Financial Accountant Analyst at The Rotary Foundation

IT/Software Development
The Rotary Foundation
Evanston, IL 60201
Job Title: Financial Accountant Analyst
Area: Corporate Finance & Planning
Reports to: Manager, Corporate Finance & Planning
Classification: Exempt
Organization Overview
Rotary is 1.2 million inspired business and professional leaders, in 35,000 Rotary clubs and more than 200 geographical areas united daily across cultures and occupations addressing illiteracy, disease, hunger, poverty, and lack of clean water. The fervent idea exchange celebrates diverse perspectives and facilitates positive change. Passion and engagement abound at Rotary International. In exchange for hard work and dedication, our employees are rewarded with competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. We offer all this and more. Come join us. Visit to learn more.
Rotary’s Commitment to Diversity
One of Rotary’s values is diversity, which we define as embracing diversity in thought, culture, and perspective. As such, we welcome and encourage highly-qualified candidates with diverse experiences and backgrounds to apply.
General Overview
Corporate Finance & Planning is responsible for financial accounting, reporting, planning, analysis and modelling for RI and TRF and supporting international offices and associate foundations. Our responsibilities encompass financial accounting, management and monitoring, internal monthly reporting, audited financial statements, tax and investment accounting, financial analysis and preparation of financial impact statements, as well as budgeting and forecasting for executive management, committees, Directors, Trustees, and secretariat staff. These activities support planning, operational, and strategic decisions making activities while providing quality financial controls and services.
This position is responsible for assistance with financial accounting, financial analysis and preparation of financial impact statements. This role has the responsibility for reviewing and proofing financial statements, supporting projects, and researching accounting topics, as well as supporting budgeting and forecasting for executive management, committees, Directors, Trustees, and secretariat staff.
Assigned areas of responsibility will be reviewed periodically to provide Accountants with experience of different aspects of Corporate Finance and Planning activities and functions, and to provide exposure to the different functional areas of RI and TRF.
  • Bachelor’s degree in accounting required
  • CPA or CPA candidate a plus
Personal Attributes
  • Accurate and detail oriented
  • Organized
  • Showing problem solving abilities and effective collaboration within a group
  • Inquisitive, inclined to ask questions; has a desire to know or learn more
  • Multi-tasker, able to prioritize and manage a complex workload and competing deliverables
  • Ability to work independently with minimal supervision
  • Creative, able to generate new ideas
​Knowledge and Skills
  • Proven knowledge and understanding of financial accounting principles and Generally Accepted Accounting Principles
  • Familiar with month end close processes and production and review of financial statements
  • Possesses solid operational, accounting knowledge, and strong research and analytical skills
  • Strong service orientation with sense of urgency
  • Ability to work effectively in unstructured and changing environment
  • Excellent written and verbal communication skills with accurate grammar and spelling
  • Ability to create financial presentations and effectively communicate complex messages in a logical and concise manner for a non-financial audience
  • Proficiency in preparing graphical presentation and analytical writing
  • Ability to prepare financial impact statements and financial summaries based on research and analysis
  • Proficient with computer software and excel spreadsheets
  • Preferred experience with the following software: SAP Business Objects, PeopleSoft, nVision, MS Excel, Macros, MS-PowerPoint, Oracle Cloud
Specific Duties
1) Financial Accounting, Financial Statements, Audit, Monthly and Annual reporting, Tax and Information Filings – 50%
  • Prepare monthly journal entries as assigned
  • Prepare balance sheet reconciliations as assigned, and ensure follow up and resolution of outstanding items in a timely manner
  • Review and provide support in preparation of monthly financial statements including variance explanations and ensuring timely reporting
  • Provide support for external audits including audited financial statement preparation and footnotes
  • Review the department monthly budget variances and work with business managers to prepare explanations as required
  • Specialist accounting and reporting as assigned
  • Prepare forms for tax and information filings, governmental surveys and filings as assigned
2) Budget Process – 20%
  • Assist with training for the budget process with the Manager of Corporate Finance and Planning, for department managers and budget preparers and provide information and tools for non- finance staff
  • Assist with the coordination of budget development and forecasts and provide insightful analytics to support financial decision making and financial impact statements
  • Review department budgets submission for areas of support for reasonableness and accuracy and work with department managers accordingly
  • Contribute to the development of budget materials including draft budgets, budget book, and PowerPoint presentations to ensure accuracy and completeness
  • Support of department efforts to ensure reporting integrity; primarily via monthly reports to management reporting
  • Assist the Senior Director of Finance, Managers of CFP, and CFO during presentations of the budget to the Board and Trustees and senior management
3) Financial Analysis and Presentation – 10%
  • Develop financial presentations for Board of Trustees and committee meetings.
  • Track and report on key initiatives by working with staff and project managers
  • Maintain current knowledge of Board and Trustee decisions relevant to budget preparation and reporting responsibilities, and overall financial reporting policies and procedures
  • Assists or develops appropriate dashboard metrics, key analytics/performance measurements and PowerPoint presentations for various audiences
  • Assist in the development of financial analysis of proposed legislation for RI’s triennial legislative process within the area supported
4) Financial Administration Support – 10%
  • Assist manager in development and maintenance of calendars, checklists, monitoring and tracking related to team or project deliverables
  • Assist manager in the development and maintenance of communications, announcements, scheduling and note-taking related to team or project tasks
5) Financial Research and Support for Boards and Committees – 5%
  • Perform accounting research on financial activities as directed by manager including developing White Papers where appropriate
  • Contribute to knowledge base regarding non-profit accounting standards (GAAP) and develop recommendations to changes in accounting policies and procedures accordingly
  • Assist in the review of financial implications of all matters relating to the Board/Trustees and their committees to ensure accuracy, completeness, and compliance with organizational policies and procedures
  • Review Board and Trustee decision items and supporting business case analysis to assist in developing financial impact statements
  • Develops and maintains analytical models to support planning efforts for all Rotary departments and volunteer leadership as needed
6) Continual Business Improvements – 5%
  • Assist manager in development and maintenance of policies and procedures for: organizational budget preparation and reporting, financial accounting and reporting, and departmental production/process activities
  • Evaluate and propose process enhancements appropriate to responsibilities
Prior Experience
  • 3-5 years of accounting experience with a focus on financial statement preparation; willing to consider a recent college graduate
  • Experience working with Excel and PowerPoint is essential.
Supervisory Responsibility
Budget Responsibility
No direct management responsibility. Financial analyst/accountant assist management in departmental budget planning and preparation.
Internal Contacts
Financial analyst/accountant interact will all levels of secretariat management, worldwide; Rotarian leadership exposure.
External Contacts
Auditors, consultants, information support vendors, professional peer groups
Equipment Used
PC, calculator, printer, telephone and copier