Financial Analyst

General Summary

The Financial Analyst accurately maintains the general ledger and ensure compliance with Generally Accepted Accounting Principles (GAAP). This position maintains financial records and reports, performs reconciliations, assists with budget and close processes, and maintains accounts payable information.

Supervisory Responsibilities

This is an individual contributor role with no supervisory responsibility.

Essential Functions

• Maintain financial reports, records, and general ledger accounts.
• Oversee and maintain employee corporate credit card expenses.
• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.
• Contribute to the development and review of annual operating budgets and performance projections.
• Perform monthly balance sheet reconciliations.
• Meet processing and reporting deadlines.
• Respond to information requests, review financial statements, and assist with audits.
• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and maintain property tax schedules.
• Maintain, verify and track remittance of sales taxes.
• Maintain relationships with banks, controlling log on access, reviewing cash usage.
• Validate transactions against IRS guidelines.
• Ensure compliance with GAAP.
• Attend and successfully completes all training required by Concord Church.
• Perform other duties as assigned.

Skills Required

• Communication

• Ability to effectively articulate thoughts clearly and concisely, both verbally and written. Ability to listen and understand non-verbal cues.

• Analytical Thinking

–
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Numeracy Skills-
Ability to analyze, interpret, and work accurately with financial data and numerical information.
- Judgment and Decision Making
– Ability to consider the relative costs and benefits of potential actions to choose the most appropriate one.
- Time Management
- Ability to manage one's time while prioritizing tasks and competing demands.
- Computer Skills
- Proficient in Microsoft Office Suite (Outlook, Work, Excel, etc.) with extensive knowledge of Excel. Preferred knowledge in building pivot tables, PowerBI, and AI.
- Detail Oriented
- Ability to pay close attention to minimize errors.
- Accounting Software
-
Extensive knowledge in financial management software
- Accounting Principles:
Demonstrated understanding of accounting principles and practical experience applying GAAP.

Education and Experience

• This position requires a minimum of a Bachelors Degree in Accounting or Finance related field.
• A minimum of three -five (3-5) years of finance experience and the ability to securely handle confidential information is required.
• Proficiency in Microsoft Office Suite (especially Excel), Accounting Software and strong analytical and communication skills are crucial.

Physical Requirements

• An employee in this position primarily works in a typical office environment, is generally sedentary, and uses computers, calculators, phones, and other office equipment to draft documents, communication with church staff.
• An employee in this position is required to walk, hear, speak, and stand to interact with children, parents, staff, members, and volunteers.
• Work is conducted in a fast-paced, rapidly changing environment.
• The ability to manage stress, build professional, collaborative relationships, and reason through complex church business situations is required.
• A flexible schedule is required since this position may require evening and weekend work.

Travel Requirements

A valid drivers' license and acceptable motor vehicle record is required. Minimal travel is required for this position.

Concord Church Membership

This position is not required to be a member of Concord Church. Employees in this position are expected to sincerely hold the same religious beliefs as expressed by Concord Church.