Financial Analyst (hybrid)

About the Company

CFS partners with organizations across a variety of industries to connect talented finance and accounting professionals with rewarding career opportunities. This opportunity is with a highly respected nonprofit organization dedicated to financial stewardship, strategic growth, and long-term sustainability.

The organization values collaboration, data-driven decision-making, and operational excellence while supporting its mission through sound financial management.

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.
• • Financial Reporting
• 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.
• Assist 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.
• Assist with investment performance reporting and financial analysis.
• Monitor fund balances and financial activity.
• Ensure accurate reporting of endowment-related financial information.
• Support financial planning related to investment portfolios.
• 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 Qualifications
• 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 Qualifications
• 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 range and compensation package

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.

Equal Opportunity Statement

CFS is committed to fostering an inclusive workplace where diversity, collaboration, and equal opportunity are valued. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable laws.