Financial Analyst

About the job

Key Responsibilities:

• Budgeting & Planning: Support the development and management of the organization’s annual budget in collaboration with the CEO and leadership team.
• Financial Reporting: Prepare timely and accurate monthly, quarterly, and annual financial statements for internal and external stakeholders, including the Board of Directors.
• Cash Flow & Financial Oversight: Monitor cash flow, manage accounts, and oversee day-to-day financial transactions to ensure financial stability.
• Compliance & Regulation: Ensure full compliance with federal, state, and local financial regulations, including nonprofit-specific requirements.
• Audit & Tax Filings: Coordinate annual audits and ensure timely preparation and filing of IRS Form 990 and other required tax documents.
• Grant & Program Financial Management: Track grant budgets, spending, and reporting requirements to support program success and funder compliance.
• Financial Operations Support: Support COO in overseeing the accounting processes and systems.
• Fundraising Support: Provide financial analysis and projections to support grant proposals, donor reporting, and fundraising strategy.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field required; Master’s degree a plus.
• 3-5 years of experience in financial management, with a strong preference for experience in the nonprofit sector.
• Solid understanding of nonprofit accounting practices, including fund accounting and grant reporting.
• Proficiency with financial management software, preferably Sage Intacct or similar platforms.
• Advanced skills in Excel and Google Sheets, with the ability to analyze and present financial data clearly.
• Exceptional attention to detail, integrity, and organizational skills.
• Strong written and verbal communication skills, with the ability to convey financial information to both technical and non-technical audiences.
• Proven ability to manage multiple priorities, meet deadlines, and work Preferred Skills
• Familiarity with managing restricted and unrestricted funds in a nonprofit setting.
• Knowledge of grant compliance, including tracking, reporting, and alignment with funder requirements.
• Experience collaborating with Boards of Directors and audit committees, including preparing financial reports and presenting key financial insights

Requirements added by the job poster

• Bachelor's Degree

• 3+ years of Financial Services experience