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The Opportunity
About the role
As the Financial Analyst you will play a key role in the financial operations of the organization. Additionally, you will be responsible for a variety of financial updates, monitoring, and accounting activities to support the work of the PHE staff to achieve their strategic goals. You will report directly to the Interim VP, Finance & Administration.
Here’s what you will do as part of our team:
Support Cash Flow Forecasting and Grant Reporting
Import fundraising data from Salesforce to cash flow model
Update cash flow model monthly; monitoring weekly trends and assess potential risk and opportunities
Work with Development teams to build budgets and reporting for funders
Support as needed with completing finance related applications for grants
Support the Development team on financial literacy; i.e. how to read the budgets
Support Financial Reporting and Accounting
Extract data from Sage Intacct and populate reports for both business units
Build reports in Sage Intacct to pull data and analyze trends
Follow up on missing or incomplete credit card and expense reimbursement reports
Create credit card transaction file to be imported to Sage Intacct accounting system
Support Staff Accountant with account reconciliations
Support Annual Budgeting and Additional Support
Release budget templates to users
Extract business unit budgets and distribute to budget team leads
Support data gathering for Finance, Technology and Operations Team budget
Support with reconciling data i.e. tracking revenue and expense versions
Supporting with contingency planning and scenarios for long-term planning
The Skills You'll Need
What you'll bring to the table:
If you meet most but not all of these qualifications, please still apply. We recognize that excellent candidates might not always check every box. We are looking for alignment on values and experiences, not perfection.
Minimum qualifications:
Demonstrate a strong passion for PHE’s mission to build healthier communities with young people; strong alignment with PHE’s core values of Health Equity, Commitment, Communication, Agency, and Impact
Centers youth inclusion, community partnership, and equity work visibly, broadly, in action in part through deep listening and hearing with a lens of inclusion.
2-4 years of relevant professional experience, ideally producing financial reports, supporting staff in the complete and submission of timely and accurate expense and credit card reports, identifying opportunities for improving processes.
Experience with spreadsheet skills, especially with complex formulas, lookup tables, and pivot tables
Understanding of accounting software (QuickBooks, Sage Intacct, NetSuite Etc.)
Ability to work quickly and accurately with large volumes of data
Be a dynamic and open-minded individual who is customer-focused and solutions-driven
Have the ability to work quickly with a high degree of accuracy
The People
About the Finance & Administration team
The small but mighty Finance & Administration team is in charge of three main functions: 1) finance and accounting (from budgeting and ensuring financial sustainability to processing accounts payable); 2) internal technology (monitoring systems and deploying hardware); 3) operations (supporting and managing our nationwide offices).
The Organization
Peer Health Exchange (PHE) is a national non-profit organization that creates education opportunities for peers to share the tools and resources young people need to make healthy decisions. Since 2003, we have trained more than 15,000 college students to deliver in-person health education to over 188,000 high school-aged young people in communities across the country. In response to the COVID-19 pandemic, we re-designed our in-person programming to be delivered virtually and partnered with high school students to understand their mental health needs. Following that collaboration, we launched our app selfsea.org for young people ages 13 – 18. In the past year, we’ve expanded from two in-person program models to five in-person and digital program offerings and we are continuing to grow! Our mission is critical, our team is diverse, and our work is vibrant. Check us out on TikTok (@peerhealthexchange)!
The Next Steps
Please submit your resume and cover letter telling us why you are interested in our team and this role!
At Peer Health Exchange, we celebrate difference and are committed to providing equitable opportunities, addressing the effects of power and privilege. PHE is proud to be an equal employment opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, gender, gender identity, national origin, sexual orientation, age, citizenship, marital status, physical disability, veteran status or length of time spent unemployed. We want to empower people to change lives!
Note: Peer Health Exchange reserves the right to add additional duties, as needed. All Peer Health Exchange employees are encouraged to be flexible and responsive to changes in scope of duties.