Senior Financial Analyst - Revenue, Audit & Reporting

About the role

The primary purpose of this position is to provide high-level support to the Finance Team. This position will play a key part in maintaining GAAP compliance and nonprofit accounting standards, while supporting audit readiness across the organization. The position supports revenue oversight, financial analysis, balance sheet reconciliations, general ledger review, and preparation of financial reporting submissions to internal leadership, program grantors, external agencies, and the IRS Form 990. It also assists in executing comprehensive financial reporting, audit, and compliance responsibilities, serving as a strong senior contributor to the Finance Team. The position will collaborate with Finance Leadership to confirm that the Foundation's financial processes and procedures are compliant with Foundation standard operating practices as well as state and federal laws. The position reports to the Senior Director of Auditing and Accounting Services. The Clinton Foundation Finance Department is responsible for recording, reporting, and monitoring financial matters and supports the mission of the Foundation. Finance Department members collaborate with programmatic, development, and departmental colleagues to develop program-specific budgets and staffing plans, as well as assist with the strategic plans of the Foundation. Certain members of the Finance Department also work closely with members of the Human Resources team on matters related to compensation and benefits. Core Responsibilities In this role you will: Accounting Transactions, Analysis, and Reporting Record daily revenue transactions in the general ledger and perform monthly, quarterly, and annual reconciliations with the donor management system to maintain accuracy and integrity of financial reporting. Perform monthly close process transactions, reporting, and financial analyses, as assigned. Perform monthly bank reconciliations. Prepare monthly balance sheet reconciliations. Monitor monthly trial balance activity for accuracy and investigate discrepancies. Assist with preparation of the monthly and quarterly budget review process. Assist with preparation of financial reporting required by program grantors. Revenue Cycle Accounting Manage the revenue recognition processes in accordance with applicable accounting guidance. Review cash receipts and accounts receivable activity for accurate posting, timely reconciliation, and proper financial reporting. Review monthly, quarterly, and annual revenue activity, resolve discrepancies, and strengthen reporting accuracy. Reconcile the donor management system to the general ledger and oversee resolution of variances to maintain data integrity across systems. Audit, Tax, and Year-End Close Preparation Maintain audit-ready schedules, workpapers, and documentation that support internal and external audit requirements. Review accounting transactions to enhance data accuracy and financial reporting. Review and manage the 1099 reporting process for accuracy, compliance, and timely submission in accordance with federal requirements. Oversee annual reconciliations between the donor management system and the general ledger to confirm accuracy and data integrity. Perform analysis of endowment and restricted fund activity for accurate tracking, reporting, and compliance with donor intent. Support reporting requirements related to donor-restricted funds and endowment balances. Support preparation and documentation for annual external audits, including financial statements, employee benefits, and compensation-related audits. Assist with preparation of the organization's annual IRS Form 990 filing for accuracy, timeliness, and completeness. Finance Team Support & Process Improvements Assist the Senior Director with cash management, special projects, policy compliance, and other Finance Team initiatives as assigned. Support initiatives that enhance financial transparency, report efficiency, and compliance across the organization.

Requirements

• Minimum Required: Bachelor's degree with a major in accounting or finance
• Preferred: MBA or CPA (active); CPA eligible or CPA candidate; AICPA Not-for-Profit Certificate (candidates without the certificate will be expected to enroll within the first 12 months of employment)
• Minimum Required: At least 8 years of professional experience in the field in positions of increasing responsibility.
• At least 3-4 of those years must have included either managing people or managing projects to completion.
• Preferred: 3-4 years' experience in non-profit accounting.
• Knowledge of accounting software, Knowledge of Blackbaud CRM and Financial Edge a plus.
• Strong analytical and organizational skills with a high attention to detail. Ability to work independently.
• Excellent oral and written communication skills.
• Microsoft Office.
• Compensation & Benefits
• Our best estimate of the compensation for this opportunity

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