Financial Analyst

The Financial Analyst plays a key role in supporting the JCC’s Finance Department with financial planning, budgeting, and internal reporting processes. This role partners closely with department heads to help them understand and manage their budgets, while providing clear, actionable financial insights to support decision-making across the organization. The Financial Analyst is a key member of the Finance team, responsible for preparing and distributing monthly financial reports, supporting the annual budgeting process, and analyzing program-level performance This full-time, overtime exempt role, reporting to the Senior Director of Finance, serves as a bridge between the Finance Department and program staff. The ideal candidate is a collaborative, analytically minded professional who enjoys working with both data and people in a mission-driven environment. Key Responsibilities: Financial Budgeting & Forecasting Support the development and coordination of the annual operating budget across all departments Work directly with department leaders to build, refine, and manage their budgets Ensure consistency, accuracy, and completeness of budget inputs Support organizational forecasting processes, including quarterly or periodic updates Assist in developing financial models and scenario analyses Track key financial and operational metrics to inform projections Other relevant duties as assigned Financial Analysis & Reporting Prepare and distribute monthly departmental financial (P&L) reports in a timely manner Ensure reports are clear, accurate, and user-friendly Analyze program-level financial performance, including revenue and expense Serve as a financial resource to department heads to: Identify and analyze root causes of financial variances Follow up on discrepancies, missing information, or unexpected results Foster a culture of financial awareness and accountability Identify trends, risks, and opportunities across departments and programs Partner with Accounting Manager to maintain consistency between internal reports and financial statements Data Management & Systems Extract, organize, and analyze financial data from accounting and operational systems Ensure data accuracy and alignment across systems Support improvements in financial reporting tools, dashboards, and processes Assist in maintaining reporting templates and documentation Physical Demands: Ability to sit for extended periods while working at a computer Frequent use of hands and fingers for typing, data entry, and operating office equipment Ability to view a computer screen for prolonged periods Occasional standing, walking, bending and reaching Ability to communicate clearly, both verbally and in writing Ability to lift and move light materials, typically up to 15 pounds Key Benefits Offered: Medical, Dental, Vision Basic and Supplemental Life Insurance Medical and Dependent Care FSAs; HSA Mass transit and commuter parking FSAs 401(k) retirement plan with employer match Paid time off Complimentary membership with use of facilities (fitness, aquatics, programs) Program discounts for the entire family Salary Range: $70,000 – $75,000 annually; commensurate with experience Skills required: Strong analytical and problem-solving skills Advanced proficiency in Microsoft Excel required Strong communication and interpersonal skills, with the ability to work effectively with non-financial staff Detail-oriented with strong organizational and time management skills Required qualifications: Bachelor’s degree in Finance, Business, Economics, Accounting, or related field 3+ years of experience in financial analysis, budgeting, operations, or related field Ability to organize and interpret data clearly and accurately Experience with financial systems, reporting tools, or dashboards preferred #J-18808-Ljbffr Jewish Federation of Greater MetroWest NJ