Title of Position: Analyst Assistant FLSA Status: Exempt

Department: Finance Salary: $65,000

Reports to: CFO

Positions reporting to this position: None

Purpose of the Position:

Reporting directly to the CFO, the Analyst Assistant works to improve projects within the entire Finance Department. S/he is required to analyze and forecast financial data as well as work on multiple projects with concurrent deadlines.

Responsibilities:

• Provide accurate summaries of various financial reports and audit findings to various departments.
• Coordinate and respond to external requests for financial information and reports.
• Coordinate activities in Finance Departments and Program Services for special and recurring projects.
• Provide administrative support to the Finance Department as needed.
• Assist in annual budget preparation and program projections.
• Provide support to Accounts Payable and Payroll Departments as needed.
• Coordinate multiple projects with concurrent deadlines.
• Must interact Win senior managers on a regular basis.
• Track, monitor and follow up on internal and external communications related to the Finance Department.
• Monitor communication with external funders and ensure timely follow up.
• Read, analyze, and interpret documents needing the Vice President of Finance approval/signature for accuracy and completeness.
• Perform other related duties as assigned.

Essential Functions:

Must be able to sit at a computer for the majority of the work day.

Qualifications/Skills and Knowledge Requirements:

• Commitment to Win’s mission, vision and values.
• BA/BS degree in Accounting, Finance or related field required.
• Certified Financial Analyst (CFE) and related certification a plus.
• Excellent Microsoft Suite skills required.
• Effective written and oral communication skills required.
• Must maintain a high degree of confidentiality.
• Must have prior experience in a financial setting

Core Competencies:

• Leadership: Sets an example by following Win policies and procedures. Acts with a high degree of professionalism and has a good work ethic.
• Facilitating Change: Delivers high quality results consistently.
• Managing Performance: Interacts respectfully with funders and co-workers.
• Applying and Developing Expertise: Works with the Vice President of Finance to develop and meet challenging but achievable goals. Understands consequences.
• Communicating and Collaborating: Values the full spectrum of diversity and inclusion. Keeps the supervisor informed about progress and problems; avoids surprises.

WIN’S DIVERSITY, EQUITY & INCLUSION HIRING COMMITMENT

Our most effective service to our community comes from a diverse mix of minds, backgrounds and experience. As a result, we are committed to cultivating an inclusive work environment. Win actively seeks a diverse applicant pool and encourages candidates of all backgrounds to apply. We provide equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law.