Financial Analyst

UTEC, Inc•Lowell, MA

30d•$75,000 - $85,000•Hybrid

About The Position

The Financial Analyst supports UTEC’s budgeting, forecasting, management reporting, government contract invoicing, and financial analysis functions. The position works closely with the Director of Financial Planning & Analysis (FP&A), CFO, Accounting, and department budget holders to help ensure that financial information is accurate, timely, understandable, and useful for decision-making. The Financial Analyst prepares recurring budget-to-actual reporting and analysis, government contract invoices, staff allocation and unfunded operating expense schedules, and forecast and scenario models. This role is well suited to someone who enjoys understanding how programs operate and helping non-finance colleagues use financial information effectively. For someone who wants to see how finance connects to mission, this role offers the opportunity to work closely with leaders across UTEC’s programs and social enterprises, understand how funding decisions affect operations, and help strengthen the financial tools and information used to support UTEC’s work with young adults.

Requirements

Bachelor’s degree or equivalent experience in finance, accounting, business administration, economics, nonprofit management, or a related field preferred.
3–4 years of experience in financial analysis, budgeting, accounting, grants management, or related finance roles; nonprofit finance experience preferred.
Very strong Excel skills, including using formulas, pivot tables, formatting, and data review with ease.
Experience with Sage Intacct, Sage Intacct Planning, or similar accounting and budgeting systems preferred.
Ability to work with financial reports, general ledger accounts, budgets, and transaction-level detail.
Ability to independently research discrepancies and bring issues to resolution.
Strong analytical skills, judgment, organization, communication, attention to detail, and follow-through, with the ability to meet recurring deadlines.
Experience with government contracts, reimbursement billing, grants, or a government-funded human services organization strongly preferred.
Ability to work collaboratively and provide responsive service to staff with varying levels of financial experience.
Strong interest in nonprofit finance and UTEC’s mission-driven work.

Responsibilities

Support the annual budget process and maintain budget records by department, program, grant, account, and other reporting dimensions.
Prepare and update monthly staff allocation worksheets and the related worksheet identifying unfunded operating expenses by line item.
Prepare monthly budget-to-actual reports for assigned departments, programs, grants, and social enterprises; investigate significant variances and document clear explanations.
Support preparation of monthly and quarterly management financial reporting packages and related schedules.
Own timely and accurate monthly government contract reimbursement invoicing, including complete supporting documentation and organized contract files.
Review accounts receivable aging for government contract invoices and convey concerns about collectibility to the Controller.
Prepare and update recurring forecast schedules and models for salaries, benefits, revenue, expenses, grant activity, and cash flow; support scenario analysis and comparison of actual, budget, forecast, and prior-year results.
Identify emerging financial risks, opportunities, trends, and items requiring management follow-up.
Review financial coding and data for accuracy, help resolve inconsistencies, and support budget holders in using approved budgets and coding guidance.
Use Sage Intacct, Sage Intacct Planning, Excel, and other tools to prepare reports and analysis; maintain reporting structures and support testing of system and process improvements.
Partner with budget holders and other departments to review financial information, answer questions, and translate financial results into clear, useful information.
Maintain organized recurring workpapers, schedules, and procedures and support Finance team special projects and organizational initiatives as assigned.