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Financial Planning Specialist

2 months ago

Harrisburg, Pennsylvania, United States Cai Full time

About the Role

Cai is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in overseeing and managing the fiscal aspects of our child welfare services, ensuring compliance with state and federal regulations.

Key Responsibilities

  • Develop and maintain financial models to forecast program budgets and expenditures.
  • Analyze financial data to identify trends, make recommendations for cost savings, and ensure the efficient allocation of resources.
  • Prepare detailed reports on financial performance and present findings to senior management and stakeholders.
  • Collaborate with program managers to understand financial needs and provide strategic support for Child Welfare initiatives.
  • Monitor and report on the financial status of grants and other funding sources related to Child Welfare.
  • Conduct regular audits and reviews to ensure financial integrity and accountability.
  • Serve as a financial liaison between the Child Welfare programs and other departments, agencies, and external partners.
  • Conduct a comprehensive assessment of the fiscal functions and operations.
  • Provide fiscal professional consultancy services to support in maintaining fiscal operations.
  • Conduct an expenditure analysis and review document justifications for expenditure requests.
  • Review and enhance existing processes for monitoring the fiscal integrity of purchased services to support improved outcomes for children and families.
  • Review and enhance existing policies and draft new policies, as needed, to support the sustainability of sound fiscal operations.
  • Provide child welfare specific fiscal consultancy services to support the transition and training of new fiscal team members, as needed.
  • Review and provide training on the Needs-Based Plan and Budget Instructions Bulletin and Templates.
  • Assist in the completion of the budget portion of the NBPB, as needed, based on the abilities of existing team members.
  • Assist with the completion of day-to-day functions of the fiscal department, as needed, based on the abilities/capacity of existing team members.
  • Assist with or conduct contract monitoring functions.

Requirements

  • Bachelor's degree in finance, accounting, business administration, or related field.
  • Extensive experience in developing and maintaining financial models for forecasting budgets and expenditures.
  • Proven track record in financial data analysis and trend identification, with a strong emphasis on cost savings and resource allocation.
  • Experience preparing detailed financial performance reports and presenting findings to senior management and stakeholders.
  • Experience collaborating with program managers and providing strategic financial support for Child Welfare or similar initiatives.
  • In-depth knowledge of financial status monitoring and reporting for grants and other funding sources, especially in the context of Child Welfare.
  • Demonstrated ability to conduct regular financial audits and reviews to ensure integrity and accountability.
  • Proven experience serving as a financial liaison across departments, agencies, and external partners in a Child Welfare setting.
  • Advanced proficiency in financial software, databases, and Microsoft Office Suite, particularly Excel.
  • Strong skills in financial analysis, forecasting, budgeting, and auditing.
  • Excellent knowledge and understanding of Child Welfare funding sources, financial regulations, and related grant management.
  • Exceptional analytical and problem-solving abilities.
  • Outstanding communication and interpersonal skills to effectively interact with all levels of management and cross-functional teams.
  • Ability to work independently and manage multiple projects and deadlines.
  • Experience in conducting comprehensive fiscal assessments and providing consultancy services within a Child Welfare setting.
  • Strong ability to train and support team members in fiscal operations.
  • Experience with policy review and development, with the ability to draft and enhance fiscal policies.
  • Expertise in providing consultancy services specific to Child Welfare fiscal management.
  • Experience in conducting expenditure analyses and reviewing expenditure request justifications.
  • Ability to assist with day-to-day fiscal department tasks and contract monitoring based on team capacity.

Preferred Qualifications

  • Master's degree.
  • Certified Public Accountant (CPA) or similar certification.

Physical Demands

  • Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards.
  • Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
  • Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor.