Job Advertisement

Position Title: Financial Analyst
Location: Dallas
Country: United States
Deadline Date: No specific deadline indicated, apply timely.

Job Details

Job Posting Organization:
The American Heart Association (AHA) is a leading organization dedicated to fighting heart disease and stroke. Established in 1924, the AHA has grown to become a prominent force in health advocacy, research, and education. With a mission to be a relentless force for a world of longer, healthier lives, the AHA operates in all 50 states and has a presence in over 70 countries. The organization employs thousands of individuals who are committed to improving cardiovascular health and reducing health disparities. As the AHA celebrates its Centennial year, it continues to innovate and adapt to the changing landscape of health care, ensuring that its impact is felt across diverse communities.

Job Overview:
The Financial Analyst position at the American Heart Association is a critical role that involves performing a variety of financial and analytical duties for assigned regions and National Business units. The primary focus of this position is on budgeting, projections, and monthly reporting. The Financial Analyst will work in a hybrid setting, spending 2 to 3 days a week in the office. This role requires a high level of proficiency in Microsoft Excel, as the analyst will be responsible for creating schedules, pivot tables, and templates, as well as managing uploads and downloads with the general ledger system. The analyst will also prepare reports for Senior Leadership and act as a liaison between the Financial Planning and Analysis team and budget managers. This position is essential for ensuring accurate Financial Reporting and supporting the overall financial health of the organization.

Duties and Responsibilities:
The Financial Analyst will be responsible for a comprehensive set of duties, including:

• Developing, preparing, and maintaining regular reports using the financial Accounting System (Essbase) for assigned customers.
• Creating ad hoc reports and conducting research to support variance analysis.
• Acting as a consultant and liaison to assigned budget managers to enhance financial reporting practices and procedures.
• Responding to and resolving concerns or issues effectively to provide advanced customer service to both internal and external customers.
• Preparing portions of the National Center budgets and projections with the support of the Supervisor, which includes preparation of annual budget/projection instructions and templates, facilitating training, and uploading budgets/projections and revisions to the financial reporting system.
• Analyzing and reporting on budget/projection changes and requests, preparing supporting schedules and documents for the process.
• Completing assigned projects or analyses as needed, including preparing financial documents/reports for internal and external audits as requested.

Required Qualifications:
To be considered for the Financial Analyst position, candidates must possess the following qualifications:

• A Bachelor's Degree in Accounting or Finance, with a preference for candidates holding an accounting degree.
• A minimum of three (3) years of experience in accounting, financial reporting, and budgeting.
• Exceptional proficiency in Microsoft Excel, including skills in pivot tables, if/then statements, and vlookups.
• A solid understanding of the principles and practices of budgeting, projecting, month-end close, and variance analysis.
• The ability to analyze financial data and interpret it into narrative form.
• General business knowledge and experience in applying accounting principles to analyze data and document results.
• Strong ability to work against deadlines to deliver required outputs.
• Proficient skills in using automated accounting packages.
• Excellent oral and written communication skills, with the ability to communicate effectively with all levels of American Heart Association staff.

Educational Background:
Candidates for the Financial Analyst position must have a Bachelor's Degree in Accounting or Finance. An accounting degree is preferred, as it provides the foundational knowledge necessary for the Financial Analysis and reporting duties required in this role.

Experience:
The position requires a minimum of three (3) years of relevant experience in accounting, financial reporting, and budgeting. This experience should demonstrate a strong understanding of financial principles and practices, as well as the ability to work with complex financial data and reporting systems.

Languages:
While the job description does not specify mandatory languages, proficiency in English is essential for effective communication within the organization. Additional language skills may be considered a plus, especially in a diverse workplace.

Additional Notes:
The Financial Analyst position is a full-time role based in Dallas, TX, and operates in a hybrid work environment, requiring in-office attendance 2 to 3 days a week. The American Heart Association offers a competitive compensation package, including a base salary that is regularly reviewed against market standards. Employees are rewarded for their performance through merit increases and incentive programs. The organization provides a comprehensive benefits package, including medical, dental, vision, disability, and life insurance, as well as a robust retirement program with employer matching. Employees also benefit from professional development opportunities, work-life harmonization policies, and tuition assistance programs. The AHA is committed to Health Equity and ensuring that its workforce reflects the diverse communities it serves.