Sorry, this job has expired.
Job Description
This position will be based in our Phoenix, AZ office and is NOT a remote position.
OBJECTIVE AND POSITION SUMMARY
The Financial Analyst is responsible for the financial planning, and analysis of the CPLC's non-profit programs, through budgeting, invoicing and forecasting.
SUPERVISORY RESPONSIBILITIES
N/A
SPECIALIZATIONS
Identifies trends and developments and presents findings to senior management. Experience in building financial models.
PRIMARY DUTIES AND ESSENTIAL FUNCTIONS
Position compiles and analyzes financial information and develops integrated revenue/expense analyses, projections, and reports. Works closely with Resource Development to complete budgets and pro forma's for submission of funding proposals. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments and presents findings to senior management. Prepares financial billings, budgets, forecasts, builds pro formas and provides reconciliations of internal accounts.
MINIMUM QUALIFICATIONS AND COMPETENCIES
Education /Background :
Requires a Bachelor's degree preferably in Finance or Accounting and 2 years of experience in the field or in a related area. MBA equivalent to 2 years of work experience.
Has knowledge of commonly-used concepts, practices, and procedures with GAAP or OMB (Office of Management & Budget) Circular.
JOB RESPONSIBILITIES AND COMPETENCIES
Other requirements :
Effective January 3, 2022, all CPLC Employees and all Service Providers, are required to be Fully Vaccinated against COVID-19. Newly hired employees, who are not Fully Vaccinated at the time of hire, are expected to begin a vaccination series immediately upon hire. CPLC recognizes medical and religious exemptions to the COVID-19 vaccination requirement, in accordance with applicable law and upon approval by CPLC. However, any person approved for an exemption, without exception, is subject to masking, weekly COVID-19 testing at their expense, and other requirements established by CPLC from time to time.
PHYSICAL DEMANDS AND TYPICAL WORKING CONDITIONS
Position requirements: This position is both a mobile and a sedentary position with periods of light physical activity, and is performed mostly in office surroundings. This position will require the ability to speak normally and to use normal or aided vision and hearing.
Travel: Local, interstate and intrastate travel to Chicanos Por La Causa, Inc., its affiliates and/or subsidiaries, will be necessary to successfully fulfill the duties of this position. Candidate must have and maintain a valid driver's license and auto insurance. Technology will be utilized to minimize travel whenever feasible. The travel requirements for this position are anticipated to be 0 to 5 percent assignment depending. Overnight travel must be approved in advance by the Department VP.
LIMITATIONS AND DISCLAIMER
This job description is meant to describe the general nature and level of work being performed; it is not intended or is implied to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. All employees are accountable for understanding and complying with all corporate policies and procedures as well as any program specific policies and procedures. Continued employment remains on an "at-will" basis.
This job description is subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Employee signature below indicates the employee's understanding of the requirements, essential functions and duties of the position.
EMPOWERING LIVES THROUGH CONTINUOUS LEARNING
Continuous Learning: All certifications related to the position at hire, or obtained while employed by CPLC, must be maintained. Candidate will be expected to participate in continuous learning opportunities to maintain competency and enhance skillset. Learning opportunities must be approved by supervisor.
CPLC Mission, Vison and Values in Action: Our mission and purpose is to drive economic and political empowerment. We cannot achieve our vision of "Empowered Lives" without the full engaged participation of each employee. Each CPLC employee is expected to adhere not only to the CPLC Code of Conduct when acting on behalf of CPLC, but each employee is also expected to contribute to promoting and demonstrating CPLC's Values in Action in their interactions with clients, other CPLC employees, CPLC stakeholders, and at any and all times representing CPLC.
CPLC Values in Action
I deliver on my commitments. I bring innovative solutions and adapt to address challenges. I advance and own my professional and personal growth. I engage passionately and fully in advocating for, and responding to, the needs of our community. I demonstrate respect with honest and transparent communication. I protect CPLC resources as if they are my own.
