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Lead Financial Analyst

2 months ago

Eau Claire, Wisconsin, United States LSS Full time

Job Overview

Position Summary

Lutheran Social Services of WI and Upper MI is in search of a Lead Financial Analyst to enhance our financial team. This is a full-time, hybrid role that requires in-office presence on designated days. Candidates must reside within the operational regions.

Under the guidance of the Accounting Director, the Lead Financial Analyst will deliver exceptional service to stakeholders requiring financial insights for informed decision-making. As a vital member of the LSS Financial Services Team, this role encompasses fiscal oversight for program leaders and managers. The Lead Financial Analyst will play a key role in ensuring the accuracy and timeliness of financial records while undertaking various projects and responsibilities as assigned.

Key Responsibilities:

The following responsibilities are essential to the role and may be adjusted to meet organizational needs:

Collaborate effectively within a team to achieve strategic objectives. Apply accounting principles to document financial transactions and generate financial statements, ensuring compliance with relevant standards. Develop and implement internal control measures to guarantee accurate transaction recording. Maintain a comprehensive understanding of accounting software and financial reporting structures. Manage daily banking operations and transactions. Accurately complete tax forms and ensure timely submissions. Prepare and support general ledger entries with appropriate documentation. Independently resolve complex account reconciliations. Generate monthly invoices and manage the collection of payments from various funding sources. Compile financial data and create reports using diverse financial applications. Assist in the preparation for annual audits, including necessary schedules and documentation. Contribute to the development of standardized accounting policies and procedures. May oversee smaller projects, including all accounting processes and reporting. Support budget preparation as required. Foster effective relationships with internal and external stakeholders by providing financial insights and timely responses to inquiries. Stay informed about training requirements for evolving business needs. Serve as a resource for finance team members. Proactively manage project assignments. Uphold high ethical standards in financial reporting. Communicate effectively and positively with all stakeholders.

Additional Requirements:

Adhere to agency policies and regulations. Demonstrate respect and dignity towards individuals from diverse backgrounds. Support the agency's Mission, Vision, and Values.

Supervisory Role:

This position does not have direct reports but may provide guidance to others as needed.

Benefits:

Eligibility for Public Service Loan Forgiveness. Comprehensive Medical/Dental/Vision Insurance. Flexible Spending Accounts for health and dependent care. Mileage reimbursement for work-related travel. Generous Paid Time Off and Holidays. Opportunity to contribute to a 403B retirement plan. Commitment to annual salary increases. Access to wellness programs and resources. Employee Assistance Program for personal support. Recognition programs for service and achievements.

Qualifications:

Education and Experience:

A bachelor’s degree in accounting is required, along with a minimum of three years of financial accounting or auditing experience. Candidates should possess strong technical skills in financial data management and reporting.

Certificates and Licenses:

A valid driver’s license and reliable transportation are necessary for this role.

Language Proficiency:

Strong verbal and written communication skills are essential. Candidates must be able to interpret financial documents and respond to inquiries effectively.

Technical Skills:

Proficiency in financial software, databases, spreadsheets, and word processing is required.

Work Environment:

The role involves a hybrid work environment, balancing remote work with in-office responsibilities as needed. The position may require occasional travel for business purposes.

LSS is an Equal Opportunity/Affirmative Action employer, ensuring fair consideration for all applicants.