Financial Analyst

Catholic Charities, Diocese of Cleveland•Cleveland, OH

5d•Hybrid

About The Position

Looking for a rewarding career with a purpose? Come see why the Cleveland Plain Dealer has named Catholic Charities one of the top workplaces for 10 years in a row. This position leads financial analysis of programs to identify trends and areas of concern, as well as providing recommendations for improvements. It involves composing and submitting monthly, quarterly and annual reports to funders, growing and maintaining funder relationships, and preparing timely reporting of operations to site/program directors and senior leadership. The role also includes developing and managing financial forecasts and budgets, maintaining communication with department leads regarding profitability and adherence to budget, and evaluating financial processes and procedures to ensure accuracy and compliance. Collaboration with other departments and members of the finance team is essential, as is identifying and assessing financial risks and opportunities. The analyst will monitor expenses against budget, prepare supporting schedules for year-end audits, and assist with periodic reconciliation of balance sheet accounts. Other duties as necessary to accomplish objectives will also be performed.

Requirements

Combination of education and experience normally represented by a Bachelor’s Degree in Business or Accounting or an Associate’s Degree in Business or Accounting with 5 or more years of accounting office experience.
Knowledge of accounting concepts, techniques and principles and ability to apply knowledge.
Must have a good working knowledge of computers and Microsoft Office with particular attention to spreadsheet programs, along with considerable knowledge of networked IS applications, such as USL and FrX.
Ability to effectively and productively work with people of very diverse economic, cultural and administrative backgrounds.
Must have excellent oral, written and interpersonal communication skills.
Skill in analyzing and interpreting financial data.
Familiarity with various funding sources such as CEOGC, ODADAS and ODMH, as well as non-profit organizations and structures.
Must be able to work independently from general instructions.
Must have excellent organizational skills, strong detail orientation and the ability to maintain confidentiality.
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations as necessary.
Must have a valid Ohio Driver’s License and reliable means of transportation for local travel.
Final applicant is required to be fingerprinted to complete background check.

Nice To Haves

Prior experience leading non-profit finance/accounting teams preferred.
CPA certificate preferred.

Responsibilities

Ensure that this position and relevant programs are consistent with the mission, vision, and values of Catholic Charities, Diocese of Cleveland.
Leads financial analysis of programs to identify trends and areas of concern, as well as providing recommendations for improvements.
Compose and submit monthly, quarterly and annual reports to funders, as required.
Grow and maintain funder relationships within the scope of finance responsibilities.
Prepare timely reporting of operations to site/program directors and to senior leadership, including meaningful analysis of program activities, operating statistics, variance analysis and other non-financial data points to assist in review of the financial statements.
Develop and manage financial forecasts and budgets to ensure that program financial goals are achieved.
Maintain regular communication with department leads regarding profitability and adherence to budget; provide recommendations concerning above.
Continuously evaluate financial processes and procedures as it relates to accounting, budgeting and reporting functions in order to ensure accuracy, compliance with standards and regulations.
Communicate and collaborate with other departments and members of the finance team to ensure alignment and support of financial initiatives and objectives.
Identify and assess financial risks and opportunities; develop and recommend strategies to mitigate risk and improve operations.
Monitor expenses against budget to ensure accuracy of reported information, make corrective entries as needed.
Prepare supporting schedules for year-end audits. Schedules will support the operating results of designated programs and the accuracy of accounting for related cash receipts and disbursements.
Assist with the periodic reconciliation of directed “balance sheet” accounts with subsidiary ledgers, detail transactions and other reporting as deemed appropriate.
Perform other duties as necessary to accomplish objectives.