Financial Analyst

Compensation

We'll pay you an annual salary of $70,000 to $75,000.

About the Job

The Financial Analyst collects, analyzes, and interprets data from finance, contributions, membership, tuition, and program databases to support organizational decision-making. This role develops KPIs, dashboards, and reports that measure financial health and program impact, ensures data accuracy, and supports the transition to a new CRM. You must reside in the Shalom Austin greater area as this is an in-person position, with the ability to occasionally work remotely.

You'll wow us by masterfully performing the following key duties and responsibilities:

• Track and report KPIs, analyzing trends in program engagement, contributions, membership, tuition, and expenses.
• Design, build, and automate dashboards and reports for leadership and program teams.
• Validate and reconcile data across systems to ensure accuracy and integrity.
• Provide financial and operational analysis, including forecasting and scenario modeling.
• Collaborate with staff to streamline data collection processes and improve efficiency across departments.
• Key player in CRM/database implementation efforts, including data migration, testing, training, and reporting.
• Design clear, accurate data dashboards and visualizations aligned with organizational priorities.
• Conduct ad hoc analyses and provide timely support to staff and leadership.
• Identify risks, recommend process improvements, and offer technical solutions to enhance efficiency.
• Contribute to strategic planning by providing data-driven insights that support organizational priorities and long-term sustainability.

Requirements

Key duties and responsibilities:

• Bachelor's degree in Data Analytics, Finance, or related field (or equivalent experience).
• 3.5 years of experience in data analysis, business intelligence, or financial/nonprofit analytics.
• Proficiency in Excel, SQL, and data visualization tools (Tableau, Power BI, or similar platforms).
• Knowledge of financial concepts, FP&A, and multiple revenue streams.
• Experience with nonprofits is a plus.
• Experience with CRM/ERP systems (e.g., Salesforce, Blackbaud, MIP).
• Strong communication skills with ability to present complex data clearly.
• Detail-oriented, analytical, and solutions-focused; able to manage multiple priorities.
• Collaborative team player committed to organizational mission and values.

Our great benefits

• We'll provide a FREE membership to the fitness and aquatics center, and offer you discounts on programs, including personal training.
• We are a learning organization Our staff have regular opportunities for training and continuing education.
• We offer outstanding medical insurance coverage through Cigna, and we'll pay over 80% of the premium cost of our base plan on your behalf.
• You will have the option to contribute to our 403(b) with and the opportunity for a company match.
• We provide life and long-term disability insurance, and we pay 100% of the cost for you.
• We will give you lots of paid time off. First-year employees receive: 18 days of paid time off, and more than 15 Jewish and Federal holidays.
• We'll offer you up to a 50% discount for your kids in our amazing early childhood program, as enrollment allows.
• You will have access to our amazing Employee Assistance Program (EAP).
• We understand that you need a work/life balance and that you have commitments outside of the workplace, so we'll do our very best to offer you some flexibility in your work schedule.
• We'll provide you with the opportunity to make a difference in the Central Texas Jewish community every day.

Please note that successful candidates for this position may be subject to a background check as part of the hiring process. will be used to assess eligibility for employment. Any discrepancies may result in the withdrawal of the job offer or termination of employment. All information will be handled confidentially and in accordance with applicable laws.