Post Date: 12/02/2019
Close Date: 12/13/2019
The Sr. Financial Reporting Analyst is responsible for creating, developing, and maintaining a wide range of critical financial reports and analysis for public and management use. The Sr. Financial Reporting Analyst is integral to the budget process which requires the Analyst to respond quickly to requests and to meet very tight deadlines while continuing to be careful, accurate, and analytical. The person in this position also monitors and reports Energy Trust’s cash and investments and recommends investments to the Director of Finance. The Sr. Financial Reporting Analyst must apply sound reasoning, backed by strong research capabilities and a technical foundation in generally accepted accounting principles.
ESSENTIAL FUNCTIONS / MAJOR RESPONSIBILITIES
Work effectively with all levels of the organization to become an internal expert on our organization’s cost, revenue, and operational drivers.
Perform enterprise wide analysis of financial results, trends, reporting against KPI’s.
Support the strategic plan, annual business plan, and budget process by developing tools and methods for understanding return on investment, cost/benefit analysis and project level KPI’s.
Develop KPI’s and comparisons of KPI’s to other organizations through participation in industry workgroups, 990 analysis, and other research.
Provide technical assistance and guidance to managers on budgets and the budget process, and ongoing forecasting and variance analysis. Proofread, fact-check, and communicate with managers about the financial details of their individual budgets to ensure they are consistent with the organization’s structure and goals, and the contexts in which the budget will be referenced.
Participate in transition from Excel-based budget process to Prophix, with phase 1 implementation underway and completing in 2020.
Create and maintain complex models, allocation methods, budget to actual variance analysis, reports, and templates, leveraging Prophix and core systems.
Develop applications for Power BI to support statistical auditing, trends analysis, and deliver impactful insights to managers.
Support grants and contracts with a thorough understanding of grant requirements, as well as developing tools and techniques to support quoting new services.
Create, analyze, proofread, and release monthly, quarterly, and annual financial reports and budget presentations.
Monitor cash flow and cash position closely, particularly regarding reserve status by utility.
Monitor and report on Energy Trust’s investment transactions, ensure compliance with the investment policy and recommend short-term investments from a menu of options.
Develop journal entries for complex accounting, bank, and investment transactions.
Assist in the preparation of the annual audit, Form 990 and CT-12, and census reports.
Work closely with peers in the Finance team to support ongoing operations, improve system and processes, share knowledge and provide cross coverage.
Serve as a resource to other Energy Trust staff by participating in cross functional teams.
Research technical reporting issues (specifically, generally accepted accounting principles, or GAAP) and implement changes promulgated by various authorities.
Perform all functions of the job in a safe manner.
This position may supervise other Energy Trust employees, interns, and contract resources.
Bachelor’s degree in finance or accounting – or equivalent experience.
Professional certification such as a CPA, CMA, or similar certification, or an advanced degree in finance or accounting is preferred.
Minimum 5 years’ experience in a combination of budgeting, financial analysis, and preparing or auditing GAAP-compliant financial statements
Minimum 2 years’ exposure to audit and internal control development.
Proven proficiency using the following software applications or their equivalents: Prophix, Dynamics GP, Microsoft Power BI, Microsoft Management Reporter, SharePoint, and advanced use of MS Office applications (Excel, Word, and PowerPoint).
Must be a proficient, innovative, and multi-tasking professional who is able to perform in a fast-paced environment.
Excellent oral and written communication skills.
Must be able to interact with a diverse workforce and be comfortable working in culturally diverse settings and groups.
The above information is designed to outline the functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.
Salary commensurate with skills and experience.
Competitive benefits package.
Applications accepted until position is filled.
Energy Trust of Oregon is an independent nonprofit organization dedicated to energy efficiency and renewable energy development. We serve Oregon customers of Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas, Avista and SW Washington customers of NW Natural. In 2019, Energy Trust was recognized as one of the 100 Best Nonprofits to Work For in Oregon.
We recognize the lack of diversity in our industry, and we actively seek to address it with our hiring and retention practices as well as our values. We believe every person and their lived experience is integral to building a vibrant culture and delivering effective services to all customers we serve. We are committed to the principles of diversity, equity and inclusion, and we encourage candidates with diverse backgrounds and experience to apply.
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