Sr. Financial Analyst

Primary Financial Responsibilities:

• Initiate annual planning process and respond to ad hoc Purchase Order (“PO”) requests under supervision of Client Program Manager
• Analyze the budget and adjust funding levels accordingly for new purchase requests.
• Monitor all POs and provide ongoing analysis to Client
• Manage all invoices and analyze the actual spend compared with the forecasted budget
• Flag any irregularities in spend and support internal investigations/work with the invoicing portal team as needed.
• Attend monthly finance calls and provide pre-meeting analyses to Client in preparation.
• Prepare quarterly forecast levels per Client's guidance.
• Update accruals in Client Finance’s internal tool
• Monitor monthly accruals by PO.
• Create and review a Monthly Management Report (MMR) for all Client Vendor Partners and flag any irregularities to Client Program Managers.
  
  

• Attend meetings
• Follow-up on submissions due from Client team members, including decks
• Prepare MMRs for each Client site
• Manage and maintain all documents in an internal, regionally-shared folder
• Keep track of documents and reports submitted by Client food vendors
• Update and maintain food team alias to ensure all new partner team members are included once onboarded and removed once offboarded.
  
  

• Regional meetings
• QPH meetings
• Quarterly Business Dialogue
• Annual Partner Meetings
• Regular and ongoing meetings with Client team, vendors, and all other stakeholders
  
  

• Support the Client Program Managers by coordinating internal resources and Vendor Partners for execution of Client program projects.
• Ensure that all projects are accurate and delivered on-time, and that all resources are allocated properly based on availability.
  
  

• Monitor the compliance completion status for contracts at each Client site.
• Ensure up-to-date records of new personnel, including audits, and remove outdated records for personnel no longer providing services to Client.
  
  

• Bachelor’s degree in Accounting or Finance
• 3+ years of relevant work experience
• Advanced presentation and communication skills (oral and written)
• Self-starter, team player, with ability to bring alternate points of view to the discussion and analysis
• Proficiency in a range of information technology tools and platforms.
• Advanced Excel/Google Workspace Apps skills
• Strong financial/analytical skills with proven capabilities in financial modeling
• Strong organizational and coordination skills
• High level of attention to detail and accuracy and ability to make effective decisions and solve problems