Address
Form of workFull-time
Description
Position Summary:
- The Financial Analyst liaises between programs, accounting, support teams, and vendors. This individual will conduct high-level analysis of financial statements, project analysis, and execution throughout the organization.
- Serve as primary point of contact for all financial matters for designated programs.
- Create, prepare, analyze, and report operational and financial performance.
- Provide regular and consistent analysis as part of agency-wide month-end process.
- Take a leadership role in establishing grant and program budgets.
- Guide financial statement analysis process by utilizing and enhancing existing analytical tools, providing trends and forecasts; educating programs about processes and techniques; recommending actions.
- Prepare deliverables (reports and presentations).
- Analyze, interpret, and communicate revenue and billings to programs.
- Recommend improvement actions by analyzing and interpreting data, identifying trends, and making comparative analyses.
- Coordinate with Finance and Leadership teams to review financial data and forecasts.
- Cross-train and provide back-up for other members of the Finance team as needed.
- Evaluate profit and cost efficiencies in various areas of the organization as needed.
- Forecast models for revenue changes and expenditure increases/decreases.
- Participate in cross functional groups to address key issues facing the organization.
- Display a courteous and caring attitude to clients, volunteers, and visitors of the Agency.
- Cooperate and collaborate with program area staff, volunteers, and other Agency staff.
- Assist with process improvement and quality improvement activities.
- Abide by all specific program and Agency procedures, policies, and requirements.
- Develop personal and program related skills through participation in internal and external training opportunities including printed material and audio and/or visual media.
- Strive to make connections between the agency and the larger community whenever possible to contribute to the agency's ongoing fundraising and friend-raising efforts.
- Perform other job-related duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills, with the ability to maintain favorable relations with internal and external partners.
- Excellent attention to detail with strong organizational skills.
- Excellent initiative and time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills to manage multiple projects simultaneously.
- Self-starter with ability to effectively deal with uncertainty and complex situations.
- Ability to listen, synthesize what is being examined, and form action plans based on discussions.
- Ability to be objective, logical, and systems oriented.
- Team leadership skills required to develop and implement efficient work processes.
- Ability to prioritize tasks and to delegate them when appropriate.
- Ability to act with integrity, professionalism, and confidentiality.
- Awareness and sensitivity of the constituents and populations served by employees.
- Proficient with Microsoft Office Suite or related software.
- Participate in Performance & Quality Improvement (PQI) activities as assigned.
- Regular and predictable attendance, and promptness for work.
- Commitment to uphold the mission, vision, values of Lutheran Family Services.
- Support Lutheran Family Services in the organization's objective to be a diverse, equitable, inclusive, and accessible workplace.
- Taking Initiative
- Adaptability
- Critical Thinking
- Organizational Skills
- Leadership
- Bachelor's Degree in Finance, Business Administration, or related work experience required.
- Three to five (3-5) years of progressive experience in non-profit finance, healthcare finance, or related business environment, including project management.
- Experience in healthcare/insurance billing preferred.
- Knowledge of budgeting, forecasting, productivity, cost accounting, and financial analysis.
- Demonstrated understanding of and ability to work with people of diverse backgrounds.
- Prolonged periods of sitting at a desk and working on a computer.
- Hybrid work environment (primarily in-office with remote opportunities as available).
- Company-issued laptop and cell phone.
- Must be available during core work hours as directed by leadership and attend all necessary meetings as needed.
Lutheran Family Services is an equal opportunity employer. We do not discriminate against any employee or applicant for employment on the basis of age, race, religion, color, ethnicity, disability, gender, sexual orientation, gender identity, or national origin.
