Financial Planning Manager

2 days ago


Bethesda, Maryland, United States Level One Personnel Full time
Job Summary

We are seeking a highly skilled Financial Planning Manager to oversee the fiscal execution of a project portfolio, including grants administration and compliance, cash reporting, revenue collection, loss control and insurance, indirect cost analysis, and development of financial policies and procedures.

Key Responsibilities
  • Lead the development and administration of budgets, including budget versus actuals analysis and fiscal projections.
  • Monitor and review grant and contract activities to ensure compliance with federal requirements, developing or modifying financial policies and guidelines as needed.
  • Examine and review clinical trials and other private awards to ensure timely billing and collection of funds, developing procedures to properly maintain and monitor such awards.
  • Assist in the management and oversight of the Foundation's loss control and insurance program, evaluating and monitoring medical malpractice, property, and general liability risks to the Foundation.
  • Assist the Director of Finance in developing policies and strategy to top management personnel on all facets of grant and contract research administration.
  • Supervise the area responsible for the daily deposit and posting of cash receipts, recording of contributions, electronic drawdown requests, reconciliation of cash receipts, and maintenance of daily cash receipt logs.
Requirements
  • Bachelor's Degree in Accounting, Finance, Business Administration, or related field.
  • Minimum of 6-8 years of experience required.
  • Strong financial analysis skills and knowledge of grants administration, fund accounting, and OMB Circulars (2 CFR 200).
  • Experience working with USG stakeholders and strong analytical and communication skills, including briefing skills to stakeholders and executives.
  • Strong initiative, sound judgment, and discretion, with the ability to communicate with all levels of people.
  • Expert with Microsoft Excel.
Preferred Background

Masters Degree in Accounting, Finance, Business Administration, or related field, with 15+ years of experience.

Level One Personnel is an equal opportunity and affirmative action employer, committed to diversity and inclusion in the workplace.



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