Financial Analyst

Key Responsibilities

• Support annual budgeting, forecasting, and monthly financial review processes.
• Prepare financial analyses, dashboards, and reports for leadership and Board committees.
• Develop and maintain financial models to support strategic planning and business decisions.
• Analyze revenue trends, operating performance, and departmental spending.
• Assist with endowment and investment reporting, including restricted and designated funds.
• Partner with department leaders on financial planning, cost management, and special projects.
• Support audit preparation, compliance activities, and process improvements.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of financial analysis, FP&A, accounting, or related experience.
• Experience within a nonprofit, educational, cultural, healthcare, or endowment-driven organization (required).
• Understanding of endowment accounting, investment reporting, or fund accounting (required).
• Advanced Excel and financial modeling skills.
• Strong communication skills with the ability to present financial information to non-financial stakeholders.

Preferred Experience

• Preparing Board or committee-level financial materials.
• Knowledge of ERP systems such as Oracle Fusion, Workday, NetSuite, or similar platforms.
• CPA, CFA, MBA, or progress toward a professional designation is a plus.