We are recruiting for a Financial Planning Analyst to join a leading regional community servicing non-profit organization. This is a hybrid position – 3 days onsite, 2 days remote. Our client offers 401(k) with up to 6% employer match, vacation, sick leave, paid holidays, medical/dental/vision, and a variety of other benefits including half-day summer Fridays! The Financial Planning Analyst plays a key role in the accounting and financial planning and analysis of government and non-profit grants and contracts and supports strategic decision making. Pay: $38-$43/hour DOE. 

The qualified candidate will have five years of budgeting and accounting experience, strong technical skills in Workday Adaptive, Sage Intacct, and excellent analytical skills. 

PRIMARY RESPONSIBILITIES:

• Maintain sheets for data entry and as live reports with actuals and budgets
• Create, modify & maintain assumptions including personnel, overhead, reserve and allocations
• Formula creation, debugging and validation of results
• Map database fields (sheets and assumptions map to cube and cube maps to reports)
• Workflows – develop & maintain submission and review steps for staff, managers, and leadership
• Report creation for staff, management, leadership & board level reports
• Integration - 2-way data synchronization (actuals & budget) with Sage Intacct and list maintenance
• Develop & maintain: permissions, access rules, global user groups, user rights
• Model overhead, reserve allocations, gross margin
• Analytical analysis
• Cash flow and cash needs forecasting
• Prospective Financial Statements 
• Lead the annual budgeting process and perpetual forecasting efforts.
• Develop and maintain a set of comprehensive budget and reforecasting guidelines, budget, and reforecasting calendars
• Support staff including software training, coding, and document support
• Review budget reports and feedback to staff when corrections are needed
• Prepare reports and dashboards for management and leadership
• Export budget from Adaptive and import into Sage Intacct
• Adaptive Administration (Add Users, Rights Management)
• Adaptive Reporting approach to budget and forecasting cycles
• Document the budgeting and reforecasting process, and cross train accounting staff on the process
• Find and build solutions for current recurring problems
• Migrate data between systems when no connection exists using excel and building a repeatable process.
• Use a project management approach to build a timeline for budgeting and forecasting
• Develop milestone deliverables, and map out the budgeting and forecasting process
• Enhance transparency of the progress of a budgeting and forecasting cycle through charts and graphs
• Serve as a backup delegate to other accounting staff

SKILLS & QUALIFICATIONS:

• Bachelor’s degree in Accounting or Finance.
• 5+ years budgeting and accounting experience,
• Experience working in complex environments with multiple reporting segments
• Experience working with senior management directors and supporting their staff
• Knowledge of Generally Accepted Accounting Principles (GAAP)
• Proficiency with the following software is highly desired: Workday Adaptive, SAGE Intacct or other Accounting Software, SharePoint & One Drive, Wrike Project management
• Strong Microsoft Office, especially Excel formula skills required.
• Excellent verbal and written communication skills
• Excellent analytical, critical thinking and problem-solving abilities
• High attention to detail 
• Good time management, ability to plan and organizational skills