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Financial Analyst IV, Treasurer's Office

Financial Analyst IV, Treasurer's Office

The First Church of Christ, ScientistBoston, MA, US
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Financial Analyst IV, Treasurer's Office

The Financial Analyst is part of a team of engaged professionals supporting the diverse activities of a worldwide Church with a mission to bless humanity. This position is an integral part of the Church's Financial Planning and Analysis group focused on organization-wide budgeting, reporting and analysis. This position develops and delivers financial analyses and reports for the Treasurer's Office to governance and client department managers. This position analyzes decisions from a financial standpoint for clients, develops financial models, monitors the budget, and participates in projects. This is a four level job family and incumbents must master the duties and skills of one level in order to move to the next.

Level 1

  • Analysis : Develop analyses that assist managers in understanding their business.
  • Reporting : Develop accurate reports and journal entries with direction from management.
  • Budgeting and Planning : Enter data into planning models and take direction from other analysts to assist in other aspects of this process.
  • Business Support : Provide guidance to department admin staff for the proper accounting of various purchasing, payment or ledger transactions to correlate to TMC budgets.

Level 2

  • Analysis : Design business models and develop analyses as requested by the business or financial management.
  • Reporting : Develop accurate reports and identify trends and issues and escalate as appropriate.
  • Budgeting and Planning : Work with managers to develop plans and budgets for their business areas. Provide training support to Level I analysts.
  • Business Support : Provide help and guidance to the business in response to their inquiries about financial questions. Assist, at client direction, product and process evaluation and development.
  • Level 3

  • Analysis : Develop complex analyses and business models as you recognize needs in the business.
  • Reporting : Develop reporting to aid in managing the business.
  • Budgeting and Planning : Work with managers to develop plans and budgets for their business areas. Work with managers to identify key performance measures and drivers.
  • Business Support : Partner with product and department on the evaluation of current products and processes, as well as the development and implementation of new products and processes. Provide analytical support to cross-functional teams.
  • Level 4

  • Analysis : Develop complex analyses and business models as you recognize needs in the business. Level IV should have developed expertise in the financial dynamics of complex operations, like publishing, real estate, etc.
  • May perform financial research on products / departments that the incumbent supports. Analyzes profit-and-loss statements and prepares reports and recommendations for client managers. May generate forecasts and analyze trends in sales, finance, and other areas of department products or initiatives. Researches economic progressions to assist the organization's financial planning. Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, etc.
  • Reporting : Develop reporting to aid in managing the business. Provide direction and training to junior analysts to pass off recurring reporting.
  • Budgeting and Planning : Understand the industry trends and benchmarks and work with managers to develop a plan that meets overall business objectives.
  • Utilize junior analysts to perform data entry tasks related to planning and budgeting.
  • Business Support : Proactively identify opportunities for the businesses you support to reduce costs, increase revenues, become more efficient, etc.
  • The incumbent has in-depth knowledge in financial analysis and basic knowledge of client department disciplines. Solves complex problems; takes a new perspective on existing solutions. Works independently; receives minimal guidance. May lead projects or project steps within a broader project or have accountability for ongoing activities or objectives. Acts as a resource for colleagues with less experience.
  • Staff Management and Job Contacts

    Supervisor : Financial Planning & Analysis Manager Supervises : None

    Regular Contacts include Treasurer's Office colleagues, department admin staff, as well as managers at all levels of The Mother Church and Christian Science Publishing Society.

    Job Requirements

    Education / Experience MBA is required, or a BA or BS in Business or Accounting with 8-10 years of relevant experience.

    Knowledge / Skills

    Level I This position requires proficiency with financial and cost benefit analysis techniques, and a solid knowledge of managerial accounting. The analyst should be flexible and able to prioritize and manage competing constituencies.

    Level II Must have mastered all the competencies from Level I.

    Level III Must have mastered all the competencies from Level II.

    Level IV Must have mastered all the competencies from Level III.

    Technology Skills Microsoft Office (Word, Excel, PowerPoint) skills are required. The positions work with specialized, web-based accounting and planning applications.

    Work Environment This position regularly works in an office environment at The Mother Church. This position works in the Boston office with an opportunity for a hybrid work schedule.

    Engagement with Christian Science Membership in The Mother Church preferred.

    Background Check This position is required to complete a background check to be hired and annual background checks thereafter.

    In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

    Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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