Financial Analyst

Financial Analyst

The Financial Analyst will be responsible for providing budgetary and financial support to a portfolio of Aspen programs, as well as responsible for accounting compliance and analysis of these programs, under the leadership of the Financial Manager. Major services include areas in grant accounting, budget facilitation, & financial analysis. The Financial Analyst routinely interacts with the financial manager and key staff members in each program who are responsible for departmental accounting functions. Frequent interaction with program administrators, business offices, and accounting operation within the Aspen Institute.

This position reports to the Financial Manager. The Salary range for this position is $65,000 - $80,000. The expectation is for this role to be in our DC office a minimum of 2x a week to collaborate with colleagues.

What You Will Do

Budget, Grant, & Reporting

• Collaborate with programs to ensure preparation of proposal and program budget and submission in Planful.
• Support program staff in use of Planful.
• Process grant documents and maintain grant data in the accounting and budget systems to ensure accurate data input.
• Work with program staff to maintain updated forecasts based on material changes throughout the year.
• Assign new accounting codes in accordance with Institutes program classification and NetSuite coding structure using Project Request Forms.
• Investigate and report to programs / manager any inconsistencies or improprieties; research and resolve programs inquiries, in consultation with managers.
• Allocate project expenses and process journal entries related to program revenues and expenses in the assigned functional areas.
• Update funding and budget data, as needed, to assist with the preparation of financial materials for senior management.
• Prepare funder reports and financial reports to meet funding terms and the diverse needs of individual programs.
• In collaboration with, and with final approval of the grant manager, review and process grant agreements through internal approval process to ensure compliance with grant accounting policies and U.S. government regulations, if applicable. Review sponsorship agreements and ensure submission to Ironclad for due diligence review. Update NPSP with grant information.
• Obtain training on all financial systems : Planful for forecasting, NetSuite for accounting, NPSP for grant management, UKG for payroll reports. Also become familiar with Tipalti for invoice processing and Concur for expense processing.

Financial Analysis

What You Will Need To Thrive

Additional Information

The Aspen Institute offers a generous benefits package including health, dental, vision, and prescription benefits, retirement benefits, and paid leave.

The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran or disabled status and will not be discriminated against.

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