Financial Analysis

•Possesses advanced knowledge to interpret financial analysis and determine implications of financial data

•Demonstrates ability to perform financial analysis and creates key financial statements used by the organization

•Identifies, analyzes, and provides solutions to correct issues and develop processes to avoid recurrence

•Interprets the major types of financial statements issued by the organization

•Demonstrates proficiency in utilizing tools used for quantitative and techniques

Budget Management

•Assists the Controller in the collection and preparation of required budget information.

•Effectively uses tools uses tools for preparing and maintaining budget

•Participates in developing and monitoring budget for a specific work groups and departments

•Interprets budget variances and partners with department representatives to analyze the variances

•Implements and communicates the organization’s budget cycle and processes

•Demonstrates proficiency in utilizing tools used for quantitative and techniques

Financial Forecasting and Modeling

•Is knowledgeable and applies concepts of financial forecasting

•Demonstrates ability to collect, review, and interpret data for the purpose of accounting program evaluation

Financial Reporting:

•Demonstrates advance knowledge of the purpose, impact, value, and interdependency of financial reports

•Develops and implements organizational standards for financial report writing

•Utilizes and practices guidelines in compliance with United Way of America, Generally Accepted Accounting Principles and federal regulations

Communication:

•Communicate ideas clearly and effectively.

•Demonstrates strong interpersonal skills, and ability to lead discussions and participate in group team meetings

•Has the ability to adapt to changing environments and manage multiple priorities, organize, interpret and communicate data

•Effectively writes reports and/or business correspondence

•Articulates information and responds to questions from staff to senior executive levels in a professional manner

•Effectively presents information to top management, public groups, and/or boards of directors