Financial Analyst

POSITION SUMMARY (Hybrid, 3 days in office - Alexandria, VA)

As the Financial Analyst, you will assist the Director, Financial Planning & Analysis and the CFO to track and assess financial outputs and services that United Way Worldwide finance division gives to our internal customers to maximize customer satisfaction and create opportunities for efficiency and growth. By developing, updating, and leveraging forecasts and budgets, you are constantly gathering relevant data and providing insights on financial projections that will support UWW’s financial decisions. In addition, you will use financial models to simulate different scenarios and provide reporting to various stakeholders showing the impact of various factors on our organization’s financial performance.

KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION

An individual must be able to perform each essential duty listed below at a satisfactory level: 

• Conduct financial analysis, forecasting, and modeling to provide insights for decision-making
• Generate monthly financial activity reports and provide analytical insights on variances to expected 
• Collaborate with various internal UWW departments to analyze financial data and performance. 
• Assist in budgeting, variance analysis, and strategic planning processes.
• Ability to utilize NetSuite (or similar cloud-based enterprise software system) for data mining and report creation.
• Support and assist with the monthly financial reporting and financial/business analysis as requested

Other Duties as Assigned

JOB REQUIREMENTS

Minimum requirements include: 

• Bachelor’s Degree in Business, Finance or Accounting.
• Minimum of 3 years of proven experience working as a financial analyst or relevant professional experience. 
• Demonstrated ability to work collaboratively and consultatively across all functions, proactively identifying trends and making recommendations based upon data and analysis.
• Proven analytical and financial modeling skills, including experience working with financial reporting systems (NetSuite experience a plus) and proficiency with Microsoft Office products (Excel, PowerPoint, Word).
• Working knowledge of Generally Accepted Accounting Principles.
• Excellent verbal and written communications skills, excellent customer service skills, solid financial reporting knowledge.
• Proficiency with Smartsheet and advanced Excel skills.
• Prior experience working independently and taking initiative, while also functioning productively within a team.
• Detail oriented with strong analytical, problem-solving, and organizational skills
• Prioritize, multi-task, and meet deadlines in a fluid environment
• Articulate communications skills to clearly convey financial concepts to internal teams.
• Perform effectively in an environment with flexibility, motivation, and enthusiasm.

This job description describes the general nature and level of work performed by employees assigned to this position.  It should not be construed as an exhaustive list of all required duties, responsibilities and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered. 

SALARY STATEMENT

The budgeted lifespan salary range for this position is currently $75,000 to $80,000 per year. Salaries are determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.

COMPETENCIES

An individual must be able to demonstrate the following competencies at a satisfactory level:

Accountability/Results Orientation - Is accountable for the achievement of assigned work projects. Collaborates with others to establish work project parameters, desired results/outcomes and resource requirements. Keeps team leader(s) informed on work progress and changes in work direction. Takes ownership of work and outcomes achieved, selecting the best work approach. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.

Decision-Making/Risk-Taking - Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.

Teamwork Collaboration - Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.

Relationship Management - Utilizes rapport to build trust and collaboration with others. Identifies and shares mutual benefits/needs in working together. Is ethical in dealing with others to achieve the desired results. Interacts and communicates with diverse stakeholders effectively. Fosters and maintains working relationships across the United Way system. Formulates and communicates in an ethical and politically sensitive manner.

Communications - Expresses work issues and problems in a clear and concise manner. Communicates effectively with others up, down and across the organization to achieve expected organization results. Gives and receives constructive feedback. Seeks direct input on team effectiveness and environment.

Innovation/Creativity - Develops and implements new approaches to accomplish tasks that impact others in and outside of own team. Is able to reasonably "take risks.” Assists others in developing new systems, products, processes and procedures. Strives to stay current on new or emerging trends and capitalizes on them.

ABOUT UNITED WAY WORLDWIDE

United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.

United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail Victoria.Privett@uww.unitedway.org  or call 703-683-7860 and provide the nature of your request and your contact information.

We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.

United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY & INCLUSION STATEMENT OF PRINCIPLE

We take the broadest possible view of diversity. 

We value the visible and invisible qualities that make you who you are.

We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.

We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.

We strive to include diversity, equity, and inclusion practices at the center of our daily work.

We commit to using these practices for our business and our communities.

Join us in embracing diversity, equity and inclusion for every person in every community.

LIVE UNITED.