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Financial Analyst

Req ID: 7212
Location: Chicago - Loop
# of Openings: 1
FT/PT: Full time
Employment Type: Regular
Salary Schedule: 7
Job Notes:


Supporting Heartland Alliance affiliate companies, the Financial Analyst provides a broad range of accounting and reporting services, manages grant finances, engages in team initiatives and projects, and ensures compliance with government and funder regulations. To be successful, the Financial Analyst must perform a variety of financial activities including planning, analysis, budgeting, and reporting. This position requires strong analytical, organizational, and problem-solving skills and the ability to present financial information and models in a concise and comprehensible manner. The Financial Analyst is a strategic business partner, providing program staff with financial guidance as well as developing and maintaining productive relationships with funders.

Financial Analyst Duties and Responsibilities: The Financial Analyst is responsible for maintaining the general ledger, executing regular close procedures, assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis. Financial Analyst duties include:

  • Performing, monitoring, and managing accounting tasks related to daily, month-end, and year-end close (e.g., recording and review of transactions, variance analysis, allocation of expenses, indirect cost calculation, etc.)
  • Ensuring compliance with Generally Accepted Accounting Principles (GAAP), company policies, funder, government and organizational rules and regulations
  • Managing grant portfolios of awards, including budgeting, cost projections, reporting, and spending analysis. Assist in the generation of monthly performance reports and relevant schedules
  • Providing guidance and consultation with business planning and budgeting processes
  • Prepare monthly grant vouchers with supporting documentation and submit to funders.
  • Performing research and analysis as required
  • Assisting with annual audit engagements and serving as lead on funder audits

Financial Analyst Requirements:

  • Bachelor's degree in accounting, finance or related field
  • 1-2 years of accounting or finance experience preferred
  • Proficiency in Microsoft Office suite, especially Excel, and experience with accounting/finance software; experience working with Blackbaud Financial Edge is desirable
  • Excellent communication, interpersonal and presentation skills and ability to present financial information to non-financial audience
  • Working knowledge of financial strategies
  • Well-developed organizational and multitasking skills, meticulous attention to detail, and ability to produce high-quality work and meet deadlines in a fast-paced environment
  • Strong analytical thinking and problem-solving skills

Physical Demands: 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 talk and hear. 
  • The employee is frequently required to use hands to key, handle, or feel and reach with hands and arms. 
  • The employee is regularly required to sit, stand and walk. 
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.  

Heartland Alliance makes all hiring and employment decisions without regard to race, creed, color, age, gender, gender identity, marital or parental status, religion, ancestry, national origin, physical or mental disability, sexual orientation, sexual identity, immigrant status, political affiliation or belief, use of FMLA, VESSA, ex-offender status (depending on the offense and position to be filled), unfavorable military discharge, membership in an organization whose primary purpose is the protection of civil rights or improvement of living conditions and human relations, height, weight, or HIV infection, in accord with the Organization's AIDS Policy Statement of September, 1987. Individuals with disabilities requiring accommodation should contact the Employee Services Office at (312) 660-1431.


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