"Financial Analyst II"

Job Summary

Independently perform financial analysis to support department’s role in assisting management with financial planning efforts, budget analysis, and monthly reporting.

Position Description

Reporting to the Director of Financial Planning and Analysis, the Financial Analyst contributes expertise in financial planning, budgeting, reporting, and management of restricted funds. Exercises independent judgment to provide data analysis and financial reports for informed decisions by senior management. Collaborates with the finance team to streamline processes, ensure financial integrity, and support HRI’s mission.

Position-specific Duties and Core Responsibilities

• Facilitates the annual operating budget, multi-year financial plan, quarterly forecast, and fiscal year-end processes.
• Generates and reviews comprehensive departmental monthly financial reports.
• Allocates, monitors, and forecasts restricted fund balances for budget preparation and donor stewardship.
• Prepares documentation and journal entries for restricted funds.
• Consults on financial inquiries, conducts analyses, and resolves budget variances.
• Performs financial modeling and ad-hoc analyses for management reports.
• Ensures adherence to financial compliance and identifies potential risk areas.
• Stays current with relevant regulations and supports ad-hoc projects.

Qualifications

Basic Qualifications: Bachelor’s degree or equivalent and minimum of 3 years’ relevant experience.

Additional Qualifications: Strong quantitative skills, advanced Excel knowledge, experience with financial systems, and excellent communication skills.