Job Abstract

Assist in the preparation of the annual consolidated budget with a focus on HQ expenses, while collaborating with the Contracts and Grants Management department on program and HQ revenues Prepare full-year forecasts periodically throughout the year Prepare monthly, quarterly, and annual financial reporting such as variance and trend analysis Assist in preparing reports and presentations for senior management and Board of Directors Prepare profitability analysis on potential opportunities and exi... more details

Public Health Foundation Enterprises, Inc., dba Heluna Health is a not-for-profit 501(c)(3) agency dedicated to enabling population health initiatives to improve the overall well-being of our communities. Heluna Health strives to become the nation’s leader in providing programs and support services to optimize population health. Heluna Health partners with academic researchers, government agencies, foundations, and private sponsors to offer a suite of services, including contracts and grants management; fiscal sponsorship (providing a financial ‘home’ for researchers, projects, and agencies); human resources support; accounting services; real estate/leasing and direct population health program leadership.

Reporting to the Financial Analyst Supervisor, the Senior Financial Analyst will be an integral part of the Accounting and Finance team. The Senior Financial Analyst will be a key contributor to the financial planning and analysis (including financial modeling and strategic planning, and evaluation of the organization’s key performance indicators), consolidations and financial reporting, and compliance reporting functions. This position will be heavily involved in the budget preparation, forecast, and various pro forma and financial reports.

The salary range: $91,821.60 to $106,104.96 annually commensurate with experience.

ESSENTIAL FUNCTIONS

Assist in the preparation of the annual consolidated budget with a focus on HQ expenses, while collaborating with the Contracts and Grants Management department on program and HQ revenues
Prepare full-year forecasts periodically throughout the year
Prepare monthly, quarterly, and annual financial reporting such as variance and trend analysis
Assist in preparing reports and presentations for senior management and Board of Directors
Prepare profitability analysis on potential opportunities and existing projects
Prepare and coordinate workpapers for annual single audits and tax return filings Form 990
Assist in the preparation of 5-year long range strategic plan
Assist in creating and developing financial budgets and reports including salary and benefits
Develop and maintain financial models, dashboards, and reports to assess financial performance, including key performance indicators
Prepare Ad Hoc financial analysis; respond to inquiries about financial results and special requests from management
Develop analytical models utilizing financial and non-financial data to prepare forecast
Evaluate, update, and maintain processes to improve reporting and analytics
Prepare, file, and maintain compliance reporting, including census reporting, welfare exception forms, L-571 forms related to property taxes, business verification, annual state business and charitable registrations, and trademark filings.

JOB/POSITION QUALIFICATIONS

Education: Four-year bachelor’s degree in accounting or finance, with an MBA strongly preferred

Experience: Minimum of five years’ experience in the area of financial planning, analysis, and reporting

Knowledge:

Strong financial modeling skills, strategic, and analytical mindset
Avanced Excel skills required (pivot tables, formulas, VLOOKUP, & graphs)
Strong analytical skills and ability to resolve complex issues.
Experience in non-profit environment including government grants and contracts preferred but not required.
In-depth understanding of GAAP
Knowledge of the Uniform Guidance
Knowledge of Oracle Fusion or similar ERP accounting software

PHYSICAL DEMANDS

Stand Frequently
Walk Frequently
Sit Constantly
Handling / Fingering Frequently
Reach Outward Occasionally
Reach Above Shoulder Occasionally
Climb, Crawl, Kneel, Bend Occasionally
Lift / Carry Frequently - Up to 10 lbs
Push/Pull Occasionally - Up to 25 lbs
See Constantly
Taste/ Smell Not Applicable
Not Applicable Not required for essential functions
Occasionally (0 - 2 hrs/day)
Frequently (2 - 5 hrs/day)
Constantly (5+ hrs/day)

WORK ENVIRONMENT

General Office Setting, Indoors Temperature Controlled

EEOC STATEMENT

It is the policy of Heluna Health to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law.

Search Terms: Financial Analyst, Financial, Analyst, Senior, Financial Planning

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