Workflow Task Manager

Cherokee Federal•San Antonio, TX
•$60,000 - $65,000

About The Position

The Workflow/Financial Data Analyst supports financial analysis, reporting, and forecasting to help senior analysts and managers make strategic decisions. The role combines financial and data analysis with workflow and project-data administration, including maintaining SharePoint sites, managing Outlook workflows, validating and updating project information in government systems, and preparing announcements and formal memos. The analyst also supports budgeting, financial planning, process improvements, and ad hoc finance projects while collaborating with cross-functional teams and interacting with government personnel.

Requirements

  • Bachelor's degree in finance, accounting, economics, or a related field; alternatively, six years of related work experience may substitute for a bachelor's degree, or four years of related work experience plus an associate's degree may substitute for a bachelor's degree.
  • Three years of experience in data management or analysis.
  • Experience must be in a construction-related discipline.
  • Ability to multitask.
  • Ability to communicate effectively, orally and in writing.
  • Basic understanding of Programming Thresholds and Approval Authorities.
  • Basic understanding of Planning & Design and Operation & Maintenance funding.
  • Basic understanding of the Contract Acquisition process.
  • Knowledge of the Microsoft suite, with high proficiency in Excel, Access, Word, and PowerPoint.
  • Knowledge of Adobe Acrobat, including form development and maintenance.
  • Strong analytical skills and attention to detail.
  • Excellent quantitative and numerical skills.
  • Proficiency in Microsoft Excel and other financial software.
  • Ability to analyze complex financial data and derive actionable insights.
  • Ability to work with large datasets and perform quantitative analysis.
  • Must pass Cherokee Federal pre-employment qualifications.

Nice To Haves

  • Experience with the AF Design and Construction Program.
  • Experience with government automated systems, including NexGen IT and FM Suite.
  • Experience with SharePoint.

Responsibilities

  • Manage SharePoint sites.
  • Develop weekly announcements using PDF forms.
  • Perform data entry and analysis, including trend analysis.
  • Interact with government personnel.
  • Forecast potential funding impacts.
  • Draft formal memos.
  • Validate project data and update information in government systems, including NexGen IT, FM Suite, and Microsoft Access.
  • Manage Microsoft Outlook workflow.
  • Conduct financial analysis to support strategic decision-making, including variance analysis, trend analysis, and forecasting.
  • Prepare financial reports, presentations, and dashboards for management review.
  • Assist with budgeting, forecasting, and financial planning processes.
  • Evaluate investment opportunities and conduct ROI analysis.
  • Provide insights and recommendations based on financial analysis to optimize business performance.
  • Collaborate with cross-functional teams to gather financial data and support business initiatives.
  • Adhere to financial regulations, policies, and procedures.
  • Assist in developing and implementing finance department process improvements.
  • Support senior financial analysts and managers in financial activities.
  • Assist with ad hoc financial projects and tasks as needed.
  • Perform other job-related duties as assigned.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Other possible benefits as provided; benefits are subject to change with or without notice.
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