Lead Financial Analyst

2 weeks ago

Eau Claire, Wisconsin, United States LSS Full time

Job Overview

Position Summary

Lutheran Social Services of WI and Upper MI is actively looking for a Lead Financial Analyst to become part of our dedicated team. This role offers a full-time, hybrid work arrangement, with required office attendance on designated days.

Reporting to the Director of Accounting, the Lead Financial Analyst is tasked with delivering exceptional support to stakeholders requiring financial insights for informed decision-making within the organization. As a key member of the LSS Financial Services Team, this position plays a vital role in providing fiscal oversight for program leaders and management. The Lead Financial Analyst is accountable for ensuring the accurate and timely recording of financial data, alongside various projects and responsibilities as assigned. Collaboration with Financial Services Team members is essential.

Key Responsibilities:

The following responsibilities are not exhaustive and may be expanded as necessary:

Collaborate within a team-oriented environment, striving towards shared strategic objectives. Under general supervision, apply accounting principles to document financial transactions and generate financial reports, ensuring compliance with relevant accounting standards. Develop, propose, and oversee the implementation of internal control measures to guarantee accurate transaction recording. Acquire and maintain a comprehensive understanding of accounting software, financial reporting, and general ledger structures, including both consolidated and non-consolidated entities. Manage and execute various daily banking activities. Accurately and promptly complete 990 tax forms. Prepare and document general ledger entries with appropriate supporting documentation. Independently resolve complex account reconciliations. Generate monthly expense-based invoices and related documentation for program funders, ensuring timely payment collection. Compile and analyze financial data, producing reports using various financial applications. Actively participate in preparations for annual financial audits, including the development of necessary schedules and reports. Assist in formulating standardized policies and procedures to enhance accounting practices across the organization. Potentially oversee smaller HUD or tax credit projects, managing all accounting processes and reporting, and may involve leading audits with external firms. Support the preparation of annual budgets as required. Establish and maintain effective working relationships, providing financial support and analysis to program personnel. Stay informed and engaged in employee training for evolving business requirements, including process documentation. Serve as a resource for finance team members. Proactively manage project assignments. Uphold high ethical standards in financial reporting. Communicate effectively and positively.

Additional Requirements:

Adhere to agency and departmental policies and regulations. Engage respectfully with individuals from diverse backgrounds. Support the Mission, Vision, and Values of the Agency.

Supervisory Responsibilities:

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

Benefits:

Eligibility for Public Service Loan Forgiveness (PSLF) through employment with LSS. Comprehensive Medical/Dental/Vision Insurance. Flexible Spending Accounts for Health and Dependent Care. Mileage reimbursement. Paid Time Off and 10 Paid Holidays. Opportunity to contribute to a 403B retirement plan. Commitment to annual raises for employees. Access to Calm Wellness App – Premium Membership. Early Earned Wage Access with UKG Wallet. Employee Assistance Program. Recognition through Service Awards.

Qualifications:

Education and Experience:

A bachelor’s degree in accounting is required, along with a minimum of 3 years of financial accounting or auditing experience. Proficiency in financial data management, reporting, and business software tools is essential. A strong focus on customer satisfaction and respect among colleagues is expected. Flexibility and the ability to manage multiple tasks effectively are critical, along with attention to detail.

Certificates and Licenses:

A valid driver's license and reliable transportation are required for this role, along with a satisfactory driving record.

Language Skills:

Effective verbal and written communication skills are necessary. The ability to read and interpret financial documents and respond to inquiries is essential.

Computer Skills:

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

Physical Demands:

The role requires regular sitting and use of hands for tasks. Occasional lifting of up to 25 pounds may be necessary. The work environment is primarily hybrid, with a mix of remote and in-office responsibilities.

LSS is an Equal Opportunity/Affirmative Action employer, ensuring all qualified applicants receive consideration for employment without discrimination.

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