Summary Of Purpose / Full Job Description Notes
Under minimal supervision, the Financial Analyst executes corporate accounting responsibilities in a competent and professional manner while promoting INPO’s core values and team effectiveness attributes. An employee in this role researches and interprets financial information and performs duties that support the Assistant Controller and Controller, as well as the strategy of the Finance team and the Institute.
Essential Functions
•Develops, maintains, and distributes financial models, visualizations, and analyses on a periodic basis to assist in identifying trends, risks, and opportunities and to inform strategic deployment of financial resources by leadership
•Enhances existing, and develops new, finance and accounting workflows by implementing use of Microsoft Power Platform and generative AI and documenting as part of internal knowledge transfer process
•Assists with ongoing review of finance and accounting processes, and utilization of financial software systems, to identify opportunities for innovation
•Prepares and reviews journal entries and reconciliations for various statement of financial position and statement of activities accounts
•Supports annual financial statement audit and annual budgeting process
•Assists with ongoing review of the finance internal control structure to identify and close gaps
•Measures, tracks, and reports on any non-compliance with policies and procedures
•Supports and participates in cross-functional initiatives and special projects
•Performs other duties as assigned
Required
Knowledge, Skills, and Abilities
•Knowledge of generally accepted account principles (“GAAP”)
•Working knowledge, application and utilization of Microsoft Power Platform (Power BI, Power Automate, Power Apps, etc. )
•Demonstrates strong knowledge of the relevant specialty area, independently applying concepts and principles to solve problems and contribute to projects
•Ability to communicate complex information in a clear, understandable, and influential manner to stakeholders
•Ability to lead and work collaboratively with diverse teams to achieve common goals, while mentoring team members
•Demonstrates advanced planning, organizational, and time management skills, leading projects, guiding team members, and driving strategic initiatives to achieve organizational goals
•Strong ability to conduct research, gather information, and stay current with industry trends and best practices
•Strong ability to analyze data, trends, and complex problems to problem solve within relevant specialty area
•Consistent, demonstrated ability to seek out and learn from feedback, coaching, and new experiences. Adapts effectively to new challenges and independently applies learnings to improve performance and outcomes
•Ability to assist in bringing different teams together to brainstorm and share ideas, fostering a collaborative environment. Develop strong communication skills to effectively convey ideas and facilitate discussions. Contribute to cross-functional projects, ensuring alignment and synergy among diverse teams
•Ability to work and maintain confidentiality of highly sensitive/private information
Education, Licenses, and Certifications
Required
•High School Diploma or GED
Preferred
•Bachelor's degree in finance, accounting, a related area, or bachelor’s degree with major coursework in finance or accounting
Experience
Required
•Three or more years of professional work experience
•One or more years of experience in finance or accounting, preferably as a financial analyst
Preferred
•Three years of progressive work experience in finance or accounting
•Experience with NetSuite Accounting Software
Additional Requirements
Work Context
•Must be able to work prolonged periods sitting at a desk and working on a computer
•Must be able to work under minimal supervision
•Must be able to sit, stand, walk, stoop, kneel, crouch, climb, and crawl
•Must be able to lift 25 pounds
•Must have a US state or territory issued Real ID compliant driver’s license or identification card
General Requirements
Behaviors and Assessments/Additional Requirements
•All INPO employees are expected to abide by behavioral expectations as outlined in INPO’s Core Values, Team Effectiveness Attributes, and Leadership Effectiveness Attributes
•Employment is dependent upon successfully completing a pre-employment background check and drug and alcohol test
•This position may require obtaining unescorted access status
•This position requires direct or indirect access to certain export-controlled technology, for which INPO may be required to obtain an export license in accordance with applicable U.S. export control laws and regulations. If an export license is required, any offer of employment at INPO for this position is contingent upon receipt of the export license or authorization