Senior Financial Analyst

Description

The salary range for this position is at $66,548 - $88,730. We take into consideration an individual's background and experience in determining salary; therefore, base pay offered may vary considerably depending on job-related knowledge, skills, and experience. The compensation package includes a wide range of other benefits and earned time off that vary depending on part-time or full-time status.

In-Person Attendance Requirement :

This position requires the ability to attend in-person meetings on a regular basis - including weekly, monthly, and frequently on short notice. Candidates must be located within reasonable commuting distance and able to adjust their schedule as needed to support in-person collaboration.

1. Job Summary :

The Senior Financial Analyst works closely with business leaders to drive strategic decision-making by delivering actionable insights through financial, business, and data analysis, forecasting, and reporting.

The incumbent reviews financial statements for accuracy, performs variance analysis, specialized accounting work, compilation of financial reports and dashboards. The incumbent represents the finance department when working with branch, product and program management.

2. Essential Functions :

• Develops budget and forecast information for the designated product areas.
• Provides comprehensive fiscal knowledge, accounting support, financial analysis, and technical assistance to branches, departments and / or program areas.
• Assists branches, camps or assigned product area in the implementation of financial strategies, programs and projects, including financial performance, interpretation of accounting policies, operating procedures, development of pro-formas for new sites and programs, participate in analysis and market studies of products, develop reports and the administration of various financial procedures and processes.
• Supports implementation of financial controls which assures compliance with internal policies, external regulations, GAAP and non-profit accounting standards, and the integrity of all financial transactions.
• Researches and prepares variance and margin analysis for operational units and the entire Association. Initiates questions for explanations and development of corrective action plans.
• Researches and models project proformas and operating statements for the organization, which may include long-term financial planning and new, renovated or expanded facilities and / or programs, in collaboration with the Real Estate team and project leaders.
• May present data / analysis to senior leaders and Finance Committee for strategic decision making purposes.
• Reviews financial statements for accuracy and initiate any changes or corrections ensuring that all transactions have correctly posted to the general ledger.
• Applies State and Federal laws and YMCA policy by providing coaching and advice in accounting matters, including the areas of operational improvement.
• Develops, recommends and may implement accounting policies and procedures which create consistencies and implement best practices for departments.
• Provides training and coaching to Financial Analysts, Associate Financial Analysts, assigned branches, camps or programs staff on financial processes, procedures, and financial software (i.e. Traction Rec, Microsoft Great Plains, Salesforce , and Planful)
• Serves as an Administrative back-up for Planful Financial Software and leads projects to further the efficiency of the Finance Team in Planful.

3. Relationships :

This position reports to the Finance Manager who reports to the AVP of Financial Planning and Analysis. The incumbent interacts regularly with Branch Executives, Program Directors and other Association staff.

4. Qualifications : Required :

Preferred :

5. Work Conditions :

6. Additional Notes :

This job description represents the major functions of the position but is not intended to be all-inclusive. The incumbent is also responsible for taking direction from the Department Leaders, Branch / Camp Executive Directors, Group Vice Presidents, CFO or their representatives in completing projects or performing duties deemed necessary for the branch or Association success.