Senior Financial Analyst

(Senior) Financial Analyst

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Passion. Purpose. Impact.

CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts’ largest non-profit organization – CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

The (Senior) Financial Analyst is a key member of the Financial Planning and Analysis team, responsible for advanced budgeting, financial analysis, and strategic reporting. The analyst will independently engage with budget managers, synthesize financial data, and deliver actionable insights to the Senior Director, Financial Planning and Analysis, who will combine these reports with information from other analysts for all.

CJP is not able to offer visa sponsorship for this position. Candidates must be authorized to work in the United States without visa sponsorship.

• Lead monthly meetings with budget managers to review progress against budgets, identify variances, and provide strategic guidance.
• Support budget managers in developing, understanding, and optimizing annual budgets.
• Prepare and deliver variance report summaries and financial analyses to the Senior Director, Financial Planning and Analysis for inclusion in executive-level reports.
• Analyze financial data and synthesize complex information into actionable insights.
• Manage and maintain the organization’s payroll budget, including preparation, analysis, and reporting.
• Maintain strict accuracy and attention to detail in all financial work.

• Write clear, concise, and impactful reports and explanations for executive leadership and committees of volunteers.
• Communicate proactively and regularly with the Senior Director, Financial Planning and Analysis, providing timely updates on progress, issues, and key developments— without waiting to be asked.
• Apply Top Down communication principles, ensuring that information is structured, prioritized, and delivered in a way that supports decision-making at the highest levels.
• Demonstrate strong verbal communication skills when interacting with budget managers and other stakeholders.

• Adopt and champion new technologies to improve financial processes and reporting.
• Serve as a super user of Microsoft Excel; leverage advanced features for analysis and reporting.
• Utilize budgeting software; candidates with Sage Intacct Planning or similar experience are strongly preferred.
• Take initiative in identifying and implementing process improvements and new responsibilities as the organization evolves.

• Understand accounting concepts, including the difference between balance sheet and income statement, and the fundamentals of debits and credits, to ensure work is performed correctly and in line with best practices.

• Take ownership of assigned projects and ensure timely completion.
• Demonstrate discretion when handling sensitive and confidential information.
• Proactively identify issues, trends, or opportunities for improvement, and bring them to the attention of the Senior Director, Financial Planning and Analysis.

• Stay current with financial best practices, new technologies, and organizational changes.
• Adapt to changing priorities and organizational needs.

• Collaborate cross-functionally to ensure alignment of financial strategies with organizational goals.
• Independently manage relationships with budget owners, providing expert advice and support.
• Support colleagues and contribute to a positive, collaborative team environment, especially during peak periods or when others need assistance.

• Manage multiple priorities and meet deadlines, especially during budgeting and reporting cycles.
• Provide excellent service to internal stakeholders, responding promptly and professionally to requests.
• Perform other…