Financial Analyst (hybrid)

About the Role

The Financial Analyst is responsible for supporting the organization's budgeting, forecasting, financial reporting, and long-range financial planning initiatives. Working closely with leadership and cross-functional departments, this role provides financial insights, develops analytical models, monitors organizational performance, and supports strategic decision-making to ensure long-term financial health and operational success.

Responsibilities

• Financial Planning & Analysis
• Support the annual budgeting and forecasting processes.
• Prepare monthly financial reviews and variance analyses.
• Develop financial forecasts to support organizational planning.
• Build and maintain financial models for strategic decision-making.
• Analyze financial performance and identify key business trends.
• Provide recommendations to improve financial outcomes.
• Prepare financial reports, dashboards, and executive summaries.
• Develop reports for senior leadership and Board committees.
• Present financial data in a clear and actionable format.
• Monitor key financial performance indicators.
• Ensure the accuracy and integrity of financial reporting.
• Aid in preparing periodic management reports.
• Budget Management
• Partner with department leaders during budget planning.
• Monitor departmental spending against approved budgets.
• Analyze operating expenses and cost trends.
• Identify opportunities for cost optimization and operational efficiency.
• Support budget revisions and financial planning initiatives.
• Provide ongoing budget performance analysis.
• Endowment & Investment Analysis
• Support reporting for endowment, restricted, and designated funds.
• Afford assistance with investment performance reporting and financial analysis.
• Maintain compliance with applicable accounting and reporting standards.
• Compliance & Process Improvement
• Assist with audit preparation and financial documentation.
• Support compliance with nonprofit accounting standards and internal controls.
• Participate in financial process improvement initiatives.
• Maintain accurate financial records and supporting documentation.
• Identify opportunities to improve financial reporting efficiency.
• Support organizational financial governance initiatives.
• Cross-Functional Collaboration
• Partner with Finance, Accounting, and department leadership teams.
• Provide financial guidance to non-financial stakeholders.
• Support strategic planning and organizational initiatives.
• Collaborate on special financial analysis projects.
• Communicate financial insights that support informed decision-making.
• Foster a collaborative, data-driven financial culture.

Qualifications

• Required:
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of three years of experience in financial analysis, FP&A, accounting, or a related finance role.
• Experience working within a nonprofit, educational, healthcare, cultural, or endowment-driven organization.
• Understanding of endowment accounting, investment reporting, or fund accounting.
• Advanced Microsoft Excel and financial modeling skills.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to present financial information effectively to non-financial stakeholders.
• Strong organizational skills with exceptional attention to detail.
• Preferred:
• Experience preparing financial materials for Boards of Directors or executive committees.
• Experience with ERP systems such as Oracle Fusion, Workday, NetSuite, or similar platforms.
• CPA, CFA, MBA, or progress toward a professional certification.
• Experience supporting long-range financial planning initiatives.

Pay

Hybrid work environment. Opportunity to work with a respected nonprofit organization. Professional growth and career development opportunities. Collaborative and mission-driven workplace. Exposure to strategic financial planning and executive-level reporting.