The Financial Analyst will collaborate with various departments across the Association on a monthly basis to analyze financial results and explain variances in budget, forecast, and prior year. This role will also assist in preparing the monthly reporting package distributed to the Executive Team and Board of Directors. Additionally, the Financial Analyst will provide business decision support to the management team and operational departments throughout the Association.
RESPONSIBILITIES: (Specific areas of responsibility include but are not limited to):
Serve as the lead financial representative for various PGA departments and lead monthly review meetings with these departments.
Support the preparation of annual budgets, the four-year plan, and quarterly forecasts and monitor results against budgets and forecasts.
Prepare financial analysis for decision support by gaining a deep understanding of the operations of each department for which they are responsible.
Assist in the preparation of the financial reporting package that is distributed monthly to the Executive Team and quarterly to the Board of Directors.
Support the design, implementation, and maintenance of financial departmental dashboards and reports within Workday.
Assist in the preparation of Executive Team and Board of Directors presentations.
Support on-site operations staff with any financial questions or analysis upon request.
Assist the Chief Financial Officer (CFO) and Senior Director of Finance in ad-hoc requests for financial analysis.
INCLUSION:
Employees are expected to contribute to a respectful and inclusive team environment by welcoming and respecting others’ beliefs, backgrounds, identities, abilities, and individuality to ensure a supportive and engaging experience for Association Members, partners, customers, and guests. PGA of America respects the uniqueness of each employee and offers everyone the means to find their place and thrive.
SHARED VALUES:
Embody the organization's shared values and help ensure the organization's values-based culture thrives by proactively identifying and addressing any shared values challenges and opportunities you are experiencing.
SUPERVISION:
No Supervisory Responsibility
FINANCIAL RESPONSIBILITY:
Assist in the development of the annual budget and quarterly forecasts and monitor results.
EDUCATION AND EXPERIENCE:
Bachelor's Degree in Business, Accounting, Finance or related field.
Two years of financial analysis and budget preparation experience in a multi-functional organization. Prior experience using financial analysis methods and techniques for business decision support.
Working knowledge of the Workday financial system and Workday reporting preferred
SKILLS, KNOWLEDGE AND ABILITIES:
Must have a thorough knowledge of accounting principles, procedures and systems with a solid understanding of budget preparation and financial reporting. A knowledge of organization functions of a business operation. Ability to gain a deep understanding of the report structure, report writing, and report distribution for the Association’s ERP and EPM systems. Knowledge of Microsoft Office Suite/Google Workspace. Basic fluency in artificial intelligence (AI) tools and concepts. This includes using AI to enhance business operations and drive innovation, enabling us to better serve our Members and stakeholders.
Ability to travel up to 5%.
This position is not eligible for immigration sponsorship.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.
PGA does not discriminate on the basis of race, color, creed, religion, gender, age, disability, sexual orientation, national origin, citizenship, veteran status, gender identity or expression, marital or familial status, genetic information or any other characteristic protected by federal, state or local law. In addition, to ensure full equality of opportunity in all operations and activities of the organization, every staff member employed by the PGA shall be selected under fair employment procedures that provide equal employment opportunities to all people. DFWP.