Financial Analyst

Looking for a rewarding career with a purpose?

Come see why the Cleveland Plain Dealer has named Catholic Charities one of the top workplaces for 10 years in a row.

Benefits:

• Health Insurance starting your first day


• Tuition Reimbursement


• 401k plan including employer match


• Competitive Time Off Benefits


• Career Planning and Development


• And more!!

Pay Range $49,440.80 - $63,654.74

Responsibilities

• Ensure that this position and relevant programs are consistent with the mission, vision, and values of Catholic Charities, Diocese of Cleveland. 


• Leads financial analysis of programs to identify trends and areas of concern, as well as providing recommendations for improvements.  


• Compose and submit monthly, quarterly and annual reports to funders, as required. 


• Grow and maintain funder relationships within the scope of finance responsibilities. 


• Prepare timely reporting of operations to site/program directors and to senior leadership, including meaningful analysis of program activities, operating statistics, variance analysis and other non-financial data points to assist in review of the financial statements. 


• Develop and manage financial forecasts and budgets to ensure that program financial goals are achieved. Maintain regular communication with department leads regarding profitability and adherence to budget; provide recommendations concerning above.  


• Continuously evaluate financial processes and procedures as it relates to accounting, budgeting and reporting functions in order to ensure accuracy, compliance with standards and regulations.  


• Communicate and collaborate with other departments and members of the finance team to ensure alignment and support of financial initiatives and objectives.  


• Identify and assess financial risks and opportunities; develop and recommend strategies to mitigate risk and improve operations.  


• Monitor expenses against budget to ensure accuracy of reported information, make corrective entries as needed. 


• Prepare supporting schedules for year-end audits. Schedules will support the operating results of designated programs and the accuracy of accounting for related cash receipts and disbursements. 


• Assist with the periodic reconciliation of directed “balance sheet” accounts with subsidiary ledgers, detail transactions and other reporting as deemed appropriate. 


• Perform other duties as necessary to accomplish objectives. 

Working Conditions and Physical Demands

• Normal office environment.


• Occasional travel throughout service area.


• Frequent walking, sitting, talking, standing, listening/hearing in working with perspective and current employees and supervisors and managers. 


• Reading, writing, grasping and finger dexterity needed to manage correspondence, faxing, copying, answering phones, forms/documents, computer, keyboard and files required on a frequent basis.  


• High degree of concentration for analyzing, interpreting and organizing data.


• Organizing and coordinating schedules.


• Communicating with the public. 


• Frequent use of computer and telephone/cell phone.


• Occasionally necessary to bend for filing and storing and to reach for files and shelves. 


• Able to occasionally lift/carry up to 15 lbs. unassisted.  

 Requirements

• Combination of education and experience normally represented by a Bachelor’s Degree in Business or Accounting or an Associate’s Degree in Business or Accounting with 5 or more years of accounting office experience. 


• Prior experience leading non-profit finance/accounting teams preferred. 


• CPA certificate preferred. 


• Knowledge of accounting concepts, techniques and principles and ability to apply knowledge. 


• Must have a good working knowledge of computers and Microsoft Office with particular attention to spreadsheet programs, along with considerable knowledge of networked IS applications, such as USL and FrX. 


• Ability to effectively and productively work with people of very diverse economic, cultural and administrative backgrounds. 


• Must have excellent oral, written and interpersonal communication skills. 


• Skill in analyzing and interpreting financial data. 


• Familiarity with various funding sources such as CEOGC, ODADAS and ODMH, as well as non-profit organizations and structures. 


• Must be able to work independently from general instructions. 


• Must have excellent organizational skills, strong detail orientation and the ability to maintain confidentiality. 


• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations as necessary. 


• Must have a valid Ohio Driver’s License and reliable means of transportation for local travel. 


• Final applicant is required to be fingerprinted to complete background check.