Senior Financial Analyst II, Business Finance Solutions

Description

Job Summary

The overall purpose of this position is to provide financial support for Corporate Activities and HR as well as gain familiarity of the other OUs the Senior Manager supports. The individual is responsible for the development of the annual budget and monthly forecasts for these OUs as well as analyzing financial results, highlighting operational variances, identifying and resolving issues. The individual partners directly with OU staff and OU senior management to accomplish these objectives. The incumbent is also responsible for driving ad-hoc projects and process improvements to support his/her client operations and financial reporting.

The role reports to the Senior Manager, Business Finance Solutions, Corporate Activities/Human Resources/Global Operations/Executive/Chief of Staff and currently has no direct reports. The incumbent works independently and is required to complete most tasks with minimal supervision. As the primary finance subject matter expert for their designated clients, they will provide accurate financial advice and educate staff as needed on all aspects of financial management. In addition, this individual will provide the necessary reporting as required for OU staff on actuals/forecasts/budgets.

This individual conducts periodic reviews of existing processes and recommends, socializes, and implements changes as necessary. They will resolve problems, demonstrate strong leadership skills, occasionally lead meetings and facilitate effective interactions between BFS staff and OU staff.

Key Responsibilities

• Manages finances for the Corporate Activities and Human Resources operating units. This includes budget & forecasting, financial reporting, P&L ad hoc analysis, and other projects.
• Consolidates and analyzes total CA and HR financial trends by cost center and OU.
• Interfaces and partners with the appropriate OU staff to plan, implement, and create budgets and forecasts. Provides financial analysis and consultation to OU management, as needed.
• Streamlines processes and ensures tools used to develop financials are efficient which involves working closely with IEEE Financial Planning & Analysis and IT staff, with the goal of automating processes to reduce manual work.
• Acts as the key point of contact with the Controller's office for general ledger adjustments, accruals, and allocations.

Additional Responsibilities

• Ad hoc projects/analysis as needed

Qualifications

Education

• Bachelor's degree or equivalent experience Finance, Accounting, Economics, Business Administration, related field is required. Req

Work Experience

• 7-10 years of related experience that demonstrates an intermediate to advanced level of knowledge of business, Accounting and Financial Administration procedures and practices, Financial Systems, and Budgeting and Forecasting. Req

Skills and Requirements

• Strong time management skills and the ability to work effectively in a deadline driven environment.
• Strong analytical skills and problem-solving capabilities.
• Strong communication and interpersonal skills; must be able to work well with various levels of staff and volunteers including IEEE senior management and volunteer leadership.
• Ability to provide senior executives and staff members with critical data and reports to enhance strategic planning, forecasting, and analytical functions.
• Ability to undertake complex financial analyses including budgeting, trend analysis, forecasting, and financial modeling.
• Strong technical and financial knowledge, including understanding of accounting and internal controls.
• Proficiency in Microsoft Suite with strong Excel skills a must. Knowledge of Oracle Cloud, EPM ad hoc reporting.
• Understands and utilizes financial data and information to make sound recommendations that promote data-based decision making and cost effectiveness.
• Successful record of increasing efficiency, accuracy, and financial visibility by creating, streamlining and improving processes, systems, and reports

Other Requirements:

As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply.

PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status.

For information on work demands and conditions required for this position, please consult the reference document, "Physical, Mental, and Work Environment Standards for IEEE Positions." This position is classified under Category I - Office Positions.

IEEE is an EEO/AAP Employer/Protected Veteran/Disabled

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Disclaimer: This job description is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.