Financial Analyst/Coordinator
Ewing Marion Kauffman Foundation
At the Ewing Marion Kauffman Foundation, we first listen to the communities we serve, tap into our learnings and relationships, and bring everyone together to build and support programs that improve education, boost entrepreneurship, and help Kansas City thrive. Financial Analyst/Coordinator The Ewing Marion Kauffman Foundation is a private, nonpartisan foundation that provides access to opportunities that help people achieve financial stability, upward mobility, and economic prosperity - regardless of race, gender, or geography. The Foundation uses its grantmaking, research, programs, affiliates, and initiatives to support the start and growth of new businesses, a more prepared workforce, and stronger communities. Our work is grounded in the principles of racial equity, diversity, and inclusion and is consistent with the aspirations of our founder, Ewing Marion Kauffman.
Based in Kansas City, Missouri, the Kauffman Foundation is one of the largest foundations in the United States with an asset base of approximately $3 billion. While striving to have national impact and global reach, the Foundation is deeply committed to Kansas City, as evidenced by work on initiatives that reach into neighborhoods and enrich the community and quality of life in the region. For more information about the Foundation, please visit the website at RESPONSIBILITIES The Financial Analyst plays a key role in advancing the Ewing Marion Kauffman Foundation's mission to expand economic opportunity through entrepreneurship and education. This position supports both enterprise-wide financial planning and the Foundation's grantmaking efforts, helping ensure that resources are allocated effectively to maximize impact. Approximately 75% of this role focuses on the development, management, and monitoring of the Foundation's annual budget and quarterly forecasts, while 25% supports the Grants Administration team through financial due diligence and analysis of prospective and active grantees. Specific Responsibilities include: Financial Planning & Analysis (approximately 75%)
Please note that this role is Kansas City, MO based and associates must reside in the Kansas City metropolitan area.
Based in Kansas City, Missouri, the Kauffman Foundation is one of the largest foundations in the United States with an asset base of approximately $3 billion. While striving to have national impact and global reach, the Foundation is deeply committed to Kansas City, as evidenced by work on initiatives that reach into neighborhoods and enrich the community and quality of life in the region. For more information about the Foundation, please visit the website at RESPONSIBILITIES The Financial Analyst plays a key role in advancing the Ewing Marion Kauffman Foundation's mission to expand economic opportunity through entrepreneurship and education. This position supports both enterprise-wide financial planning and the Foundation's grantmaking efforts, helping ensure that resources are allocated effectively to maximize impact. Approximately 75% of this role focuses on the development, management, and monitoring of the Foundation's annual budget and quarterly forecasts, while 25% supports the Grants Administration team through financial due diligence and analysis of prospective and active grantees. Specific Responsibilities include: Financial Planning & Analysis (approximately 75%)
- Support the development and consolidation of the Foundation's annual operating budget, aligning financial resources with strategic priorities and mission-driven initiatives.
- Assist in preparing and maintaining quarterly forecasts, including variance analysis and scenario modeling to inform leadership decision-making.
- Prepare monthly departmental updates with concise, clear summaries of spend-to-date, forecast updates, and key variances.
- Monitor budget-to-actual performance and provide actionable insights to department leaders.
- Maintain departmental budget models, adjusting for the latest spend and forecast data while ensuring accuracy.
- Prepare financial reports, dashboards, and presentations that translate data into clear, mission-relevant insights.
- Collaborate with cross-functional teams to ensure financial plans reflect programmatic goals and evolving organizational priorities.
- Identify trends, risks, and opportunities to improve financial stewardship and long-term impact.
- Partner with the Grants Administration team to conduct financial due diligence on prospective grantees, supporting responsible and effective deployment of philanthropic capital.
- Review financial statements, budgets, and supporting documentation for grant applicants.
- Assess financial health, sustainability, and compliance risks of organizations.
- Assist in developing financial monitoring processes for active grants to ensure accountability and impact.
- Provide analysis and recommendations to support informed, equitable grantmaking decisions.
- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- 1-5 years of relevant experience in financial analysis, budgeting, forecasting, or related areas.
- Strong analytical and problem-solving skills with attention to detail
- Proficiency in Excel and financial modeling; experience with financial systems is a plus
- Ability to communicate complex financial information clearly to non-financial audiences
- Strong organizational skills with the ability to manage multiple priorities
- Demonstrated interest in or commitment to the Foundation's mission
- Experience in nonprofit finance, grantmaking, or due diligence
- Familiarity with financial reporting tools or ERP systems
- Collaborative, team-oriented environment focused on mission impact
- Ability to manage deadlines tied to budget cycles and grant review timelines
Please note that this role is Kansas City, MO based and associates must reside in the Kansas City metropolitan area.
Vacancy posted 17 hours ago
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