Senior Financial Analyst & Accountant at National… · Chicago

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Posting Period: March 05, 2025 - Until Filled

Employee Type: NEASO NEA Staff Organization

Position Type: Regular

Salary Range: $96,740.00 - $153,571.00

Rank: NEASO Rank 7

Position Details:

The National Education Association (NEA) The position supports the NEA's strategic objective to focus the energy and resources of its 3+ million members toward the promotion of public education by providing high-level accounting, financial and business management services to include consultation and evaluation of financial system applications, business environment, and organizational structures for NEA’s financial operations, state affiliates, and associated NEA organizations.

POSITION SUMMARY: The primary responsibilities of this position involve consulting with NEA staff, state affiliates and associated NEA organizations on accounting, auditing, financial management and regulatory compliance matters. The incumbent provides technical expertise in analysis of financial statements, internal control design and implementation, best business practices design and implementation; recommends cost-effective financial/business operations solutions; and develops strategies to improve overall fiscal accountability. The incumbent will perform any or all of the following functions: coordinate audit preparation activities, conduct a full range of financial analyses and forecasting, prepare financial statements, plan and facilitate conferences and trainings, create and present financial trainings to state and local leaders, perform fiscal health reviews, and resolve any encountered problems. The incumbent may also conduct fiscal management training for end-users; and provide onsite technical assistance. Other essential functions may include serving in lead role in reviewing and analyzing cash flow management, providing expertise for system enhancements, and ensuring timely regulatory filings, such as federal state and local tax filings, Department of Labor (DOL), and Federal Election Commission (FEC) reporting. The incumbent is expected to research emerging financial and accounting issues and make recommendations regarding their impact and implementation on NEA and/or its affiliates. To carry out duties and responsibilities, the incumbent uses a personal computer and related software and some travel required.

MINIMUM EDUCATION REQUIREMENT: Bachelor's degree in Accounting or a related field, or an equivalent combination of education and experience from which comparable knowledge and skills is obtained. Continuing education in Accounting or Finance or related discipline. MINIMUM QUALIFICATIONS: Minimum of five years progressively responsible professional accounting and financial management experience. Experience must include full-range of accounting and financial responsibilities, such as general ledger, accounts payable, account analysis, bank reconciliation, cash flow management, forecasting and preparation of financial statements. Additional advanced experience and technical expertise with financial management systems, such as PeopleSoft, SAP, or Oracle. Certified Public Accountant, Certified Management Account or Institute of Internal Audit designation with experience in auditing and tax preparation. Department of Labor and Federal election regulation compliance preferred. OTHER REQUIREMENTS: Must be able to periodically work extended hours on evenings and weekends. Samples of work products (i.e., financial statements, spreadsheets or presentation materials) may be required at time of interview. Some travel required.

TIER I (Essential): Demonstrated experience as a Controller or Financial Analyst adhering to General Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standard (GAAS), Financial Accounting Standards Board (FASB) and federal, state, and local requirements. Proven skill in diversified accounting, financial management operations and complex problem resolution. Demonstrated experience in general ledger, financial statement, and audit preparation using advanced spreadsheet applications (preferably Excel). Experience in business process design, benchmarking, regulatory and compliance issues and financial audits. Proven ability in investigating financial records, writing reports, and making presentations to senior management. Highly effective analytical, interpersonal and communication skills. Demonstrated flexibility and effectiveness in handling multiple and complex projects simultaneously under stringent timeframes and changing priorities/conditions. Ability to work independently and collaboratively amongst individuals and groups at all levels of the organization (e.g., user and systems departments). Required to engage in public speaking at conferences and trainings. Successful references. TIER 2 (Significant): Knowledge of nonprofit accounting and accounting and tracking of grants. Skill in developing financial training and presentations using applicable financial software. Demonstrated effective organizational and project management skills. Experience in interpreting and applying the rules and regulations related to completing the IRS Form 990 and 5500 and DOL Form LM2. TIER 3 (Desirable): Knowledge of NEA's financial and membership services environment. Experience using Microsoft Excel. Knowledge of FEC Reporting and PAC accounting.

In compliance with the Americans with Disabilities Act (ADA), the following is provided: The position involves skill in using a computer and/or laptop; oral and written communication skills; skills in proofreading and editing; use of clear and articulate speech; interpersonal relations skills; reasoning and problem-solving skills; ability to work in a fast-paced environment; ability to sit for long periods, stoop, bend, reach and carry light materials (up to 10 lbs.); and ability to travel by various methods of transportation, e.g., airplane, car.

NEA is an equal opportunity/affirmative action employer and encourages applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability. Know Your Rights: Workplace Discrimination is Illegal. To apply for this position or to search for other openings, please go to our jobs page at Careers at NEA (myworkdayjobs.com)

NEA Participates in E-Verify. Read more here E-Verify Participation & Right to Work.

NEA complies with the DC Wage Transparency Act of 2023.