FY23 Position Description

Title: Finance Analyst

Category / Status: Full-Time / Exempt

Career Level: Professional

Reports to: Manager, Financial Planning & Analysis

Location: US Remote; Latin America

Effective: February 2023

Introduction

1 in 10 people around the world lack access to safe water and 1 in 4 people don’t have access to a toilet. We are working every day to change this. We are Water.org. We’re here to bring water and sanitation to the world. We want to make it safe, accessible and cost-effective because we believe that water is the way to empower a bright future that we can all share, worldwide. We are an international nonprofit organization based in Kansas City, Missouri that has positively transformed millions of lives around the world through access to safe water and sanitation. Founded by Gary White and Matt Damon, we pioneer market-driven financial solutions to the global water crisis. For more than 25 years, we’ve been providing women hope, children health and families a future.

Summary

The Finance Analyst in the Finance department is responsible for updating and maintaining the Water.org forecast, assists with budget preparation, and prepares ad-hoc reporting as requested. This individual will own publishing monthly reporting as assigned and showcase performance against organizational goals and objectives.

The Finance Analyst analyzes data for trends, issues, and opportunities with an eye toward providing actionable business insights. This individual will be expected to maintain successful relationships with organizational leaders and budget managers and support the Financial Planning and Analysis leadership/CFO. This position will handle complex analysis in situations that may be broadly defined or technical, requiring careful analysis and coordination with the accounting staff to uphold federal, state, global, and organizational rules, regulations, and policies.

Key Responsibilities

Water.org Forecast Updates & Maintenance 80%

• Updates monthly forecast for Water.org planning software, receives forecast data from the various teams, and ensures it’s timely and accurate entry/upload into Adaptive/PowerBI or future Financial Planning and Analysis software packages.
• Prepares, reviews, and distributes monthly financial reports to budget managers, which track expenses and revenues vs. budget/re-forecast, and dissects fluctuations.
• Provides relevant and accurate reporting and analysis of the performance results against historical trends, budget, forecast and strategic plans that will be used to help drive management decisions as to any course correction or adjustments.
• Under the overall direction and guidance of Financial Planning and Analysis Leadership, assists in formation of the annual budget and forecast process and maintains this information in Adaptive/Finance Systems.
• Maintains and develops various financial models and standard templates to be used by the Global Finance team to ensure quality, accuracy, and focused analytic reviews.
• Conducts variance analysis, tracking by fund type, utilization tracking, and creating trend reports for budget to actuals analysis through the year.
• Gathers data for and prepares budgetary, statistical, reconciliation and other requested reports for departmental and organizational leadership.
• Evaluates profit and cost efficiencies in various areas of the organization as needed.
• Develops, maintains, and distributes as-hoc reports and financial models as needed.
• Demonstrates appropriate understanding of accounting principles and internal controls and applies them.
• Supports the annual audit process through the preparation of financial information.
• Provide support to other finance functions and/or project-related deliverables, as directed or assigned.
• Individual contributor with no subordinates.
• Accountable for individually assigned goals and deliverables. May contribute to organizational and/or departmental projects and metrics, as applicable.
• Responsible for the maintenance of accurate budgets and forecasts in collaboration with Finance leadership and budget managers.
• Accountable for the accuracy and timeliness of data provided to leadership.
• Advises internal stakeholders on Finance policies, procedures, and guidelines.
• Manages multiple projects simultaneously and drives each to timely completion.
• These individuals or groups may be impacted by and or are important and influential to the success of this role’s primary functions: Accounting, Program Managers, Department managers with budget responsibility, and HR.
• Customer Focus – Building strong customer relationships and delivering customer-centric solutions.
• Communicates Effectively – Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Drives Results – Consistently achieving results, even under tough circumstances.
• Collaborates – Building partnerships and working collaboratively with others to meet shared objectives.
• Manages Ambiguity – Manages ambiguity by operating effectively, even when things are not certain or the way forward is not clear.
• Financial Acumen – Interpreting and applying understanding of key financial indicators to make better business decisions.

Ad Hoc Financial Analysis and Data Maintenance 20%

Management Responsibility:

Scope Data:

This description is not designed to cover or contain a comprehensive listing of scope, stakeholders and linkages for every project, duty or responsibility but is intended to highlight internal or external processes, functions and jobs/roles that are expected to regularly interact with this position to deliver work. Scope may change or be assigned at any time with or without notice.

Skills and Competencies

Requirements

• Bachelor’s Degree in Business Administration, Finance, Accounting or related field and/or equivalent related working experience with an emphasis on quantitative analysis.
• At least 3 years of progressive experience executing financial reporting and analysis processes, including:
  • Strong working knowledge of accounting best practices and U.S. GAAP.
  • Proficient computer skills, including Microsoft Office, advanced proficiency with Excel and database management.
  • Exceptional analytical and conceptual thinking skills.
• Ability to influence and work closely with others to determine acceptable solutions.
• Excellent planning, organizational and time management skills.
• Ability to multi-task and manage various project elements simultaneously.
• Language(s): Proficient (written and oral) in English.

Preferred:

Experience in a globally focused role or within a global organization highly preferred.

Experience utilizing accounting systems required. Experience in Financial Edge, QuickBooks and Adaptive Insights is preferred. Competency with PowerBI is strongly preferred.

Benefits

Travel Requirement: Up to 5% of domestic and global travel.

Being authorized to work in the country posted is a precondition of employment.

Salary/Benefits

This position offers country-specific benefits and market-based, competitive salary; as well as periodic review for merit and incentive pay based on organizational and personal achievement.

Application Information

Please apply at http://water.org/about/careers/

Water.org is an equal opportunity employer and is committed to providing an inclusive environment. We do not discriminate on the basis of race, color, religion, gender, gender expression, gender identity, age, national origin, ancestry, disability, marital status, sexual orientation, pregnancy status, military and veteran status, genetic information, and any other status protected by law. We provide qualified applicants and employees reasonable accommodation, when necessary, to enable individuals to complete the application process and/or perform the essential functions of the job. We believe social change happens when people with a wide range of backgrounds, experiences, and identities come together with a common purpose. We strive to build and maintain a diverse team that will advance our mission and work and encourage candidates from all backgrounds to apply.