Financial Analyst

Four day work week - two days in-office, two days remote

Position Summary: The Financial Analyst supports the Finance Manager in overseeing treasury operations, cash management, investments, and financial risk activities. This role ensures accurate reconciliation and reporting of cash and investment transactions, administers the organization’s purchasing card program, tracks and records royalties, assists in management estate-related financial activities, and provides compliance, audit, and operational support across Finance. The position collaborates closely with the Controller, Accounts Payable, Development, Customer Care and other partners to maintain financial accuracy, uphold policy standards, and support effective decision-making.

Essential Job Functions:

• Serve as back up for cash management, including daily reconciliation, monitoring balances, transferring funds, and ensuring liquidity.
• Reconcile all bank and investment accounts and resolve discrepancies promptly.
• Record treasury transactions including cash movements, investment activity, and related monthly journal entries.
• Prepare cash flow forecasts, liquidity analyses, and investment activity reports.
• Support relationships with banking and investment partners and assist with compliance with treasury policies.
• Collaborate with the Controller to accurately record investment income, fees, and gains/losses.
• Administer the Divvy purchasing card program, including issuance, limits, reconciliation, and policy compliance.  Train and support cardholders; resolve issues with Accounts Payable.  Monitor spending patterns and ensure responsible financial stewardship.
• Track royalty income, agreements, and documentation.
• Prepare royalty statements and schedules; coordinate payments with Accounts Payable.
• Reconcile royalty accounts and maintain records.
• Support implementation of internal controls for treasury and investment functions.
• Assist in financial and risk reporting for the Finance Manager.
• Maintain documentation for banking, treasury, investment, and compliance activities.
• Support the administration of the organization’s retirement plans.
• Coordinate with plan administrators, auditors, and departments to ensure accurate reporting, compliance, and participant communications.
• Record and track estate distributions, ensuring donor intent and fund restrictions are maintained.
• Partner with Development and outside legal counsel teams to support estate settlements and reporting.
• Assist the Controller with audit preparation and schedules related to cash, investments, and treasury operations.
• Other duties as assigned
• Follow organizational policies, procedures, schedules, and timekeeping requirements.
• Regular and reliable and adhere to assigned schedule.
• Adhere to all company and departmental policies and procedures per the guidebook including all safety requirements including all safety guidelines.
• Utilize electronic time management system to input time, attendance and paid off request.

Education: Bachelor’s degree in Finance, Accounting, Business Administration, or related field (CPA/CTP preferred).

Experience:

1. Minimum of 3 years of progressive experience in treasury, finance, or investment operations; nonprofit experience preferred.
2. Strong understanding of cash management, bank reconciliation, investment accounting, and financial reporting principles.
3. Familiarity with purchasing card and expense management systems (e.g., Divvy, Concur, etc.).
4. Knowledge of GAAP and nonprofit fund accounting.
5. Understanding of pension plans, preferred.
6. Proficiency in financial systems (e.g., Sage Intacct, QuickBooks, or similar) and Excel.
7. Strong analytical, organizational, and communication skills.
8. Integrity, discretion, and a mission-driven orientation.

Skills:

• Treasury and liquidity management expertise.
• Strong reconciliation and reporting accuracy.
• Analytical and process improvement mindset.
• Cross-department collaboration and communication.
• Accountability and attention to detail.
• Integrity and commitment to organizational values.  

Competency Statement(s):

• Culture of Service: Demonstrates a commitment to serving internal and external stakeholders with compassion, responsiveness, and professionalism. Supports a collaborative team environment that aligns with Unity's spirit of service.
• Professionalism & Accountability: Consistently follows through on commitments, manages time effectively, and maintains professionalism in all communications. Takes responsibility for actions and outcomes.
• Confidentiality: Handles sensitive information appropriately and in accordance with UWH standards, demonstrating sound judgment and discretion.
• Technical Confidence: Learns new systems quickly, navigates virtual platforms with ease, and demonstrates comfort troubleshooting basic technical issues.
• Unity Core Values: Models Unity’s values of inspiration, inclusiveness, innovation, creativity, community, and service in daily interactions and decision-making.
• Adaptability & Resilience: Demonstrates flexibility when priorities shift, remains calm during periods of change, and approaches challenges with a solution-focused mindset.

Physical and Mental Requirements:         

                            N/A       Not Applicable Activity - Not applicable to this occupation

                              O       Occasionally Position requires this activity up to 33% of the time (02.5+ hrs/day)

                              F        Frequently Position requires this activity up to 33% of the time (02.5-5.5+hrs/day)

                              C       Constantly Position requires this activity more than 66% of the time (5.5+ hrs/day)

                              C        Indoor Work                           

                              N/A    Outdoor Work

                              N/A    Excessive Noise/Decibels      

                              C        Sitting/Workstation

                              C        Use of Hands/Fingers             

                              O       Climb - Stairs/Ladders

                              O       Lifting 20 Max lbs.                  

                              N/A    Traveling outside campus

                              O       Carry 20 Max lbs.                   

                              O       Reach: Overhead/Forward 

                              N/A    Exposure to Hazards

                                N/A    Push/Pull Equipment

                              N/A    Exposure to Temperatures    

                              C        Read/See

                              F        Standing/Walking                   

                              C        Talk/Communicate

                              O       Stoop/Kneel/Crouch/Crawl    

                              N/A    Taste/Smell

                              C        Operate Computer                 

                              N/A    Operate Company Vehicles

                              N/A    Personal Protection Equipment         

                              F        Operate Company Equipment:  Electronic devices, fax, telephone, scanner, copier

Work Environment: Office and virtual environment

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.