Financial Planning & Analysis

PRIMARY OBJECTIVE OF POSITION: To provide support to the Financial Managers, Client Advisors and others in the organization to deliver best-in-class client service. Client Analyst.
OUTCOMES:

Analyze financial information and prepare accurate and timely materials required to support the Financial Managers and Client Advisors.

Partner with Client Operations Specialists and administrative staff to ensure accurate and timely transactions are completed.

Provide leadership by anticipating needs, answering questions, and recommending solutions.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

Use advanced knowledge of practices and procedures, and historical knowledge of clients, to find solutions to complex issues.

Prepare materials for the Financial Managers and Client Advisors for Financial Planning, foundation, and/or client meetings, including cash flows, spending rate analysis, eMoney presentations, and other reports as needed.

Analyze financial information and make recommendations to the Financial Managers and Client Advisors.

Processes foundation and trust grants using the grants management database in accordance with the Grants Processing Checklist.

Oversee cash flow activity to ensure cash is available for client needs and alerting the Financial Managers of any potential shortfalls.

Oversee the preparation of checks and wires by Client Operations Specialists; approve checks and wires.

Provide primary backup coverage when the Financial Managers are not available, correspond with clients via email and/or phone as requested.

Review the Client's semi-annual reports.

Represent the Client Service Department by actively participating in multi-department projects.

Participate in company projects and initiatives as assigned.

COMPETENCIES:

Accountability & Dependability: takes personal responsibility for the quality and timeliness of work, and achieves results with little oversight; takes ownership.

Communicator: speaks, listens, and writes clearly and effectively.

Confidentiality: demonstrates ability to protect confidential information (the business and lives of the clients are confidential to the outside world, and the client's individual activities are confidential with respect to each other).

Critical Thinking: ability to analyze situations, solve problems, think critically, think outside the box for new ideas, look beyond the "tried and true," and create and make improvements.

Decision Making & Judgment: makes timely, informed decisions that take into account the facts, goals, constraints and risks.

Integrity: demonstrates the highest level of integrity.

Interaction with Others: builds relationships characterized by a high level of acceptance, cooperation, and mutual respect; promotes commitment within the team to achieve goals.

Organized: approaches the job in an organized and disciplined manner.

Overall Productivity:understands job requirements and standards, motivated to meet or exceed goals with accuracy, and seeks to produce the highest quality.

Project Management: uses tools and systems effectively, meets deadlines and budgets, coordinates resources and meets objectives.

Researching Information: identifies, collects, and organizes data for analysis and decision-making.

Technical Knowledge: leverages knowledge and experience.

EDUCATION AND EXPERIENCE:

Bachelor's degree required, preferably in accounting, business or finance.

Minimum 5 years related experience.

Intermediate level Microsoft Office skills including Word, Excel, Adobe Pro, and PowerPoint required.

Experience with Financial Planning software preferred.

Starting annual base salary range of $71,000-83,000 plus up to 6% annual bonus potential. Eligible for full benefits including retirement, health, dental, life and disability insurance, paid holidays and PTO, and more (see benefits summary for additional benefits and details).

Position is available in either Tacoma, WA or St Paul, MN.

ENVIRONMENT AND PHYSICAL DEMANDS:

Sitting, talking at a moderate volume level, hearing, fingering/grasping constantly

Standing, walking, reaching frequently

Bending, stooping, kneeling, and crouching as necessary to facilitate filing

Lifting up to 25 pounds occasionally

Operating audio visual devices and standard office equipment, such as computers, telephones, fax machines, and photocopiers

Typing and entering data on a computer at a speed necessary for successful job performance

Looking at computer screen regularly

Organizing and sorting correspondence and other documents

Quiet, professional, results-oriented office environment

This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of essential job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate qualified individuals with disabilities to the extent that such modification is medically necessary and does not cause an undue hardship. For more information on how to request an accommodation, please see the "Americans with Disabilities Act (ADA) and ADAAA Amendment Act" policy in FCI's Employee Handbook.
This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.