USA

Senior Analyst, Financial Planning & Analysis, Financials

Organization
Posted
Closing date

About CRS: Catholic Relief Services (CRS) carries out the commitment of the Bishops of the United States to assist the poor and vulnerable overseas. Our Catholic identity is at the heart of our mission and operations. We welcome as a part of our staff and as part
ners, people of all faiths and secular traditions who share our values and our commitment to serving those in need.
Background
Catholic Relief Services operates in close to 100 countries across 7 regions. Our world headquarters in based in Baltimore, MD. The Financial Planning & Analysis (FP&A) department is responsible for the development of planning activities within CRS, including multi-year planning, annual budgeting, and quarterly/monthly forecasts. The department is responsible for the development, coordination, and analysis of these key operating cycles that encompasses over 7,000 employees and over $1 billion in revenue across
Africa, Asia, Europe, the Middle East, and Central/Latin America.
Job Summary
The Senior FP&A Analyst, Financials is an integral role in the support and development financial planning for the agency. This position will be a lead position in functional oversight
an
d support of data quality and reporting in Oracle Enterprise Planning & Budgeting Cloud Service (ePBCS) as part of CRS’ Insight system. Activities will span from data reconciliation and monitoring, deep expertise in “how” the system supports budget managers and planning processes, to reporting & dashboards that inform decision making. This role will work closely with the technical support team, FP&A advisors, and the Global finance team.
Module Responsibilities (Financials):

  1. Data quality & flow

  2. Responsible for functional validation of actual data interfacing into Projects and Financials module from ERP system, including reconciliation of variances in collaboration with Controllership team

  3. Collaborates with Finance Systems & Operations team on the process and timing of month-end close activities, and data between systems (Project Financials and General L
    edge
    r) to ensure reliability and accuracy.

  4. Responsible for collaboration and reconciliation of data between modules with other Senior FP&A analysts, including Projects. This includes understanding mappings between modules, timing and process of data flows from BSO to ASO cubes, and data pushes.

  5. Provides functional testing for break/fix, enhancements, and monthly releases to the Financials module. Includes review of monthly Oracle releases to identify enhancements to financials module.

  6. Routine monitoring and reporting of financial data quality and improvements in process and tools to ensure data stability and quality

  7. Reporting, Dashboards, & Modeling

  8. Develop, maintain, and test customized reports and dashboards for analysis and decision support as requested by FP&A advisors and budget managers

  9. Develops and maintains reports for country, regional, and departmental owners to verify bu
    dget a
    ccuracy, perform analysis related to trends and reasonableness, and requests for budget versus actual analysis. Ensures consistency of report standards and quality with other functional module owners and in collaboration with HQ Finance team

  10. Assists in the development of executive management and board materials related to financial planning cycles including PowerPoint presentations, ad-hoc supplemental support schedules, and data visualization.

  11. Maintains financial models required for analysis, including utilization and monitoring of cash requests through the cash forecasting process, supporting scenario planning for multi – year forecast models, and revenue sensitivities.

  12. Planning Process Support

  13. Maintains functional process flow documentation and operational support to the Financials module. This includes assisting in the development and maintenance of training and learning materials that are access
    ible by
    non – finance budget managers, including job aids, recorded video tutorials, and other learning materials. Specific process support includes the below:

  14. Cash Forecasting

    1. Responsibility for end user support and maintaining documentation on cash forecasting functionality (forms, business rules, reports, and data structures such as specific scenarios) 4. Provides recommendations for system enhancements to improve end user experience and process efficiency
  15. Sponsored Budgets

    1. Estimated & Obligated Budgets – data quality reviews (By Award Period, Project/Contract/Task validation) and liaison with Grants Analysts 4. Learning materials for process and system support 6. Support to outbound interface to Gateway
  16. Budget Amendments

    1. Responsible for supporting budget amendment module functionality, including period ic review of amendment activity in collaboration with FP&A Advisors 4. Provides recommendations for improvements to processes, data entry, and approvals for non – sponsored activities
  17. Revenue and Non – Operating Activities Planning

    1. Responsible for review and accuracy of revenue submissions (budget and forecast), as well as accuracy of calculated sponsored revenue. 4. Responsible for submission of non – operating activities for budget and forecast cycles, including collaboration with Controllership team on actual performance and assumptions

Qualifications

  • Bachelor’s degree in finance or accounting

  • Minimum of 5 – 7 years’ experience in finance, accounting or a related field

  • Experience working within large government, non-profit, or global organizations i
    s a plus.i>

  • Experience required with budgeting, financial planning and related processes

  • Strong finance and/or accounting knowledge with strong analytical and problem-solving skills.

  • Strong computer skills, organizational and database management skills. High proficiency with Excel; strong proficiency with other MS Office applications such as: Outlook, Word, PowerPoint.

  • Previous experience in learning and utilizing budgeting & forecasting software. Experience with Oracle Planning & Budgeting Cloud or Hyperion is a plus.

  • Experience in effectively implementing process improvements.

  • Track record of consistent high-quality performance, ability to multi-task and strong attention to detail

  • Demonstrated commitment to customer service, communication and relationship building across multiple departments

Catholic Relief Services carries out the commitment of the Bishops of the United States
to assist the
poor and vulnerable overseas. Our Catholic identity is at the heart of our mission and operations. We welcome as a part of our staff and as partners people of all faiths and secular traditions who share our values and our commitment to serving those in need.

How to apply

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