FINANCIAL ANALYST

Description

Position Summary :

The Financial Analyst supports the Finance Director, Vice President, Senior Staff and Officers on financial planning, analysis, investment portfolio management, budget coordination, and regulatory compliance. The analyst provides complex financial analysis and reporting on UHW transactions and of related entities. The analyst is responsible for analyzing, reviewing, and providing public or confidential reports of the financial transactions and operations in the financial systems for SEIU-UHW.

The analyst collaborates with Executive Board, Executive Office, Research, Communications, Legal, Finance, Membership, and Information Systems teams to develop data models and analytic output to support our union mission. The analyst is responsible for making our financial data accurate, accessible, and useful in business decision making at any level. The Analyst is an integral part of the finance team and will work closely with the Finance Department Leadership team and Vice President in coordinating reporting to outside entities and internal stakeholders.

Main Responsibilities :

Core Financial Functions

• Examine confidential financial records and prepare comprehensive reports for upper management, officers, board members, and Budget / other related committees of the Executive Board
• Conduct detailed analysis of confidential revenue, payroll, and operating expenses
• Create and compile reports for outside regulators (DOL, IRS, State, etc.), on an as needed or urgent basis
• Provide analytics on the data (reports, trends, comparisons, charts, etc.) that support the decision-making process to ensure adequate internal controls

Investment Portfolio Management

Budget Coordination and Forecasting

Audit and Compliance Support

Organizational Support

Support accounting system maintenance and new project implementation

Requirements

Qualifications (Knowledge, Skills, and Abilities) :

Education and Experience

Technical Skills

Professional Skills

Physical Demands :

The duties listed above are intended only as illustrations of the various types of work that may be performed Duties may vary depending on needs and can be assigned to other accounting and finance functions.