Senior Financial Analyst, Diocese of Allentown

Diocese of AllentownAllentown, PA

About The Position

This position is responsible for providing high-quality financial analysis, forecasting, and strategic insights to support organizational decision-making. This role partners closely with leadership and cross-functional teams to evaluate financial performance, develop budgets, and identify opportunities of improved processes and efficiencies.

Requirements

  • Bachelor's degree in a business-related field; MBA or CPA licensure is preferred.
  • Minimum of 5-8 years' experience in Accounting or Finance.
  • Must be able to set an ethical tone for diocesan conduct and must be absolutely distinguished for honesty and integrity.
  • Ability to plan and implement process changes resulting in increased productivity and/or quality.
  • Must possess a thorough understanding of computerized accounting systems.
  • Advanced proficiency in Microsoft Excel and a working knowledge of Microsoft Word, PowerPoint and Outlook.
  • Ability to maintain, and sensitively work with, confidential information.
  • Demonstrates a high degree of flexibility and creativity to achieve objectives, solve problems, meet demands as required, and work with a variety of internal and external organizations and their memberships.

Nice To Haves

  • MBA or CPA licensure is preferred.
  • Experience with Microsoft Dynamics 365 a plus.

Responsibilities

  • Oversee the annual budgeting timeline and coordinate the preparation of budgets for all Diocesan entities.
  • Prepare regular financial reports and analyses (monthly, quarterly, and annually) in coordination with the Controller.
  • Manage the administration of the ACBA (Allentown Catholic Beneficial Association) savings and loan entity which involves investment analysis and reporting, loan processing, and cash management.
  • Act as the main liaison for annual financial audits, manage the schedule, coordinate financial information and follow-up.
  • Prepare and deliver clear, concise, and visually engaging presentations to communicate financial insights and key performance metrics to senior leadership and stakeholders.
  • Spearhead implementation of financial systems, process improvement initiatives, and other special projects as required.
  • Perform other duties as assigned.
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