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Financial Data Analyst

Full-time

Hybrid

Deadline

February 29, 2024

About the organization

aspen-institute-logo-primary

Aspen Institute

Organization type

Social Impact Organization

In A Nutshell

Location

Hybrid Washington, DC, USA

Salary

$68,000-$78,000

Job Type

Full-time

Experience Level

Entry-level

Deadline to apply

February 29, 2024

Lead on publishing and managing monthly, quarterly, and annual financial reports for programs across the Aspen Institute.

Responsibilities

  • Work directly with the Director of Fiscal Reporting & Learning to create system-driven reports for programs’ monthly, quarterly, and annual reporting
  • Develop, deploy, and maintain reports using Planful, Netsuite, and F9
  • Understand complex financial data and processes to define reporting and dashboard requirements that support financial analysis, financial reporting, and financial audit response needs.
  • Creatively visualize data in a variety of formats to provide relevant insights to Analysis team, Program staff, and Senior Leadership.
  • Monitor automated processes and reports for accuracy and completion; contribute to process improvement
  • Develop and maintain cooperative working relationships with Finance & Accounting, ITS, FP&A system users, and staff using FP&A system
  • Collaborate, communicate with, and support Financial Analysis team and Operational Accounting to develop meaningful financial reports for their assigned programs or departments
  • Work with Financial Managers to collect final, analyzed reports with narrative to store for reference and audit-purposes
  • Work closely with Financial Services Unit to ensure the accuracy of forecasting
  • Develop and maintain financial/operational reports/models, create new reporting tools, and perform special projects as assigned.
  • Identify and effectively communicate work plans, risks, and issues to the Director of Fiscal Reporting & Learning and team.
  • Assist new team members with training on financial reporting
  • Work independently and with team members as appropriate to complete assigned activities.

Skillset

  • BA/BS in fields of business administration, accounting, finance, business administration, or equivalent working experience in relevant fields with upward tracking record; a background in a non-profit, research or academic setting is strongly preferred
  • Minimum of 2-3 years’ working experience, excellent verbal and written communication, project and planning skills
  • Experience in comprehensive 360 financial reporting
  • Experience in creating effective Dashboards for various levels of leadership is highly desirable
  • Excellent skills of Excel, PowerPoint, and other Microsoft applications
  • Experience with Tableau, Microsoft Power BI or similar BI reporting tool a plus
  • Knowledge of standard accounting & budget principles and implementation in non-profit organizations are essential
  • Knowledge of database software is helpful
  • Strong technical, analytical, and problem-solving skills; Ability to pick up new technologies quickly
  • Attention to details; proven ability to work efficiently under pressure
  • Works well in a team environment, creative thinker, and quick learner

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