Lead Financial Analyst

2 weeks ago


Milwaukee, Wisconsin, United States Jobot Full time
Dynamic Lead Financial Analyst Role
This opportunity is hosted by Jobot.
Flexible Work Arrangements

The Lead Financial Analyst is a full-time role focused on financial reporting, account reconciliation, preparation of governmental and foundational reimbursement requests, and participation in various daily operations, including budgeting.

The ideal candidate will demonstrate initiative, sound judgment, and the ability to respond with discretion in diverse situations.

Key Responsibilities:

  • Prepare governmental and foundational reimbursement requests quarterly and develop the corresponding project budget annually.
  • Initiate, reconcile, and process borrower ACH payments.
  • Create accounts receivable invoices and post checks and miscellaneous ACH payments received.
  • Conduct monthly and quarterly general ledger account reconciliations, including deferred revenue, accrued interest, and cash.
  • Support and prepare for audits.
  • Track and bill for fiscal sponsorships.
  • Collaborate with the Development and Compliance department to complete projects, including governmental billings and budgets.
  • Serve as a backup for various processes, including accounts payable and filing.

Qualifications:

  • Bachelor's Degree in accounting or equivalent experience.
  • A minimum of three years of accounting experience is required.
  • Experience with an automated financial management system is essential.
  • Strong understanding of Generally Accepted Accounting Principles (GAAP).
  • Preferred experience with governmental/non-profit accounting principles and procedures.
  • Proven ability to reconcile general ledger accounts and analyze financial data to prepare timely financial reports.
  • Proficient in the use of personal computers and software applications (e.g., Microsoft Office Suite).
  • Familiarity with Sage Fund Accounting and QuickBooks is preferred.


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