Temporary Financial Analyst

Position Summary
The Financial Analyst provides financial and accounting support to the Director of Finance & Business Operations. This role is responsible for financial reporting, budget preparation and analysis, conference and society financial management, expense compliance, sponsorship administration, and process improvement initiatives. The position works closely with staff, volunteers, and leadership to ensure accurate reporting, regulatory compliance, and efficient financial operations.

Key Responsibilities

• Review and process expense reports to ensure compliance with policies, budget approvals, and accounting requirements.
• Manage sponsorship agreements, including contract administration, invoicing, payment tracking, approvals, and coordination of legal reviews.
• Support annual budgeting, forecasting, and monthly financial reporting for society operations.
• Analyze financial transactions and prepare reports for leadership, staff directors, and finance committees.
• Prepare year-end accruals and assist with month-end and year-end closing activities.
• Partner with conference planners and volunteer leaders to develop and manage up to 35 conference budgets.
• Process conference-related financial transactions and maintain accurate financial records in QuickBooks.
• Prepare conference financial statements, support conference closings, and ensure audit readiness.
• Assist with international tax compliance activities, including VAT reporting where applicable.
• Coordinate finance committee materials, meetings, and related governance activities.
• Contribute to special projects and process improvement initiatives that enhance operational efficiency.

Position Summary
The Financial Analyst provides financial and accounting support to the Director of Finance & Business Operations. This role is responsible for financial reporting, budget preparation and analysis, conference and society financial management, expense compliance, sponsorship administration, and process improvement initiatives. The position works closely with staff, volunteers, and leadership to ensure accurate reporting, regulatory compliance, and efficient financial operations.

Key Responsibilities

• Review and process expense reports to ensure compliance with policies, budget approvals, and accounting requirements.
• Manage sponsorship agreements, including contract administration, invoicing, payment tracking, approvals, and coordination of legal reviews.
• Support annual budgeting, forecasting, and monthly financial reporting for society operations.
• Analyze financial transactions and prepare reports for leadership, staff directors, and finance committees.
• Prepare year-end accruals and assist with month-end and year-end closing activities.
• Partner with conference planners and volunteer leaders to develop and manage up to 35 conference budgets.
• Process conference-related financial transactions and maintain accurate financial records in QuickBooks.
• Prepare conference financial statements, support conference closings, and ensure audit readiness.
• Assist with international tax compliance activities, including VAT reporting where applicable.
• Coordinate finance committee materials, meetings, and related governance activities.
• Contribute to special projects and process improvement initiatives that enhance operational efficiency.

Education

• Bachelor’s degree in accounting, Finance, or a related field required.
• Progress toward a Master’s degree or CPA certification is a plus.

Experience

• 0-2 years of accounting, finance, or financial analysis experience.
• Experience within an association, nonprofit, or membership-based organization is preferred.

Skills & Competencies

• Strong knowledge of accounting principles and financial reporting.
• Proficiency in Microsoft Office, particularly Excel.
• Experience with accounting systems; QuickBooks experience preferred.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work effectively with stakeholders at all levels, including staff, leadership, and volunteers.
• Technology-savvy and proactive in leveraging tools, including AI solutions, to improve business processes.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

Reporting Relationship

• Reports to the Director of Finance & Business Operations.
• No direct reports.
• Works under moderate supervision with increasing responsibility and independent judgment.

Education

• Bachelor’s degree in accounting, Finance, or a related field required.
• Progress toward a Master’s degree or CPA certification is a plus.

Experience

• 0-2 years of accounting, finance, or financial analysis experience.
• Experience within an association, nonprofit, or membership-based organization is preferred.

Skills & Competencies

• Strong knowledge of accounting principles and financial reporting.
• Proficiency in Microsoft Office, particularly Excel.
• Experience with accounting systems; QuickBooks experience preferred.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work effectively with stakeholders at all levels, including staff, leadership, and volunteers.
• Technology-savvy and proactive in leveraging tools, including AI solutions, to improve business processes.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

Reporting Relationship

• Reports to the Director of Finance & Business Operations.
• No direct reports.
• Works under moderate supervision with increasing responsibility and independent judgment.