Careers at the Aspen Institute
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Aspen Institute employees come from a wide range of backgrounds and possess a unique blend of education, skill, and policy experience. We recognize that our people are our vital resource and we value their knowledge, enthusiasm, and commitment. At the Aspen Institute we offer competitive salaries and a wide variety of benefits to our employees and their families.

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals, we invite you to apply online today.

Financial Data Reporting Analyst

Location: Washington, DC
Salary: $65,000 - $80,000 per year

The Aspen Institute

The Aspen Institute is a global nonprofit organization committed to realizing a free, just, and equitable society. Since its founding in 1949, the Institute has been driving change through dialogue, leadership, and action to help solve the most critical challenges facing communities in the United States and around the world. Headquartered in Washington, DC, the Institute has a campus in Aspen, Colorado, and an international network of partners.

Commitment to Diversity, Equity & Inclusion

To achieve our mission of a more free, just, and equitable society, we commit to working proactively to advance the principles of diversity, equity, and inclusion across our myriad endeavors such as the recruitment, compensation, training, and advancement of staff. The best people-serving institutions make this commitment, and we seek to be a leader in the ways that we do so and learn from others. Visit our website to learn more about our commitment and recent actions taken toward building and nurturing a diverse and inclusive environment.

Department Description: The Reporting & Learning Unit (R&LU) is one of 3 units in the Office of Financial Operations (OFO). R&LU is responsible for development of and dissemination of all reporting and dashboarding for the Institute, including programs, departments, senior leadership and the Board of Trustees, as well as providing financial training for system users and preparing special analysis as requested.

Basic Function: The Financial Data Reporting Analyst will report to the Director of Reporting & Learning to develop reporting and dashboards in Planful and F9 as well as Tableau and other graphical data software for the Financial Analysis team. The primary focus of this position will be on publishing and managing monthly, quarterly, and annual financial reports for programs across the Institute.

Essential Duties and Responsibilities:

  • Work directly with Director of R&L to create system-driven reports for programs’ monthly, quarterly, and annual reporting.
  • Develop, deploy, and maintain reports using Planful, F9, and other financial systems.
  • Understand complex financial data and processes to define reporting and dashboard requirements that support financial analysis, financial reporting, and financial audit response needs.
  • Creatively visualize data in a variety of formats to provide relevant insights to Analysis team, Program staff, and Senior Leadership.
  • Monitor automated processes and reports for accuracy and completion; contribute to process improvement.
  • Develop and maintain financial/operational reports/models, create new reporting tools, and perform special projects as assigned.
  • Identify and effectively communicate work plans, risks, and issues to the Financial Reporting Manager and team.
  • Work independently and with team members as appropriate to complete assigned activities.
  • Develop and maintain cooperative working relationships with Finance & Accounting, ITS, FP&A system users, and staff using FP&A system.
  • Collaborate, communicate with, and support Financial Analysis team and Operational Accounting to develop meaningful financial reports for their assigned programs or departments.
  • Work with Financial Managers to collect final, analyzed reports with narrative to store for reference and audit-purposes.
  • Work closely with Financial Services Unit to ensure the accuracy of forecasting.

Principal Interactions:

The Financial Data Reporting Analyst routinely interacts with the Director of R&L, other Financial Data Reporting Analysts, Financial Services Unit, Program Directors, VP Finance, senior staff of accounting and other administrative departments and Program staff.

Knowledge, Education and Experience:

  • Experience in comprehensive 360 financial reporting.
  • Experience in creating effective dashboards for various levels of leadership is highly desirable.
  • Minimum of 1-3 years’ working experience, excellent verbal and written communication, project and planning skills.
  • Excellent skills of Excel, PowerPoint, and other Microsoft applications.
  • Experience with Tableau, Microsoft Power BI or similar BI reporting tool a plus.
  • Knowledge of standard accounting & budget principles and implementation in non-profit organizations are essential.
  • Knowledge of database software is helpful.
  • Strong technical, analytical, and problem-solving skills; Ability to pick up new technologies quickly.
  • Attention to details; proven ability to work efficiently under pressure.
  • Works well in a team environment, creative thinker, and quick learner.
  • BA/BS in fields of business administration, accounting, finance, business administration, or equivalent working experience in relevant fields with upward tracking record; a background in a non-profit, research or academic setting is strongly preferred.

All applicants must submit a resume and cover letter highlighting applicant’s specific qualifications for the position. No inquiries will be accepted.

The Institute has implemented a mandatory COVID vaccination policy for all employees who will work at one of our physical locations, attend any of our in-person events or travel on behalf of the Institute. Staff unable to be vaccinated may request an exemption under certain circumstances.

The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran or disabled status and will not be discriminated against.


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