Financial Reporting Specialist ID-4586

The Financial Reporting Specialist plays a crucial role in ensuring the agency's accuracy, integrity, and timeliness of financial data consolidation, reporting, and compliance. This position works closely with various departments to gather, validate, and consolidate financial information from multiple sources and preparing reports for internal and external stakeholders. Develops and delivers comprehensive monthly and annual financial & management reporting for C-Suite executive leadership and the Board of Trustees. Collaborates with business management financial analysts, fund development & grants management personnel, and other internal and external partners.

DUTIES

SUMMARY Remote Data Entry, No Experience, $40/hr, Part-Time
Virtual Assistant, $45/hr, Remote, No Experience, Night Job
Entry-Level Remote Data Entry, $50/hr, Evening Job
Customer Support, No Degree, $40/hr, Remote, Weekend Job
Remote Phone Job, $42/hr, Part-Time, College Student Friendly
Virtual Assistant, $40/hr, Remote, No Degree, Night Job
Part-Time Data Entry, $45/hr, Remote, College Student Friendly
Remote Moderator, No Degree, $50/hr, Evening, Weekend Job
Remote Customer Support, $42/hr, Night Job, No Experience
Live Chat Support, $40/hr, Remote, Entry Level, Part-Time
Virtual Assistant, Remote, $42/hr, Weekend, No Experience
Remote Data Entry, $45/hr, No Degree, Night Shift
Part-Time Customer Support, $40/hr, Remote, College Student
Remote Live Chat, $50/hr, Part-Time, Evening/Night Job
Entry Level Phone Job, $42/hr, Remote, No Degree Required
Weekend Data Entry, $45/hr, Remote, No Experience
Remote Virtual Assistant, $40/hr, Evening, Part-Time Job
Remote Moderator, $42/hr, Part-Time, Weekend, No Degree
Data Entry, $45/hr, Remote, Night Shift, College Student Job
Phone Support, Remote, $50/hr, No Experience, Part-Time
Virtual Assistant, No Experience, $42/hr, Remote, Weekend
Remote Customer Support, $45/hr, Part-Time, College Student
Data Entry, Remote, $40/hr, Night Shift, No Degree
Evening Virtual Assistant, Remote, $45/hr, No Experience
Weekend Customer Support, $42/hr, Remote, College Student
Remote Data Entry, $50/hr, No Experience, Evening/Night Job
Virtual Assistant, $42/hr, Remote, Weekend, Entry Level
Remote Phone Support, $45/hr, Evening, No Experience Required
Data Entry, No Experience, $50/hr, Remote, College Student
Remote Moderator, $40/hr, Weekend, No Degree, Part-Time
Live Chat Support, Remote, $42/hr, Night Shift, College Student
Phone Job, $50/hr, Remote, No Degree, Part-Time, Weekend
Data Entry, $45/hr, Remote, Evening, No Experience Required
Virtual Assistant, No Experience, $42/hr, Remote, Part-Time
Remote Customer Support, $50/hr, Night Shift, No Degree
Remote Data Entry, $40/hr, College Student Friendly, Part-Time
Live Chat Support, $42/hr, Weekend, Remote, No Degree
Virtual Assistant, Remote, $45/hr, Evening, No Experience
Remote Phone Job, $50/hr, College Student, Night Shift
Remote Moderator, $42/hr, Weekend, No Experience Required
Data Entry, No Degree, $45/hr, Part-Time, Remote Job
Customer Support, $50/hr, Remote, Evening/Night Job, No Degree
Virtual Assistant, $42/hr, Remote, Weekend, No Degree
