Senior Financial Analyst

Description

Salary: $125,000/year - $140,000/year

Position Summary:

Children's Aid is creating a new Senior Financial Analyst role to strengthen the organization's financial planning, analysis, reporting, and data-driven decision-making capabilities. Working closely with the Financial Planning & Analysis and Program team, Program leadership, and Finance department colleagues, the Senior Financial Analyst will play a vital role in developing, maintaining, and enhancing financial models, forecasting tools, and reporting systems to support effective resource allocation, financial sustainability, and mission-aligned decision making.

The Senior Financial Analyst is responsible for producing complex financial analyses, maintaining financial performance, and providing actionable insights that support organizational planning and operations effectiveness. This role also supports the development of new analytical tools and contributes to the continuous improvement of financial systems, reporting processes, and analytical capabilities across Children's Aid.

Essential Duties:

Financial Analysis

• Develop, maintain, and validate staffing position control reports used for budgeting, workforce planning, contract maximization, and financial forecasting.

• Partner with program leadership and cross-functional stakeholders to analyze staffing allocations and identify opportunities to maximize revenue and operational effectiveness.
• Prepare monthly revenue estimates and collaborate with Finance colleagues to ensure accurate recording and reconciliation within the general ledger.
• Conduct variance, trend, scenario, and comparative analyses to evaluate organizational and program financial performance.
• Develop and maintain financial models, forecasting tools, cost driver analyses, and key performance indicator KPI frameworks to support decision-making.
• Build and enhance financial models to support strategic initiatives, business planning, program growth opportunities, and operational planning.
• Consolidate and analyze financial data across multiple funding sources, including government contracts, private grants, foundations, and fee-for-service revenue.

• Monitor financial performance to identify trends, risks, opportunities and provide insights and recommendations to leadership.
• Prepare clear, concise, and compelling presentations, reports, and recommendations that translate complex financial data into actionable insights for diverse stakeholders.

Financial Reporting

• Prepare, analyze, refine, and automate monthly, quarterly, and annual financial reports with actionable insights for Children's Aid leadership and the CFO.
• Develop and maintain dashboards, performance metrics, and management reporting tools that support informed organizational decision-making.

Strategic Support & Cross-Functional Collaboration

• Participate in strategic financial reviews, organizational planning efforts, and special projects in support of Finance and program priorities.
• Provide analytical support to Financial Planning and Analysis, colleagues, and cross functional teams on budgeting, forecasting, financial modeling, and operational initiatives.
• Collaborate across Finance, Program, Information Technology, Human Resources, and departments to strengthen data integrity and improve financial planning and analysis capabilities.
• Support continuous improvement initiatives related to financial systems, reporting processes, and analytical methodologies.
• Complete ad hoc financial analysis and special projects as assigned.
• Foster strong cross-functional partnerships through regular engagement with Finance, Program, and administrative leadership. This role requires regular in-person collaboration with team members and stakeholders to support effective communication, operational execution, procurement planning, change management initiatives, and timely decision-making across the organization.

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, Public Administration, or related field.
• Minimum of eight (8 ) years of progressively responsible experience in financial analysis, budgeting, or financial planning and analysis (FP&A), or a related finance function.
• Tech savvy individual with advanced Excel modeling skills and other Microsoft Office Applications
• Experience with enterprise resource planning (ERP) systems and financial reporting platforms; Oracle NetSuite preferred.
• Excellent analytical and quantitative skills, with the ability to synthesize complex data into actionable insights, recommendations, and business solutions.
• Exceptional written, verbal, and presentation skills, including the ability to communicate financial information effectively to non-financial audiences and diverse stakeholders.
• Proven ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment.
• Commitment to the Children's Aid mission.

Key Competencies:

• Demonstrates a strategic, analytical mindset with exceptional problem-solving skills by applying critical thinking and data-driven analysis to evaluate financial information, identify trends, assess risks, and develop recommendations that support organizational goals and long-term sustainability.
• Maintains a high degree of accuracy, consistency, and thoroughness in financial analysis, reporting, forecasting, and data management activities, ensuring reliable and actionable financial information.
• Proactively, identifies opportunities, evaluates alternatives, and develops practical solutions that improve financial performance, operational effectiveness, and organizational outcomes.
• Build strong working relationships across Finance, Programs, Human Resources, Information Technology, and other departments, and demonstrates the ability to influence decisions through expertise, credibility, and collaboration, regardless of reporting structure.
• Demonstrates excellent organizational and project management skills, effectively managing multiple priorities, deadlines, and competing demands while maintaining high-quality work and responsiveness to stakeholders' needs.

It is the policy of Children's Aid to provide equal employment opportunity to all employees and applicants for employment and is dedicated to maintaining a work environment that is free from harassment and discrimination. Children's Aid will not tolerate discrimination, harassment, or retaliation on any basis, including race, creed, color, national origin, ethnicity, alienage or citizenship status, gender/sex (including pregnancy), disability, religion, source of income, sexual orientation, gender identity or expression, age, familial status, caregiver status, military status, marital or partnership status, status as a victim of domestic violence, sexual violence or stalking, predisposing genetic characteristics, arrest or conviction record, credit history, unemployment status or any other characteristic protected by federal, state or local law. Children's Aid is committed to complying with applicable state and local laws governing non-discrimination in employment. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Children's Aid will conduct a prompt and thorough investigation of all allegations of discrimination, harassment, retaliation, or any violation of the Equal Employment Opportunity Policy in a confidential manner and will take appropriate corrective action, if and where warranted. Children's Aid prohibits retaliation against employees who provide information about, complain about, or assist in the investigation of any complaint of discrimination or violation of the Equal Employment Opportunity Policy.

The incumbent is expected to work a schedule, whether in-person or hybrid, as determined by the department's needs to facilitate effective collaboration with the team. This flexibility is essential for maintaining seamless communication, fostering teamwork, and ensuring the smooth operation of the department's processes. The position's requirements are subject to periodic review and adjustment based on organizational needs and changes in work dynamics.

Qualifications

Behaviors

Functional Expert - Considered a thought leader on a subject

Motivations

Goal Completion - Inspired to perform well by the completion of tasks

Education

Bachelors (required)

Experience

4 - 6 years: Excellent analytical and quantitative skills, with the ability to synthesize complex data into actionable insights, recommendations, and business solutions. (required)
3 - 4 years: Experience with enterprise resource planning (ERP) systems and financial reporting platforms; Oracle NetSuite preferred. (required)
8 - 10 years: Progressively responsible experience in financial analysis, budgeting, or financial planning and analysis (FP&A), or a related finance function. (required)

Skills

• Budgeting (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.