Senior Financial Analyst

Who is Gateway Foundation?

Gateway Foundation, Inc. is a national non-profit dedicated to helping individuals with substance use and mental health disorders. Established in 1968, Gateway provides essential tools and knowledge for recovery, positively impacting hundreds of thousands of lives. Operating through its Community Services, Corrections Divisions, and Corporate Headquarters, the organization is recognized for innovative, effective treatment approaches and maintaining high standards.

Why join us?

Discover a rewarding career where you can find both personal and professional fulfillment while aligning your values with your work. You'll have the opportunity to make a meaningful impact by aiding individuals in overcoming addiction. We pride ourselves on being an organization that values you and strives to be an employer of choice, fostering a vibrant culture that promotes teamwork and professional growth. Your voice matters here; we actively listen to and value our employees' thoughts, allowing you to be part of organizational decisions. Join Gateway Foundation today and become part of a team dedicated to making a positive difference in the lives of others.

Location: 315 North Racine Avenue Chicago, IL 60607

Work Schedule:  Monday through Friday, normal business hours

• This position offers a hybrid based model of 2 days remote and 3 days onsite

Position Summary

The Senior Financial Analyst serves as a strategic business partner responsible for transforming financial, operational, workforce, and business data into actionable insights that support organizational decision-making and performance improvement. This role combines financial planning and analysis (FP&A), business intelligence, forecasting, reporting, and data analytics to help leaders make informed decisions that advance organizational goals.

The ideal candidate is a highly analytical professional who leverages technology, automation, and data-driven methodologies to improve financial performance, forecasting accuracy, operational efficiency, and overall business effectiveness.

Essential Responsibilities

Financial Planning & Analysis

• Lead annual budgeting, forecasting, long-range financial planning, and scenario modeling activities.
• Develop, maintain, and enhance financial models to support decision-making.
• Conduct variance analyses and identify key financial and operational performance drivers.
• Perform pricing, contract, and strategic financial analyses to support organizational initiatives.
• Monitor financial performance and provide recommendations to improve outcomes.

Business Partnership & Decision Support

• Serve as a trusted advisor to executive leadership, directors, managers, and operational teams.
• Partner with business leaders to evaluate financial performance, operational effectiveness, and strategic opportunities.
• Translate complex financial and operational information into meaningful recommendations.
• Support organizational planning efforts through data-driven analysis and strategic insight.

Data Analytics & Reporting

• Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.
• Analyze financial, workforce, operational, and service delivery data to identify trends, risks, and opportunities.
• Create executive-level reports, presentations, and financial summaries.
• Present analytical findings in a clear and concise manner to both financial and non-financial audiences.

Technology, Automation & Business Intelligence

• Utilize approved analytics, reporting, automation, and AI-enabled tools to enhance reporting and decision support processes.
• Identify opportunities to automate recurring reporting, data preparation, reconciliation, and analytical workflows.
• Support reporting and business intelligence platforms, including ERP systems, Power BI, SQL-based reporting tools, and other approved technologies.
• Ensure data accuracy through validation, reconciliation, documentation of methodologies, and adherence to data governance standards.

Process Improvement & Strategic Initiatives

• Identify and implement opportunities to improve financial, analytical, and reporting processes.
• Participate in cross-functional initiatives designed to enhance organizational performance and operational efficiency.
• Support grant budgeting, contract analysis, funding proposals, and other strategic projects.
• Stay informed on industry trends, emerging technologies, analytics practices, and finance transformation initiatives

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, Information Systems, or a related field.
• Minimum of 3-5 years of experience in financial planning and analysis, finance, reporting, business analytics, or decision support.
• Advanced proficiency in Microsoft Excel, including financial modeling and analysis.
• Experience utilizing reporting tools, data analytics platforms, automation solutions, or AI-enabled technologies to improve business processes and decision-making.
• Strong analytical, problem-solving, organizational, and communication skills.
• Ability to manage multiple priorities and work effectively across departments.

Preferred

• Experience in healthcare, behavioral healthcare, nonprofit, or human services organizations.
• Experience with ERP systems, Power BI, Power Query, SQL, Tableau, Copilot, ChatGPT, Claude, workflow automation, predictive analytics, or similar tools.
• Experience developing dashboards, KPIs, data governance processes, and reporting solutions.
• MBA, CPA, CMA, Power BI Certification, Data Analytics Certification, or other relevant professional credential.

Knowledge, Skills & Abilities

• Strong financial analysis, forecasting, and modeling capabilities.
• Ability to interpret complex data and translate findings into actionable business recommendations.
• Excellent written and verbal communication skills.
• Strong business acumen and strategic thinking ability.
• Demonstrated analytical curiosity and continuous learning mindset.
• Ability to work effectively with stakeholders at all levels of the organization.
• Knowledge of data quality, reporting controls, and performance measurement methodologies.
• Ability to utilize technology and emerging tools responsibly while maintaining data integrity and confidentiality.

Compensation (based on experience and credentials):

• $80,000-90,000 annually
• Gateway Foundation conducts annual reviews including merit increases.

Benefits at Gateway Foundation:

Health and Wellness:

• Medical, dental, and vision insurance for employees and dependents
• Employee wellness program promoting health and fitness and offering cash-saving premiums
• Employee assistance programs focused on mental health

Financial wellbeing:

• 403(b) Retirement Plan with 3% employer match 
• Short-term and Long-term Disability and Life and AD&D Insurance paid for by Gateway
• Flexible Spending Accounts for medical and dependent care
• Public Service Loan Forgiveness (PSLF)

Flexibility and time off:

• 18 paid time off days per year – accrual rates increase with years of service
• 9 paid company holidays
• Work-life-balance

Personal Development:

• Training & Development Programs
• Tuition Reimbursement - up to $5,250 per calendar year
• eLearning access to online courses that provide CEU’s and job-related training
• Clinical Supervision: Formal and informal guidance

Gateway Foundation is an Equal Opportunity Employer: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets. Please view Equal Employment Opportunity Posters provided by OFCCP here .