Budgets, Analysis, & Reporting Associate

Brief Overview:

We are seeking a BAR Associate who will play a vital support role within the Budgets, Analysis, & Reporting department, ensuring the effective management and maintenance of financial resources through meticulous analysis, reconciling, and reporting. This is a remote position.

Position Description:

Health Resources in Action, Inc. (HRiA) is a non-profit organization working to improve and reimagine public health. We connect, consult, and collaborate to solve complex challenges of access and equity in our health and social systems. Together with our partners, clients, and collaborators, we create actionable solutions so that all people can thrive.

In 1957, The Medical Foundation (TMF) was created to primarily fund biomedical research in Massachusetts. Since then, we’ve been on a journey of evolution. We changed our name to Health Resources in Action (HRiA) to reflect our impact in the field of public health. Today, HRiA works with individuals, organizations, and communities to drive a policy and systems change approach to advance health and racial equity.

HRiA seeks sustainable solutions for complex problems using an anti-racist approach. We aim to be adaptable and flexible in meeting clients and partners where they are, offering our decades of knowledge and resources to collectively realize our dream of equitable, sustainable health for all. The foundation of this work is centered on our values:

  • Health and racial equity by identifying and addressing the root causes of health inequities, intentionally working to shift narratives and power imbalances and disrupt all systems of oppression.
  • Leading with heart by demonstrating our passionate commitment to our work, continuously challenging ourselves with humility and vulnerability while pursuing and holding ourselves accountable to our mission.
  • Collaboration by intentionally and respectfully leading, partnering, and following to strengthen relationships, uplift different voices and build trust.
  • Innovation by driving toward new strategies, questioning norms, and continuously learning and evolving to support the needs of our clients and communities.

HRiA Our diverse staff of over 270 people hail from 30+ states, with a homebase in Boston’s Chinatown neighborhood.

Position Description

The BAR Associate plays a vital support role within the Budgets, Analysis, & Reporting department, ensuring the effective management and maintenance of financial resources through meticulous analysis, reconciling, and reporting. This position demands a keen eye for detail, strong analytical skills, and the ability to communicate complex financial information effectively. The BAR Associate, under the supervision of the Budget Analyst will work closely with various departments to prepare invoicing procedures, monitor spending for select grants, and ensure alignment with organizational goals and financial regulations.

Benefits

HRiA offers strong benefits to its employees, including:

  • Competitive salaries,
  • Health, dental, and vision insurance,
  • Retirement plan,
  • Short-term, long-term, and life insurance,
  • Paid Family and Medical Leave,
  • Vacation starting at 4 weeks, plus office closure during the last week of December,
  • Flexible summer hours,
  • 13 paid holidays.

Duties and Responsibilities:

Invoice Preparation: Prepare invoices/drawdown requests and enter into EIM, PMS, ASAP, and similar financial systems; Maintain internal tracking. Lead monthly invoicing activity, working with colleagues in programs and accounting to ensure accurate, timely, and complete invoicing that is properly tracked internally.

Budget Monitoring: Monitor budgetary performance by comparing actual results and projected activities to budgeted expectations, identifying variances, and investigating discrepancies. Support the Budget Analyst in monitoring grant spending and reviewing with program directors and staff. Work with colleagues in programs and accounting to prepare and submit amendment/line-item adjustment requests; ensure follow-through.

Financial Analysis: Conduct thorough financial analysis to provide insights into budgetary performance, cost trends, revenue projections, and potential areas for improvement or cost-saving opportunities through monthly invoicing. Be able to do a monthly presentation if asked of findings to programs team under direction of Budget Analyst.

Reporting: Prepare comprehensive and accurate financial reports, including aging, monthly, quarterly reports for internal stakeholders and external regulatory bodies. Review expense transactions and reclass as appropriate with direction from Budget Analyst.

Compliance: Ensure compliance with relevant financial regulations, policies, and procedures, and participate in audits to verify adherence to established guidelines and funder requirements.

Collaboration: Collaborate with department heads, project managers, and other stakeholders to develop and review budgets, provide financial guidance, and support decision-making processes.

Training and Support: Provide training and support to staff members on budgeting processes, financial systems, and reporting requirements to promote financial literacy and accountability across the organization as needed.

Special Projects: Participate in special projects, ad-hoc analyses, and initiatives as assigned by the Budget Analyst or senior leadership team.

Candidate Qualifications:

Education: Relevant bachelor’s degree

Experience: 2-3- years of relevant post-undergraduate degree experience with 2-3 years’ experience in budget analysis, financial planning, or related roles in the nonprofit or public sector. Experience with federal and/or state government contracts is desirable.

Analytical Skills: Strong analytical skills with the ability to interpret financial data, analyze trends, and draw meaningful insights to support decision-making.

Technical Proficiency: Advanced Excel, proficiency in financial modeling, budgeting software, Microsoft 365 and ERP systems.

Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial information in a clear and concise manner to diverse audiences.

Attention to Detail: Meticulous attention to detail and accuracy in financial reporting, analysis, and forecasting.

Adaptability: Ability to thrive in a fast-paced environment, manage competing priorities, and adapt to changing business needs and priorities.

Team Player: Strong interpersonal skills with the ability to collaborate effectively with cross-functional teams and build positive working relationships.

Integrity: Commitment to upholding ethical standards, maintaining confidentiality, and ensuring compliance with financial regulations and policies.

Problem-Solving Skills: Proven ability to identify issues, propose solutions, and implement process improvements to enhance efficiency and effectiveness.

How to Apply:

To apply, submit your resume and cover letter online.

HRiA is an equal opportunity, affirmative action employer and is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.

For more information about the organization visit http://www.hria.org.



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