Financial Analyst

We are seeking a highly skilled Financial Analyst to join our team at the YMCA of Southwest Florida. As a key member of our finance department, you will play a critical role in providing financial analysis and insights to support business decisions.

• Prepare monthly and year-to-date variance analysis against various benchmarks, including budget, forecast, and prior year actual results.
• Work closely with management teams across the association to help them better understand their financial metrics and performance, and identify areas of opportunity to improve their operating margins.
• Lead the association's annual budgeting and forecasting processes, including providing training, assistance, and review of operational budgets and forecasts.
• Prepare operating margin analysis by core business unit and key programs.
• Prepare pricing analysis and recommend pricing strategies for membership and programs.
• Assist with pro forma analysis of future business opportunities.
• Provide analysis support for capital projects, including vendor evaluations and quotes.
• Support and assist in the monthly closing of the books for the YMCA and the related charter schools, as assigned.
• Prepare account reconciliations and account analyses as assigned.
• Identify and provide reporting of expenditures and revenues related to grants (Grants Tracking).
• Support the annual financial and special audits by providing supporting documents and analysis requested by auditors.

• Expert-level mathematical, analytical, and financial modeling skills.
• Strategic thinking.
• Excellent time management and organizational ability.
• Ability to multitask and meet constant deadlines.
• Bachelor's degree in accounting, business, finance, or equivalent.
• Five or more years of experience in accounting and financial analysis.
• Knowledge of computer systems, including strong experience with Microsoft Office applications, and use of graphs to present financial data.
• Maintain confidentiality at all times, properly secure sensitive and confidential data.
• Must be able to meet the association's background screening requirements.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use a computer for extended periods of time and be able to communicate using a computer and phone/smart device. The employee frequently is required to sit and reach and must be able to move around the work environment.

The employee must occasionally lift and/or move up to ten pounds.

Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust.

The noise level in the work environment is usually moderate.

Travel throughout the YMCA's service area to any YMCA location will be required from time to time. Estimated local travel 25%.