Financial Analyst

FINANCIAL PLANNING AND ANALYSIS

The Financial Planning & Analysis team provides support for annual budgeting, ongoing forecasting, grant reporting, monthly financial reviews, and ad‑hoc analyses for all Aspen departments.

ABOUT THIS ROLE

The Financial Analyst will be responsible for providing budgetary and financial support to a portfolio of Aspen programs and ensuring accounting compliance and analysis. The role reports to the Financial Manager and requires frequent interaction with program administrators, business offices, and accounting operations. Salary range: $65,000 - $80,000. The role requires in‑office presence in Washington, DC, at least 2 times per week.

WHAT YOU WILL DO

Collaborate with programs to prepare proposal and program budgets and submit them in Planful. Support program staff in the use of Planful. Process grant documents and maintain grant data in accounting and budget systems to ensure accurate data input. Work with program staff to maintain updated forecasts based on material changes throughout the year. Assign new accounting codes according to the Institute’s program classification and NetSuite coding structure using Project Request Forms. Investigate and report to programs/manager any inconsistencies or improprieties; research and resolve program inquiries in consultation with managers. Allocate project expenses and process journal entries related to program revenues and expenses in the assigned functional areas. Update funding and budget data, as needed, to assist with the preparation of financial materials for senior management. Prepare funder reports and financial reports to meet funding terms and the diverse needs of individual programs. In collaboration with, and with final approval of the grant manager, review and process grant agreements through the internal approval process to ensure compliance with grant accounting policies and U.S. government regulations. Review sponsorship agreements and ensure submission to Ironclad for due diligence review. Obtain training on all financial systems: Planful, NetSuite, NPSP, UKG, Tipalti, and Concur. Provide timely, relevant, and accurate reporting & analysis against historical, budgeted, and forecasted data to identify and manage any financial issues. Participate in a monthly review of financial performance with programs, helping with preparation and follow‑up. Work with programs to ensure funding compliance and proper accounting procedures for reporting to funders. Monitor allocated costs such as fringe, interest, and overhead charges for accuracy and sound logic. Review proposal budgets generated by the programs. Use Planful reports for tracking, monitoring, and understanding actuals, budget, and projection. Provide supporting materials for year‑end audit and/or any other grant audit requirement, as needed. Maintain and develop various financial models and standard templates for proposal, budgeting, and reporting processes. Perform ad‑hoc analyses in response to emails, own research, and meeting discussions. Perform other duties and reconciliations as assigned.

WHAT YOU WILL NEED TO THRIVE

BA/BS in business administration, accounting, or related fields, or equivalent work experience; a background in a non‑profit, research, or academic setting is strongly preferred. Minimum of 2–3 years’ experience in grant management, donor reporting, financial analysis, and budget forecasting. Strong verbal and written communication, organizational, and planning skills, with excellent analytical abilities. Excellent Excel and Microsoft Office skills. Working knowledge of accounting principles and program implementation in non‑profit organizations. Familiarity with standard accounting and budgeting systems; knowledge of database software is helpful. Attention to detail and ability to work efficiently under pressure. Independent worker and analytical thinker capable of researching, analyzing data, and resolving complex problems.

ADDITIONAL INFORMATION

The Aspen Institute offers a generous benefits package including health, dental, vision, prescription benefits, retirement benefits, and paid leave. The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran or disabled status. The Aspen Institute welcomes individuals with disabilities to participate in its programs, including the interview process. If you would like to request accommodations or have questions about accessibility, please email View email address on click.appcast.io or call View phone number on click.appcast.io in advance of your visit. Requests for ASL or CART services should be made at least two weeks in advance when possible. #J-18808-Ljbffr The Aspen Institute