OBJECTIVE AND POSITION SUMMARY
The Financial Analyst is responsible for the financial planning, and analysis of the CPLC's non-profit programs, through budgeting, invoicing and forecasting.
SUPERVISORY RESPONSIBILITIES
N/A
SPECIALIZATIONS
Identifies trends and developments and presents findings to senior management. Experience in building financial models.
PRIMARY DUTIES AND ESSENTIAL FUNCTIONS
Position compiles and analyzes financial information and develops integrated revenue/expense analyses, projections, and reports. Works closely with Resource Development to complete budgets and pro forma's for submission of funding proposals. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments and presents findings to senior management. Prepares financial billings, budgets, forecasts, builds pro formas and provides reconciliations of internal accounts.
MINIMUM QUALIFICATIONS AND COMPETENCIES
Education /Background :
Requires a Bachelor's degree preferably in Finance or Accounting and 2 years of experience in the field or in a related area. MBA equivalent to 2 years of work experience.
Has knowledge of commonly-used concepts, practices, and procedures with GAAP or OMB (Office of Management & Budget) Circular.
JOB RESPONSIBILITIES AND COMPETENCIES
- Reconcile program billings/reports to the general ledger
- Prepare contract billings/reports for funding sources
- Prepare adjustments to the general ledger
- Prepare program financial forecasts
- Assist directors in preparing operating, proposal, and contract budgets
- Prepare budget variance reports
- Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
- Participate in professional development (i.e. training, etc.)
- Must possess excellent technical skills and ability to use various computer program applications e.g. Microsoft Word, Excel, Outlook, etc.
- Must understand accounting software
- Must be able to meet deadlines and handle multiple tasks
Effective January 3, 2022, all CPLC Employees and all Service Providers, are required to be Fully Vaccinated against COVID-19. Newly hired employees, who are not Fully Vaccinated at the time of hire, are expected to begin a vaccination series immediately upon hire. CPLC recognizes medical and religious exemptions to the COVID-19 vaccination requirement, in accordance with applicable law and upon approval by CPLC. However, any person approved for an exemption, without exception, is subject to masking, weekly COVID-19 testing at their expense, and other requirements established by CPLC from time to time.
PHYSICAL DEMANDS AND TYPICAL WORKING CONDITIONS
Position requirements: This position is both a mobile and a sedentary position with periods of light physical activity, and is performed mostly in office surroundings. This position will require the ability to speak normally and to use normal or aided vision and hearing.
Travel: Local, interstate and intrastate travel to Chicanos Por La Causa, Inc., its affiliates and/or subsidiaries, will be necessary to successfully fulfill the duties of this position. Candidate must have and maintain a valid driver's license and auto insurance. Technology will be utilized to minimize travel whenever feasible. The travel requirements for this position are anticipated to be 0 to 5 percent assignment depending. Overnight travel must be approved in advance by the Department VP.
LIMITATIONS AND DISCLAIMER
This job description is meant to describe the general nature and level of work being performed; it is not intended or is implied to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. All employees are accountable for understanding and complying with all corporate policies and procedures as well as any program specific policies and procedures. Continued employment remains on an "at-will" basis.
This job description is subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Employee signature below indicates the employee's understanding of the requirements, essential functions and duties of the position.
EMPOWERING LIVES THROUGH CONTINUOUS LEARNING
Continuous Learning: All certifications related to the position at hire, or obtained while employed by CPLC, must be maintained. Candidate will be expected to participate in continuous learning opportunities to maintain competency and enhance skillset. Learning opportunities must be approved by supervisor.
CPLC Mission, Vison and Values in Action: Our mission and purpose is to drive economic and political empowerment. We cannot achieve our vision of "Empowered Lives" without the full engaged participation of each employee. Each CPLC employee is expected to adhere not only to the CPLC Code of Conduct when acting on behalf of CPLC, but each employee is also expected to contribute to promoting and demonstrating CPLC's Values in Action in their interactions with clients, other CPLC employees, CPLC stakeholders, and at any and all times representing CPLC.
CPLC Values in Action
947ebc47a956bdc5ac97266e5bfaad82