Remote Live Chat, $45/hr, College Student, No Experience
Remote Data Entry, $40/hr, Part-Time, No Degree Required
Phone Support, $50/hr, Weekend, Remote, No Experience
Virtual Assistant, $42/hr, Evening, Remote, No Degree
Remote Customer Support, $45/hr, No Experience, Part-Time
Data Entry, $50/hr, Night Job, No Degree, Remote
Remote Moderator, $40/hr, College Student Friendly, Part-Time
Virtual Assistant, Remote, $42/hr, Weekend, No Experience
Remote Phone Job, $45/hr, Part-Time, No Degree Required
Customer Support, $50/hr, Night Job, Remote, No Experience
Data Entry, Remote, $42/hr, Evening Job, No Degree
Live Chat Support, $45/hr, Weekend, Remote, College Student
Virtual Assistant, Remote, $50/hr, Part-Time, Night Shift
Data Entry, $40/hr, No Experience, Remote, Weekend Job
Remote Phone Job, $45/hr, No Degree, College Student Friendly
Customer Support, $42/hr, Remote, Evening, No Experience
Virtual Assistant, $50/hr, Weekend, No Degree, Remote
Remote Data Entry, $40/hr, Part-Time, College Student Job
Phone Support, Remote, $42/hr, Evening/Night Shift
Virtual Assistant, No Degree, $45/hr, Remote, Part-Time
Live Chat Support, $50/hr, Remote, No Experience Required
Remote Moderator, $42/hr, College Student, Weekend Job
Data Entry, $45/hr, Remote, Night Job, No Degree
Virtual Assistant, $50/hr, Remote, Part-Time, Evening Job
Remote Customer Support, $42/hr, Weekend, No Experience
Phone Job, $45/hr, Remote, Night Shift, No Degree
Remote Live Chat, $50/hr, College Student, No Experience
Data Entry, $40/hr, Part-Time, Remote, Weekend Job
Virtual Assistant, $42/hr, Remote, No Experience, Evening
Remote Phone Support, $45/hr, Night Job, College Student
Remote Moderator, $50/hr, No Degree, Weekend, Part-Time
Virtual Assistant, $40/hr, Remote, Night Shift, No Experience
Customer Support, $42/hr, Remote, Part-Time, No Degree
Remote Data Entry, $45/hr, Weekend Job, College Student
Phone Support, Remote, $50/hr, No Experience, Night Shift
Virtual Assistant, $42/hr, Evening, Remote, College Student
Live Chat Support, $45/hr, Part-Time, Remote, No Degree
Data Entry, $50/hr, Remote, Evening Job, College Student
Virtual Assistant, $40/hr, Weekend, Remote, No Experience
Remote Phone Job, $42/hr, Night Shift, College Student Friendly
Remote Customer Support, $45/hr, No Degree, Evening Job
Virtual Assistant, $50/hr, Part-Time, Remote, Weekend Job
Data Entry, $40/hr, Evening Job, No Experience, Remote
Remote Live Chat, $42/hr, Weekend, No Degree, Part-Time
Virtual Assistant, $45/hr, No Experience, Remote, Night Job
Phone Job, $50/hr, Remote, Part-Time, College Student
Remote Data Entry, $42/hr, Evening/Night Job, No Experience
Remote Moderator, $45/hr, No Degree, Weekend Job, Part-Time
Live Chat Support, $50/hr, Remote, Night Shift, No Degree
Virtual Assistant, $40/hr, Weekend, College Student, Remote
Remote Phone Job, $42/hr, Part-Time, No Experience Required
Remote Data Entry, $45/hr, No Degree, Weekend, Night Job
Virtual Assistant, $50/hr, Evening, Remote, College Student
Customer Support, $42/hr, Weekend Job, Remote, No Degree
Phone Support, $45/hr, Remote, No Experience, Evening Job
Data Entry, $50/hr, Night Shift, No Degree, Remote Job


