Associate, Finance

Associate, Finance

Hiring Organization Information

Organization Name: 
Communities Foundation of Texas
United States

Position Information

Employment Type: 
Full time
Experience Level: 
Professional (individual contributor)
Job Category: 
Finance | Accounting
Job Description: 


The Associate, Finance provides support in finance functions to the Managing Director of Finance and
the Deputy Director of Finance including budgeting, forecasting, financial modeling, revenue analysis
and various ad-hoc reports and projects as needed.

Key Responsibilities

Finance and Administrative
• Assist in the preparation of the annual operating budget and cash flow projections for the
• Assist in the preparation of revenue and expense forecasts.
• Work with program teams to develop program level budgets & projections.
• Work with program teams in the monitoring of actual performance against the operating budget
and providing variance explanations.
• Perform revenue and expense trend analysis and prepare spreadsheets, graphs and charts to
help illustrate financial trends.
• Prepare project-based budgets to be used in requests to various funding sources including state
and federal funding.
• Participate in the development of a regular forecasting and analysis process. Document policies
and procedures regarding the process.
• Review transactions and prepare necessary accounting entries and reconciliations
• Contribute to ad hoc analytical projects

Project Management
• Assist internal teams with developing and maintaining project plans
• Participate in project meetings internally and externally as needed
• Analyze and synthesize project expenditures against outcomes
• Help identify opportunities for greater project efficiencies

Contribution to a Learning Organization
• Enhance the organization’s capacity and effectiveness through participation in strategic learning
• Use data to improve programs and accelerate impact
• Contribute constructively to helping others improve progress and performance

Organizational Responsibilities
• Manage and perform day-to-day activities for your area
• Assist in the implementation of strategy developed by supervisors and Educate Texas Leadership
and contribute to discussions regarding long-term strategy
• Help support budget oversight and maintenance, fundraising efforts, and communication pieces
for your area

PDF icon Associate, Finance_Job Description.pdf187.02 KB

How to Apply

Application Contact: 
Morgan Spann
Application Deadline: 
March 2020
Application Instructions: 
Please send cover letter, resume, and salary requirements to
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