Sr. Financial Analyst at Heartland Human Care Services

Title: Sr. Financial Analyst

Location: 4822 N Broadway, 2nd Floor, Chicago, IL 60640

Schedule: Hybrid, Monday to Friday (8:30am-5:00pm)

Summary:

Lead with insight. Drive smarter decisions.

Heartland Human Care Services is seeking a Senior Financial Analyst to take on a leadership role in financial planning, reporting, and analysis. In this position, you’ll maintain the general ledger, manage month-end close, and develop financial models that inform strategic decisions. You’ll also prepare projections, conduct research, and deliver analysis that guides leadership at the highest level.

Beyond the numbers, you’ll serve as a trusted advisor, partnering with program teams to provide financial guidance, improve processes, and strengthen outcomes. Success in this role requires not only strong technical and analytical skills, but also the ability to communicate complex financial information in a clear, actionable way.

If you’re ready to step into a senior role where your expertise shapes strategy and impact, we’d love to have you on our team.

Why Join Us?  

• Make a meaningful impact on the lives of individuals seeking education and career pathways.
• Collaborate with a diverse and passionate team dedicated to the mission and vision of our organization.
• Providing flexibility and work-life balance.
• Participate in professional development opportunities to enhance your skills and expertise.

Our Benefits: 

• Medical insurance. BCBS PPO, EPO, and HSA Plans   
• Dental insurance.    
• Vision insurance.    
• 401(k) 3% Employer Contribution.    
• Paid maternity leave.    
• Paid paternity leave.    
• Commuter benefits.  
• Professional Development Assistance.  
• Disability insurance    
• FSA Spending Account   
• Life Insurance   
• Employee Assistance Program   
• Special Vendor Discounted Offerings on Travel, Amusement Parks, etc.

Essential Functions:

Duties & Responsibilities

• In collaboration with program leadership, develops budget proposals and budget modifications.
• Ensures compliance with Generally Accepted Accounting Principles (GAAP), company policies, funder-specific requirements and relevant financial and legal regulations for company teams and providing training and capacity building to support knowledge transfer to program and operational staff.
• Oversees accounting tasks related to daily, month-end, and year-end close. 
• Oversees grant management for a portfolio of awards.  Includes budget preparation, cost projections, report preparation, and spending analysis.  Ensuring compliance with AP/AR, billing and reporting requirements.
• Work with program leaders to develop fiscal year budgets for consolidation into the organizational budget.
• Ensures high-quality reporting for leadership and board audiences in collaboration with -Senior the Director of Finance.
• Develops and maintain relationships with funders.
• Researches and develops a strong knowledge of government funding sources.
• Provides guidance and supports to Financial Analysts and Staff Accountant on financial processes and reporting.
• Recommends and helps implement enhancements to financial systems, workflows, and reporting capabilities.

Education and Experience:

• Bachelor’s Degree from an accredited institute of higher learning in Accounting or Finance. Masters in Finance or MBA  is preferred.
• CPA a plus
• 7+ years of experience in accounting or finance. Non-profit accounting experience is preferred.

Knowledge/Skills/Abilities (K/S/A):

• Working knowledge of generally accepted accounting principles (GAAP).
• Highly proficient experience with Microsoft Excel.
• Excellent communication skills. Strong networker, convener, relationship builder and communicator with experience collaborating with diverse work teams and stakeholders.
• Demonstrated ability to handle confidential and sensitive information possessing skills to handle situations in a professional and diplomatic manner.
• A high degree of collaboration and emotional intelligence, self-motivation, and analytical ability.
• Proficiency in Microsoft Office, Internet Explorer, Outlook/Exchange; Windows operating systems; and other software routinely used by Heartland Human Care Services.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to work independently and remain self-motivated with minimal direct supervision.
• Strategic thought partnership and consultancy skills.

Work Arrangement: 

This role is eligible for a “hybrid” work arrangement. It is expected this person would be able to meet for “in person” meetings when needed or at the request of others. 

Work Environment: 

Physical Demands: 

• While performing the duties of this job, the employee is regularly required to talk and hear.  
• The employee is regularly required to sit, stand, and walk.
• The employee must be able to stoop, kneel, and/or crawl.
• The employee is regularly required to use hands to key, handle, or feel and reach with hands and arms. 
• The employee must occasionally lift, and/or move up to 25 pounds. 
• The employee must have unrestricted ability to provide physical restraint.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Equal Opportunity Employer Statement

Heartland Human Care Services makes all hiring and employment decisions, and operates all programs, services, and functions without regard to race, receipt of an order of protection, creed, color, age, gender, gender identity, marital or parental status, religion, ancestry, national origin, amnesty, physical or mental disability, protected veterans status, genetic information, sexual orientation, immigrant status, political affiliation or belief, use of FMLA, VESSA, military, and family military rights, ex-offender status (depending on the offense and position to be filled), unfavorable military discharge, membership in an organization whose primary purpose is the protection of civil rights or improvement of living conditions and human relations, height, weight, or HIV infection, in accord with the organization's AIDS Policy Statement of September 1987.