Financial Analyst

Trilogy Careers • Skokie, IL

1d • Hybrid

About The Position

The Financial Analyst works with a portfolio of departments to provide monthly grant and variance analysis and reporting, ensuring data is gathered to meet grant reporting requirements. The role maximizes the use of public and general funding in alignment with organizational goals and state, federal, and city contract systems, while supporting budgeting, accounting, and analysis. Responsibilities span the post-award grant process—including reporting, invoicing, and grant management—and monthly monitoring of grant and non-grant spending, department expenses, and program budgets.

The position emphasizes managing public grant opportunities alongside program directors from pre-award through post-award activities, including grant narratives, submissions, management, reporting, and analysis. The Financial Analyst tracks grant spending, supports compliance reporting across departments, and works with internal and external stakeholders to ensure grant funds are used appropriately.

This position is based in a general office setting with a hybrid schedule requiring three days in the office. The work includes extensive desk work at a computer terminal and may involve lifting, carrying, bending, reaching, and standing with parcels weighing up to 25 pounds.

Requirements

• 3–5 years of experience in grants management, reporting, and analysis.
• Knowledge of and ability to write proposals and prepare related grant applications.
• Demonstrated knowledge of best practices in institutional fundraising, budgeting, and grant tracking and reporting procedures.
• Ability to analyze and compile reports and correspondence; comprehend and make inferences from written material; interpret federal, state, and local government laws and regulations regarding grant contracts and administration; and review others’ work products for conformance to standards.
• Ability to communicate orally and in writing with customers, clients, or the public.
• Ability to work effectively with a variety of staff, government representatives, and private or corporate funding sources.
• Excellent verbal, written, and interpersonal communication skills.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Prepare monthly grant reports for various cost centers.
• Finalize grant revenues for month-end reporting.
• Prepare monthly revenue and expense analysis reports for review with Directors.
• Maintain relationships with external grant managers and funding-body program officers to ensure compliance with grant requirements.
• Coordinate implementation of grant awards and ensure post-award compliance.
• Compile financial and non-financial data for internal reports, compliance reports, and grant billings, in conjunction with the Financial Manager and Senior Manager of Financial Planning & Analysis.
• Manage submissions of new and renewal grant applications to city, state, and federal governmental organizations on behalf of Trilogy Behavioral Healthcare Inc.
• Assist with occasional private-entity grant opportunities and provide ad-hoc support as requested.
• Work with Trilogy departments to create budgets and forecasts for grant and non-grant cost centers.
• Participate in, develop, and recommend individual direct-service department budgets and revisions as needed.
• Manage grants to ensure contract terms are met, funds are not overspent, and appropriate expenses are charged to funds in a timely manner.
• Provide the Executive Team with an overview of grant utilization, identifying grants performing well and those requiring attention, corrective action, or possible budget revision to maximize use of available funds.
• Participate heavily in annual Cost Center and Agency Budget preparation, particularly for current or proposed grant programs.
• Perform other related duties and projects as assigned.

Benefits

• Free virtual primary care, urgent care, and mental health counseling for all employees.
• Paid maternity and paternity leave.
• Medical insurance (BCBS of IL).
• Dental insurance.
• Vision insurance.
• Life insurance.
• Long-term and short-term disability.
• Pet insurance.
• Flexible spending accounts for health, dependent care, and transit.
• Telemedicine.
• Employee Assistance Program (EAP).
• 403(b) retirement plan with employer match.

What This Job Offers

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