Sr Financial Analyst

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.

Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!!

United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive.

We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health - the building blocks of opportunity.

POSITION SUMMARY

The Senior Financial Analyst's main duties include budget management, fund reporting, and audit / 900 support. In addition to managing the items above, this position provides support within the accounting department wherever needed.

It is a small accounting team, and areas of support where needed are constantly changing, thus providing an excellent opportunity for growth and valuable experience.

• On a monthly basis, review and communicate fund balances to budget managers, establishing timelines for reconciliations and adjustments to be made.
• Create and maintain templates to systematically request and compile projected revenues and expenses that include but aren't limited to :
• Salary and benefit expenses with accompanying attrition analyses.
• Assumed salary allocation percentages.
• Revenues expected to be earned and accompanying pledge payment schedules.
• Non-personnel expenses.
• On a monthly basis, reconcile revenue and AR balances from the CRM to accounting system.
• On a monthly basis, conduct variance analysis and investigate variances and implications.
• Prepare internal financial reports, develop financial models, and prepare data analysis.
• Review gift agreements for approved indirect costs and ensure indirect costs are charged appropriately, as well as proper restrictions.
• Review revenue and expense general ledger accounts for proper coding.
• Able to communicate effectively with internal and external stakeholders, including finance department staff, program staff, auditors, and other parties as needed.
• Assist in preparing annual financial audit and Form 990 work papers as requested.
• Other duties as assigned.

Essential Roles and Functions (Responsibility and Accountability)

• Preparation of monthly budget-to-actual variance analysis for program funds and communicate results to fund managers.
• Month-end related duties : including managing flux analysis and reconciling critical AR and revenue accounts.
• Assisting in annual budget preparation.
• Audit support for annual audited financial statements and Form 990 preparation.
• Ad-hoc reporting as required.

Critical Skills and Experience

• Leads with a mindset of continuous improvement and has ability to identify and deploy process improvements in a fast-paced operating environment.
• Self-driven, highly motivated and flexible.
• Ability to work well under pressure, meet prescribed deadlines and handle multiple assignments simultaneously.
• Effective analytical and problem-solving skills.
• Excellent organizational skills.
• Strong interpersonal and communication skills.
• GAAP accounting knowledge.
• Outstanding computer proficiency (Microsoft Office, general ledger application, fundraising application).
• Ability to maintain confidentiality of donor, payroll, and other sensitive information of the organization.

Education and Experience Requirements

• Bachelor's Degree in Accounting, Finance, or related field.
• Minimum of 2 years of experience with budgeting, financial reporting, and accounting.

Preferred Qualifications

• Working knowledge of non-profit fund accounting principles.
• Familiarity with Salesforce CRM and Sage Intacct helpful but not required.
• Advanced Excel knowledge, including the use of Power Query.

We seek diverse experience, perspectives and skills and value diversity and equity in all aspects of our work. Join the Live United team to be part of the change. Apply Today!

United Way of Metropolitan Dallas offers :

Medical, Dental, Vision, 403b, 457b retirement savings plans, Life & AD&D, STD, LTD, PTO, Parental Leave.

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