Job Title: Senior Financial Accountant
Area: Corporate Finance & Planning
Reports to: Manager, Corporate Finance & Planning
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit www.rotary.org to learn more.
Rotary’s Commitment to Diversity
One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply.
Corporate Finance & Planning is responsible for financial accounting, reporting, planning, analysis and modelling for RI and TRF and supporting international offices and associate foundations. Our responsibilities encompass financial accounting, management and monitoring, internal monthly reporting, audited financial statements, tax and investment accounting, financial analysis and preparation of financial impact statements, as well as budgeting and forecasting for executive management, committees, Directors, Trustees, and secretariat staff. These activities support planning, operational, and strategic decisions making activities while providing quality financial controls and services.
This position is responsible for financial accounting, financial analysis and preparation of financial impact statements, as well as budgeting and forecasting for executive management, committees, Directors, Trustees, and secretariat staff. This role has the responsibility for reviewing and proofing financial statements, supporting projects, of researching accounting topics, and developing a position in the form of a white paper. Management will rely on this role to have the initiative to take on special projects and show leadership abilities.
Assigned areas of responsibility will be reviewed periodically to provide Senior Accountant and Financial Analyst with experience of different aspects of Corporate Finance and Planning activities and functions, and to provide exposure to the different functional areas of RI and TRF.
Bachelor’s degree in finance/accounting required
CPA or advanced degree a plus
Creative, able to generate new ideas
Showing leadership and problem solving abilities, effective collaboration within a group
Inquisitive, inclined to ask questions; has a desire to know or learn more
Multi-tasker, able to prioritize and manage a complex workload and competing deliverables
Accurate and detail oriented
Ability to work independently with minimal supervision
Knowledge and Skills
Familiar with month end close processes and production and review of financial statements
Ability to build financial models from scratch, and write the financial ‘story’
Possesses solid operational, accounting knowledge, and strong research and analytical skills
Displays proven facilitation skills and proven ability to coordinate projects
Proven knowledge and understanding of financial accounting principles and Generally Accepted Accounting Principles
Ability to establish and maintain relationships with business managers
Ability to work effectively in unstructured and changing environment
Excellent written and verbal communication skills with accurate grammar and spelling
Ability to create financial presentations and effectively communicate complex messages in a logical and concise manner for a non-financial audience
Proficiency performing data analysis to support business decisions through financial modeling, graphical presentation, and analytical writing
Ability to prepare financial impact statements and financial summaries based on research and analysis
Strong service orientation with sense of urgency
Proficient with computer software and excel spreadsheets
Preferred experience with the following software: SAP Business Objects, PeopleSoft, nVision, MS Excel, Macros, MS-PowerPoint
Specific Duties may include
1) Financial Accounting, Financial Statements, Audit, Monthly and Annual reporting, Tax and Information Filings
Prepare monthly journal entries as assigned
Prepare balance sheet reconciliations as assigned, and ensure follow up and resolution of outstanding items in a timely manner
Review and provide support in preparation of monthly financial statements including variance explanations and ensuring timely reporting
Provide support for external audits including audited financial statement preparation and footnotes
Review the department monthly budget variances and work with business managers to prepare explanations as required
Specialist accounting and reporting as assigned such as: investment accounting, Foundation reporting on grants, etc.
Prepare forms for tax and information filings, governmental surveys and filings as assigned
2) Financial Analysis and Presentation
Develop financial presentations for Board of Trustees and committee meetings.
Track and report on key initiatives by working with staff and project managers
Maintain current knowledge of Board and Trustee decisions relevant to budget preparation and reporting responsibilities, and overall financial reporting policies and procedures
Assists or develops appropriate dashboard metrics, key analytics/performance measurements and PowerPoint presentations for various audiences
Assist in the development of financial analysis of proposed legislation for RI’s triennial legislative process within the area supported
3) Budget Process
Assist and coordinate training for the budget process with the Manager of Corporate Finance and Planning, for department managers and budget preparers and provide information and tools for non- finance staff
Work with business managers in the development of their budgets and forecasts and provide insightful analytics to support financial decision making and financial impact statements
Review department budgets submission for areas of support for reasonableness and accuracy and work with department managers accordingly
Contribute to the development of budget materials including draft budgets, budget book, and PowerPoint presentations to ensure accuracy and completeness
Assist the Senior Director of Finance, Managers of CFP, and CFO during presentations of the budget to the Board and Trustees and senior management
4) Financial Research and Support for Boards and Committees
Perform accounting research on financial activities as directed by manager including developing White Papers where appropriate
Contribute to knowledge base regarding non-profit accounting standards (GAAP) and develop recommendations to changes in accounting policies and procedures accordingly
Assist in the review of financial implications of all matters relating to the Board/Trustees and their committees to ensure accuracy, completeness, and compliance with organizational policies and procedures
Review Board and Trustee decision items and supporting business case analysis to assist in developing financial impact statements
Develops and maintains analytical models to support planning efforts for all Rotary departments and volunteer leadership as needed
5) Continual Business Improvements
Assist manager in development and maintenance of policies and procedures for: organizational budget preparation and reporting, financial accounting and reporting, and departmental production/process activities
Evaluate and propose process enhancements appropriate to responsibilities
6 plus years of finance or accounting experience.
Project management skills a plus
Experience working with Excel is essential.
No direct management responsibility. Financial analyst/accountant assist management in departmental budget planning and preparation.
Financial analyst/accountant interact will all levels of secretariat management, worldwide; Rotarian leadership exposure.
Auditors, consultants, information support vendors, professional peer groups
PC, calculator, printer, fax, telephone and copier