Senior Financial Analyst

Overview

The Senior Financial Analyst is responsible for organizational financial forecasting, analysis, and performance reporting to support informed decision-making, financial planning, and effective resource allocation. This role evaluates financial performance, identifies trends and variances, develops financial projections, and provides actionable recommendations to leadership. The Senior Financial Analyst supervises the Financial Analyst

Responsibilities

Financial Planning, Forecasting & Analysis

• Develop and maintain organizational financial forecasts incorporating member enrollment, stipend and benefit costs, staffing, funding, and other significant financial assumptions.

• Prepare quarterly financial reforecasts based on actual performance, updated operating assumptions, and anticipated changes in funding and expenditures.

• Analyze monthly financial performance, including budget-to-actual variances, spending trends, and significant financial risks.

• Develop financial models, projections, and scenario analyses to support organizational planning, resource allocation, new initiatives, and operational decisions.

• Identify potential funding gaps, changes in projected financial performance, and financial risks, and recommend appropriate actions to the Controller and organizational leadership.

AmeriCorps and Other Grant Financial Planning & Analysis

• Oversee the financial development and review of AmeriCorps and other grant budgets, including enrollment assumptions, projected expenditures, match requirements, and funding utilization.

• Collaborate with Grants Accounting, Grants Management, and Program leadership on grant budgets, revisions, projections, and funding strategies.

• Monitor grant financial performance, spending trends, match requirements, and projected funding utilization; identify significant variances, funding gaps, underutilization, and other financial risks.

• Evaluate the financial implications of new grant awards, renewals, and funding changes and recommend appropriate actions.

Financial Reporting, Process Improvement & Staff Supervision

• Supervise the Financial Analyst, including assigning and prioritizing work, reviewing performance, and supporting professional development.

• Oversee the preparation, accuracy, and timely distribution of organizational, departmental, program, and grant financial reports.

• Oversee the maintenance of approved budgets and revisions in NetSuite, ensuring alignment with established Finance procedures and approval requirements.

• Partner with the Controller to improve financial planning, budgeting, forecasting, and reporting processes, including the effective use of financial systems and reporting tools.

• Communicate financial information and analysis to budget owners, program leadership, and other stakeholders.

• Perform other duties as assigned.

Qualifications

Qualifications

Minimum Education

• Required: Bachelor's degree in accounting, finance, business or equivalent experience

• Preferred: Master's degree in finance, Accounting, Business Administration (MBA) or related field.

• CPA or Certified Management Accountant (CMA) certification is a plus.

Minimum Experience

• Minimum of 5 years of progressively responsible experience in financial analysis, forecasting, or financial planning.

• Supervisory experience: Preferred.

• Advanced Excel skills and working knowledge of financial systems (budgeting software, databases; NetSuite/UKG a plus)

• Experience with government funding or grant reporting (AmeriCorps familiarity a plus)

• Strong analytical, problem-solving, and process-improvement skills

• Organized and adaptable, able to manage multiple priorities in a fast-paced environment

• Professional communication and interpersonal skills, with the ability to travel as needed

Physical Requirements

Ampact is committed to compliance with the Americans with Disabilities Act and will make reasonable accommodations as possible to enable employees to perform the essential functions of their positions.

This position requires the ability to:

• Travel locally and statewide as needed to attend meetings

• Communicate effectively with people/groups in multiple settings within and outside the organization

• Effectively utilize existing and emerging technology to achieve required results

• Transporting of moderately heavy objects up to 25 pounds

Benefits

Ampact offers an excellent benefit package including Medical, HSA, Dental, Vision, FSA, Life, Disability, PTO and 401(k).

EEOC

Ampact will not discriminate for or against any AmeriCorps service member or applicant on the basis of race, color, creed, national origin, gender, age, religion, sexual orientation, disability, gender identity or expression, political affiliation, marital or parental status, familial status, military service, or any other category protected by law. Reasonable accommodations provided upon request.