Financial Analyst – Job No. 0802

The Rock and Roll Hall of Fame and Museum is currently considering applicants for the position of Financial Analyst. The Financial Analyst reports to the Senior Director of Finance and is responsible for analyzing and forecasting activities of the Museum’s operations, Capital Campaign and other major projects. This position will be responsible for preparing monthly cash flow forecasts based on current operations and assumptions for the future. As part of this process, there will be significant focus on explaining the variances between actual and planned results and identifying its impact on cash flow. In addition, the Financial Analyst will be responsible for compiling financial and other data required for the Museum’s annual Form 990 and 990-T as well as the preparation of other periodic tax returns (e.g. sales tax, CAT tax, entertainment tax, etc.) of the Museum and its related entities.

RESPONSIBILITIES:

1. Compiles comprehensive tax workbook with supporting documentation to be used by external tax accountants in preparing the Museum’s (and related entities) annual Forms 990 and 990-T.


• Creates templates to be used in support of revenue and expense reporting as required on the tax return.
• Works with Legal Department to obtain copies of agreements with corporate sponsors.  Reviews agreements in order to value return benefits given to sponsors over life of the agreement.
• Assures Facility Rental Department maintains required data on facility rental log; provides Museum’s attorneys with information necessary to calculate annual private use percentage.
• Works with multiple Museum departments to communicate current reporting requirements and to obtain necessary documentation to support tax treatment. 
2. Calculates quarterly UBIT estimates for remittance to IRS.


• Maintains permanent file of documents used in making quarterly estimates.
• Works with Merchandising and Marketing each quarter to obtain most recent data regarding taxable activities (store and e-commerce sales; hotel marketing program, etc.).
• Communicates deadlines to relevant departments for receipt of data in order to facilitate calculation with sufficient time for determining and remitting tax. 
3. Prepares other relevant tax returns applicable to Museum and its related entities.


• Obtains data required to compute Ohio Sales Tax Returns (January and July) for Rock Hall and CMJ/Rock Hall Music Fest, LLC; requests remittance and maintains supporting documentation.
• Prepares CAT Tax return for CMJ/Rockhall Music Fest, LLC; requests remittance and maintains supporting documentation. 
• Updates spreadsheet monthly on activities of RRHOF Productions, LLC; assembles data for preparation of partnership return by outside accountants.
• Performs research (via website, tax references and attending relevant courses) to stay current with tax laws and their impact on the Museum. 
4. Performs financial analysis as needed.


• Works with Development and Membership in appropriately valuing donor/member benefits for each fiscal year before issuance of solicitation materials.
• Works with the Exhibitions & Curatorial Division to obtain information pertaining to the construction and operation of the Library & Archives.
• Assists in the development of financial reporting models to be used in internal financial reporting, forecasting and budgeting, either on a Museum-wide basis or departmental specific basis.
• Performs monthly variance analysis of operating results (on a departmental as well as project basis) in order to update periodic financial forecasts.
• Performs special or one-time analyses based on current needs of Museum.
5. Performs forecasting activities of Museum.


• Prepare and update monthly rolling cash forecast for both the Museum as well as the Library & Archives project ensuring all expected cash outflows and inflows are properly reflected.
• Investigate and document variances between actual and projected cash balances on monthly and year-to-date basis; determine and document which variances are permanent versus temporary and appropriately reflected in forecast.
• Prepare annual “Cash Budget” based on approved operating and capital budgets.

Duties include but may not be limited to above. 

JOB REQUIREMENTS AND QUALIFICATIONS:

1. Education Level: Ability to read and demonstrate basic oral, written, mathematical and manual skills. Ability to communicate in standard English. Bachelor Degree in Accounting or Finance required.  Certified Public Accountant license required. Advanced degree in finance or non-profit related fields is preferred.
2. Experience in Field: A combined minimum of three (3) years’ accounting experience in the not-for-profit environment and two to three (2-3) years’ experience in a public CPA firm, OR five to six (5-6) years’ experience in a public CPA firm with a focus in the not-for-profit area.
3. Unique Expertise/Certification/Registrations:


• Technical knowledge of generally accepted accounting principles and tax reporting requirements.
• Strong analytical skills and knowledge of regulations, reporting procedures and generally accepted accounting principles ("GAAP") and tax-related regulations.
• Maintains utmost discretion and confidentiality in all assignments.
• Ability to organize and prioritize tasks, meet deadlines, and manage multiple projects concurrently. 
• Flexible – able to switch from one task to another often and quickly.
• Ability to successfully pass a Rock and Roll Hall of Fame and Museum reference check, background investigation and drug screen.
• Computer Literate: proficient in Microsoft Products, Excel, and Database Management Systems.
• Ability to get along with other people.

WORK SCHEDULE:

Ability to work up to 40 hours per week; any shift as assigned, including evenings, weekends and holidays.  Ability to work additional hours as workload demands.  Hours are primarily 8:30 am – 5:30 pm Monday through Friday.

For consideration, send resume and cover letter detailing your qualifications along with salary history to:

Rock and Roll Hall of Fame and Museum
1100 Rock and Roll Boulevard
Cleveland, OH 44114-1022
Attn: Human Resources – Financial Analyst

Or email
or fax to: 216.515.1998.

The Rock and Roll Hall of Fame and Museum is an equal opportunity employer and a drug free workplace.