Manager, Financial and Operations Data

Position: Manager, Financial and Operations Data
Department: Walton Personal Philanthropy Group
Reporting to: Senior Manager, Grant Operations
Location:Bentonville, Arkansas

Walton Personal Philanthropy Group, a subsidiary of Walton Enterprises, seeks a data-driven, analytical, and results-oriented Manager, Financial and Operations Data to join our team. This role is pivotal in ensuring the accuracy, consistency, and reliability of financial data from multiple sources, providing comprehensive reports and insights to drive informed decision-making. The ideal candidate will have a background in accounting and financial reporting, with experience leveraging technology to analyze and communicate data insights.

Our Commitment to Diversity, Equity, Inclusion and Belonging
We believe every associate should have access to success. Creating an environment centered on trust, respect, and bringing people together is critical to this belief.
Our aspirations are as follows:
- Create an environment where we hire, retain, and bring to the table people with diverse backgrounds, viewpoints, and experiences to create a more successful organization.
- Ensure fairness, equity, and access to success for all our associates.
- Create an inclusive workplace where everyone feels valued, safe, and able to engage honestly.

Benefits Information

Compensation Range: $95,000 - $119,000

Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k)-retirement plan and paid time off.

About the Walton Personal Philanthropy Group

The Walton Personal Philanthropy Group (WPPG) provides services to the family of Sam and Helen Walton to support their individual philanthropic activities. These services for the family and their related entities include program and grant management, strategy consulting, and grant administration. WPPG is a part of Walton Enterprises, the family office of the Walton family.

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization supporting multiple generations of Sam & Helen Walton's family.

Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities, and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

What you will do

The primary duties of the Operations and Financial Data Manager include daily data validation, ensuring accuracy and reliability by performing data quality checks to identify and resolve inconsistencies or anomalies. Additionally, the role involves transforming complex datasets into customized, comprehensive reports and collaborating closely with software engineers and other internal teams to develop robust and project-specific data solutions.

Essential Responsibilities:

Financial Analysis, Budgeting, and Data Validation and Integrity:

Conduct financial analyses related to sources and uses of philanthropic funding.
• Review balance sheets and ensure accuracy.
• Understand and validate billings from shared service providers.
• Collaborate to build reporting tools (e.g., SQL Server Reporting Services and PowerBI) to assist in creating customized reports and analyses.
• Assist in budgeting and forecasting processes, ensuring alignment with financial goals.
• Design and implement rigorous data validation processes to ensure the accuracy and consistency of large datasets from multiple, disparate sources.
• Perform thorough data quality checks and identify inconsistencies or anomalies, addressing issues proactively to maintain data integrity.

Requirements Gathering and Stakeholder Collaboration:

• Collaborate with department leaders and the Senior Operations Manager to understand and support information needs.
• Collaborate with cross-functional teams to advocate for and align internal data structures and systems with our team's financial tracking and reporting requirements.
• Analyze data to provide actionable insights and recommendations to leadership, presenting findings concisely and impactfully to facilitate decision-making.

Who we are looking for.

Qualifications required for your success

• 5+ years of full-time professional experience, preferably in an accounting role
• Demonstrated experience working collaboratively across functional teams to obtain needed information and package it in a user-friendly way.
• Strong proficiency with various technology platforms, including Microsoft Office (Excel, Word, PowerPoint, Outlook)
• Familiar with SQL, database management (e.g., SQL server databases), and data visualization tools (PowerBI, etc.)
• Experience validating large datasets from multiple sources.
• Knowledge of business intelligence practices and data warehouse processes

Personal attributes that support your success

• Demonstrates a meticulous approach to data validation and ensures the accuracy and reliability of information.
• Possesses strong problem-solving and critical thinking skills with a sharp analytical mindset.
• Excels at managing and prioritizing multiple tasks and projects to meet deadlines with precision and efficiency.
• Exhibits strong interpersonal skills, professional demeanor, and a proven ability to maintain and manage highly confidential information with complete discretion.
• Highly resourceful team player who can work cross-functionally and equally effectively independently.
• Shows initiative while maintaining the flexibility to adapt and the capacity to give and receive feedback graciously.
• Acts as a reliable advisor to key stakeholders and colleagues, demonstrating humility, integrity, and sound judgment.
• Relentlessly pursues excellence and continuous improvement, with a proven history of enhancing processes, systems, and platforms to increase data accessibility and operational efficiency.