Finance Analyst (Full Time)
Momentum is a community economic development organization committed to innovative approaches to poverty reduction. Through programs in employment, entrepreneurship and financial empowerment, we help people build sustainable livelihoods.
We are a collaborative, purpose-driven workplace that values relationships, results, stewardship, curiosity and potential. Momentum offers competitive compensation and benefits within the non-profit sector, a hybrid work environment and a supportive, growth-focused workplace.
Momentum is a certified Great Place to Work and an equal opportunity employer. We welcome applications from people with diverse identities, experiences and perspectives.
What you’ll be doing
Making finance work better
We are looking for a Finance Analyst who can understand the accounting, see the process behind it and use systems and technology to make recurring work simpler, more efficient and easier to sustain.
You will work closely with the Finance Manager to improve finance processes, make better use of Dynamics GP and Microsoft tools, strengthen reporting and help prepare the team for a future accounting system implementation. You will also own defined parts of the monthly accounting cycle, giving you the practical understanding needed to improve the work from within.
You understand the accounting. What sets you apart is your ability to improve how the work gets done.
At Momentum, strong Finance operations help us provide reliable information, meet funder requirements and better support our programs and decisions.
Key Areas of Responsibility
Process and systems improvement
- Work with the Finance Manager to simplify and standardize recurring finance processes, strengthen controls and improve documentation.
- Make better use of Dynamics GP, including Integration Manager, Fixed Assets, accounts receivable and credit card functionality.
- Use Excel, SharePoint and Microsoft Power Platform tools to reduce manual work and build more efficient, sustainable processes.
- Support preparation for a future accounting system implementation, including requirements, data cleanup, testing and training.
Financial reporting and analysis
- Prepare and support financial reporting for funders, proposals and internal users.
- Support recurring reporting and ad hoc financial analysis.
- Improve internal reporting and reduce the effort required to produce it.
Accounting operations
- Complete assigned parts of the monthly accounting cycle, including revenue processing, deferred revenue, reconciliations, recurring entries and allocations. Support investment activity and credit card processing.
- Maintain accurate financial information across systems and supporting records.
- Be a knowledgeable resource to Finance colleagues on accounting processes and tools.
What you bring
Skills and experience
- A relevant post-secondary degree or diploma, or equivalent experience, together with at least three years in finance operations, accounting or a related role.
- Demonstrated experience improving, automating or documenting a process – from identifying the opportunity through implementation and results.
- Advanced Excel skills, including Power Query and complex formulas, and experience using an ERP or accounting system to improve finance processes.
- Sound accounting fundamentals and hands-on experience with revenue, reconciliations and month-end.
- Experience with Dynamics GP, Power BI, Power Automate, SharePoint, Raiser’s Edge, funder reporting, non-profit accounting or CPA preparatory coursework is an asset.
How you work
- You see the process behind the task and look for practical ways to make work simpler, more efficient and easier to sustain.
- You collaborate and build relationships, involving the people who use a process in its improvement.
- You balance curiosity with stewardship – testing better ways of working while protecting accuracy, controls and reliability.
- You communicate clearly, document your work and help others adopt new tools and processes. You focus on results while recognizing the potential in people, systems and ideas.
To apply, please submit:
- Your resume
- A one-page impact statement in place of a cover letter, uploaded in the cover letter field. In the statement, describe 2 or 3 processes you significantly improved, including the situation, your approach, the tools implemented and the results. We are looking for practical evidence, not polished writing.
- Your salary expectations
To support a consistent and fair review process, only applications that include all three required components will be considered.
The posting will remain open until a suitable candidate is found.
We thank all applicants for their interest; however, only those selected for interviews will be contacted. Learn more about Momentum and our culture at www.momentum.org.