POSITION DESCRIPTION, Continued

Date Prepared: 03/03/2011
Position Title: Financial Analyst H.R.E.T
Division: [Select from Drop Down List]Advocacy and Public PolicyLeadership and Business DevelopmentOffice of the President / Department: Admin and Printing ServicesAdvocacy and Member CommunicationsAHA SolutionsAmerican Organization of Nurse ExecutivesCHGFederal RelationsFinanceHealth ForumHealth Research and Education TrustHuman ResourcesInfo Systems and TechnologyInstitute for DiversityLBD Office-Quality Ctr, Compliance, Strat. Plan.Meetings & TravelMember RelationsPMG-AHRMMPMG-AHVRPPMG-ASHEPMG-ASHESPMG-ASHHRAPMG-ASHRMPMG-OfficePMG-SHSMDPolicyOffice of President
Reports to: Director Of Business
Positions Supervised: None
Job Family: [Select from List - Press F1 for help]AdministrativeAssociation MgmtBusiness DevelopmentBusiness LeadershipEditorial/MediaEducationFederal Relations/AdvocacyFinance/AccountingGovernanceHuman ResourcesInformation SystemsLegalMarketing/CommunicationsMember/Chapter RelationsPlanningPolicyQualityResearchWeb Development & Design / Job Group: [Select from Drop Down List]ExecutiveDirector or ManagerProfessionalOffice and ClericalTechnicianSales Staff
THIS SECTION TO BE Level: [Select One]SupportPara-ProfessionalProfessionalSenior ProfessionalManagerDirectorKey Content LeaderVice PresidentSenior Vice President Exempt (Salaried) Job Code: 415
COMPLETED BY HR: Pay Band: 3.2 Non-exempt (Hourly) Date Approved: 03/09/2011
POSITION PURPOSE
Records and prepares financial statements that adhere to generally accepted accounting principles (GAAP), regulatory requirements and company policies. Reviews monthly income statement to ensure accuracy. Performs monthly reconciliation for all approved project budgets and ensures accuracy in posting of financial transactions. Reviews controls and mechanisms for HRET financial reporting systems and may recommend solutions for improvement.
ESSENTIAL FUNCTIONS
1. Assists in the day-to-day operations of the HRET finance department by processing accounts payable and donation transactions; maintains financial records and files. Reviews, tracks and codes all project-related expenses for staff and contractors and ensures accuracy in processing and compliance with approved project budgets.
2. Assists finance department with monthly account reconciliations, month end closing processes and annual financial audits. Develops and audits reports as needed to ensure efficient review and reconciliation.
3. Ensures financial inquiries and requests are resolved and communicated in a timely manner to internal and external customers.
4. Prepares monthly financial statements for research projects.
5. Supports and executes other projects related to HRET financial planning and management as needed.
PERFORMANCE METRICS (Describe how success in performing the essential functions will be measured)
1. Financial statements are prepared with accuracy
2. Expense reporting process is handled efficiently and accurately
3. HRET staff satisfaction with financial reports and team support.
4.
QUALIFICATIONS
Educational & Experience Requirements (Years of experience may be substituted for education.)
Required Education: [Select from list]High School DiplomaTechnical/Trade SchoolSome CollegeAssociate DegreeBachelors DegreeMasters DegreeDoctoral DegreeOther
Desired field(s) of study: Accounting or finance
Required Experience: [Select from list]No previous experience required1-2 years3-5 years5-7 years7-10 years10-12 yearsmore than 12 years
Desired area/field(s) in which experience was obtained: Bookkeeping and/or accounting experience in a research or healthcare organization; non-profit experience a plus
Knowledge Requirements Describe the general or specific field of knowledge required
Detailed knowledge of accounting principles and practices
Technical Requirements Describe the technical, hardware, and software knowledge required
Proficient in Microsoft Excel. Knowledge of Oracle, Great Plains and Ultipro are a plus.
Skills Required (Check all that apply and provide additional information as needed)
Foreign language: Writing skills
Collaboration skills Verbal communication skills
Presentation skills Negotiation skills
Interpersonal skills Delegating skills
Planning skills Organization skills
Other: date entry skills with accuracy
Abilities Required Describe the abilities necessary to perform the critical functions
Must be detail oriented, financially proficient, team player and leader accounting in a healthcare or non-profit organization. The ideal candidate will have a strong attention to detail, excellent time management skills and show the ability to work independently while managing multiple tasks and projects.
Strong attention to detail and excellent problem solving and organizational skills.
COMPETENCIES (This is a placeholder for competency information when it becomes available.)
Competency 1
Competency 2
Competency 3
Competency 4
Competency 5
Other:
WORKING CONDITIONS
General - [Select from list]Typical office environment - no hazardsStorage/Warehouse environment - some hazardsOther
Travel - [Select from list]No Travel RequiredLess than 10% Travel 10% to 30% Travel30% to 50% Travel50% or more Travel
PHYSICAL AND MENTAL REQUIREMENTS
This field will be completed by HR

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