Sr. Financial Analyst, Financial Planning & Analysis
US-TX-Dallas
Careers (External)
Req #: 16943
Type: Full Time
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Overview: Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us. The American Heart Association has an excellent opportunity for a Sr. Financial Analyst, Financial Planning & Analysis at our office located in Dallas, TX. This position will work in a hybrid setting (in office 2-3 days a week) in our Dallas office. In this role, you will be responsible for performing financial planning and analysis with a heavy emphasis on complex variance analysis, budgeting, projections, and monthly reporting. Responsible for providing thoughtful financial modeling and analysis for growing and developing business units and in support of assigned executive management, regions, and business units; includes reporting for the consolidation of regions and our financial activities. The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support locally. #TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs. Responsibilities: * Analyze, research, and report on monthly financial activity. Prepare and communicate qualitative analysis and variance reporting for review by senior business leaders and executive management. * Act as a financial business partner for developing and growing business units and regions. Prepare consolidated analysis for regions and help with our consolidation analytics. Provide financial modeling and report development to accurately reflect financial status. Research and identify best practices for financial reporting in a dynamic environment. * Create budget templates for new emerging areas, various complex departments, and regions. Communicate and train assigned budget managers on the use of templates. Coordinate affiliate budget reports and consolidation. Review, track, and respond to change requests. Prepare and distribute supporting schedules, financial reports, and documents for the budget approval process. Review and analyze assigned budgets and consolidations for consistency and annual trends. * Prepare monthly and quarterly reports for assigned business units, newly formed areas, and consolidated areas. Conduct a thorough analysis to understand operations and provide guidance for achieving goals. * Develop and prepare financial projections for assigned business units, affiliates, and consolidated areas. Identify and recommend changes, adjustments, and supporting schedules as needed. * Review financial projections against current data, trends, and metrics to improve accuracy for business units, affiliates, and consolidated areas. Analyze and report on variances from actual results. * Provide high-quality, timely customer service to internal and external customers. Consult with internal staff to improve financial reporting practices and procedures. Proactively seek out process improvements to enhance efficiencies both internally and externally within the Finance team. * Perform ad hoc financial analyses as requested and participate in cross-functional task forces. Assist in annual financial audit as needed or required. Qualifications: * A bachelor's degree in finance, accounting, or a related area, or equivalent work experience * Minimum five (5) years of progressive and increasingly complex finance and accounting experience * Experience with variance analysis, budgeting, financial reporting, consolidations, and general ledger accounting * Experience developing and building detailed financial models and pro-forma statements for various business developments and consolidated entities * Ability to communicate complex financial data, reports, and tools, and interpret financial data for decision makers * Advanced knowledge of business financial reporting and consolidations * Ability to analyze detailed data and interpret it into a high-level narrative form * General understanding of Generally Accepted Accounting Principles (GAAP) and application of the rules to business practices * Advanced Microsoft Excel skills * Excellent oral and written communications Preferred Experience: * CPA * Oracle Essbase and/or SmartView experience * Non-profit experience
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