Financial Reporting Analyst

Job Summary: The role of the Financial Reporting Analyst involves managing, monitoring, and reconciling direct and indirect expenses for government grant programs. They are a key partner to our Compliance team and they prepare financial reporting packages as needed. The Financial Reporting Analyst also provides other financial reports, both internal and external, as required, and participates in the foundation’s audit and tax returns.

Primary Duties and Responsibilities:

• Compliance: Prepares the monthly and quarterly reporting packages for the Compliance team for government grant programs. Analyzes direct expenses and calculates indirect costs for government grant programs. Ensures that contribution revenue is recorded accurately in a timely manner for government grant programs.
• Financial Reporting: Prepares and distributes financial statements, department budgets, donor statements and other financial reports as needed.
• Taxation: Prepares supporting documentation for Form 990 and 990-T tax return preparation for CCF supporting organizations. 
• Audit: Prepares audit schedules and provides support as needed for CCF’s year-end financial audit.
• Cross Training: Trains staff on tasks to be performed as support or alternate. Alternate for Accounts Payables and Cash Receipts processing.
• Special Projects:  Participates in special projects as assigned by the Financial Reporting Officer, Director of Financial Reporting, Controller, or Chief Financial Officer. Provides backup for other finance staff and as such, must go through training to gain knowledge of other accounting tasks.
• General: As appropriate, assist other departments and work as a member of interdepartmental teams to ensure the effective and efficient operations of CCF.  At all times, demonstrate cooperative behavior with supervisors and coworkers. Perform other duties as assigned, depending on organizational needs and employee skills.

Values & Principles: 

• Learn and understand the vision and goals of CCF to become its advocate and ambassador.
• Learn all products, services, workplans and metrics of the department and CCF.
• Strive to reach and exceed established personal and professional goals.
• Abide by CCF’s policies and procedures and operate with candor, transparency, clear communication, and the highest ethical standards.
• Serve as a team player by working collaboratively with all CCF employees.
• Understand and proactively seek opportunities for internal integration of work across functions and departments to make connections and leverage the strengths and efforts of CCF to maximize its impact.
• Uphold the highest standards of customer service for all CCF constituents in terms of speed of response, accuracy, and completeness.

Job Qualifications

• Education: Bachelor's Degree in Finance, Accounting or a related field is required
• Work Experience: 
• Minimum of three (3) or more years of experience in Finance/Accounting
• Experience in a non-profit environment is preferred

Skills, Knowledge & Abilities:

Communication Skills: Ability to communicate complex financial information effectively.

Project Management Skills: Strong analytical and organizational skills are necessary, as well as the ability to take initiative and research tasks.

Technology & Database Skills: Internet competency and strong computer proficiency, including an intermediate level of Microsoft Office software suite and a familiarity with database software, are required. Working knowledge of Blackbaud software preferred, with a willingness and ability to learn appropriate database, spreadsheet, and other computer programs.

Teamwork & General Skills: Ability to work well independently and as a team member.  Ability to take initiative and follow tasks through to completion. Ability to lead a team toward CCF's goals, leveraging each team member's skill set.

Working Conditions: 

• Requires the ability to sit and work at a desk for several hours at a time.
• Requires the ability to travel and attend meetings, presentations and events outside the office, which may require occasional use of a motor vehicle for transportation to other locations. Due to the nature of external appointments and/or responsibilities requiring travel to locations not easily accessible by public transportation, driving is an essential job responsibility for this position.  
• This position is required to be available to speak with clients and/or others while away from the office and/or with clients and/or others located in other time zones outside Foundation business hours. 
• Work may require weekends and/or extended workday.
• Punctuality and satisfactory attendance are essential functions of the job.

Disclaimer: This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification.  This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time.