Job Summary

The Financial Analyst is a full-time position, reporting to the Director of Business Operations. The position plays an integral team role in Callier's operating activities and maintenance of detailed financial records.

Working closely with the Executive Director, Director of Business Operations, Senior Director of Development, and members of the Callier Center's Board of Trustees, volunteers and donors, the Financial Analyst will have a wide range of responsibilities that will support the successful operation of the Callier Center's financial, clinical and fundraising activity.

Minimum Education and Experience

Bachelor's degree in Accounting or other Business area with experience in financial analysis and reporting. Three years of progressively responsible related financial / accounting / budget experience or an equivalent combination of education and experience.

Knowledge of Federal Regulations, Microsoft Office, advanced knowledge of financial reporting tools (i.e. Access, Advanced Excel, Crystal Reporting, etc.).

Preferred Education and Experience

• Bachelor degree in Finance or Accounting
• 5 years of advanced level accounting work, financial analysis and forecasting experience
• Advanced knowledge / experience with financial databases
• Strong analytical skills and problem resolution experience with complex financial matters.
• Demonstrated proficiency in gathering, analyzing, and presenting financial data and advanced skills in Excel
• Professional demeanor with experience employing diplomacy, discretion, and confidentiality in all business matters
• Detail-oriented self-starter

Essential Duties and Responsibilities

Business Department and Clinic Operations Responsibilities

• Prepare a five-year clinical financial forecast and Callier financial model
• Complete case study of Callier academic services which benefit other departments
• Analyze and interpret budgetary financial data related to the center to advise management on the strategic and appropriate use of funds
• Ensure the integrity of funds is upheld by monitoring, analyzing, and assessing account trends, balances, expenditures, and encumbrances while maintaining compliance with university, state, and federal guidelines for appropriate and reasonable spending
• Assist with creating Callier annual budget and contract budgets including but not limited to UTSW Child Development annual Budget and various school district / medical facilities contract budgets;

financial statements; monthly and annual financial reports; and financial forecast reports as required

• Manage and create Business Department process planning documents / manual for daily, monthly, and annual processes to improve workflow efficiency
• Provide backup services to review / approve / reject the center's requisitions as needed
• Provide strategic, professional, timely, and accurate communication with staff
• Maintain and archive backup documentation related to financial compliance
• Produce ad hoc accounting statistical reports and financial analysis
• Complete assigned monthly account reconciliations and supporting documentation
• Assist with oversight of Callier Food Services' financial operations, reporting, and compliance
• Assist with oversight of Callier accountant

Development Office Responsibilities

• Maintain / ensure fidelity to University's financial policies and procedures in recording and accepting gifts from Foundations, individuals, and the Foundation Board of Trustees
• Review Callier gift records monthly to ensure that gifts have been credited properly in Raiser's Edge
• Review spending plans for endowments and gift cost centers quarterly
• Record all gifts to the Foundation and manage the accounting for checks to be written back
• Produce monthly financial reports for the Foundation, including reports on investment performance
• Produce an annual budget for the Foundation with relevant committee chairs
• Manage annual tax return process for the Foundation with relevant committee chairs
• Manage annual audit process for the Foundation with relevant committee chairs
• Manage signature authority for the Foundation's bank accounts
• Work with the senior director of development and trustees to establish an annual audit committee and finance committee meeting agendas and reports
• Produce minutes of Foundation Board meetings and committee meetings

Additional Information

Vaccine Requirements :

Some positions within the University are subject to federal vaccination requirements . For example, all faculty, staff and students who are working in the Callier Clinics must be fully vaccinated by April 21, 2022 in accordance with the emergency federal vaccination requirements for health care facilities established by the Centers for Medicare & Medicaid Services' (CMS) Final Rule.

Newly hired employees who are subject to federalvaccination requirements will be required to submit proof of vaccination (e.

g., vaccination card, immunization records from health care provider) prior to their first date of employment, and may be required to show compliance annually if a federal vaccine requirement requires an annual booster vaccine.

UTD will consider exemptions for employees seeking a medical or religious exemption to the vaccination requirement

What we have to offer :

UT Dallas is an Equal Opportunity Employer. We are committed to fostering, cultivating, and preserving a culture of diversity and inclusiveness.

We offer an employee-friendly work environment with a comprehensive benefit package including :

Competitive Salary

Tuition Benefits

Internal Training

Medical insurance including 100% paid employee medical coverage for full-time employees

Dental Insurance

Vision Insurance

Long and short-term disability

Retirement Plan Options

Paid time off

Paid Holidays All UT Dallas employees have access to various professional development opportunities , including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

About UT Dallas

The University of Texas at Dallas is committed to graduating well-rounded members of the global community whose education has prepared them for rewarding lives and productive careers in a constantly changing world.

