Financial Analyst
About The Position
The Financial Analyst supports financial administration and reporting for the Area Agency on Aging (AAA), Aging and Disability Resource Center (ADRC), and Benefits Counseling (BC) programs. The role prepares and updates grant budgets, tracks expenditures, develops fiscal projections and recommendations, and maintains accurate financial records for grants and contracts. It reviews and reconciles invoices, service authorizations, supporting documentation, service records, and approved budgets before processing. The position supports accurate and timely financial and program reporting by collecting, reviewing, verifying, and reconciling data, identifying discrepancies, and coordinating their resolution. It provides technical assistance and customer service to staff, contractors, and subrecipients, including training on financial processes and reporting requirements. The analyst also enters monthly data into the State’s Client Information Management System and works with H-GAC’s finance team to support reports submitted to agency leadership and State agencies. Employees are required to reside within H-GAC’s 13-county region of service.
Requirements
- Bachelor’s degree in an applicable academic discipline or related field of study.
- Three years of experience working with local government, nonprofit programs, human services, or in job-related duties.
- Experience reviewing, reconciling, and balancing invoices, including verifying costs against supporting documentation and financial records.
- Knowledge of accounting principles and financial recordkeeping.
- Experience analyzing budgets and creating reports.
- Experience monitoring compliance with laws, regulations, policies, and procedures.
- Experience with Microsoft Office applications, including Word, Excel, PowerPoint, SharePoint, Teams, and Outlook.
- Knowledge of data systems and technology used to collect, manage, analyze, and report financial and program information.
- Must reside within H-GAC’s region of service.
Responsibilities
- Prepare and update grant budgets, recommend fund transfers, track and report expenditures, and ensure grant expenditures meet targets.
- Create projections and develop recommendations on fiscal issues related to implementing and improving processes and procedures.
- Provide technical assistance to contractors on financial systems and reporting.
- Verify that supporting documentation meets billing, cost-sharing, and matching requirements.
- Provide timely, professional customer service to staff, contractors, and subrecipients by addressing questions and concerns.
- Support reporting for AAA, ADRC, and BC programs by collecting, reviewing, and verifying program data.
- Help staff, contractors, and subrecipients understand requirements, resolve issues, and submit accurate and timely information.
- Maintain accurate financial records for AAA grants and contracts, troubleshoot problems, and coordinate with H-GAC’s finance team on financial reports for agency leadership and State agencies.
- Review and reconcile invoices against Service Authorizations, supporting documentation, service records, and approved budgets before processing.
- Track monthly budgets, expenditures, and balances for direct service subrecipients.
- Enter data monthly in the State’s Client Information Management System.
- Prepare and submit required reports accurately and on time.
- Review, verify, and reconcile financial and program data for quarterly, bi-annual, and annual reports; identify and resolve discrepancies with appropriate staff.
- Communicate regularly with staff, contractors, and subrecipients about financial reporting requirements, deadlines, updates, and outstanding issues.
- Plan and conduct trainings for contractors and subrecipients on financial processes, reporting requirements, and applicable policies and procedures.
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What This Job Offers
Job Type
Full-time
