Financial Analyst

JOB SUMMARY

The Financial Analyst (FP&A) supports the development of a modern Financial Planning & Analysis function that turns financial and operating data into practical insights for enterprise decision-making. This role partners across Finance, Accounting, Human Resources, Technology, and business leadership to deliver forecasting, budgeting, workforce planning, financial modeling, and strategic decision support. The analyst provides actionable insights, supports resource allocation decisions, measures investment returns, and helps leaders connect financial results to organizational priorities.

ESSENTIAL JOB FUNCTIONS

• Financial Planning & Forecasting (30%): Support annual budgeting and rolling forecasts; maintain financial models for operating expenses, headcount, revenue, and strategic initiatives; assist with long-range plans and scenario analyses; identify financial risks and opportunities; and partner with Accounting to reconcile forecasts against actual performance.
• Strategic Financial Analysis (20%): Develop business cases for strategic initiatives and technology investments; conduct return-on-investment, cost-benefit, and sensitivity analyses; evaluate investment trade-offs and resource allocation scenarios; and help leadership prioritize initiatives based on financial and strategic impact.
• Reporting & Performance Management (20%): Produce executive- and board-level financial reporting packages; build dashboards and management reports using Sage Intacct, Power BI, Excel, and other tools; monitor key performance indicators and operating drivers; and communicate trends, risks, and performance insights clearly and actionably.
• Workforce Planning & Headcount Management (15%): Develop workforce planning models that link staffing needs to organizational priorities; track budgeted versus actual headcount and compensation; support vacancy analysis, hiring forecasts, and organizational planning; and partner with Human Resources and department leaders to improve workforce planning processes.
• Process Improvement & Systems (15%): Support implementation and optimization of Sage Intacct and related planning tools; establish standardized financial processes and reporting frameworks; improve automation, data quality, and financial data governance; and partner with Accounting, Technology, and Analytics teams to create scalable reporting solutions.

QUALIFICATIONS

Education & Training

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required.

Licensure & Certification

• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Corporate Financial Planning & Analysis Professional (FPAC), or progress toward a professional designation preferred; none required.

Knowledge, Skill, and Ability

• Knowledge of financial planning, forecasting, budgeting, financial modeling, and performance management principles.
• Skilled in advanced Excel-based analysis and in translating financial and operating data into clear business insights and recommendations.
• Able to develop forecasts, scenario analyses, business cases, return-on-investment analyses, and resource allocation models.
• Able to present decision-ready insights and recommendations to business stakeholders and leadership.
• Knowledge of Sage Intacct, Power BI, Tableau, or similar financial and reporting tools preferred.
• Knowledge of workforce planning, headcount modeling, data governance, and reporting automation preferred.
• Strong analytical, communication, problem-solving, and cross-functional partnership skills.

Experience

• Minimum of two years of experience in financial planning and analysis, corporate finance, investment analysis, consulting, or a related analytical role required.
• Experience developing financial models and forecasts and presenting insights and recommendations to business stakeholders required.
• Experience in nonprofit, financial services, wealth management, donor-advised funds, or investment-related organizations preferred.
• Experience with workforce planning and headcount modeling preferred.