JOB DESCRIPTION:

Assists in budgeting, reporting, and analytical functions; conducts financial, statistical, and analytical studies; provides accurate and timely financial information and financial statements to Executive Management, various Board Committees, and the Board of Directors; performs related duties as required.

Major Duties and Responsibilities

40% of Job:

Financial Management & Reporting:Responsible for the preparation and analysis of management reporting of financial results for assigned functional areas in the association or related entities.This includes service line/product line analysis, trend analysis, and return on investment calculations.Department lead in maintaining reports through the Sage Intacct ERP, ensuring consistent and accurate reports for the association and all related entities.Researches and resolves Departmental inquiries for assigned functional areas.In coordination with the Finance Manager, continues to refine efficient workflow processes for reporting that support the organizational needs; maintains strong internal controls to ensure accuracy of reports.Researches and prepares variance analysis and explanations on a monthly basis.Assists in preparing all Financial Reporting requirements packages.Performs Balance Sheet account reconciliations and account analysis as requested.Assist with benchmarking, data validation, analytics, and visualization.

40% of Job:

Budgets:Assists in the preparation and analysis of annual budgets and quarterly forecasts of financial results for assigned functional areas.Researches and meets with Department Leads to review their budget schedules.Resolves Departmental inquiries for assigned functional areas.Creates zero-based budgeting templates, e.g., for business travel expenses.In coordination with the Finance Manager, prepares budget presentations and reporting that support the organizational needs; maintain strong internal controls to ensure accuracy of reports.Meets regularly with Department leaders to review budget variance trends and use this information to create various forecast scenarios.Tracks all data changes during the budget process for auditable management of revisions.

20% of Job:

Other:In coordination with the Finance Manager, this role is responsible for the effective management of all reports and analysis plus other tasks as assigned.These responsibilities include supporting other departments in detailed data analysis, overseeing progress towards achievement of short range/long-term plans and accurate completion of routine assignments in a timely manner.Develops ad hoc reports as needed.Works closely with accounting team to ensure accurate coding of invoices and journal entries.Assist with product creation and validation in Aptify CRM system.

Experience:

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.The requirements listed below are representative of the knowledge, skill and/or ability required:

• Ability to work cooperatively and effectively as part of the AANA finance & accounting team
• Current understanding of Generally Accepted Accounting Principles
• Ability to analyze complex financial data quickly and accurately
• Demonstration of attention to detail and accuracy in work
• 4 - 7 years total experience in finance or accounting-related areas
• Ability to prioritize tasks, manage to deadlines, and adapt to shifting events
• Demonstrated ability to function as an effective member of a team, willing to help out teammates
• Experience with creating financial models
• Aptitude for learning new systems and processes
• Experience in proactively developing and improving processes
• A self-starter who is able to work independently

Education/Certification/Licenses:

• Bachelor's degree in relevant field or equivalent experience
• Advanced relevant degrees/certifications a plus

Qualifications & Other Skills:

• Excellent communication skills, both written and verbal, to communicate to all levels of the association clearly and concisely
• Strong attention to detail
• Strong analytical skills
• Advanced experience with MS Office, especially Excel
• Experience with Sage Intacct strongly preferred
• Demonstrated problem solving skills and exposure to project management
• Track record of learning new software systems
• Comfortable communicating with senior executives