Senior Financial Analyst
Local Initiatives Support Corporation (LISC)
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • United States
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Salary
💰 $85,457 - $106,822 per year
Job Level
About the role
- Forecast performance of LISC’s loan portfolio and leverage analysis to inform lending and capital planning strategies.
- Build and maintain financial models that detail the organization’s operations and project future performance.
- Perform scenario analysis of LISC’s multi-year financial trajectory including liquidity, alignment with financial covenants and other key performance measures.
- Develop ad hoc models, analysis, and presentation materials to educate and inform decision-making processes of LISC leadership.
- Prepare and deliver content for LISC’s asset liability committee; project-manage presentation materials with input from multiple teams, take meeting minutes, prepare and circulate agendas and meeting materials.
- Support key aspects of the annual budgeting and quarterly reforecasting process, analyzing and consolidating financial data.
- Coordinate with department leaders across the organization to collect and validate data inputs for budget and forecasting.
- Distill trends and prepare variance analysis to capture changes between actuals, budget, and forecast.
- Maintain and implement any necessary process improvements in Adaptive, LISC’s budgeting and financial reporting tool.
- Contribute discussion materials for executive committee and board of director meetings.
- Project manage annual budgets and quarterly forecasts for certain LISC affiliates, coordinating between accounting and business units to deliver informed analysis to senior management.
- Prepare quantitative analysis to support strategic decisions related to operating and fund affiliates.
- Perform additional duties as required.
Requirements
- Bachelor’s degree from an accredited college or university in business, finance, economics, accounting, or related field is required.
- 6-8 years of progressive experience in corporate finance, accounting, banking, consulting, or related fields is required. Experience in the field of community development is preferred.
- Excellent financial analytical skills. Deep understanding of financial modeling for borrowing and lending funds.
- Fluency in financial statement analysis and synthesizing complex financial concepts for presentations.
- Vision, energy, excellent oral and written communication skills, and a strong work ethic.
- Excellent judgment, integrity, and professionalism.
- Fluency in Microsoft Office suite, including Microsoft Excel, PowerPoint, and Word required.
- Experience with Workday Adaptive financial planning software is a plus.
Benefits
- Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being;
- Disability Insurance: Long-term and short-term coverage for peace of mind;
- Retirement Savings: Secure your future with our 401(k) and 403(b) plans;
- Generous Holidays: Enjoy ample time off to recharge and celebrate;
- Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance;
- Tuition Assistance: Pursue your educational goals with support from our tuition assistance program;
- Referral Program: Earn rewards for referring qualified candidates to join our team;
- Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingscenario analysisvariance analysisbudgetingfinancial reportingdata validationquantitative analysisfinancial statement analysiscapital planningperformance forecasting
Soft Skills
communication skillsjudgmentintegrityprofessionalismproject managementteam coordinationanalytical skillspresentation skillswork ethicleadership