Senior Financial Analyst

    • Job Tracking ID: 512468-787367
    • Job Location: Chicago, IL
    • Job Level: Mid Career (2+ years)
    • Job Type: Full-Time/Regular
    • Date Updated: August 26, 2021
    • Starting Date: ASAP
    • Reports to: VP, Finance and Administration
    • Status: Exempt
    • Level of Education: Bachelor's Degree
    • Career Level: Experienced
    • Years of Experience: Minimum 5 years related work experience in budget development and general accounting
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Job Description:

Manage all aspects of the budgeting, forecasting and financial analysis functions of the Society. Plan, organize, and direct all accounting activities for all managed organizations, including the preparation of accurate and timely financial statements, coordinating the audit and preparation of tax filings.

Primary Duties and Responsibilities

Budgeting and Forecasting

  • Lead the development of the annual operating and capital budgets.
  • Develop financial models and templates to enhance consistency in budgeting methodology across all departments, Councils and other areas of activity.
  • Create forecasts and budgets for all salary, benefits, and insurance accounts.
  • Prepare pro-forma analyses of ongoing and proposed business initiatives and opportunities.
  • Develop methodologies to monitor and evaluate corporate financial performance against operating plans and budgets. Work with key staff to interpret significant variations from the budget and prepare related reports.
  • Prepare/adjust monthly forecasts to track actual/anticipated financial operating results.
  • Develop cash flow forecast, monitor processes and events that may impact cash flow, and recommend actions to management as appropriate.

Accounting for Managed Organizations

  • Oversee all accounting activity for reasonableness and ascertain that all activity has been coded and booked in accordance with generally accepted accounting principles, as well as policies, procedures, and Chart of Accounts.
  • Oversee month- and year-end closing processes, as well as financial statement preparation.
  • Oversee monthly reconciliation of all accounts to determine accuracy and assure balance sheet integrity.
  • Manage all aspects of yearly audits and tax filings.
  • Oversee accounts payable, accounts receivable, and cash application activities.
  • Maintain centralized control over all invoices and collection efforts.


  • Design (or update) and implement new financial processes, procedures, audit trails, and reports.
  • Provide oversight of payroll administration; ensure compliance with federal, state, and local payroll laws and filings.
  • Create time allocation reports and record related journal entries.
  • Manage the administration functions of the Society’s Retirement Plan.
  • Manage all accounting and budget activities related to the TVT Registry.
  • Assist with STS audits and tax filings.
  • Comply with the permitted and required uses and disclosures of Protected Health Information, in relation to STS’s Plan Sponsor function.
  • Perform other duties as assigned.

Experience and Skills:


Bachelor’s degree with a concentration in accounting is required; MBA or CPA preferred.


Five years related work experience in budget development and general accounting, including financial statement reporting, reconciliations, and internal controls.

Essential Skills and Abilities

  • Excellent written and oral communication skills
  • Proficiency with budget planning software (e.g., Adaptive Insights)
  • Proficiency with Microsoft Office products, including Solomon
  • Familiarity with payroll software
  • Excellent organizational, planning, and follow-through capabilities; attention to detail
  • Ability to multi-task and manage several projects simultaneously
  • Ability to develop and maintain positive working relationships with co-workers, volunteer leaders, other organizations, and industry contacts, tact, diplomacy, and good judgment
  • Positive attitude in the workplace
  • Flexibility and adaptability to changing daily activities and schedules
  • Ability to travel, as necessary


Energy, creativity, initiative, eagerness to learn, and professionalism required. Candidate must exemplify the STS Values of Leadership, Quality, Diversity, Equity and Inclusion, Innovation, Professionalism, and Collaboration.