Financial Analyst

Assists the Finance Department in maintaining accurate accounting systems for Head Start of Lane County, including but not limited to: General Ledger transactions, Budgeting, Financial Analysis and Reporting, Audit Preparation, and Retirement Plan administration

 Budgeting (25%)

1. Assist in preparing and tracking annual budgets for specific grants, programs and the agency as a whole.
2. Take part in annual budget committee meetings along with Finance Director.
3. Enter detailed budgets into the Agency adopted accounting software by segment to prepare monthly, detailed financial reports by program, region and region and department.
4. Prepare budgeting cost scenarios to be utilized during planning and union negotiations.

Account Analysis and Financial Reporting (25%)

1. Utilize Agency adopted accounting software and Excel to prepare and analyze monthly, detailed financial variance reports. Prepare detailed notes to explain variances to BOD and management.
2. Analyze budget and actual financial data to prepare financial expenditure projections.
3. Assist in preparation of financial analysis as requested.

General Ledger Accounting (30%)

1. Oversee Period Close Process.
2. Monitor Distribution Codes and allocations between programs and grants.
3. Prepare transactions for posting including A/R and Journal Vouchers.
4. Reconcile assigned General Ledger accounts monthly.
5. Assist with Audit Preparation.

Other Responsibilities (20%)

1. Assist Finance Director as necessary to process accounting transactions.
2. Assist Finance Director with administration of 403(b) retirement plan.
3. Reconcile bank accounts.
4. Act as backup for note taking for other confidential employee’s.
5. Serve as back-up for other accounting staff.
6. Attend training, regional, negotiation and community meetings as needed.
7. Perform other duties as requested.

• Associates Degree in accounting or related field preferred and minimum of four years (full-time equivalent) relevant general accounting and financial reporting and analysis experience.
• General knowledge of Fund Accounting and generally accepted accounting principles.
• Knowledge of MIP Fund Accounting software and/or proven ability to utilize complex computerized accounting systems.
• Strong computer skills. Extensive knowledge of Excel. Utilize word processing, email and the internet.
• Employment is conditional pending immediate enrollment in the Child Care Division Central Background Registry.
• Health questionnaire required post employment.

• Ability to prioritize and management work load and deadlines.
• Sustained concentration and attention to detail and accuracy.
• Strong diagnostic and problem solving skills, particularly mathematical, bookkeeping and regulatory requirements.
• Ability to relate to clients from diverse populations, bilingual English/Spanish language skills helpful.
• Ability to communicate (verbal and written) effectively and appropriately with others.
• Ability to work independently as well as in a team environment.
• Regular sitting, working at computer keyboard and desk. Regular standing to file documents in filing cabinets. Occasional bending, stooping and lifting up to 25 lbs.
• All communications are potentially sensitive and are subject to Head Start’s policy on confidentiality.

• 52 weeks per year
• 40 hours per week
• Non Bargaining Unit (Confidential Position)
• Supervised by Finance Director

Policy Council Approved: January 2013. November 2017

Last Revision: January 2013. April 2016. November 2016. October 2017. June 2018. August 2021

This job description was last updated on 08/11/2021. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. This job description is subject to change at any time.

Head Start of Lane County is an EEO Employer

Head Start of Lane County is an Equal Employment Opportunity Employer. All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law.

Are you able to perform all of the duties stated in the job description?

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