Financial Analyst Reporting Supervisor - Full-time / Part-time

Job Summary

The District Finance and Accounting Supervisor manages the daily activities of the Finance and Accounting department in accordance with generally accepted accounting principles (GAAP) and UPS policy. He/She assists in the development and support of the staff in the execution of strategies designed to achieve financial objectives. The Finance Supervisor supervises various positions determined by the district including: specialists, procurement administrators, database programmers, administrative payroll liaisons, payroll processors, and senior purchasing liaisons.

Other Duties

• Analyzes and reports on district profitability to determine gaps and action plans.
• Provide profitability information to the District Profit Manager to assist the Business Planning Unit teams in developing the district strategy.
• Creates and reports on the district business and profit plans to district, region, and Domestic BPU to support district non-operation and operational functions.
• Oversees monthly district business plan close to ensure completeness and accuracy.
• Serves as district liaison for ad hoc financial duties (e.g., customer counter cash flow analysis, credit extensions, credit card payments, etc.) to ensure financial transactions are properly administered.
• Monitors hourly and management payroll processes to reduce errors and ensure proper payments.
• Follows up on payroll exceptions by contacting center teams to reduce high risk behaviors and potential overpayments.
• Serves as a liaison between consolidated accounting sites and the district to ensure proper accounting procedures are utilized.
• Teams with process liaisons for training and to communicate solutions regarding payroll and purchasing issues.
• Follows up with district users as required to ensure compliance with purchasing procedures.
• Determines employees’ training needs to produce continuous development plans.
• Provides on-going feedback and support to improve performance.
• Conducts performance evaluations in a consistent, fair, and objective manner to encourage continuous performance improvement.
• Holds others accountable to established performance levels to achieve individual and group goals.
• Resolves individual and group performance issues in accordance with UPS’s policies and procedures in a timely manner to motivate and foster teamwork.
• Reviews audit work papers and changes year over year to ensure compliance with new audit questions.
• Communicates with departments on the audit progress and reviews areas of concern to ensure timely audit completion.
• Oversees and completes audit to ensure accordance with audit guidelines.
• Develops corrective action plans on audit exceptions to ensure exceptions are addressed.
• Monitors the effectiveness of the corrective action plans monthly to rescore audit based on results
• Develops the planning calendar and communicates with the cross-functional business plan coordinators
• Supervises the BP process of data entry, audit, analysis and reporting
• Gathers financial data to review, analyze and report using Khalix and OBI
• Researches and gathers variance explanations to identify root causes and implement corrective action
• Gathers, verifies and tracks cost savings initiatives for the region
• Development and communication of forecasts
• Analysis and reporting of results
• Responds to internal/external customer requests and inquiries
• Creates reports and presentations to review results

Preferred Competencies

• Demonstrates a broad business and accounting knowledge; describes generally accepted accounting practice (GAAP) methods.
• Distinguishes between “big picture” concepts and comments and specialized, smaller specific facts associated with work; notes the specifics of events and experiences; explains, in general, how details impact end goals or outcomes; ensures that work is completed accurately and with the appropriate level of detail.
• Accurately reads and interprets financial reports and statements; demonstrates an understanding of relevant financial measures, revenue and cost drivers; applies financial analysis to recommend solutions that support business objectives.
• Distinguishes between “big picture” concepts and comments and specialized, smaller specific facts associated with work; notes the specifics of events and experiences; explains, in general, how details impact end goals or outcomes; ensures that work is completed accurately and with the appropriate level of detail.
• Accurately reads and interprets financial reports and statements; demonstrates an understanding of relevant financial measures, revenue and cost drivers; applies financial analysis to recommend solutions that support business objectives.

Minimum Qualifications

• Preferred to be able to speak and write Spanish
• Preferred to have a Bachelor’s degree in Accounting, Finance or Economics
• Preferred to have a Masters degree in Accounting, Finance or Economics
• Preferred to have experience using Microsoft Office products such as Access, Excel (creating formulas and pivot tables), Outlook and Power Point
• Preferred to have experience in creating and maintaining web interfaces