Financial Analyst I

Job Description:

Title: Financial Analyst I

Status: Exempt

Reports to: Manager or Director of FP&A

Revision date: June 2022

PURPOSE       

According to the prescribed policies and procedures of the organization including all applicable federal, state and local regulations and under the general supervision of Director or Manager, the financial analyst assumes responsibility for providing financial reporting, analytics, and support to operational and senior leadership for National Church Residences.

ESSENTIAL FUNCTIONS

• Prepares monthly financial analysis and reports in support of the business in an accurate and timely manner. Works closely with operational leadership on identifying causes of variances or trends. Prepares and communicates senior level review materials for Senior Leadership.

• Prepares analysis to compare results and trends with competitors, industry benchmarks, or other applicable data. Works with management to create and implement internal benchmarking reports.

• Prepares or assists with consolidated reporting such as Divisional P&L and Balance Sheet statements, functional roll-ups, and AR reporting.

• Leads the budget process for the business. Works with the operational leadership to develop the annual budget templates, assumptions, and output. Prepares materials and communicates with Senior Leadership.

• Financial lead on projects such as long-term forecasts, operational improvement plans, analysis of potential new or expanded services and locations.

• Responsible for maintaining the integrity of the financial reports structure.

EXPECTATIONS

• Demonstrates and maintains a positive, professional manner, manages time efficiently and effectively, provides leadership as a role model to promote a team approach and “can do” attitude.

• Must adhere to all policies, procedures, terms and conditions set forth in the National Church Residences’ Employee Information Guide (EIG) as well as any facility handbook including but not limited to corporate compliance, drug free workplace, safe work practices, all federal, state, local regulations and laws.

• Performs other duties as assigned.

JOB SPECIFICATION SHEET

Education:       Bachelor’s degree in accounting. 

Experience:     0- 3 years performing the job responsibilities.

Mental:            Must have good communication, comprehension, computer and interpersonal skills. Must have the ability to speak, read, write and understand English.

Skills:              Must have working knowledge of Windows, Microsoft Office Suite.

Licensure:      

Vision:             Normal: Consistent with standard workflow.

With respect to said job description, estimate the daily time spent performing the following activities.

Rare (R) = 0-24%; Sometimes (S) = 25-49%; Frequent (F) = 50-74%; Continuous (C) = 75% plus

R = Climbing                             S = Stooping                 Lifting / Carrying;            S = 10-25 lbs.

S = Standing                             R = Pushing                                                      R = 26-50 lbs.

F = Sitting                                 R = Pulling                                                        R = 51-75 lbs.

S = Walking                              R = Driving                    `                                   R = 76 plus lbs.

Consequences of Errors: Audit findings, significant deficiencies and material weaknesses.  Tax filing errors.

Supervision Received:            General supervision:  Employee generally operates by himself/herself checking with supervisor when in doubt.

Working Conditions:               Good office conditions.

ACKNOWLEDGEMENT

I hereby understand and agree to the above description of the duties required.

Signature                                                                                                                                  Date

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, military status, disability, genetic information and/or any other characteristics protected by applicable law.