Sr. Financial Analyst, Financial Planning & Analysis

Since our founding in 1924 weve cut cardiovascular disease deaths in half but there is still so much more to do. To overcome todays biggest health challenges and accelerate this progress we need passionate individuals like you. Join our movement be part of the progress and help ensure a healthier future for all. You matter and so does the impact you can make with us.

The American Heart Association has an excellent opportunity for a Sr. Financial Analyst Financial Planning & Analysis at our office located in Dallas TX.

This position will work in a hybrid setting (in office 2-3 days a week) in our Dallas office.

In this role you will be responsible for performing financial planning and analysis with a heavy emphasis on complex variance analysis budgeting projections and monthly reporting. Responsible for providing thoughtful financial modeling and analysis for growing and developing business units and in support of assigned executive management regions and business units; includes reporting for the consolidation of regions and our financial activities.

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful you will have access to Heart U our award-winning corporate university as well as additional training and support locally.

#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us onLinkedInInstagramFacebookX and .

• Analyze research and report on monthly financial activity. Prepare and communicate qualitative analysis and variance reporting for review by senior business leaders and executive management.
• Act as a financial business partner for developing and growing business units and regions. Prepare consolidated analysis for regions and help with our consolidation analytics. Provide financial modeling and report development to accurately reflect financial status. Research and identify best practices for financial reporting in a dynamic environment.
• Create budget templates for new emerging areas various complex departments and regions. Communicate and train assigned budget managers on the use of templates. Coordinate affiliate budget reports and consolidation. Review track and respond to change requests. Prepare and distribute supporting schedules financial reports and documents for the budget approval process. Review and analyze assigned budgets and consolidations for consistency and annual trends.
• Prepare monthly and quarterly reports for assigned business units newly formed areas and consolidated areas. Conduct a thorough analysis to understand operations and provide guidance for achieving goals.
• Develop and prepare financial projections for assigned business units affiliates and consolidated areas. Identify and recommend changes adjustments and supporting schedules as needed.
• Review financial projections against current data trends and metrics to improve accuracy for business units affiliates and consolidated areas. Analyze and report on variances from actual results.
• Provide high-quality timely customer service to internal and external customers. Consult with internal staff to improve financial reporting practices and procedures. Proactively seek out process improvements to enhance efficiencies both internally and externally within the Finance team.
• Perform ad hoc financial analyses as requested and participate in cross-functional task forces. Assist in annual financial audit as needed or required.

• A bachelors degree in finance accounting or a related area or equivalent work experience
• Minimum five (5) years of progressive and increasingly complex finance and accounting experience
• Experience with variance analysis budgeting financial reporting consolidations and general ledger accounting
• Experience developing and building detailed financial models and pro-forma statements for various business developments and consolidated entities
• Ability to communicate complex financial data reports and tools and interpret financial data for decision makers
• Advanced knowledge of business financial reporting and consolidations
• Ability to analyze detailed data and interpret it into a high-level narrative form
• General understanding of Generally Accepted Accounting Principles (GAAP) and application of the rules to business practices
• Advanced Microsoft Excel skills
• Excellent oral and written communications

Preferred Experience:

• CPA
• Oracle Essbase and/or SmartView experience
• Non-profit experience

The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.

• Compensation Our goal is to ensure you have a competitive base salary. Thats why we regularly review the market value of jobs and make adjustments as needed.
  
  
• Performance and Recognition You are rewarded for achieving success through annual salary planning and incentive programs; eligibilityfor an incentive program is based on the type of position.
  
  
• Benefits We offer a wide array of benefits including medical dental vision disability and life insurance along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being we also offer an employee assistance program employee wellness program and telemedicine and medical consultation.
  
  
• Professional Development You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Associations national online university with more than 100000 resources designed to meet your needs and busy schedule.
  
  
• Work-Life Harmonization The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year which includes several days off at the end of the year.
  
  
• Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities or for potential future positions in the organization.

The American Heart Associations 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health by 2028 the Association will drive breakthroughs and implement proven solutions in science policy and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.

At American Heart Association American Stroke Association our mission is to be a relentless force for a world of longer healthier lives regardless of race ethnicity gender gender identity religion age language sexual orientation national origin and physical or cognitive abilities.

This position not a match with your skills Click here to see other opportunities.

In accordance with local and state laws where applicable qualified applicants with arrest or conviction records will be considered for employment.

EOE/Protected Veterans/Persons with Disabilities