The Financial Reporting Specialist plays a crucial role in ensuring the agency's accuracy, integrity, and timeliness of financial data consolidation, reporting, and compliance. This position works closely with various departments to gather, validate, and consolidate financial information from multiple sources and preparing reports for internal and external stakeholders. Develops and delivers comprehensive monthly and annual financial & management reporting for C-Suite executive leadership and the Board of Trustees. Collaborates with business management financial analysts, fund development & grants management personnel, and other internal and external partners.

ESSENTIAL DUTIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Prepares and distributes internal and external financial statements, financial performance reports, and other funder/agency reports monthly.
  • Serves as a key member in the accounting and financial planning process; develops, coordinates, and/or manages the financial budgets, forecasts, and models to support strategic planning and resource allocation.
  • Utilizes historical performance and growth projections to evaluate business performance, analyze trends, and project future financial outcomes.
  • Collaborates with the Chief Financial Officer (CFO), Controller, and Finance Directors to support the monthly closing process, budget and forecast reporting; analyzes all financial reports and assists in the improvement and execution process and reviews.
  • Performs complex financial analysis and variance analysis reporting; creates financial system reporting solutions, track activities, and forecasts.
  • Develops and maintains supporting documents for all financial reports; provides overview of reports for the agency and board committees; coordinates and prepares recurring financial consolidation reporting packages, including income statements, balance sheets, cash flow statements, management dashboards, and presentations for management.
  • Prepares monthly cash flow analysis and weekly cash and investment reports for the CFO, supporting weekly cash flow, review analyses, and decision-making.
  • Leads scenario analysis and sensitivity testing to evaluate potential financial outcomes and risks and make recommendations to program management.
  • Collaborates with the Controller to comprise, analyze, and submit indirect cost reports to federal cognizant authorizing agency.
  • Assists the Controller with the development and management of the Total Restricted Net Asset Report, Private Funder Contribution Report, and other reports in support of agency private grant fund development activities.
  • Reconciles, coordinates, and validates financial information between Enterprise Resource Planning (ERP), Enterprise Performance Management (EPM), and Human Resource Management (HRM) systems.
  • Supports the Controller in developing, implementing, and maintaining internal controls over financial reporting per generally accepted accounting principles (GAAP), uniform guidance, contractual requirements, and other regulatory agencies and private foundations' requirements.
  • Other duties and special projects as assigned.



SUPERVISORY RESPONSIBILITIES

  • This job has no supervisory responsibilities.



QUALIFICATIONS

EDUCATION & EXPERIENCE

  • Bachelor's degree in Business Administration, Finance, or Accounting required. Master's degree in Business Administration desired.
  • 5+ years of finance experience specifically related to data analysis and reporting required. Non-profit experience is a plus.
  • Experience creating forecasts and providing recommendations to upper management.
  • Senior-level experience a plus.



OTHER QUALIFICATIONS

  • Strong task prioritization and process improvement.
  • Valid driver's license and state-required auto insurance.
  • May require some travel.
  • Ability to handle confidential information.
  • Maintains patient privacy, including protecting the confidentiality, safeguarding the integrity and availability, and limiting the use and disclosure of patient Protected Health Information (PHI) to authorized individuals and entities.
  • Participates in, conducts, and sustains performance quality improvement activities according to designated role and responsibilities
  • Sensitivity to service population's cultural and socioeconomic characteristics.
  • Excellent verbal and written communication skills.



CERTIFICATES, LICENSES, REGISTRATIONS

  • None required.



COMPUTER SKILLS

  • Advanced proficiency in a Windows environment, including Word, Excel, and Outlook.
  • Accounting software (e.g., NetSuite, Workday Adaptive Planning, etc.).



VISION REQUIREMENTS

  • No special vision requirements.



NOISE LEVEL

  • Moderate noise



REQUIRED TRAINING

  • New Hire Orientation
  • AB-1343: Sexual Harassment Prevention Training
  • Mandated Reporter



COMPENSATION:
$84,641.00 USD - $103,262.00 USD

In accordance with California law, the expected pay range for this position is included in this posting. The actual compensation will be determined based on factors permitted by law. New hires will be offered a salary at the starting point of the range to maintain internal inequity and allow opportunity for future salary growth. CII salaries are determined based on comprehensive internal and external market analysis, as well as the skills, education, and experience relevant to each position.

BENEFITS:

  • Generous paid PTO, plus 10 paid holidays and CII is closed between Christmas and New Year
  • Excellent medical, dental, and vision insurance for eligible employees and qualified dependents
  • 403b Retirement Plan with employer contribution for eligible employees
  • Up to $4,500 in tuition reimbursement per calendar year
  • Eligible for the Public Service Loan Forgiveness program
  • Flexible Spending Account (FSA) & Health Savings Account (HSA)
  • Employer paid Life and AD&D Insurance
  • Voluntary Supplemental Insurance
  • Opportunity for growth & advancement
  • Professional development & continued training
  • Team building & bonding through company sponsored events & activities



CONTINGENCIES:

  • Influenza immunization or declination
  • COVID-19, MMR and Tdap immunizations
  • Education verification
  • Reference check
  • Background fingerprint clearance (FBI, DOJ, CACI) conducted by the California Department of Social Services
  • Drug and alcohol screening
  • Tuberculosis screening
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