.
• Identify trends, advise and recommend actions to Decision Support Manager based on sound analysis.
• Participate in trainings and coordination meetings as requested.
• Adherence to Catholic Charities policies and procedures.
• Perform other duties and responsibilities as assigned.

QUALIFICATIONS:

• Bachelor’s degree in accounting, finance or equivalent lived and or worked experience required
• Minimum of 2 years of financial planning and analysis experience preferred.
• Knowledge and understanding of 501(c)(3) non-profit organization accounting requirements strongly preferred.
• Ability to effectively work with standard office programs including Word, Excel, Outlook, Microsoft Teams and PowerPoint.
• Demonstrate judgment and discretion in dealing with confidential matters.
• Commitment to Catholic Charities mission to work in partnership with vulnerable populations to achieve lasting solutions to poverty and injustice.
• Must be able to organize and prioritize work, be proactive, take initiative, follow through, and simultaneously manage multiple priorities to ensure goals are met in a timely manner. High attention to detail required.
• Excellent written and oral communication skills.
• Willingness to learn new skills and take on new responsibilities.
• Strong analytical and strategic problem-solving skills.
• Ability to work well in team setting, as well as independently; be flexible and adapt well to different dynamics in a fast-paced work environment.
• Ability to work a flexible schedule, which could include some evenings and weekends.
• Travel between sites in Portland required. Must have driver’s license, access to vehicle and ability to obtain automobile insurance at levels required by agency.

COMPENSATION AND BENEFITS:

Compensation is commensurate with experience. Competitive benefits package including:

• Health, Dental, and Vision plans
• Alternative care benefits for the employee
• 100% employer paid life
• 100% employer paid long-term disability
• Voluntary disability
• Voluntary supplemental life
• Employee assistance program
• Paid time off which includes:
• • Vacation time
  • Sick time
  • Personal days
• 13 paid holidays per year; plus, additional holiday pay for Agency closure Christmas through New Year’s
• 403(b) retirement plan
• Free parking
• Catholic Charities of Oregon employees may qualify for the Public Service Loan Forgiveness government-sponsored education loan repayment program. Please note these benefits are subject to change.

BACKGROUND AND MVR SCREENING:

Satisfactory results from pre-employment background screenings.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED:

Catholic Charities of Oregon is dedicated to promoting diversity, multiculturalism, and inclusion across our agency. Catholic Charities of Oregon recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, gender identity, sexual orientation, genetic information, equal pay, disability, age, veteran status, and other protected status as required by applicable law. Applicants and employees need not be Catholic.