This position requires working in the Indianapolis office at least three days per week, with the potential for additional in-office days as needed.

POSITION OBJECTIVE/JOB SUMMARY:

Responsible for assisting and/or performing duties related to budget preparation, budget analysis, forecasting, and financial modeling. Duties include, but are not limited to, establishing and monitoring budget timetable, planning budget process, evaluating budget proposals/funding requests, conducting cost-benefit analyses, reviewing capital request and variance analysis (budget vs. actual). These duties will enable the Board and management to make informed financial decisions impacting the organization.

ESSENTIAL FUNCTIONS:

Finance Team:

• Work closely with members of the Finance Team to support the goals and strategies to help achieve the vision, mission and strategic objectives of the Organization.
• Attend and actively participate in departmental meetings
• Work directly with the Controller to address, identify and resolve departmental issues
• Assist Finance Team as requested with account reconciliations and month-end close.
• Provide status updates

Position Responsibilities:

• Work directly with Controller in the development of the company’s overall budget document, and at the department level, providing advice and analysis of the departmental spending and revenue projections. Lead person responsible for the budget preparation including (30%):
• Preparing budget timetable and deadlines.
• Training staff on budget software
• Analyzing historical financial data
• Creating budget assumptions and pro-forma projections
• Collaborating and assisting department heads in developing realistic budgets and projections
• Recording of budget adjustments and modifications
• Reviewing Capital Expenditure requests
• Preparing allocations
• Presenting budget analysis and recommendations to upper-level management
• Distributing final approved budgets to department heads
• Develop and distribute budget vs. actual reports (monthly and quarterly) and conduct periodic business review meetings with departments (10%).
• Perform analytical review of financial performance, including (15%):
• Providing creative alternatives and recommendations to reduce costs and improve financial performance
• Summarizing data on financial status and risks
• Developing financial models, benchmarks and analysis
• Conducting business studies on past, future and comparative performance
• Developing forecast models
• Identifying trends and providing recommends to a senior financial analyst based on sound analysis
• Reconciling transactions by comparing and correcting data
• Maintain/monitor Expense Reporting System as follows (10%):
• Download and verify files to send to Accounts Payable
• Reconciliation of liability accounts for corporate cards and personal expenses (monthly)
• Perform research of expenses reports
• Manage the fixed asset system, including maintaining proper records for the purchase and disposal of fixed assets, preparing journal entries and assisting the auditors in the filing of the annual property tax returns (5%).
• Assist Controller and Accounting Manager in following areas, as needed (30%)
• Drive process improvement and policy development
• End of month closing
• Cash management
• Account reconciliation
• Audit (account analysis)
• Investments
• Chart of accounts
• Financial statements
• Assist at Finance Committee meetings and in the writing of the committee report
• Finance procedures
• Capable of maintaining positive working relationships
• Confidentiality related to sensitive financial information
• All other duties as assigned, trained for, and qualified to do

QUALIFICATIONS:

Educational Requirements:

• Bachelor’s degree in accounting, finance, or other business-related area

Experiential Requirements:

• 2-5 years proven working experience as a Financial and Budget Analyst
• Proficient in spreadsheets and databases
• Strong communication and presentation skills
• Good customer service abilities

Required Skills:

• Microsoft Office Suite Products especially Excel and Outlook
• Familiar with Nexonia Expense Report System
• Experience with NetSuite Financial System or similar systems
• Experience with Adaptive Insight Budget and Report Writing System
• Adobe (PDF)
• Strong analytical and problem-solving skills
• Strong organizational skills
• Strong decision-making skills

Other Requirements:

• Strong initiative and ability to work with limited supervision
• Kiwanis Family experience a plus
• Multilingual a plus

WORKING CONDITIONS/OTHER INFORMATION:

• Some overtime and weekend work required