The Finance and Compliance Support Unit (FCSU) provides support to Mercy Corps’ HQ and field operations in the areas of finance training, finance systems and processes, compliance with internal policies and procedures, and compliance with donor regulations. The Financial System Replacement Project Team (FSRP), a team within the FCSU, is responsible for leading and coordinating implementation of Mercy Corps’ new global financial accounting and reporting software.
GENERAL POSITION SUMMARY:
The Financial Reporting Specialist will develop and maintain financial reports and reporting templates in support of Mercy Corps’ global financial software implementation, ensuring the highest-level of accuracy and clarity of all financial reporting information. The position will also manage the global distribution process for standard monthly reporting packages and award-specific reports to country office locations worldwide as well as maintain the standardized reporting templates to support queries, transaction processing and management information. It is anticipated that this position will focus exclusively on supporting the two-year roll-out of the global financial system. Organizational needs, reporting structures and continued funding for the position will be reevaluated after the two-year roll-out period.
ESSENTIAL JOB FUNCTIONS:
Report Development and Maintenance:
Develop and maintain standardized financial reporting templates for use with Mercy Corps’ global financial software, Serenic Navigator, and report writing software, Jet Reports.
Develop and maintain award-specific budget versus actual (BVA) reports for use by country programs in managing their awards based on specifications provided.
Develop and maintain the standard set of internal financial management reports for country programs based on specifications.
Research, evaluate and document the correct usage of Navigator-built (canned) reports.
Develop ad hoc reports as necessary.
Ensure that the report certification process is followed for all new reports or modifications to existing reports.
Update reports for any new codes, data sources, etc. to ensure completeness and accuracy of all reported financial information.
Maintain documentation of report specifications.
Communicate report updates and/or modifications to all affected parties.
Report Distribution and Access:
Assist in the design and development of the Jet reporting access model for worldwide country programs.
Research, develop and ensure the proper functioning of automated report distribution methods using the Jet Reports scheduler or other automated tools.
Adhering to the established schedule, ensure timely distribution of country reporting packages and BVA reports.
Maintain report catalog of all official reports for use by country programs. Coordinate updates to user guides and other published documentation in coordination with the Finance Training Officer.
Other duties as assigned or requested.
Mercy Corps team members are expected to support all efforts towards accountability, specifically to our beneficiaries and to international standards guiding international relief and development work while actively engaging beneficiary communities as equal partners in the design, monitoring and evaluation of our field projects.
As part of our commitment to organizational learning and in support of our understanding that learning organizations are more effective, efficient and relevant to the communities they serve - we expect all team members to commit 5% of their time to learning activities that benefit Mercy Corps as well as themselves.
SUPERVISORY RESPONSIBILITY: None
REPORTS DIRECTLY TO: Director, Finance and Compliance Support Unit; (reporting lines to be reevaluated after global system roll-out.)
WORKS DIRECTLY WITH: FSRP team members; International Finance; field personnel, including Country Finance Managers, Country Directors, and finance staff members; Corporate Finance Manager (FP&A); Procurement, Admin and Logistics Management (PALM) Unit; Corporate Finance.
KNOWLEDGE AND EXPERIENCE: This position requires a BA/S or equivalent in finance, accounting or a relevant field. Three to five years of financial reporting experience in a medium to large organization, with an emphasis on management and analytical reporting. Experience with not-for-profit fund accounting and grant management reporting is highly preferred. Demonstrated experience and understanding of generally accepted accounting principles, financial reporting, accounting systems, budget development and administration is required. Effective verbal and written communication, analytical, organizational and prioritization skills are necessary. Previous experience using financial report writing software is required. Experience with Jet Reports software is highly desirable.
SUCCESS FACTORS: This position requires sharp attention to detail and a zeal for financial accuracy, along with a solid understanding of constructing financial reports using advanced report writing tools. The successful candidate must be a self-starter with the ability to meet monthly reporting and distribution deadlines. The ability to present accurate and easily understandable financial information to diverse audiences for the purpose of informing sound financial decision-making is critical. Candidate must be able to initiate and maintain positive relationships with field staff, HQ finance staff and program staff. Heavy collaboration and coordination with the International Finance team to support Mercy Corps’ country programs means that the ability to work well on a team is crucial to success in this position.
LIVING CONDITIONS/ENVIRONMENTAL CONDITIONS : Based in Portland, OR.
Mercy Corps is dedicated to helping the poor and oppressed in developing countries. The not-for-profit organization offers emergency relief...