Financial Analyst

Art and Wellness Enterprises (AWE) is a professional services organization supporting non-profits founded by Alice Walton, including the Alice L. Walton Foundation, Alice L. Walton School of Medicine, Art Bridges Foundation, Crystal Bridges Museum of American Art, the Momentary, and Heartland Whole Health Institute.

Job Description:

Position: Financial Analyst

Reporting to: Director of FP&A

Location: Bentonville, Arkansas

Art and Wellness Enterprises (AWE) is seeking a skilled, highly motivated, and entrepreneurial individual to join the team as Financial Analyst. AWE supports operating non-profits founded by AliceWalton including the Alice L. Walton Foundation, Alice L. Walton School of Medicine, Art Bridges, Crystal Bridges Museum of American Art, the Momentary, and Heartland Whole Health Institute.

About the Position:

Members of the AWE FP&A Team serve as trusted partners, working closely with client entity leadership teams, AWE's leadership team, and other stakeholders. This role is responsible for budgeting, financial reporting, and financial analysis for AWE and its client entities. This extends to performing variance analysis, preparing board-level presentations, analyzing financial statements, writing narrative explanations, building excel models, and maintaining FP&A tools such as Adaptive Planning. The Financial Analyst will also support special projects and ad-hoc analysis, including the creation of complex financial models and involve engagement with client subject matter experts.

What you will do:

Key Roles & Responsibilities

• Lead the annual budgeting process, working closely with department heads to develop accurate and realistic budgets.
• Prepare and update regular financial forecasts based on changes in business conditions and market trends
• Develop, maintain, and enhance complex financial models to support budgeting, forecasting, and long-term strategic planning
• Analyze financial data, performance metrics, and key performance indicators (KPIs) to provide insights and recommendations to senior management.
• Conduct variance analysis to compare actual financial results against budgets and forecasts, identifying key drivers of variances; provide explanations and insights to management on financial performance
• Assist in preparing materials for executive, management, board of director meetings and other forums
• Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing within AWE and with clients
• Participate in mentoring, training, recruiting, retention, and team-building activities
• Responsibilities occasionally may require an adjusted work schedule, overtime, and evening/weekend hours to meet deadlines
• Occasional administrative duties such as data entry and calendar coordination

Qualifications required for your success:

• Bachelor's degree preferably in accounting, finance or related field, or equivalent experience; Master's Degree or CPA a plus
• 2-3 years of experience as a Financial Analyst or in a similar role
• Demonstrated experience in financial modeling and analysis
• Ability to manage large amounts of data or experience working in databases
• Demonstrated ability to translate complex financial data into easily understood information
• Advanced knowledge of MS Office, specifically Excel; knowledge of PowerQuery is a plus
• Workday and Adaptive Planning experience preferred
• Superb professionalism and diplomacy; ability to interact with high-level individuals internally and externally

Personal attributes that support your success

• You are a team player and express servant-leadership when collaborating with others
• You are results oriented and exercise sound judgment in your work
• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
• A visionary who plans for the future with imagination and wisdom
• Committed to building and modeling equitable systems, beginning with diversity, access, and inclusion
• Cultivate strong relationships through building trust and acting with integrity with colleagues and leaders.
• Comfortable in a fast-pace, innovative environment where change is constant
• Goal-setting individual with measured focus on operational excellence and results
• Empowers colleagues through servant-leadership, while keeping bias for action in mind

Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical demands: Position requires utilizing a computer and telephone for prolonged periods of time, good eye/hand coordination, verbal, and written conversation with others, and lifting/carrying up to 10 lbs. Vision abilities required by the job include close vision.

Work environment: Work will be performed in an office environment full-time (Monday-Friday, 8AM-5PM.) The noise level in the work environment is usually low to moderate. Flexibility in working hours, including weekends and evenings, may be necessary to support operational needs.

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check and drug screen. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

AWE is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.

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