Financial Analyst I

Financial Analyst I

Public Health Institute

 

Posting Number: 083-19

Position Title: Financial Analyst

Application Link: https://apptrkr.com/1434019

 

The Sustaining Technical and Analytic Resources (STAR) project is seeking a Financial Analyst.

 

Reporting directly to the Senior Financial Analyst, the Financial Analyst’s main responsibility will provide the overall financial support to Finance Team which includes maintaining and uploading financial report in the Share Point and in IMARS, analyzing and initiating request for reclassifications to correct accounting coding errors, assisting in generating the financial reports, supporting the Senior Financial Analyst in generating financial analyses and other financial reports requested by the donor.

 

The Sustaining Technical and Analytical Resources (STAR) is a five-year cooperative agreement implemented and managed by the Public Health Institute in partnership with John Hopkins University, the University of California San Francisco and the Consortium of Universities in Global Health. STAR will improve the effectiveness of global health programs worldwide by developing and strengthening the capacity of global health professionals. Leveraging the expertise, resources, and partnerships of academic institutions and the private sector, STAR will also contribute to building the capacity of institutions in developing countries that provide technical leadership and to improving systems that promote technical collaboration across the global health community.

 

PHI is an independent, nonprofit organization dedicated to promoting health, well-being and quality of life for people throughout California, across the nation and around the world. As one of the largest and most comprehensive public health organizations in the nation, we are at the forefront of research and innovations to improve the efficacy of public health statewide, nationally and internationally. PHI was distinguished as one of the top 50 “Best Non-profit Organizations to Work For” by the Non-Profit Times in a national search. To learn more about our meaningful work visit www.phi.org.

 

Essential Duties & Responsibilities

•Assist in generating monthly/quarterly financial reports and analyses including projections as required by USAID: Baseline Report, Core & Field Support, Quarterly Travel Expenditures Summary and other financial report for the review by the Senior Financial Analyst and to be summited to Director of Finance for distribution to USAID.

•Assist with special project within Finance team requiring finance support such as summarizing and analyzing complex data in a Pivot Table.

•Participate and contribute to development of automated financial reporting tools using Excel spreadsheet and using Microsoft Excel logical functions: IF, IFERROR, AND, OR as well as VLOOKUP to produce financial forecast and pipeline projections

•Input and reconcile funds obligated to date to ensure funds are allocated appropriately by numerous funding sources: CORE, Bureaus, and Field Support.

•Reconcile and analyze monthly program allocable costs.

•Maintain and coordinate the new activity accounts startups, generate new activity number for newly hired fellows, interns, Foreign Service Nationals (FSN) and closure for multiple activity numbers.

•Reconcile monthly transaction detail report and perform Excel V-lookup summary, export

financial report using exported PeopleSoft data for analyses and to prepare journal entries for the purpose of reclassification.

•Reconcile accounting log entries, manage edits entries as requested by other teams and perform reclassification if necessary.

•Compile overseas insurance monthly project travel reports and manage the periodic distribution activity and submit quarterly reclassification.

•Support finance team in updating and uploading financial report

•Correctly input financial data in IMARS using Excel spreadsheet monthly/quarterly financial report

•Export and analyze participant data

•Generate monthly Concur Travel Pivot report

•Perform other related finance duties as assigned.

•Process program recurring invoices, if necessary, perform cost allocation spreadsheet and reconcile using IMARS current data and monitor payment status.

•Support Global Operations Team in processing participant related service vendors invoices.

•Reconciles the monthly Wells Fargo credit card statements; research and resolve discrepancies and issues.

•Triage STAR Finance inbox on weekly basis and check correctness for activity code and account code of the incoming payment requests.

•Upload monthly financial report to IMARS and Share Point.

•Assign Activity Numbers for new fellows/Interns.

•Backstop Sr. Financial Analyst.

•Bi-coastal event planning and coordination: assist DC admin team with logistics such as all staff meeting caterings, birthday cards.

•Handle admin functions for new staff orientation in Oakland and visiting DC staff while in Oakland.

•Open, sort and distribute incoming correspondence including faxes, handle bi-coastal shipping needs in Oakland and monthly office supplies order.

•Office setup and office Inventory if needed.

•Perform other Oakland admin duties as assigned.

 

Minimum Qualifications

•Bachelor’s degree in Finance, Accounting or Business Administration or other relevant disciplines.

•2 years of related experience

•Requires basic knowledge of Finance and Accounting typically obtained through formal education

•Prior finance and accounting experience may substitute for the formal education

•Demonstrated advanced proficiency with Microsoft Office applications using spreadsheet, working ability to building Pivot Tables reports, VLOOKUP query, IF statement, etc.

•Thorough understanding of financial concepts and analysis

•Experience in use of ERP or other financial applications.

•Excellent analytical and mathematical skills

•Excellent deductive reasoning and problem-solving skills

•Great attention-to-detail, organizational, time management and multi-tasking skills

•Good written and verbal communication skills

•Good presentation skills

•Flexibility and adaptability

 

Important Information

•This is a full time (40 hours/week) position based in Oakland, CA.

•This job is eligible for PHI’s full suite of benefits including but not limited to medical, dental, and vision coverage, health care and dependent care flexible spending accounts, and generous paid time off

 

How to Apply

•To apply for this opportunity, submit a cover letter and resume via the application link listed at the top of this advertisement.

•In your cover letter, please describe why you are enthusiastic about this opportunity and why you think you are a good fit for the position.

 

The Public Health Institute is proud to be an EEO/AA employer. We recognize the value of having a staff that brings a wide range of perspectives to this work based on language, ethnicity, race, gender, socio-economic background, political beliefs, disability and sexual-orientation. We are committed to maintaining a diverse, multicultural working environment and particularly support applications from individuals with lived experience in the communities we seek to serve.

 

Thank you for your interest in working with us at PHI. Do you have questions about this opportunity? If so, email our recruitment team at Recruitment@phi.org. Please do not email your resume to us as we only accept applications through our career site. Given the high volume of responses we receive from a combination of job boards, please allow up to one week for a reply.