Summary

The Senior Financial Analyst will manage and provide oversight of processes and provide financial support to specific Functional and Thematic Teams, including collaborating with IFP on restricted fund procurement and management. Areas of support will include the development and/or review of donor proposal plans budgets and related amendments, donor grant financial management, and donor reporting.

Description

Oxfam is a global organization that fights inequality to end poverty and injustice. We offer lifesaving support in times of crisis and advocate for economic justice, gender equality, and climate action. We demand equal rights and equal treatment so that everyone can thrive, not just survive.

Oxfam America employees are able to work remotely, but should reside in one of the following states that are within a 200-mile radius of an OUS offices which are located in Boston and Washington DC: ME, NH, VT, MA, RI, CT, NY, NJ, PA, DE, WV, VA, MD, NC or DC.

PRIMARY RESPONSIBILITIES

  • Oversee financial processes and results and ensure compliance with Oxfam policies and donor obligations regarding financial management of program teams with significant restricted funding in an organizational matrix (estimated 75% time)
    • Partner closely with directors and business managers with budget authority, training and coaching them to prepare annual budgets and their amendments, operating plans, track and report variances to budgeted expenditures and develop actions to correct variances and address root causes.
    • Develop and maintain current documentation of applicable financial, planning, budgeting, and forecasting systems, procedures, and processes for restricted funds in partnership with FP&A.
    • Develop and deliver trainings on donor requirements and applicable compliance procedures for project staff and partners on the use of restricted funds in partnership with Finance.
    • Coach managers to ensure that budget changes (BCFs) are complete, accurate, and conform with OUS policies and procedures and donor restrictions, including donor-approved budgets.
    • Prepare budgets for upload into UBW (financial system) with valid financial coding.
    • Run reports, queries and navigate the various functional screens in UBW Projects, including project approval and budget baselining. Function as a super user of UBW and reporting (BI) tools.
    • Partner with directors in the preparation of operational dashboard submissions and review in quarterly discussions, and with either the VP, Global Programs or VP, Policy & Advocacy, as requested.
    • Monitor and work with directors, managers, and staff to ensure accurate and timely contracting, invoice processing, grants payments, budget reconciliation, and allocation of personnel costs (timesheets).
    • Review expenses for assigned projects, working with the Finance department to resolve issues and ensure financial consistency, accuracy, and integrity.
    • Advise the responsible managers on the operational-related aspects of partner grant making and related administration in collaboration with the Global Engagement and Partnership (GEP) team.
    • Coordinate and track external fundraising, legal reporting, financial audits, and donor reporting initiatives.
    • Review and at times prepare the financial aspect of funding reports for accuracy and consistency with narrative ensuring that we are meeting or exceeding Oxfam standards as well as donors’ requirements and timelines.
    • Ensure compliance with restrictions related to donor intent, lobbying support, federal and state reporting.
  • Support assigned program teams and IFP in the development of donor proposal budgets, with specific emphasis on proposal budgets. Support IFP and Finance in the monitoring and follow up on significant variances to donor budget and plans. (estimated 25% time)
    • Work with Functional and Thematic Teams and IFP in developing accurate proposal plans and budgets that align with both programmatic and financial goals.
    • Ensure assumptions regarding proposal plans and budgets are reasonable and achievable in the time proposed.
    • Identify areas for cost recovery, provide accurate estimates of project related costs based on historic expenditure, and provide accurate salary and benefit rates, understanding personnel allocation across restricted funds, providing accurate office /support budget line items.
  • High-level Customer Service
    • Provide a strong customer service orientation toward managers and colleagues outside and within Finance and Operations, responding to requests promptly, anticipating others’ needs, and collecting feedback for meaningful continuous improvement of FP&A products and services.

Qualifications

  • Bachelor’s degree in the field of Business Administration, Accounting, or Finance or equivalent education and experience.
  • Five to seven years progressively responsible experience in financial analysis and/or management.
  • Excellent data analysis skills and ability to deal with high volume and complex data, and range of donor budget/reporting formats.
  • Excellent budget analysis and monitoring skills, able to develop budgets to meet new donor requirements; ability to draft budgets and prepare financial narratives for donor proposals.
  • Extensive experience with foundation, non-US government and other donor financial compliance and contract requirements
  • Excellent organizational skills, attention to detail, and follow-through to prioritize heavy workload.
  • Outstanding communication skills and experience working in a highly matrixed organization.
  • Facility with coaching and providing advisory services using financial data to more staff.
  • Strong interpersonal awareness including diplomacy, tact, being able to get on well with others and respect for confidentiality.
  • Advanced Excel and Power BI skills.

PREFERRRED QUALIFICATIONS

  • Master’s degree in the field of Business Administration, Accounting, or Finance or equivalent education, preferred
  • Project management experience
  • Prior experience with Unit4 Business World
  • Prior experience with grants management and administration
  • Prior financial analysis or management experience in a non-profit agency
  • Prior experience in an international development or advocacy organization

COORDINATES WITH: The Associate Director, Awards /Grants Management and Compliance, Associate Director of Financial Planning and Analysis, Director of Accounting and Finance, Director of Institutional Funding and Partnerships (IFP), program teams