A diversity of people, ideas and perspectives is crucial to our vision and mission. A charter member of SEA (STEMM Equity Achievement) Change, UT Dallas is a place where members of the community are welcomed, treated fairly, and encouraged to their pursuit of excellence.

What You Should Know

UT Dallas is ranked among the Best of the Best Colleges for LGBTQ Inclusion by Campus Pride. The Office of Diversity, Equity and Inclusion hosts a variety of programs and leads initiatives toward efforts to cultivate a culture of equity and belonging for all members of the campus community.

LilyPad lactation facilities are located throughout campus for private use by nursing parents. The University currently supports nine Employee Resource Groups (ERGs) that are communities of faculty and staff from various identities along with advocates and allies (e.

g., Black Faculty and Staff Alliance, Universal Access ERG, Military and Veteran ERG). The University of Texas at Dallas is committed to providing an educational, living and working environment that is welcoming, respectful and inclusive of all members of the university community.

The University prohibits unlawful discrimination against a person because of their race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information, or veteran status.

Visit https : / / institutional-initiatives.utdallas.edu / for more information.

Important Message

1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.

2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community.

UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment.

EOE, including disability / veterans. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities.

To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator . For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator .

Senior Financial Analyst

As a global marketing experience company, Quad’s goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness.

We’ve built a rich legacy by believing in our people, allowing them to act like owners and to take charge of their own success.

Whether an operator, sales rep, a graphic artist or a clinician, we’re all driven to perform at our best for ourselves and our clients.

At our core, we’re a company that believes we can always create a better way.

This position is responsible for financial support of Ivie Operating Unit. The Senior Financial Analyst will be responsible for recurring and ad-hoc reporting and analysis for various operational departments and full participation related to the month end close process.

This individual must be detail-oriented, have strong analytical skills, possess the competency to understand the business and user requirements, build actionable reports and clearly communicate the findings from analysis to those leaders best suited to influence change.

Work location for this position will be hybrid; a combination of days onsite in office at our office in Flower Mound, TX and also remote / work from home days per week.

KEY RESPONSIBILITIES

SCOPE

• Participate in the monthly, quarterly and annual financial closing process, including preparing the detailed financial statements and supporting schedules
• Participate in monthly, quarterly and annual plan and forecast preparation
• Preparing monthly, quarterly and annual reconciliations and audit schedules
• Assisting with Sarbanes Oxley and internal control documentation, testing, and compliance
• Ensuring compliance with GAAP and Corporate Policies
• Assisting in the consolidation of company / business results
• Assisting business partners to better manage their business area.
• Preparing ad hoc analyses appropriate for all levels of the organization
• Apply creative thinking to modify or adjust processes to best meet needs / objectives

JOB REQUIREMENTS

Appropriate education and / or experience may be substituted on an equivalent basis

Education : Bachelor's degree in accounting or related field from an accredited four-year college or university, or an equivalent combination of education and experience.

Experience : Minimum of 3 to 5 years professional experience in a finance role or related discipline.

Knowledge, Skills & Abilities :

• Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
• Communicates ideas both verbally and in written form in a clear, concise, and professional manner
• Ability to analyze and solve problems using learned techniques and tools
• Attention to detail and accuracy
• Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
• Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software
• Ability to establish and maintain effective working relationships with operational business partners
• Proficiency with Microsoft Excel is required
• Experience with Great Plains financial software is a plus
• Experience with Oracle financial software is a plus

LI-TK1

We offer excellent benefits to eligible employees, including 401(k), holidays, vacations and more. Quad is proud to be an equal opportunity employer and values diversity.

We are committed to creating a place of belonging a space where employees do not need to sacrifice who they are to exist and grow in our workplace.

Quad does not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws.

Quad also prohibits harassment of applicants and employees based on any of these protected categories. Drug-Free Workplace

This is a remote position.

The Finance Analyst will support all areas of the business, including corporate and strategic finance with collaboration with market leaders and executive teams, while directly contributing to company strategy and growth.

