Financial Analyst

Catholic Charities USA•Portland, OR

18d•Onsite

About The Position

The Financial Analyst will assist the Decision Support Manager in managing the annual budget process, program-specific budgets, scenarios, and quarterly forecasts. This role involves reviewing budget proposals for completeness, accuracy, and compliance, and serving as a secondary administrator for the Prophix program. The analyst will also create budget-to-actual reports, provide variance analysis, and develop budget revisions for forecasts and plans. Additionally, the role requires identifying trends, recommending cost-saving measures, and participating in training and coordination meetings, all while adhering to Catholic Charities policies and procedures.

Requirements

Bachelor’s degree in accounting, finance or equivalent lived and or worked experience required
Ability to effectively work with standard office programs including Word, Excel, Outlook, Microsoft Teams and PowerPoint.
Demonstrate judgment and discretion in dealing with confidential matters.
Commitment to Catholic Charities mission to work in partnership with vulnerable populations to achieve lasting solutions to poverty and injustice.
Must be able to organize and prioritize work, be proactive, take initiative, follow through, and simultaneously manage multiple priorities to ensure goals are met in a timely manner. High attention to detail required.
Excellent written and oral communication skills.
Willingness to learn new skills and take on new responsibilities.
Strong analytical and strategic problem-solving skills.
Ability to work well in team setting, as well as independently; be flexible and adapt well to different dynamics in a fast-paced work environment.
Ability to work a flexible schedule, which could include some evenings and weekends.
Travel between sites in Portland required. Must have driver’s license, access to vehicle and ability to obtain automobile insurance at levels required by agency.
Satisfactory results from pre-employment background screenings.

Nice To Haves

Minimum of 2 years of financial planning and analysis experience preferred.
Knowledge and understanding of 501(c)(3) non-profit organization accounting requirements strongly preferred.

Responsibilities

Assist Decision Support Manager in managing the annual budget process, program-specific budgets, scenarios and quarterly forecasts.
Assist Decision Support Manager in reviewing management’s budget proposals for completeness, accuracy and compliance with regulations.
Serve as secondary administrator of the Prophix program including creating reports, allocations, and set-up of users and budget modules.
Assist Decision Support Manager in creating formal budget to actual reports to support Chief Financial Officer’s (CFO) communication to executives and Board of Directors.
Provide analysis to Finance Director’s comparison of monthly costs vs budget, researching and explaining variances that occur in monthly financials.
Assist in preparing budget revisions to support mid-year forecasts, multi-year plans, and “what if” scenarios as requested.
Provide creative alternatives and recommendations to reduce costs and improve financial performance.
Identify trends, advise and recommend actions to Decision Support Manager based on sound analysis.
Participate in trainings and coordination meetings as requested.
Adherence to Catholic Charities policies and procedures.
Perform other duties and responsibilities as assigned.

Benefits

Health, Dental, and Vision plans
Alternative care benefits for the employee
100% employer paid life
100% employer paid long-term disability
Voluntary disability
Voluntary supplemental life
Employee assistance program
Paid time off which includes: Vacation time, Sick time, Personal days
13 paid holidays per year; plus, additional holiday pay for Agency closure Christmas through New Year’s
403(b) retirement plan
Free parking
Public Service Loan Forgiveness government-sponsored education loan repayment program