Impact Finance Analyst - Nonprofit Budgeting & Reporting

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

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.