Essential Job Duties :

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models to guide the organization
• Report on financial performance and prepare for regular executive reviews
• Examine past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and assessing actual results with plans and forecasts
• Build financial models to predict performance
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, Statistics, or relevant field
• Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting)
• Expertise in Microsoft Excel; familiarity with data query / data management tools (Access, SQL, Business Objects)
• Comfortable with Microsoft PowerPoint; familiarity with building presentations for senior executives
• Strong fluency with Excel formulas and functions

Benefits

• Generous base salary + annual bonus
• Equity grants typically reserved for executives, we want all team members to celebrate our success as a rapidly scaling company
• Remote hybrid schedule
• Work / life balance we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, sick time

Compass offers a Financial Analyst role providing the opportunity to develop you into a well-rounded future finance leader.

As part of the Financial Analyst pool, you will be responsible for :

• Completing assignments in areas such as : commercial and supply-chain finance, financial planning and analysis, large capital projects and international development support
• Contributing significantly to business outcomes through delivery of your assignment projects
• Interacting with peers and business leaders to gain exposure and obtain support for assignments
• Solving critical business challenges through participation in cross-functional, mission-based team
• Participating in career development activities and receiving active coaching and mentoring

MAIN RESPONSIBILITIES

• Finance lead on Datacenter projects from Development through Construction completion
• Support the development of new project financial models
• Analyze and interpret construction cost data to ensure in market consistency during the budgeting and general contractor selection process
• Use an FP&A tool to find cost trends, anomalies, and report on them using Power BI
• Project change management champion
• Project debt management including compliance, drawdowns, and cash forecasting
• Clear and concise project related forecasting and reporting
• Build engaging relationships with all organizational stakeholders specifically the Design and Delivery project and team leads to develop a mutual trust
• Develop and continuously improve processes to help the business scale
• Ad hoc analysis to support miscellaneous projects as they arise

OTHER RESPONSIBILITIES

Other duties as assigned

QUALIFICATIONS

Job Experience : 2 years or more of professional experience as Financial Analyst or Financial Consultant

Education : Bachelor's or Master's Degree in Finance, Accounting, Economics or related field required

Language : Fluent Spoken and Written skills in English

KNOWLEDGE & SKILLS

• A highly motivated, results-driven professional who can simultaneously manage multiple projects
• A team player who has the interpersonal skills and personality to influence other team members of the team
• Good understanding of accounting and financial reporting principles and practices
• Analytical mind with strong conceptual and problem-solving skills
• Ability to work under pressure and meet tight deadlines
• Excellent report writing, communication and IT skills

Disclaimer :

Compass is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military / veteran status, or other characteristics protected by law.

At Compass, we make lives better by providing the world's technology leaders with a secure place to plug in wherever they grow.

We provide custom, move-in ready data centers from edge deployments to core facilities serving hyperscale, cloud and enterprise customers.

We are a Culture First organization. With a keen focus on our culture, we genuinely provide a place where employees can do their best work and grow personally and professionally.

Each day, we are accountable to live out our four Core Convictions : 1) Humility In, Pride Out, 2) Actions and Words are One, 3) Continuous Improvement of People, Processes and Systems (spoiler alert - we order People first for a reason!), and 4) We Ask Why to Understand the Needs versus the Wants.

Compass is committed to an inclusive culture, and we celebrate and value diverse insights and perspectives. To continue to soar on our rocket ship, we need talent from various background, perspectives, and abilities.

We ensure that individuals with disabilities are provided reasonable accommodation to successfully participate in the job application, interview process, and in potential roles to perform crucial job functions.

That is why we are committed to our core convictions and key principles as we continue to provide companies a secure place to plug in.

Benefits :

Medical Dental Vision Retirement Life Unlimited PTO

Financial Analyst

We have a new role open in our team for a financial analyst. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports based on this data and your research-backed opinions.

To excel in this role you need proven knowledge of various financial forecasting and corporate finance models.

Financial Analyst Responsibilities :

• Analyzing financial data.
• Researching macroeconomic and microeconomic conditions.
• Preparing accounting and other required reports and projections based on the analysis performed.
• Evaluating capital expenditures and asset depreciation.
• Establishing and evaluating records, statements, and profit plans.
• Identifying financial performance trends and financial risk, and making recommendations.
• Providing recommendations for improvement based on trends.
• Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
• Providing financial models.
• Making financial forecasts.
• Analyzing inventory.

Financial Analyst Requirements :

• Bachelor's degree in business, accounting, finance, economics, or related field.
• Proven experience in the financial industry.
• Proficiency with spreadsheets, databases, and financial software applications.
• Outstanding presentation, reporting, and communication skills.
• Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Proven leadership abilities.
• Deep understanding of the financial system and institutions.