Director of Analytical Services

SUMMARY
The Director of Analytical Services helps further the organization's mission by providing financial analysis and decision support, as well as managing financial processes related to Board/Committee support, document management, investment management support, process improvement and risk management working closely with the Chief Financial Officer, other members of the Mission Support Organization leadership team, and other leaders throughout the Diocese.
With strong financial analysis skills, attention to detail and excellent organizational talents, the Director of Analytical Services is proactive in anticipating the needs of the organization. This role requires the ability to handle confidential and time-sensitive information with the highest degree of integrity. The ideal candidate will show discretion and sophistication in managing the internal and external demands requiring sound judgment, initiative, creative thinking, and self-motivation.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Financial Analysis and Decision Support
• Prepare trend analysis and projections.
• Prepare proforma analysis and discounted cash flow return on investment analysis for key business decisions.
• Assist others in preparation of spreadsheets, templates, and other tools.
• Develop and implement user friendly reporting for financial data.
• Provide decision support through data gathering, information analysis, and presentations for relevant stakeholders.
• Coordinate timely capital spending review approval for requests from parishes, corporations, and other diocesan entities. Includes coordination of proper legal review and insurance review.
• Prepare spreadsheets, presentations, and other documents.
• Manage special reporting.
• Support budgeting.

Board, Committee, and Major Meetings Support
• Assist CFO in planning and managing Board and Committee membership rosters and terms.
• Coordinate dates and manage meeting scheduling, confirm quorum, prepare agendas and presentation materials, and prepare and manage minutes for several Committees and Boards.
• Ensure meeting space environment is prepared. Prepares teleconference equipment such as microphones, cameras, and projectors for meetings when appropriate. For meetings for which meals/snacks will be served, plans and arrange for food service.
• Attends board and committee meetings with the CFO.

Document Management
• Organize and maintain the Fiscal Services file system. File correspondence and other records. Identify files to be taken to internal storage or scanned to the e-file.
• Maintain and organize parish and corporation files.

Investment Management Support
• Monitor investment accounts and prepare reporting.
• Work with CFO to maintain all investment policy documentation.
• Maintain the "Investment" electronic folder. File monthly and quarterly investment statements as received. Scan annual statement and save in Investment Accounts file. Always maintains two years of data.
• Draft quarterly and annual letters for Advancement of Catholic Education (ACE) awards and distribution.
• Send quarterly statements to Catholic Foundation - Diocese of Nashville (CF-DON) donor advised fund holders.

Process Improvement Support
• Work with CFO to prepare and maintain road map for technology implementation and process improvement.
• Document policy requirements complying with Canon Law.
• Orchestrate formulation and documentation of other Finance and Accounting Policy and Procedures.
• Define and research innovative ideas and opportunities.
• Identify and take on ad hoc projects.
• Provide project management support.
• Communicate initiative status to the CFO, pulling in other Directors or team members as appropriate.

Risk Management Support
• Monitor and coordinate insurance policy updates and renewals.
• Process insurance policy invoices for CFO approval.
• Maintain insurance and risk management files.
• Send updated manuals, policies, forms, and reports to diocesan entities for their files.
• Assist diocesan entities with insurance coverage and claim information.
• Serve as first point of contact for parish, schools, and corporations for risk matters.
• Update the claims and injury report spreadsheet as entries come in.
• Update and maintain all diocesan injury reports, property damage reports, auto accident reports, and work compensation reports.

REQUIREMENTS
Education and/or Experience
• Bachelor's Degree in Business, or comparable degree work will be considered. Master's degree preferred.
• Prior experience as a Financial Analyst/Business Analyst.
• Experience in parish and/or diocesan financial management preferred.

Key Skills
• Strong work ethic.
• Strong proficiency in Microsoft Office software: Including Excel, Power BI, Word, PowerPoint, Outlook, SharePoint and Teams.
• Ability to present and conduct self in a professional manner.
• Ability to make mature and prudent decisions.
• Ability to maintain strict confidentiality and utmost discretion in all matters.
• Knowledge of Catholic hierarchy, protocol, traditions, and values.
• Excellent attention to detail and accuracy with ability to multi-task.
• Ability to anticipate needs of the CFO and various committees.
• Excellent interpersonal skills for interacting with clergy, religious, and laity.
• Superior communications skills, oral and written, applied in a courteous and professional manner.
• Knowledge of accounting procedures.
• Ability to be adaptable, agile, and happy to serve in any capacity required.

Other Competencies (5-6)
• Action oriented.
• Communicates effectively.
• Nimble learning.
• Organizational savvy.
• Plans and aligns.
• Optimizes work processes.
• Prefer that candidate be a practicing member of the Roman Catholic faith.

Interested applicants should copy the following link into their web browser: https://recruiting.paylocity.com/recruiting/jobs/Apply/1544650/Roman-Catholic-Diocese-of-Nashville/Director-of-Analytical-Services