Financial Analyst

Responsibilities

• Support the development and coordination of the organization’s annual budget in collaboration with Finance leadership and program teams.
• Assist with financial forecasting, multi-year financial planning, and reforecasting processes throughout the fiscal year.
• Prepare monthly and quarterly financial reports, including budget-to-actual analysis and variance explanations for leadership and program managers.
• Analyze revenue, expenses, and program financial performance to identify trends, risks, and opportunities.
• Develop financial models and scenario analyses to support strategic planning and operational decision-making.
• Partner with Program Managers to monitor project and grant budgets and identify potential budget variances.
• Assist in reviewing program expenditures to ensure alignment with approved budgets and organizational financial policies.
• Support financial reporting for grants and contracts in collaboration with the Project Accounting team.
• Develop and maintain financial dashboards, reporting tools, and data visualizations to support data-driven decision-making.
• Maintain financial models, reporting templates, and analytical tools used by the Finance department.
• Collaborate with the Accounting team to ensure alignment between financial analysis, general ledger data, and financial reporting.
• Identify opportunities to improve financial reporting processes, data quality, and reporting automation.
• Assist in preparing financial materials and presentations for leadership and board meetings.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• Minimum 3–5 years of experience in financial analysis, budgeting, or financial planning in a company at least $25 million or larger.
• Experience working with financial data and reporting systems.
• Experience with enterprise financial systems such as Workday Financial Management preferred.

Skills

• Advanced proficiency in Microsoft Excel (pivot tables, financial models, data analysis).
• Strong analytical thinking and problem-solving ability.
• Ability to translate financial information into clear insights for non-financial stakeholders.
• Strong organizational and time management skills.
• Ability to manage multiple projects and deadlines.
• Excellent written and verbal communication skills.
• High attention to detail and commitment to data accuracy.

Preferred Qualifications

• Experience working in nonprofit or mission-driven organizations a plus.
• Familiarity with nonprofit financial structures including restricted and unrestricted funding a plus.
• Experience with financial dashboards and data visualization tools (Power BI, Tableau, etc.).
• Experience supporting budgeting and strategic planning processes.