Senior Analyst, Financial Planning and Analysis

Job Type

Full Time

Published

07/20/2018

Application Deadline

08/20/2018

Address

Baltimore
Maryland
United States

Description

About CRS: Catholic Relief Services (CRS) carries out the commitment of the Bishops of the United States to assist the poor and vulnerable overseas. Our Catholic identity is at the heart of our mission and operations. We welcome as a part of our staff and as partners, people of all faiths and secular traditions who share our values and our commitment to serving those in need.

Background

Catholic Relief Services operates in close to 100 countries across 7 regions. Our world headquarters in based in Baltimore, MD. The Financial Planning & Analysis (FP&A) department is responsible for the development of planning activities within CRS, including multi-year planning, annual budgeting, and quarterly/monthly forecasts. The department is responsible for the development, coordination, and analysis of these key operating cycles that encompasses over 6,000 employees and nearly $1 billion in revenue across Africa, Asia, Europe, the Middle East, and Central/Latin America.

Job Summary

The Senior Analyst, as part of the FP&A department, assumes an integral role in the support and development of the budgeting, forecasting and planning functions along with preparing financial analysis to inform and support executive leadership in strategic decision making. This position is a critical role to the FP&A department and assists the Manager and Director in developing, implementing and administering planning processes, budgeting and forecasting models, support and maintenance of financial planning systems, and analytical activities to support decision making.

This position works closely with finance and accounting staff based in HQ as well as staff in Regional Offices and Country Programs including: Regional Finance Officers, Finance Managers and Country Program Managers to ensure both accuracy and compliance with financial planning requirements. This position is also responsible for the continuous maintenance and general administration of planning software and related tools. Providing strong customer support and communication to key stakeholders in their use of the planning software as well as sound budgeting and forecasting practices is necessary.

Specific Responsibilities:

1. Budgeting/Forecasting

a. Provides support to staff in Regional Offices, Country Programs and US Divisions including responding to a variety of different user-based inquiries on data or system issues, developing customized reports for analysis purposes, and assisting in the annual budget and ongoing forecast submission process to ensure financial integrity, accuracy and transparency.

b. Works closely with Domestic Finance staff to continue to improve consistency between accounting and budgeting practices and results, including the reconciliation of general ledger data between systems, maintaining appropriate mappings between systems, and performing routine checks on data to ensure accuracy.

c. Assists in the maintenance and revisions to budget/forecast guidance, reference tools such as software user guides and procedures to reflect ongoing changes in business practices and finance policies.

d. Maintains and updates the SharePoint site for the FP&A department which supports accessibility to user reference materials, important communications/deadlines/announcements and financial planning documents.

e. Assists in the development of executive management and board materials related to financial planning cycles including PowerPoint presentations, ad-hoc supplemental support schedules, data visualization.

 

2. Financial Analysis

a. Assists in providing analyses to support strategic decision making on budget/forecast activities such as current year forecast variances to budget, and revenue and expense trends.

b. Maintains financial models required for analysis, including development of driver-based financial models.

c. Provides analytical support to all other departments as needed.

d. Develops reports to summarize Agency budgets/forecasts for senior management reviews.

e. Develops and maintains reports for budget owners to verify budget accuracy, perform analysis related to trends and reasonableness, and sub-departmental requests for budget versus actual analysis.

 

3. System Administration of Budget/Forecast Software

a. Assists in the maintenance and administration of planning software so that it is user friendly, accessible and supportive of the individual and unique needs of department and country managers.

b. Maintains the overall budget software organization structure, account codes, data dimensions, input sheets, formulas, assumptions, and software version management.

c. Coordinates with IT/Global Service Desk to respond adequately and timely to requests for new user setup and software problem resolution.

d. Responsible for administration and reconciliation of data in financial planning software, including the process to ensure synchronous data between multiple financial systems and modules.

e. Updates model/user guides as needed.

Agency-wide Competencies (for all CRS Staff):

These are rooted in the mission, values, and guiding principles of CRS and used by each staff member to fulfill his or her responsibilities and achieve the desired results.

  • Serves with Integrity
  • Models Stewardship
  • Cultivates Constructive Relationships
  • Promotes Learning

Key Working Relationships

Internal Manager & Director (in the FP&A Dept), Domestic & Overseas Finance (particularly Financial Reporting & Systems), Country Program Staff (Finance & Program Managers) and Head of Operations, various managers for all HQ divisions and departments, and IT/Global Service Desk.

External Financial Planning Software Vendor and Consultants on an as-needed basis

Personal/Professional Skills

  • Strong organizational, multi-tasking and planning skills
  • Strong orientation towards continuing quality improvement. Ability to identify opportunities to automate manual processes, improve procedures and create efficiencies.
  • Strong analytic, problem solving and decision-making skills
  • Ability to explain finance and budget policies and procedures to staff without a finance background.
  • Ability to prioritize tasks to successfully meet deadlines.
  • Strong attitude towards customer service including respect and patience
  • Proactive in anticipating and solving problems
  • Highly motivated, energetic and the ability to work independently
  • Collaborative personality who works effectively with staff at various levels
  • High integrity and the understanding of the importance of maintaining confidentiality
  • Good stewardship in the use of Agency resources
  • High degree of comfort and sensitivity in a multi-cultural environment

Qualifications

  • Bachelor's degree in finance, accounting, economics or a related field
  • Minimum of 2-3 years' experience in finance, accounting or a related field
  • Experience working within large government, non-profit, or global organizations is a plus.
  • Experience with budgeting, financial planning and related processes is a plus
  • Strong finance and/or accounting knowledge with strong analytical and problem-solving skills.
  • Strong computer skills, organizational and database management skills. High proficiency with Excel; strong proficiency with other MS Office applications such as: Outlook, Word, PowerPoint.
  • Previous experience in learning and utilizing budgeting & forecasting software. Experience with Hyperion a plus.
  • Experience in effectively implementing process improvements and ERP implementations a plus.
  • Track record of consistent high-quality performance, ability to multi-task and strong attention to detail
  • Demonstrated commitment to customer service, communication and relationship building across multiple departments

Mental/Physical Requirements/Environment

  • Comfortable and productive in a regular office work environment

Disclaimer: This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position.

CRS' talent acquisition procedures reflect our commitment to protecting children and vulnerable adults from abuse and exploitation.

EOE/M/F/D/V

Professional Level

Entry level

Minimum Education Required

No requirement


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