Planning Analyst

Would you like to have an opportunity to work with numerous types of nonprofit organizations? Do you want to invest your time every day making a difference instead of just focusing on the bottom line? JMT's mission is to support our nonprofit clients in achieving their mission; we help those who help others.

JMT Consulting Group is a company that recognizes and appreciates the contribution that each team member makes. Founded almost 30 years ago, we're a small business, and the leading consulting firm in the country working exclusively with nonprofit organizations. We continue to grow every year and are looking to expand our Financial Planning & Analysis (FP&A) team.

The Planning Analyst is responsible for creating budget and financial planning models and providing support and light training to JMT's nonprofit organization clients, primarily on the cloud-based software applications JMT supports. We are seeking a candidate who is motivated to learn quickly and has the potential to grow further in the software consulting practice at JMT. Experience with FP&A software a huge plus!

Essential Duties & Responsibilities:

• Maintain a strong analyst foundation building financial planning models
• Troubleshoot issues and communicate solutions to non-technical clients
• Exercise sound judgment to independently define, investigate and resolve problems/conflicts
• Ability to deal tactfully, efficiently, and professionally with internal and external clients
• Ability to manage multiple assignments, determine and organize priorities, and work independently with minimal supervision/direction.

Required Qualifications:

• 2+ years of business finance or other relevant experience
• Strong fluency with Excel formulas and functions
• BA, BS, of B. Com degree required (Bachelor's degree in Accounting/Finance/Economics)
• Strong analytical and data gathering skills
• Exposure to financial modeling techniques a plus

Qualities of a Successful JMT team member:

• Passion for Quality - focused on delivering an exceptional client experience 100% of the time
• Organized - capable of efficiently managing multiple projects while maintaining high quality, consistent work product
• Independent - able to independently solve issues and define strategies for success
• Invested - JMT serves the nonprofit sector exclusively - the ideal candidate will share our clients' passion
• Excellent Communicator - highly professional written and verbal communications, both in-person and over the phone/internet are essential
• Embraces New Technologies - has a passion for technology and how it can solve problems and eager to learn and leverage innovations to our clients' advantage
• Personable - It is essential that JMT team members are able to positively relate to all members of the JMT community, including clients, staff, and partners, establishing strong, lasting relationships

Benefits:

We recognize our team members as our most valuable assets. Our benefits package includes base salary, group medical, dental, vision insurance, long-term disability, short-term disability, paid time off, 401k plan with match, and much more.

Job Type: Full time exempt