Financial and Admin Support Analyst

POSITION SUMMARY:

The Financial and Admin Support Analyst will provide essential support to the Chief Financial Officer (CFO) by performing a combination of financial analysis, reporting, and administrative duties. This role involves assisting with financial data management, report generation, and day-to-day administrative tasks to ensure smooth financial operations. This role supports Senior Management on Treasury matters, including management of users and functions, bank and investment account management, and overall investments.  

Adhere to PACT values. (Purpose: Using our strengths passionately to contribute to our mission. Accountability: Choosing to rise above one’s circumstances and demonstrating ownership to achieve results. See It. Own It. Solve It. Do It. Courage: Standing up for what’s right and acting. Transparency: Doing things openly and honestly). 

ESSENTIAL JOB FUNCTIONS:

1. Analyzes financial data to identify key trends, variances, and insights that support decision-making.
2. Assists with the preparation of financial reports, summaries, and presentations for management review.
3. Maintains accurate financial records and ensures proper documentation of transactions.
4. Supports the finance team with budget tracking, forecasting, and variance analysis.
5. Organizes financial documents, reports, and files for easy retrieval and compliance purposes.
6. Monitors financial transactions to ensure compliance with internal policies and external regulations.
7. Reviews all bank accounts, and cash flows, and monitors Treasury investments to best inform Senior Management.
8. Provides administrative support to the finance department, including document management, scheduling meetings, coordinating communications, department activities, and conferences for all members of the department.
9. Compiles and analyzes data for the renewal of insurance and track of claims to mitigate insurance premium increases.
10. Collaborates with auditors and other stakeholders to provide necessary financial information.
11. Prepares agendas and materials for CFO, schedules and coordinates meetings, and prepares minutes.
12. Assists in tracking and processing CFO expenses and ensuring compliance with company policies.
13. Drafts written responses and/or reply by phone, Teams, or email when necessary. Respond to regularly occurring requests for information.
14. Collaborates with the finance team on special projects and ad hoc reporting as required.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

QUALIFICATIONS:

Education/Experience:

• Bachelor’s Degree from an accredited four-year college or university in Accounting, Finance, or a closely related field.
• 1-3 years of experience in financial analysis
• 1-3 years of experience with general ledger software 
• Experience with Microsoft Excel at an intermediate to advanced level
• Knowledge of GL, AR, and A/P processes
• Knowledge of reconciliations, internal controls, and budgeting

Certificates, Licenses, and Registrations:

Must have reliable transportation, a valid driver’s license, and insurance.

Special Knowledge/Skills/Abilities:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability needed. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. (For best performance, the job holder in this position would be expected to show the right knowledge, skills, and abilities in the listed areas.)

• Proficient in Microsoft Office Suite, including but not limited to Word, PowerPoint, and Outlook.
• Strong research and data analysis skills
• Ability to work with financial data accurately.
• Ability to work with a diverse population, including the public.
• Excellent interpersonal skills with a demonstrated ability to work well with people at all levels
• Excellent writing and oral skills; the ability to understand and translate information intended for audiences with clarity, crispness, and elegance.
• Strong time-management and organizational skills
• Ability to plan and organize work, perform under pressure, and meet tight deadlines.
• Ability to work independently with minimum supervision
• Ability to communicate effectively with internal and external sources and keep management informed.
• Strong problem-solving, critical thinking, and analytical skills.
• Ability to analyze and interpret data for accuracy and be detail-oriented.
• Ability to communicate complex information clearly and concisely both orally and in writing.

COMPLIANCE:

Carries out responsibilities in accordance with HFB policies, state, and federal law. 

REASONING ABILITY:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability needed. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. (For best performance, the jobholder in this position would be expected to show the right knowledge, skills, and abilities in the listed areas.)

COMPETENCIES:

Action-Oriented / Customer Focus /Drives for Results / Priority Setting / Managerial Courage Interpersonal Savvy / Creativity / Standing Alone / Time Management / Decision Quality / Self-development / Patience

PHYSICAL REQUIREMENTS:

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of the job, the employee is required daily to analyze and interpret data, communicate, and remain in a standing or stationary position for a significant amount of the workday; and often access, input, and retrieve information from the computer and other office productivity devices. The employee must regularly move about the office and around the facility, use hands, wrists, and fingers to grip, type, and write. The employee must frequently lift 20 pounds. The employee will need to have the average ability to hear horns, warnings, and alerts associated with a warehouse. The employee must occasionally travel to other sites for business. 

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. While the job is generally performed in an enclosed office environment, the employee is occasionally exposed to wet and/or humid conditions, strong food-related smells, and outside weather conditions. The noise level in the office environment is typically quiet, but the employee will be exposed to loud/elevated noises throughout the workday.

TRAVEL REQUIRED:

Travel is required for this position (up to 10% of the time and on a domestic basis or within our 18-county service area). 

This role supports hours of operations at the Houston Food Bank facilities, as necessary, and may require flexibility (e.g., times of disaster, community events, company events).

*Is legally able to work in the United States.