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Financial Planning Analyst

3 months ago

Chicago, United States CHINESE AMERICAN SERVICE LEAGUE, INC Full time
Job DescriptionJob DescriptionDescription:Join CASL as a Financial Planning Analyst and Make a Difference

Are you passionate about financial planning and analysis and want to make a meaningful impact in your community? Join CASL, where our mission is to connect families and individuals with vital support.


Your Mission:

As a Financial Planning Analyst at CASL, you will play a crucial role in supporting our financial planning processes, analyzing key performance indicators, and providing actionable insights to drive informed business decisions. You will develop and implement mathematical or statistical models for risk management, asset optimization, and/or relative value analysis.


About CASL:

The Chinese American Service League is a dynamic and forward-thinking organization dedicated to empowering and serving the Chinese American population and the broader communities. Established with a rich history spanning several decades, CASL has consistently evolved to address the evolving needs of its constituents while fostering cultural pride, integration, and community development.


For over 45 years, CASL's comprehensive programs have connected families and individuals with the vital support they need: providing an educational and cultural foundation for our children, ensuring our seniors live full and independent lives with dignity, enhancing education and training for tomorrow's workforce, putting immigrants on the pathway to citizenship, securing our community's housing and financial well-being, navigating healthcare systems and wellness resources, and providing equal access to justice. Since our founding, CASL has been rooted in the principles of equity and justice. That legacy continues to shape our efforts today as we strive to champion diversity, equity, inclusion, and accessibility at all levels of the organization.


To hear about:

  • CASL's history, watch here
  • CASL's future, watch here

Your Impact:

As a Financial Planning Analyst you will:


Key Responsibilities:


Financial Analysis:

  • Develop and utilize analytical tools to address issues such as optimization, performance measurement, and attribution.
  • Conduct in-depth financial analysis to identify trends, risks, and opportunities.
  • Interpret and present financial analysis results in written reports.
  • Develop financial models to support long-term strategic planning.

KPI Monitoring:

  • Track and analyze key performance indicators (KPIs) to measure financial and organizational performance.
  • Collaborate with program leaders to understand and improve KPIs.
  • Provide data-driven recommendations for performance improvement.

Cost Management:

  • Develop and periodically review indirect cost allocation plans.
  • Analyze cost drivers and report findings across various departments.
  • Collaborate with budget owners to identify cost-saving opportunities.

Program Development Financial Impact Analysis:

  • Evaluate the financial implications of newly developed programs and initiatives.
  • Collaborate with program leaders on cost-volume-profit analysis.
  • Support the advancement team with private foundation applications and documentation.
  • Assess profitability and return on investment for proposed projects.

Budgeting, Tracking, and Forecasting:

  • Support the annual budgeting process.
  • Assist in preparing monthly and annual financial statements.
  • Prepare financial forecasts and variance analyses to support strategic decision-making.

Investment Activities Analysis:

  • Analyze investment activities, evaluating their impact on CASL’s overall financial health.
  • Assess financial returns and risks associated with different investment options.
  • Provide recommendations for improving financial processes and reporting structures.
  • Collaborate with Asset Management (AM) and Vice President of Finance (VPF) to optimize investment strategies.

Must Haves:

To thrive in this role, you should have:


Education/Experience:

  • Bachelor’s degree in finance, accounting, business, or a related field.
  • Minimum of 3-5 years of experience in accounting or financial analysis.

Skills/Knowledge:

  • Proven experience in financial planning and analysis, budgeting, and forecasting.
  • Strong analytical skills with proficiency in financial modeling and data analysis tools.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with high accuracy and the ability to meet tight deadlines.
  • Advanced proficiency in Microsoft Excel (including Pivot Tables and VBA).
  • Experience with financial software (Sage Intacct preferred).

Nice to Haves:

  • Experience with ERP systems.
  • Non-profit accounting experience.
  • MBA or relevant certification (CFA, CPA).
  • Proficiency in Robotic Process Automation.

Physical Demands:

  • Frequently sit for extended periods.

Environment and Scheduling:

  • Standard business hours, Monday through Friday, 8:00 am - 4:00 pm or 9:00 am - 5:00 pm, hybrid.
  • Must be flexible to work additional hours when necessary.

Why Choose CASL:


Inclusivity: Join an organization that values mutual respect and acceptance, fostering a culture of inclusivity.

Empowerment: Support staff empowerment through skill development and growth opportunities.

Collaboration: Be part of a workplace that thrives on collaboration and teamwork.

Transformation: Envision and realize transformative changes in people, processes, and policies.

Resiliency: Work with a dynamic workforce and model resiliency to achieve collective strengths.


Benefits:

Join CASL and unlock a comprehensive benefits package designed to support you and your loved ones. As a full-time employee, you'll enjoy a range of options tailored to your needs: Medical, Dental, and Vision Coverage; Flexible Spending Account (FSA) & Health Savings Account (HSA); Life Insurance, AD&D Insurance, Disability Insurance; Voluntary Worksite Benefits, Pet Insurance; Employee Assistance Program (EAP).


Additionally, our holiday schedule includes New Year’s Day, MLK Day, Chinese New Year, Memorial Day, Juneteenth, Independence Day, Labor Day, Indigenous People’s Day, Thanksgiving, the Day After Thanksgiving, Christmas Day.


Join Us and Make a Difference:

Join us at CASL, where together, we create a brighter future for our community.


Thank you for your interest in joining our team Each resume is reviewed personally by our dedicated team members, not AI. This thorough and thoughtful evaluation process may take a bit of time, so we kindly ask for your patience. Rest assured, we will get back to you as soon as we have an update on your application status. We appreciate your understanding and look forward to reviewing your application.


At CASL, we believe that diverse perspectives fuel innovation and drive success. If you're excited about the opportunity but unsure if you meet every requirement listed, we still encourage you to submit your application. Our company culture thrives on the unique talents and experiences that each individual brings to the table. We're looking for the right fit, and that goes beyond a checklist of qualifications. Join us in shaping a dynamic and inclusive team where your skills and contributions truly matter.


CASL is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Requirements: