Financial Analyst

Houston-Galveston Area Council • Houston, TX

1d

About The Position

The Financial Analyst supports the financial and reporting needs of 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 records for grants and contracts. It reviews invoices and supporting documentation, reconciles financial and program data, and prepares required reports for agency leadership and State agencies.

The Financial Analyst also provides technical assistance and responsive customer service to staff, contractors, and subrecipients; helps resolve reporting and financial-process issues; and plans and conducts training on applicable financial procedures, requirements, and policies. The employee must 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 for 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.
• Residency within H-GAC’s 13-county 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 supporting documentation for billing, cost-sharing, and matching requirements.
• Respond to questions and concerns from staff, contractors, and subrecipients in a timely, professional manner.
• Collect, review, and verify AAA, ADRC, and BC program data to support accurate and timely reporting.
• 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 work 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 in accordance with applicable requirements.
• 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 reporting requirements, deadlines, updates, and outstanding issues.
• Plan and conduct training for contractors and subrecipients on financial processes, reporting requirements, policies, and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level