Financial Analyst

Catholic Charities, Diocese of Cleveland•Cleveland, OH

11h•$49,441 - $63,655

About The Position

Catholic Charities, Diocese of Cleveland, is seeking a Financial Analyst to support the organization’s mission, vision, and values through financial analysis and reporting for its programs. The role analyzes program performance, identifies trends and concerns, and recommends improvements. It prepares reports for funders and leadership, develops forecasts and budgets, monitors expenses, and supports accurate, compliant accounting and financial processes. The Financial Analyst works with program directors, department leads, senior leadership, funders, and the finance team. Additional duties include assessing financial risks and opportunities, supporting year-end audits, reconciling balance sheet accounts, and performing other duties as needed. The position is performed in a normal office environment and includes occasional travel throughout the service area.

Requirements

A 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 five or more years of accounting office experience.
Knowledge of accounting concepts, techniques, and principles, with the ability to apply that knowledge.
Good working knowledge of computers and Microsoft Office, particularly spreadsheet programs, and considerable knowledge of networked information systems applications such as USL and FrX.
Ability to work effectively and productively with people from diverse economic, cultural, and administrative backgrounds.
Excellent oral, written, and interpersonal communication skills.
Skill in analyzing and interpreting financial data.
Familiarity with funding sources such as CEOGC, ODADAS, and ODMH, as well as nonprofit organizations and structures.
Ability to work independently from general instructions.
Excellent organizational skills, strong attention to detail, and ability to maintain confidentiality.
Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and government regulations as necessary.
Valid Ohio Driver’s License and reliable transportation for local travel.
Final applicant must be fingerprinted to complete a background check.

Nice To Haves

Prior experience leading nonprofit finance or accounting teams.
CPA certificate.

Responsibilities

Ensure the position and relevant programs are consistent with Catholic Charities, Diocese of Cleveland’s mission, vision, and values.
Lead financial analysis of programs to identify trends and areas of concern and recommend 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 operational reporting for site and program directors and senior leadership, including analysis of program activities, operating statistics, variances, and other non-financial data to support review of financial statements.
Develop and manage financial forecasts and budgets to help achieve program financial goals.
Communicate regularly with department leads about profitability and budget adherence and provide recommendations.
Evaluate accounting, budgeting, and reporting processes and procedures to ensure accuracy and compliance with standards and regulations.
Collaborate with other departments and finance team members to align and support financial initiatives and objectives.
Identify and assess financial risks and opportunities and develop and recommend strategies to mitigate risk and improve operations.
Monitor expenses against budget, ensure reported information is accurate, and make corrective entries as needed.
Prepare supporting schedules for year-end audits covering designated program operating results and the accuracy of related cash receipts and disbursements.
Assist with periodic reconciliation of designated balance sheet accounts with subsidiary ledgers, transaction details, and other appropriate reporting.
Perform other duties as necessary to accomplish objectives.