What are the responsibilities and job description for the Financial and Planning Analyst position at Alight?
Responsible to: Jenner Beauchman, Financial Planning and Analysis Senior Manager
Hello Hello! So you’re interested in joining us? Welcome, we’re happy you’re here.
When you Join Alight, you’ll find…
A team with deep experience in co-designing solutions that create new value around the world. We know we need to always be better, and we believe in the power and abundance of everyday people, everywhere, to change the world with us.
A culture of radical accountability to our customers –as we help build a meaningful life for and with the displaced, we ask them what they want and then deliver on it.
An organization that refuses to settle for anything less than delivering human-worthy services.
If you are looking to be part of a living, breathing, ever-changing organization full of disrupters and doers, then read on!
We are proud to work on borderless teams. We hire great people from a wide variety of backgrounds and specifically encourage members of refugee, immigrant or other displaced communities to join us.
The Role
Essential Responsibilities and Duties
Provide ongoing financial analysis on current key performance indicators and trend analysis.- Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
- Assure directors are provided with timely, relevant, and accurate financial information.
- Support discussions with department managers on a quarterly basis on Budget vs Actual reports
- Support the continuous development and monitoring of financial targets to be monitored and reported against.
- Streamline reporting procedures, analyze financial reports, and provide information for timely management decisions.
- Protect operational integrity by keeping financial information confidential.
- Provide analysis and financial information to senior leadership as required
Financial systems management
Troubleshoot issues that arise with Microsoft Dynamics Navigator, Jet Reports, or Excel.- Develop custom financial and programmatic report templates using MS Excel / Jet Reports
- Provide training for new staff.
- Setup and maintain accounts and codes within the financial system.
Financial reporting
Assist in the multi-level consolidation process for headquarters and overseas operations- Review, approve, and post general journal entries for GL Accountant.
- Assist the accuracy, completeness, and content structure of data loaded into the general ledger.
- Prepare and analyze monthly, quarterly and annual reports for management
- Work with department managers to determine and create metrics and dashboards to foster intelligent discussions and decision making.
- Assist with the annual audit, as necessary.
Planning and budgeting
Assist in the annual global budgeting/forecasting process with department heads/project leads- Create/maintain budget forms and instructions for use in preparation of annual budget.
- Compile budgets and prepare management budget reports.
- Evaluate forecasts and provide management with recommendations and impacts on those recommendations should they be implemented.
- Establish and manage a Pro Forma financial statement on budgets and forecasts to guide decisions on Unrestricted Net Assets and ICR.
- Other tasks as assigned
Qualifications
These are “must-haves” when you join Alight:
Open heart and open mind. You start by listening. You believe another person’s truth and it changes you. It unlocks your way of thinking in that moment, it opens your world.
Curiosity. You are always learning. You ask why and why again. You know that change (big and small) is constant, which means your curiosity to learn is matched with adaptability to evolve.
Trust. You believe that people do their best, are disciplined, and care about this as much as you do. You take responsibility for your part and know how to step back and give others the space to shine.
- University degree in accounting or other finance field.
- At least 3 years hands on accounting experience.
- Experience with financial report preparation.
- Experience with budget preparation/compilation.
- Experience working with several different accounting software packages.
- Working knowledge of non-profit/fund accounting and financial analysis.
- Preferred – training experience.
- Preferred – international experience.
- Detail-oriented, organized.
- Ability to work under pressure and meet deadlines.
- Highly motivated self-starter
- Excellent communication, interpersonal and team skills
- Strong organizational skills with ability to manage multiple projects simultaneously.
- Strong analytical skills. Detail oriented and ability to work and interpret numbers, figures and other financial information.
- Strong Communication skills – both oral and written.
- Ability to work with other cultures.
- Patience and perseverance in understanding and explaining issues to field staff.
- The flexibility and independence to work in a changing and unstructured environment. Ability to work interdependently within a team.
Benefits
Borderless Team of 2,500 staff worldwide that sees possibility, celebrates moments of abundance, shares new ideas, and strives to do a better thing every day.
Family Friendly – We know that you are a whole person with a life and a family. We honor this. In return, we expect that you will take ownership of your work and follow-through on your commitments; sometimes that means flexing your schedule and we’re good with that.
Learning & Development – Access thousands of free online learning courses to take at your own pace and tailor to your professional goals.
Health, dental, and MedEvac Insurance – We strive to offer the best-in-class healthcare plans to our staff each year. We cover 100% of the cost for your health premium and 75% of the cost for coverage for your spouse/dependents.
Retirement – We contribute 6% of your salary regardless of your contribution amount, after one year of service.
Generous Leave Time – Between vacation days, personal leave days, and holidays, you have ample opportunity to take time off when you need it.
Alight
We are on a journey to build Alight, a new platform of amazing people and organizations providing lifesaving services and creating breakthrough solutions for and with the displaced. WeAreAlight.org
Alight is an Equal Opportunity Employer offering employment without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, national origin, citizenship, physical or mental disability, or protected veteran status. Alight complies with all applicable laws governing nondiscrimination in employment.
