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Financial Analyst

Washington, DC
Cordia Resources by Cherry Bekaert is partnered with a $250M living memorial institution who is seeking a Financial Analyst to join their team on a long term contract basis. Details below!

Title: Financial Analyst
Location: Hybrid - Washington, DC
Hourly Rate: $35.00/hour
Job Type: Contract (10-12 months)

The focus should be on budget/actual analysis and administrative duties, such as processing procurement actions and invoices. The job duties asked for an understanding of general ledger work.

  • Assists in the preparation of the annual budget by tracking and providing historical information on prior years; researching questions related to past or anticipated spending; compiling budget submissions; seeking underlying documentation; reviewing submissions for completeness; and making revisions as requested.
  • Maintains the approved budgets in the budget system, Anaplan, and continually monitors status of funds.
  • Keeps management informed when the use of funds deviates significantly from the spending plan (such as a major change in operating strategy, exhibited by planned expenditures; or major movements between class/object codes).
  • Alerts senior management if any specific actions are necessary.
  • Receives vendor invoices (directly, from administrative support staff, or Office of Finance staff) and ensures timely approval for payment.
  • Prepares each payment request (or reviews payment requests prepared by others), ensuring complete, accurate and timely documentation of expenses; approvals; accounting codes; purchase order references, if appropriate; and submission to accounts payable.
  • Reviews periodic financial reports to ensure that expenses are properly classified.
  • Initiates reclassifications as necessary to ensure high data quality, and takes steps to reduce the number of reclassifications.
  • Serves as the central point of contact for updating, tracking, reducing, and reallocating funds, including initiating budget transfers; de-obligating funds throughout the year, and reviews open obligations for continuing need before the end of the fiscal year.
  • Initiates purchase requisitions requested by staff (or reviews requisitions prepared by others) and verifies funds availability. 
  • Assists with the development of statements of work and procurement strategies.
  • Maintains appropriate data in the procurement system.
  • Serves as the troubleshooter on vendor complaints; tracks timely payment of bills, and identifies procedural breakdowns and develops solutions.

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