Senior Financial Analyst - Central Point Partners
Washington, DC
About the Job
Senior Financial Analyst, Financial Planning & Analysis
Division and Unit Overview
The Office of the Treasurer & CFO is responsible for treasury and financial operations, administrative and customer services, member insurance, and Client Publications business support. Finance is responsible for the overall fiscal control and management of Client, including consolidation of financial data for all business units and subsidiaries, preparation of financial statements and reports, presentation of the annual budget, tax planning and compliance. Finance consists of Payroll, Accounts Payable, Accounts Receivable, Tax, General Accounting, Financial Planning and Analysis, and Financial Systems.
Financial Planning & Analysis (FP&A) has responsibility for budgeting, forecasting, long-term financial planning, and strategic business analysis for Client and Society Programs & Administration (SP&A). The FP&A team leads the annual budget process, is a business partner to division leaders, and monitors and reports on financial performance throughout the year. In addition, FP&A serves as the corporate FP&A team for all Client, which includes consolidation and financial reporting to Management, the Board, and Governance functions, and maintaining the planning and reporting system.
Position Summary
The Senior Financial Analyst reports to the Director of Finance, Financial Planning & Analysis, and is primarily responsible for providing financial support and oversight of several Client divisions. This individual will work closely with senior management and non-finance colleagues in budgeting, forecasting, reporting, and decisions making for their business.
This position will be primarily based in the Washington D.C. office. Client employees work a hybrid work schedule, consisting of working on site, two to three days per work. While always welcome to work in the office, employees may work other days of the week from a location of their choice. New employees are immediately eligible for this hybrid work arrangement.
Position Accountabilities
Education, Experience and Skills
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Division and Unit Overview
The Office of the Treasurer & CFO is responsible for treasury and financial operations, administrative and customer services, member insurance, and Client Publications business support. Finance is responsible for the overall fiscal control and management of Client, including consolidation of financial data for all business units and subsidiaries, preparation of financial statements and reports, presentation of the annual budget, tax planning and compliance. Finance consists of Payroll, Accounts Payable, Accounts Receivable, Tax, General Accounting, Financial Planning and Analysis, and Financial Systems.
Financial Planning & Analysis (FP&A) has responsibility for budgeting, forecasting, long-term financial planning, and strategic business analysis for Client and Society Programs & Administration (SP&A). The FP&A team leads the annual budget process, is a business partner to division leaders, and monitors and reports on financial performance throughout the year. In addition, FP&A serves as the corporate FP&A team for all Client, which includes consolidation and financial reporting to Management, the Board, and Governance functions, and maintaining the planning and reporting system.
Position Summary
The Senior Financial Analyst reports to the Director of Finance, Financial Planning & Analysis, and is primarily responsible for providing financial support and oversight of several Client divisions. This individual will work closely with senior management and non-finance colleagues in budgeting, forecasting, reporting, and decisions making for their business.
This position will be primarily based in the Washington D.C. office. Client employees work a hybrid work schedule, consisting of working on site, two to three days per work. While always welcome to work in the office, employees may work other days of the week from a location of their choice. New employees are immediately eligible for this hybrid work arrangement.
Position Accountabilities
- Partner with assigned SP&A divisions to analyze monthly financial activities, explaining variances from budget, maintaining forecasts, helping divisions make good business decisions, and addressing issues as needed.
- Build and maintain relationships by collaborating across units and departments to foster trust, commitment, accountability, and results.
- Support the annual budget process through preparation, consolidation, and reporting of Client operating, personnel, and capital requirements.
- Build out tools and reporting capabilities to enhance financial understanding.
- Analyze and evaluate business processes and recommend actions to streamline processes and improve operational efficiencies.
- Performs ad hoc analysis and other duties as assigned.
Education, Experience and Skills
- Bachelor's degree in finance or accounting, or a related degree. MBA/CPA a plus.
- Minimum of 6 years experience. Non-profit experience preferred.
- Prior FP&A and business support experience, with the ability to communicate complex financial topics into easy-to-understand language for non-finance staff.
- Strong systems and technical skills, including a planning and reporting system such as Workday Adaptive Planning, Anaplan, or Hyperion.
- Strong ability with Microsoft Excel, PowerPoint, and other office programs.
- Excellent customer service mentality and ability to interact with colleagues across the organization.
- Strong work ethic and ability to work independently with minimum supervision and handle multiple projects and deadlines simultaneously.
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Source : Central Point Partners