Position Emphasis: The position supports the NEA's strategic objective to focus the energy and resources of its 3 million members toward great public schools for every student by providing specialized program and financial expertise for the Campaigns and Elections department.
This position involves providing specialized program and financial expertise to the Campaigns and Elections department.
The incumbent has the lead role and responsibility for preparing, planning, administering, and implementing departmental budgetary processes. The essential functions include preparing, planning, and coordinating strategic program activities; performing cost analyses, and examining the department's program and financial transactions based on NEA's accounting and internal auditing guidelines. The incumbent is responsible for determining program expenditures; disbursal of budgeted funds; reconciling fiscal records; and analyzing the department's current and historical financial operations and spending trends.
The incumbent conducts account analyses, generates recurring financial spreadsheets or graphs, and makes budgetary recommendations and decisions which impact directly on departmental projects or long-term operations. The work also involves using a personal computer and financial management software to develop, create, and maintain specialized databases regarding program purchases, vouchers, contracts, or other departmental expenses. The incumbent also acts as liaison to Chief Financial Officer and Financial Membership Services staff to resolve fiscal issues and to explain Campaigns and Elections financial administration. The position requires occasional travel to carry out the various responsibilities.
In compliance with the Americans with Disabilities Act (ADA), the following is provided: The position involves creative and analytical thinking; oral and written communication skills; meticulous attention to detail; human relations skills; use of computer keyboard; sitting, standing or walking for long periods; stooping, bending, and reaching; and stamina to work long hours and ability to travel by various conveyances, e.g., automobile, plane.
MINIMUM EDUCATION REQUIREMENT:
Bachelor's degree in Accounting, Business Administration, Business Finance, or equivalent. MINIMUM QUALIFICATIONS: Four years of progressively professional expertise in planning and implementing program budgets and assisting in strategic financial/business operations, including resolving multi-faceted fiscal issues, tracking current and historical financial operations, reviewing spending trends of a program, administering contracts and consultant agreements, and analyzing fiscal activities.
OTHER REQUIREMENTS: Significant experience using NEA's financial management system, such as PeopleSoft, Excel, or similar systems needed to create complex databases or to forecast program expenditures. Advanced skills in using applications for developing presentations, creating complex graphs, or developing specialized financial reports.
Work samples (e.g. spreadsheets, database, or presentation materials) may be required at interview. Must be able to work extended hours on evenings and weekends. Occasional travel required (15 30 overnights per year).
Selection Criteria: TIER 1 (Essential): Proven current experience providing specialized financial and program support, including demonstrated experience monitoring budgetary data, forecasting financial transactions, and evaluating program expenditures.
Demonstrated financial accountability for implementing program budgets; generating complex financial reports, and resolving budgetary issues. Demonstrated advanced word processing, spreadsheet, database, presentation (Microsoft Word, Excel, Access, Power Point), and financial management applications for using the NEA Budget System, Agency Fee Report, and Chart of Accounts. Effective interpersonal, communications, and customer service skills to interact with all levels of staff and governance.
Demonstrated skill in analyzing meeting and travel expenses and in evaluating contractor, vendor, or consultant expenditures.
Demonstrated ability to work independently and collaboratively as part of a team. Proven flexibility and effectiveness in handling multiple and complex tasks simultaneously under stringent timeframes and changing conditions.
Demonstrated use of sound judgment for decision-making and ability to follow through on tasks with minimal supervision. Proven ability to handle confidential matters with discretion. Successful references.
TIER 2 (Significant): Experience collecting and synthesizing fiscal data for distribution. Familiarity with advising and training staff on a variety of budgetary issues and with coordinating budget-related work of other program staff. TIER 3 (Desirable): Certified Public Accountant certification or designation. Knowledge of Campaigns & Elections' programs, strategic focus, and priorities.
National Education Association