Senior Financial Analyst & Accountant jobs in United States
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National Education Association · 2 days ago

Senior Financial Analyst & Accountant

The National Education Association is looking for a Senior Financial Analyst & Accountant to support its strategic objectives in public education. The role involves providing high-level financial analysis, business management, and accounting expertise, while consulting with various stakeholders on financial management and compliance matters.

Education
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Work & Life Balance

Responsibilities

Consulting with NEA staff, state affiliates, and associated NEA organizations on accounting, auditing, financial management, and regulatory compliance matters
Provides technical expertise in the analysis of financial statements and employee benefit plan structures and costs
Financial system design, and business practices
Recommends cost-effective financial/business operations
Develops strategies to improve overall fiscal accountability
Coordinate audit preparation activities
Conduct a full range of financial analyses and forecasting
Prepare financial statements and consolidated schedules
Resolve encountered problems
Plan economic implementation guidelines
Conduct fiscal management training for end-users
Provide onsite technical assistance
Serving in a lead role in reviewing and analyzing cash flow management
Providing expertise for system enhancements
Ensuring timely regulatory filings, such as federal, state, and local tax filings
Research emerging financial and accounting issues and make recommendations regarding their impact and implementation on NEA and/or its affiliates
Uses a personal computer and related software and travels frequently

Qualification

AccountingFinancial ManagementFinancial AnalysisPeopleSoftSAPOracleCertified Public AccountantGeneral LedgerFinancial StatementsAuditingTax PreparationGAAPGAASFASBIRS Form 990IRS Form 5500DOL Form LM2Analytical SkillsInterpersonal SkillsCommunication SkillsProject Management

Required

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, Finance, or a related discipline
Minimum of five years progressively responsible professional accounting and financial management experience
Experience must include a 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 state-of-the-art financial management systems, such as PeopleSoft, SAP, or Oracle
Certified Public Accountant, Certified Management Accountant, or Institute of Internal Audit designation with experience in auditing and tax preparation
Demonstrated experience as a Controller or Financial Analyst adhering to Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (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 to investigate financial records, write reports, and make presentations to senior management
Highly effective analytical, interpersonal, and communication skills
Demonstrated flexibility and effectiveness in handling multiple 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)
Experience in interpreting and applying the rules and regulations related to completing the IRS Form 990, 5500, and DOL Form LM2
Successful references
Must be able to work extended hours on evenings and weekends
Frequent travel is required

Preferred

Department of Labor and Federal election regulation compliance preferred
Skill in developing financial training and presentations using applicable financial software
Knowledge of NEA's financial and membership services environment
Experience using Microsoft Excel

Company

National Education Association

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National Education Association is a professional organization and labor union in the United States.

Funding

Current Stage
Late Stage
Total Funding
$0.33M
Key Investors
Microsoft
2025-09-10Grant· $0.33M

Leadership Team

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Dan Brown
Senior Policy Analyst
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Company data provided by crunchbase