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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, budgeting, and grant management, with proficiency in financial systems such as Workday and Epic. Capable of analyzing financial performance and ensuring compliance with funding regulations while effectively communicating complex financial information.
Highest-signal resume keywords
Financial ReportingBudgetingGrant ManagementWorkdayEpic
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting PrinciplesVariance AnalysisFinancial Statement PreparationInvoice PreparationAnalytical Reporting
Soft Skills
CommunicationTrainingAttention to DetailProblem-SolvingTime Management
Tools & Technologies
WorkdayEpicMicrosoft Excel
Certifications & Qualifications
CPR CertificationAED Certification
Industry Keywords
Financial ComplianceFunding RegulationsContract ManagementGrant ManagementBudget Management
About the role
Key responsibilities & impact- Serve as the primary financial resource for multiple major programs
- Partner with Program Managers, Directors, and Senior Directors to ensure accurate financial reporting and support informed decision-making
- Analyze and validate program-related financial data within Workday and OCHIN Epic
- Ensure the reliability of monthly financial reports and explain operational drivers behind financial performance
- Support the annual budgeting process
- Provide fiscal management training to Program Managers
- Deliver analysis of monthly financial results
- Establish, monitor, and reconcile contract and grant budgets
- Prepare monthly financial statements with the Controller, Accounting, and Finance teams
- Submit contract and grant billings according to funding requirements and reporting deadlines
- Analyze financial performance, identify variances, and provide recommendations
- Review contract terms and financial implications before contract execution
- Serve as a resource for financial reporting, analysis, grant applications, and RFP submissions
- Prepare ad hoc financial and operational reports using Workday, Epic, and other reporting systems
- Monitor contract and grant activities for compliance with funding and regulatory requirements
- Maintain audit documentation and assist with internal and external audits and data requests
- Reconcile financial records and resolve discrepancies
- Track reporting deadlines and compliance requirements
- Identify compliance risks and recommend corrective actions
- Communicate financial obligations and compliance requirements to program leadership
- Participate in staff meetings, supervision sessions, and departmental and agency meetings
- Promote integrated care, trauma-informed and person-first approaches, and an accepting work environment
Requirements
What you’ll need- A bachelor’s degree in finance, accounting, or related field from an accredited college or university
- Minimum of two years related experience
- Knowledge of accounting principles, budgeting, financial reporting, and grant/contract management
- Knowledge of financial compliance requirements, billing processes, and funding regulations
- Skill in preparing financial statements, invoices, budgets, and analytical reports
- Skill in conducting variance analysis and interpreting financial data to support decision-making
- Skill in using financial systems and reporting tools, including Workday, Epic, and Microsoft Excel
- Ability to manage multiple contracts, grants, deadlines, and competing priorities effectively
- Ability to identify financial issues, develop recommendations, and implement solutions
- Ability to communicate complex financial information clearly to diverse audiences
- Ability to train and support managers in budgeting, fiscal management, and cost control practices
- Ability to maintain accuracy, confidentiality, and attention to detail in a fast-paced environment
- Must have the ability to travel to multiple locations throughout the Portland Metro area
- Must have the ability to perform CPR and properly use AED equipment
- Required certifications must remain current and in good standing
Benefits
Comp & perks- Generous Paid Time Off Package - Full-time employees earn 6 weeks of PTO in their first year
- Medical and Dental Coverage (begins 1st of the month following hire date)
- VSP Vision Discount Plan
- 403(b) Retirement Plan - Eligible after 60 days with immediate 100% vesting and a 1-to-1 company match up to 3% per pay period, plus the opportunity for an additional discretionary contribution (up to 5%) at the end of the fiscal year
- Flexible Spending Account (FSA) (Medical, dependent care, and transportation options)
- Short-Term Disability, Long-Term Disability, and Life Insurance
- Paid Bereavement and Jury Duty Leave
- Length of Service Award
- Voluntary Life Insurance
- Supplemental Insurance
- Student loan forgiveness options
- Employee Assistance Program (EAP)
- Bike to Work Reimbursement
- BLS certification training provided within the first 60 days of hire for client-facing staff
- CPR certification training provided within 120 days for all other staff
