Financial Analyst III

$61,500 - $61,500/Yr

Cru Agency - Orlando, FL

Full-time

Orlando, FL

Food Services and Drinking Places

About the position

Cru is seeking a skilled and detail-oriented Financial Analyst III to join our US Finance team in Orlando, FL. This full-time position offers a hybrid work environment and a salary of $61,500 per year. As a Financial Analyst, you will play a crucial role in supporting our financial planning and analysis efforts, providing valuable insights that drive important decisions to help fulfill the Great Commission. At Cru, we believe that your faith is an integral part of who you are, and we encourage you to use your God-given talents to further the Kingdom each day. In this role, you will be responsible for collecting and analyzing records and reports of present and past income and expense activity, identifying trends that affect budget needs to assist in the creation of an annual budget. You will coordinate with executive leadership and the assigned CFO liaison of ministries as needed, organizing financial resources by creating new chart fields, designation numbers, and projects as required. Additionally, you will guide and direct monthly and annual general ledger closings for the fiscal year and serve as the point person for internal financial audits, ensuring data integrity and understanding spending patterns and funding needs. Your responsibilities will also include utilizing existing reports and creating new financial reports/queries to extract financial data from PeopleSoft, as well as creating cash flow, donation, and allocation reports for executive leadership. You will ensure that automated financial reports are provided to staff and provide training to improve their usefulness. Furthermore, you will educate staff on common financial processes, answer financial questions, and champion online training for remote leaders and administrators. You will also be responsible for completing account transfers, processing credit card revenue uploads, ensuring timely vendor payments, maintaining an accurate inventory of ministry-owned property, and preparing various financial documents as needed.

Responsibilities

• Collect and analyze records and reports of present and past income and expense activity to assist in the creation of an annual budget.
• Coordinate with executive leadership and assigned CFO liaison of ministries as needed.
• Organize assigned ministry's financial resources by creating new chart fields, designation numbers, and projects as required.
• Guide and direct monthly and annual general ledger closings for the fiscal year.
• Serve as each assigned ministry's point person for internal financial audits, understanding spending patterns and funding needs.
• Utilize existing reports and create new financial reports/queries to extract financial data from PeopleSoft as needed.
• Create cash flow, donation, and allocation reports and interpret them for executive leadership.
• Ensure automated financial reports are provided to staff and provide training to improve their usefulness.
• Provide instruction to leaders and administrators to increase proficiency in common financial processes such as check requests, contracts, OneCard, and Concur.
• Educate staff through frequent, high-quality communication, both written and in person as needed.
• Answer financial questions for staff as needed and champion online training of remote leaders and administrators.
• Complete account transfers (journal uploads) and process credit card revenue uploads to Cru, reconciling from TSYS or other credit card processor(s).
• Ensure timely payment to vendors by staff and that staff utilize the appropriate Cru payment process.
• Maintain an accurate inventory of ministry-owned property and communicate annually to Risk Management.
• Prepare, review, approve and/or sign various documents as needed: reimbursements, expense reports, additional salary requests, journal vouchers, journal uploads, funds transfers, operating advances, contracts, and check requests.

Requirements

• Bachelor's degree in Accounting or Financial Analysis required.
• 3-5 years of experience in accounting or financial analysis required.
• PeopleSoft experience is preferred.