Financial Analyst

Financial Analyst

The United Planning Organization (UPO) is the designated Community Action Agency for Washington, District of Columbia, and has served the residents of the District since 1962. Our Vision for the future is "UPO's Washington: A city of thriving communities and self-sufficient residents"; our Mission is "Uniting People with Opportunities."

The Financial Analyst assists Program Staff with developing, understanding, and managing UPO's financial obligations to the funder(s) of each UPO program area. The position provides financial information that supports timely decision-making and oversight and ensures donor reporting requirements are met. This includes financial reporting, budgeting, forecasting, modeling, and in-depth financial analysis.

Monitor, record and provide monthly financial information and analyses on all revenue streams. Engage with UPO's program staff to manage funding-related agreements. Prepare and deliver regular financial reports to funders on all revenue streams. Support annual organizational budget and mid-year forecast. Maintain, consolidate, and analyze budget templates.

Bachelor's degree in Accounting, Finance or a related field required. One to two (1-2) years of professional experience as a financial analyst, accountant, auditor, or analyst OR an MBA degree with at least 1 year of professional. Excellent organizational skills and attention to detail. Superior EXCEL skills, along with strong analytical and problem-solving skills. Thorough understanding of generally accepted accounting principles (GAAP). Thorough understanding of methods of financial analysis and procedural methods used in data mining and database development.

Must be able to work sensitively and effectively with individuals of diverse educational, socio-economic and cultural backgrounds.

Master's degree in Accounting, Finance, or a related field.

Become familiar with UPO's mission and strategic plan goals and strategies. Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations.

Competitive Benefits: Medical, Dental, Vision, 401(k) Matching Plan 100 % Vested. Sick Leave 4.5 Hours Every Pay Period. Vacation Leave 4.5 Hours Every Pay Period. 2 Personal Days. Paid Holidays.

This position IS NOT in the collective bargaining unit of the CWA Union.

To be considered for this position: Submit your cover letter and resume to the Career Center Online. UPO is an Equal Opportunity Employer.