Finance Associate – Level II

Job Summary:
Prepares basic financial analyses and reports for management. Supports the annual budget and
forecasting processes. Performs activities under moderate supervision.

Key Responsibilities:
Prepares basic reporting for management, including reviews for areas of emphasis and follow-up.
Analyzes basic financial data to support departmental budgets and forecasts.
Explains expense variances and heightens spending awareness within the organization.
Loads actual and forecast data into the financial system.
Supports other daily financial processes required for purchase requisitions, invoice reconciliation,
supplier payments, requests for checks and questions concerning monthly budget data.
Participates in special projects as assigned.
Performs ad hoc reporting requests as needed.

Qualifications and Competencies
Competencies:
Action oriented – Taking on new opportunities and tough challenges with a sense of urgency, high
energy, and enthusiasm.
Communicates effectively – Developing and delivering multi-mode communications that convey a
clear understanding of the unique needs of different audiences.
Customer focus – Building strong customer relationships and delivering customer-centric solutions.
Decision quality – Making good and timely decisions that keep the organization moving forward.
Instills trust – Gaining the confidence and trust of others through honesty, integrity, and
authenticity.
Nimble learning – Actively learning through experimentation when tackling new problems, using
both successes and failures as learning fodder.
Values differences – Recognizing the value that different perspectives and cultures bring to an
organization.
Financial Analysis – Interprets financial data by analyzing trends, variances, opportunities and risks
to provide insight to stakeholders regarding financial impact to drive business improvement;
evaluates financial results against targets to communicate conclusions to all stakeholders; ensures
integrity of financial data by investigating variances and determining corrective actions to resolve
identified issues.
Financial Reporting – Analyzes financial data by evaluating results and solutions to support business
decisions; prepares and presents financial information by summarizing data to communicate results
in compliance with regulations and stakeholder expectations; partners with stakeholders to drive
financial performance that aligns to organizational goals and strategies.

Education, Licenses, Certifications:
High school diploma or certificate of completion of secondary education or equivalent experience to
the extent such experience meets applicable regulations.

Experience:
Requires some work experience or intermediate level knowledge obtained through education,
training or on-the-job experience