Grants Fiscal Analyst

Position SummaryThe Grants Fiscal Analyst contributes to the efforts of United Way of Palm Beach County by providing technical and operational support for the Services and Activities Management Information System (SAMIS), and various financial, grant making, Customer Relationship Management (CRM), and other platforms. The position works collaboratively with our internal staff managing relevant Children's Services Council of Palm Beach County funded initiatives, and other cross-department staff. This position is responsible for monitoring and reviewing fiscal aspects of funded programs, ensuring compliance with regulations, maintaining billing processes, and providing technical assistance to agencies using SAMIS and other platforms. The position serves as a key resource for system administration, training, and financial compliance.Essential Duties and ResponsibilitiesSystem Administration and Technical Support Provide frontline technical assistance to agency users on all aspects of SAMIS functionalityCreate and maintain user accounts, ensuring appropriate access levels and permissionsTroubleshoot system issues and submit help tickets when necessaryMaintain knowledge of system updates and communicate changes to agenciesMonitor data input by agencies to ensure sufficient detail of services provided Financial Management and Compliance Develop and maintain policies and procedures related to monitoring and reviewing fiscal aspects of contracts and subcontracts to ensure compliance with regulationsReview and process monthly reimbursement requests submitted through SAMISAnalyze proposed program budgets for compliance, accuracy, and recommend modificationsMonitor year-to-date spending patterns and prepare detailed comparison worksheetsAnalyze current expenditures and coordinate with leadership on development and projections for future funding scenariosReview supporting documents and invoices to ensure accuracy according to regulationsReview, interpret, and correct discrepancies with reported allowancesEnsure financial reporting is accurate and submitted according to defined deadlines Personnel Management Assist agencies with staff position creation, management, and termination tracking in SAMISGuide agencies on proper staff record management and position assignment proceduresReview and approve new position requests for approved budgetsEnsure proper documentation of position changes and staff transitions Workflow and Document Management Configure and maintain workflow templates for agencies' fiscal document approval processesEnsure proper assignment of workflow roles within agenciesReview and process fiscal documents through established approval chainsMaintain accurate electronic and paper fiscal documentationWork closely with agencies to ensure monthly reporting is completed according to defined deadlinesTraining and Capacity Building Develop and conduct training sessions on software functionality for agency and UWPBC staffCreate user guides and documentation to supplement user manuals, and update as neededProvide technical assistance on system functionality to enhance agency capacityStay current on system updates to ensure agencies maintain fiscal compliance and data integrityBuild and maintain professional relationships with staff, partners, and community stakeholders Other Duties Assist, as assigned by management, with the organization's disaster response effortsPerform other duties as opportunities are presented and/or assigned Minimum Qualifications (Knowledge, Skills, and Abilities) Bachelor's degree preferred with a minimum of two years' experience in fiscal and data management, or comparable combination of education and experienceExperience with database systems and financial management softwareExperience with grant management preferredUnderstanding of SAMIS functionality and workflows highly desirableKnowledge of financial, administrative, and management practicesStrong analytical skills with attention to detailExcellent written and verbal communication skillsAbility to establish and maintain effective working relationships with varying levels of staff, providers and partnersRequires travel to agency locations for site visits, training and technical assistanceSome evening and weekend work may be required during peak periods (e.g., budget cycles, fiscal year-end)Problem-solving skills and ability to research and implement solutionsAbility to work independently and cross-functionally with management and other staffAbility to manage multiple priorities and meet deadlinesProficiency with Microsoft Office products, especially Outlook, Word, Excel, and Teams United Way of Palm Beach County is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Created: 2026-03-04