Financial Planning Analyst

Job Description

Job Description

Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we're a fit for you.

Locations: Dallas, TX

Team Overview

The Financial Planning Analyst supports the organization's strategic and financial objectives by assisting with financial forecasting, analysis, and data-driven reporting. This position will work collaboratively with the Finance team and department contacts to support budgeting, planning, and performance analysis. The Finance team's effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization.

Key Responsibilities

• Assist in the development and maintenance of financial models to support annual budgeting, forecasting, and financial planning.
• Analyze financial performance, identify trends, and summarize findings for review by senior Finance team members.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis and supporting documentation.
• Work with department contacts to monitor spending and support alignment with operating budgets.
• Assist in preparing financial schedules for funding proposals and periodic reports for institutional funders.
• Support the identification of financial risks and opportunities and escalate findings to senior team members.
• Support continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4+ years of experience in accounting, finance, or a related field, with exposure to financial planning and analysis.
• Proficient in Excel and financial modeling; experience with data visualization and dashboard development using BI tools.
• Knowledge of GAAP and financial compliance standards.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences.
• Strong organizational skills and attention to detail, with the proven ability to manage multiple priorities and meet deadlines in a dynamic environment.

Preferred Qualifications

• Experience with Power BI and Domo
• Experience using Sage Intacct and Limelight software

Pay & Benefits

At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year.

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