Kiwanis
Financial Analyst
Kiwanis, Indianapolis, Indiana, us, 46262
Job Type
Full-time
Description
POSITION OBJECTIVE/JOB SUMMARY:
Responsible for assisting and/or performing duties related to budget preparation, budget analysis, forecasting, and financial modeling. Duties include, but are not limited to, establishing and monitoring budget timetable, planning budget process, evaluating budget proposals/funding requests, conducting cost-benefit analyses, reviewing capital request and variance analysis (budget vs. actual). These duties will enable the Board and management to make informed financial decisions impacting the organization.
ESSENTIAL FUNCTIONS:
Finance Team:
Work closely with members of the Finance Team to support the goals and strategies to help achieve the vision, mission and strategic objectives of the Organization.Attend and actively participate in departmental meetingsWork directly with the Controller to address, identify and resolve departmental issuesAssist Finance Team as requested with account reconciliations and month-end close.Provide status updatesPosition Responsibilities:
Work directly with Controller in the development of the company's overall budget document, and at the department level, providing advice and analysis of the departmental spending and revenue projections. Lead person responsible for the budget preparation including (30%):Preparing budget timetable and deadlines.Training staff on budget softwareAnalyzing historical financial dataCreating budget assumptions and pro-forma projectionsCollaborating and assisting Department Heads in developing realistic budgets and projectionsRecording of budget adjustments and modificationsReviewing Capital Expenditure RequestPreparing AllocationsPresenting budget analysis and recommendations to upper-level managementDistributing final approved budgets to department headsDevelop and distribute budget vs. actual reports (monthly and quarterly) and conduct periodic business review meetings with departments (10%).Perform analytical review of financial performance, including (15%):Providing creative alternatives and recommendations to reduce costs and improve financial performanceSummarizing data on financial status and risksDeveloping financial models, benchmarks and analysisConducting business studies on past, future and comparative performanceDeveloping forecast modelsIdentifying trends and providing recommends to a senior financial analyst based on sound analysisReconciling transactions by comparing and correcting dataMaintain/monitor Expense Reporting System as follows (10%):Download and verify files to send to Accounts PayableReconciliation of liability accounts for corporate cards and personal expenses (monthly)Perform research of expenses reportsManage the fixed asset system, including maintaining proper records for the purchase and disposal of fixed assets, preparing journal entries and assisting the auditors in the filing of the annual property tax returns (5%).Assist Controller and Accounting Manager in following areas, as needed (30%)Drive process improvement and policy developmentEnd of month closingCash managementAccount reconciliationAudit (account analysis)InvestmentsChart of accountsFinancial statementsAssist at Finance Committee meetings and in the writing of the committee reportFinance proceduresCapable of maintaining positive working relationshipsConfidentiality related to sensitive financial informationAll other duties as assignedRequirements
QUALIFICATIONS:
Educational Requirements :
Bachelor's degree in accounting, finance, or other business-related areaExperiential Requirements :
Proven working experience (2 to 5 years) as a Financial and Budget AnalystProficient in spreadsheets and databasesStrong communication and presentation skillsGood customer service abilitiesRequired Skills :
Microsoft Office Suite Products especially Excel and OutlookFamiliar with Nexonia Expense Report SystemExperience with NetSuite Financial System or similar systemsExperience with Adaptive Insight Budget and Report Writing SystemAdobe (PDF)Strong analytical and problem-solving skillsStrong organizational skillsStrong decision-making skillsOther Requirements :
Strong initiative and ability to work with limited supervisionKiwanis Family experience a plusMultilingual a plusWORKING CONDITIONS/OTHER INFORMATION:
Some overtime and weekend work required
Full-time
Description
POSITION OBJECTIVE/JOB SUMMARY:
Responsible for assisting and/or performing duties related to budget preparation, budget analysis, forecasting, and financial modeling. Duties include, but are not limited to, establishing and monitoring budget timetable, planning budget process, evaluating budget proposals/funding requests, conducting cost-benefit analyses, reviewing capital request and variance analysis (budget vs. actual). These duties will enable the Board and management to make informed financial decisions impacting the organization.
ESSENTIAL FUNCTIONS:
Finance Team:
Work closely with members of the Finance Team to support the goals and strategies to help achieve the vision, mission and strategic objectives of the Organization.Attend and actively participate in departmental meetingsWork directly with the Controller to address, identify and resolve departmental issuesAssist Finance Team as requested with account reconciliations and month-end close.Provide status updatesPosition Responsibilities:
Work directly with Controller in the development of the company's overall budget document, and at the department level, providing advice and analysis of the departmental spending and revenue projections. Lead person responsible for the budget preparation including (30%):Preparing budget timetable and deadlines.Training staff on budget softwareAnalyzing historical financial dataCreating budget assumptions and pro-forma projectionsCollaborating and assisting Department Heads in developing realistic budgets and projectionsRecording of budget adjustments and modificationsReviewing Capital Expenditure RequestPreparing AllocationsPresenting budget analysis and recommendations to upper-level managementDistributing final approved budgets to department headsDevelop and distribute budget vs. actual reports (monthly and quarterly) and conduct periodic business review meetings with departments (10%).Perform analytical review of financial performance, including (15%):Providing creative alternatives and recommendations to reduce costs and improve financial performanceSummarizing data on financial status and risksDeveloping financial models, benchmarks and analysisConducting business studies on past, future and comparative performanceDeveloping forecast modelsIdentifying trends and providing recommends to a senior financial analyst based on sound analysisReconciling transactions by comparing and correcting dataMaintain/monitor Expense Reporting System as follows (10%):Download and verify files to send to Accounts PayableReconciliation of liability accounts for corporate cards and personal expenses (monthly)Perform research of expenses reportsManage the fixed asset system, including maintaining proper records for the purchase and disposal of fixed assets, preparing journal entries and assisting the auditors in the filing of the annual property tax returns (5%).Assist Controller and Accounting Manager in following areas, as needed (30%)Drive process improvement and policy developmentEnd of month closingCash managementAccount reconciliationAudit (account analysis)InvestmentsChart of accountsFinancial statementsAssist at Finance Committee meetings and in the writing of the committee reportFinance proceduresCapable of maintaining positive working relationshipsConfidentiality related to sensitive financial informationAll other duties as assignedRequirements
QUALIFICATIONS:
Educational Requirements :
Bachelor's degree in accounting, finance, or other business-related areaExperiential Requirements :
Proven working experience (2 to 5 years) as a Financial and Budget AnalystProficient in spreadsheets and databasesStrong communication and presentation skillsGood customer service abilitiesRequired Skills :
Microsoft Office Suite Products especially Excel and OutlookFamiliar with Nexonia Expense Report SystemExperience with NetSuite Financial System or similar systemsExperience with Adaptive Insight Budget and Report Writing SystemAdobe (PDF)Strong analytical and problem-solving skillsStrong organizational skillsStrong decision-making skillsOther Requirements :
Strong initiative and ability to work with limited supervisionKiwanis Family experience a plusMultilingual a plusWORKING CONDITIONS/OTHER INFORMATION:
Some overtime and weekend work required