POSITION SUMMARY: HIAS seeks a Financial Planning, Analysis & Data Assurance Specialist to support financial planning, analysis and data assurance across the organization. They will assist with the annual budgeting process, as well as forecasting, reporting, analysis and data management. Along with the Assistant Director, Financial Planning, Analysis & Data Assurance, they will advise and help build capacity within all divisions/offices in preparing and managing budgets. They will also assist in the completion of forecasts and financial analyses.
The Financial Planning, Analysis & Data Assurance (FPA&DA) team plays a vital role in supporting the Vice President, Budget & Fiscal Compliance during the annual organizational budgeting processes and prepares value-add financial analysis on expense-revenue forecasts and budget variances. The team (Assistant Director and Specialist) will develop and maintain responsive financial capacity-strengthening guidance, templates, tools and training materials. The team will support efforts to ensure various end-users have the tools they need to review and understand the financial position to help end-users make better business decisions. Further, the team will contribute to financial compliance with organization financial policy, GAAP and funders. The team is also responsible for the maintenance and improvement of HIAS' budgeting and grants management software.
ESSENTIAL FUNCTIONS: Supports the annual operating budget process for HIAS by designing and maintaining templates, consolidating budgets and providing analysis.
Assists with developing calendars, work plans, templates and providing training for HQ and country office staff.
Develops process documents in conjunction with relevant teams, to improve processes and address gaps.
Supports in the development of high-quality deliverables (ie. spreadsheets, decks, memos and analysis) with little re-work required.
Provides accurate reports for revenue projections, including both restricted and unrestricted funding, and progress on funding deliverables.
Generates on demand/ad-hoc reporting.
Assists in building organizational capacity in planning and budget, including guidance and training documents.
Assists in the development of tools for analysis of projections and for forecasting to provide senior leadership with better information for decision making.
Works closely with Finance & Accounting staff on issues relating to grant expenses and financial reporting, including accruals, cost share, time allocations and subawards.
Partners with the regional Budget & Fiscal Compliance and Finance & Accounting staff to review monthly management reports, identifying risks, variances and corrective actions.
Builds and maintains strong collaborative relationships with stakeholders in functions and teams across the business.
Develops a strong command of data and systems that enable FPA&DA delivery (e.g., PowerBI) and is responsible for data validation and liaising with Finance & Accounting and the regional Budget & Fiscal Compliance directors for correction.
Liaises with Development Operations team and Finance & Accounting team to ensure revenue is coded to the correct segments, funds and grant codes.
Performs other duties as assigned.
QUALIFICATIONS & REQUIREMENTS: Undergraduate degree in Accounting, Business Administration or Finance required.
3-5 years of experience in managing budgets and analysis of projects or organization-wide expenditures.
English fluency required; French and/or Spanish fluency preferred.
Experience working with budget software programs NetSuite and NSPB preferred.
Experience working with international programs, including travel/training in foreign countries, is highly desirable.
Anticipates and responds promptly to internal customers' needs and solicits feedback.
Team player with excellent interpersonal skills and a demonstrated ability to build effective relationships, interact at all levels and possesses strong written and verbal communication skills.
Accurate and detail-oriented, with ability to see the big picture.
Ability to manage multiple projects simultaneously and meet time sensitive deadlines.
Ability to communicate complex information clearly and concisely, both orally and in writing.
10-15% travel to country offices and regional offices to conduct training and capacity building.
Travel, to include travel to insecure operating environments, may be required.
HIRING PROCESS: We are committed to a fair and respectful hiring process, and we do our absolute best to respond to every applicant. We prioritize communication and transparency with all candidates, even those who are not moving forward. Here's a snapshot of our hiring process:
Step 1: Submit your application!
Step 2: Phone screen with a HIAS recruiter.
Step 3: Video interview with the hiring manager.
Step 4: Video interview with a panel of HIAS employees.
Step 5: Online reference check with SkillSurvey.
Step 6: Offer and background check with Shield Screening or ESR.
Step 7: Start your professional journey with HIAS!
Note: Some of our hiring processes may vary, and not all candidates will advance to each step. ABOUT US: Over one hundred years ago, the Jewish community founded HIAS (originally the Hebrew Immigrant Aid Society) in New York City, the immigrant gateway to America. Supporting Jews fleeing persecution and poverty in Eastern Europe, our founders were guided by the traditions, texts and history of the Jewish people—a history of oppression, displacement and diaspora. HIAS has since helped generations of Jews facing violence because of who they were, and HIAS remains committed to helping Jewish refugees anywhere in the world. Today, our clients at HIAS come from diverse faiths, ethnicities and backgrounds, as do our staff. We bring our experience, history and values to our work across five continents, ensuring that refugees today receive the vital services and opportunities they need to thrive.
HIAS is a learning community, committed to diversity and inclusion. We do our work with integrity, accountability, transparency and a commitment to the highest ethical standards. We seek employees from diverse backgrounds and life experiences to join our teams located in the United States and across the globe. People who identify as BIPOC, people with disabilities, people from the LGBTQ+ community and people with lived experiences of forced displacement or immigration are all encouraged to apply. We are committed to building a diverse workforce that reflects our vision, mission and values.
VISION: HIAS stands for a world in which refugees find welcome, safety and opportunity.
MISSION: Drawing on our Jewish values and history, HIAS provides vital services to refugees and asylum seekers around the world and advocates for their fundamental rights so they can rebuild their lives.
VALUES: Welcome • Acogimiento • Hospitalité • Hachnasat Orchim We Welcome the Stranger
Justice • Justicia • Justice • Tzedek We Pursue Justice Empathy • Empatía • Empathie • Chesed We Approach our Clients with Empathy Partnership • Compañerismo • Coopération • Chevruta We Believe in Changing the World through Partnership Courage • Coraje • Courage • Ometz We Act with Courage to Build a Better World
Resilience • Resiliencia • Résilience • Ruach We Adapt and Thrive, Continuously Demonstrating our Resilience DIVERSITY: HIAS is committed to a diverse and inclusive workplace. As an equal opportunity employer, all qualified applicants will be considered for employment without regard to race, color, national origin, ethnic background, ancestry, citizenship status, religious creed, age, sex, gender, sexual orientation, physical disability, mental disability, medical condition, genetic information, marital status, registered domestic partner or civil union status, familial status, pregnancy, childbirth, military status, protected veteran status, political orientation or other legally protected status.
SAFEGUARDING: HIAS is committed to the protection of children, vulnerable adults and any other person from any harm caused directly or indirectly due to their coming into contact with HIAS.We will not tolerate sexual exploitation, abuse or any form of child abuse or neglect by our staff or associated personnel. Any candidate offered a job with HIAS will be expected to sign and adhere to HIAS' Code of Conduct and Safeguarding policies.All offers of employment will be subject to satisfactory references and appropriate screening checks, which can include criminal records. HIAS also participates in the Inter-Agency Misconduct Disclosure Scheme. In line with this Scheme, we will request information from job applicants' previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. Likewise, HIAS will share this information when other organizations inquire about current and former HIAS staff as part of their recruitment process. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.
