Financial Analyst

About the job
The Financial Analyst will play a key role in financial planning, reporting, compliance, and operational analysis across the organization. This position partners with leadership and departments to support budgeting, forecasting, audits, financial modeling, and process improvements while ensuring accurate and timely financial reporting.

We're looking for someone who
Holds a bachelor’s degree in finance, accounting, business administration, economics, public administration, or a related field
Has 4+ years of progressively responsible accounting or finance experience, preferably within a non-profit, education, or governmental organization
Demonstrates strong knowledge of GAAP, GASB, and financial practices related to governmental and non-profit organizations
Excels at financial analysis, reporting, forecasting, and problem-solving
Has advanced technical skills in enterprise accounting systems, databases, spreadsheets, pivot tables, and Microsoft Office products
Communicates effectively both verbally and in writing
Is highly organized with strong attention to detail
Can manage shifting priorities and overlapping deadlines in a fast-paced environment
Works independently while collaborating professionally with teams and stakeholders
Has experience with financial systems implementations, process improvements, or system transitions (preferred)
Has experience with PeopleSoft, DataWarehouse, Crystal Reports, Revenue Vision, or similar reporting systems (preferred)
Is comfortable learning and championing new budgeting, accounting, and expense management tools (preferred)
Has experience in higher education, non-profit, or governmental environments (preferred)

What you'll do
Monitor and analyze organization-wide revenue, expenses, and capital project activity
Extract, interpret, and analyze financial data from accounting and reporting systems
Support annual external audit preparation, documentation, and auditor requests
Prepare and review quarterly financial statements and supporting schedules
Record and reconcile bond, debt, and lease accounting transactions
Prepare complex financial, investment, and statistical analyses for leadership
Assist with long-range financial planning, forecasting, and trend analysis
Support the annual budgeting process through preparation, training, and communication
Partner with department leaders to improve budget accountability
Prepare and submit financial surveys, informational filings, and compliance reports including Form 990