Build, enhance and maintain financial models, forecasts and financial reports
Identify critical questions to be asked, thinking proactively about the data and analysis needed to guide strategic decision-making
Create and maintain financial reports in various systems to ensure quick and accurate data reporting and analysis
Analyze and interpret financial data to advise and support strategic decision-making and achieve business objectives
Utilize financial modeling and analytical tools to recommend, measure, and forecast the impact of various business decisions and scenarios
Track, investigate and resolve variances between financial projections and actual results
Present findings and/or recommendations in a meaningful format to support strategic decision-making
Work with the CEO and VP of Development to determine short- and long-term fundraising needs
Collaborate with sales team to perform activity-based and other costing analyses to determine the cost of products and services offered, and develop / evaluate pricing strategies
Interface with fundraising, business development, and sales teams to manage revenue targets and track progress against goals
Track trends and provide meaningful insights through various performance metrics
Create institutional grant budgets and manage organizational expenditures against budgets
Work in concert with accounting colleagues to ensure consistency of data collection, tagging and reporting
Evaluate current and historical financial data and analyze financial viability of new program opportunities and operating models
Provide financial information for the Board of Directors and for grant proposals as required
Identify and recommend programs to assist the organization with their financial needs / relief e.g. PPP loan, federal funding etc.

Requirements

Bachelor's degree, preferably in finance or related field
4 - 7 years of progressive work experience in FP&A role, corporate finance, or investment banking, etc.
Experience with commercial/consumer modeling and/or SAAS
Exceptional organizational skills and attention to detail
Comfort working in a highly collaborative and fast paced work environment
Ability to work easily with people at all levels of the organization
Team player with a willingness and eagerness to help
Self-starter able to work independently
Ability to handle highly sensitive information and maintain strict confidentiality
Proficiency with database applications like Excel vba, data analysis tools

Benefits

rich medical, dental, and vision insurance
25 paid days off per year (prorated for the period in which you work)
paid parental leave
a professional development budget
a quarterly cell phone subsidy

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingdata analysisforecastingcosting analysisbudget managementfinancial reportingvariance analysisprogram evaluationfinancial viability assessmentpricing strategy development

Soft Skills

organizational skillsattention to detailcollaborationcommunicationteamworkindependenceconfidentialityproactive thinkingstrategic decision-makingproblem-solving

Certifications

Bachelor's degree in financeFP&A certificationCFACPA