(Senior) Financial Analyst

Description

Passion. Purpose. Impact. CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

The (Senior) Financial Analyst is a key member of the Financial Planning and Analysis team, responsible for advanced budgeting, financial analysis, and strategic reporting. The analyst will independently engage with budget managers, synthesize financial data, and deliver actionable insights to the Senior Director, Financial Planning and Analysis, who will combine these reports with information from other analysts for all.

CJP is not able to offer visa sponsorship for this position. Candidates must be authorized to work in the United States without visa sponsorship.

Essential Functions:

Budgeting & Financial Analysis:

• Lead monthly meetings with budget managers to review progress against budgets, identify variances, and provide strategic guidance.

• Support budget managers in developing, understanding, and optimizing annual budgets.

• Prepare and deliver variance report summaries and financial analyses to the Senior Director, Financial Planning and Analysis for inclusion in executive-level reports.

• Analyze financial data and synthesize complex information into actionable insights.

• Manage and maintain the organization's payroll budget, including preparation, analysis, and reporting.

• Maintain strict accuracy and attention to detail in all financial work.

Reporting & Communication:

• Write clear, concise, and impactful reports and explanations for executive leadership and committees of volunteers.

• Communicate proactively and regularly with the Senior Director, Financial Planning and Analysis, providing timely updates on progress, issues, and key developments- without waiting to be asked.

• Apply Top Down communication principles, ensuring that information is structured, prioritized, and delivered in a way that supports decision-making at the highest levels.

• Demonstrate strong verbal communication skills when interacting with budget managers and other stakeholders.

Technology & Process Improvement:

• Adopt and champion new technologies to improve financial processes and reporting.

• Serve as a super user of Microsoft Excel; leverage advanced features for analysis and reporting.

• Utilize budgeting software; candidates with Sage Intacct Planning or similar experience are strongly preferred.

• Take initiative in identifying and implementing process improvements and new responsibilities as the organization evolves.

Accounting Knowledge:

• Understand accounting concepts, including the difference between balance sheet and income statement, and the fundamentals of debits and credits, to ensure work is performed correctly and in line with best practices.

Professionalism & Initiative:

• Take ownership of assigned projects and ensure timely completion.

• Demonstrate discretion when handling sensitive and confidential information.

• Proactively identify issues, trends, or opportunities for improvement, and bring them to the attention of the Senior Director, Financial Planning and Analysis.

Learning & Adaptability:

• Stay current with financial best practices, new technologies, and organizational changes.

• Adapt to changing priorities and organizational needs.

Collaboration & Teamwork:

• Collaborate cross-functionally to ensure alignment of financial strategies with organizational goals.

• Independently manage relationships with budget owners, providing expert advice and support.

• Support colleagues and contribute to a positive, collaborative team environment, especially during peak periods or when others need assistance.

Time Management & Service Orientation:

• Manage multiple priorities and meet deadlines, especially during budgeting and reporting cycles.

• Provide excellent service to internal stakeholders, responding promptly and professionally to requests.

• Perform other duties as assigned with or without accommodation.

Working Conditions:

• Hybrid Work Schedule: CJP staff follow a hybrid work model. On-site work is required on Tuesdays and Wednesdays, while remote work is an option on Mondays, Thursdays, and Fridays with occasional in-person meetings on those days.

• Physical Requirements: This role involves remaining in a stationary position, often sitting or standing for prolonged periods, primarily working at a computer. Staff need to be able to carry a laptop and bag to and from the office.

• Inclusivity: We are committed to creating an inclusive environment for individuals of all abilities and backgrounds.

Requirements

Education:

• Bachelor's degree in Accounting, Finance, or related field required.

Experience:

• 5 of years of relevant experience in accounting, budgeting, financial analysis, and reporting. Applicants with 2 to 4 years of relevant experience may be considered for a financial analyst position at a lower level.
• Demonstrated success working independently and collaboratively in a complex, multi-stakeholder environment.
• Experience with variance analysis, financial modeling, and reporting to senior leadership.

Skills/Competencies:

• Deep understanding of accounting principles and GAAP.

• Knowledge of balance sheet vs. income statement, debits and credits.

• Exceptional curiosity and drive to explore new solutions and technologies.

• Meticulous attention to detail and accuracy.

• Strong analytical, written, and verbal communication skills, including the ability to write executive-level explanations and present complex information clearly.

• Ability to synthesize complex financial data into actionable insights.

• Super user of Microsoft Excel; advanced proficiency required.

• Experience with budgeting software; big advantage for candidates with Sage

• Intacct Planning experience.

• Proactive, can-do attitude with a willingness to take on new responsibilities.

• Ability to work independently and manage multiple priorities.

• Strong interpersonal skills and ability to build relationships across all levels of the organization.

• Commitment to confidentiality and ethical standards.

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