Financial Planning and Analysis

• Responsible for managing the financial lifecycles of federal and industry grants and operational finances, including gift entry and monthly reconciliation, ensuring compliance with funder requirements, alignment with organizational budgets, and transparent reporting to leadership.
• Budget Management: Create, monitor, and reconcile grant budgets; track expenditures against budget-to-actuals; prepare updates for leadership and funders.
• Subaward & Contract Oversight: Develop, negotiate, and execute subaward agreements; ensure compliance with OMB Uniform Guidance and federal cost principles; monitor subrecipient reporting and performance.
• Compliance & Reporting: Prepare and submit required financial reports; maintain accurate documentation; execute federal draw requests through PMS.
• Invoice Processing & Reconciliation: Manage invoice intake, coding approvals, and payment workflows in Bill.com; maintain synchronized trackers; align invoices, indirect/fringe, and cumulative totals with agreement terms.
• Month-End Close: Coordinate grant-related reconciliations with accounting and program staff, including unpaid invoices, finance reports, credit card summaries, and monthly statements; prepare support for drawdowns and confirmations.
• Weekly electronic gift entry, including online credit card giving, employee giving programs, wire transfers, donor-advised funds, and other gifts.
• Process AP/AR, vendor onboarding, and expense reimbursements with accurate coding and documentation.
• Support monthly close activities, account reconciliations, and preparation of management reports.
• Assist with annual budget development, audit requests, and financial policy updates.
• Collaborate with Development staff on grant proposal budgets and reporting needs.

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