Senior Financial Planning & Analysis Analyst Overview • The Senior Financial Planning & Analysis Analyst is a pivotal role in supporting the financial strategy of the organization. • Collaborate with the Manager of FP&A to manage financial planning and analysis for government-funded and private foundation projects. • Provide essential financial analysis for annual budgets, quarterly forecasts, and multi-year financial planning initiatives. • Work closely with various departments, including Payroll, Grants, Accounting, and IT, ensuring financial alignment. • Develop and maintain financial models, dashboards, and reports to enhance decision-making processes. • Support the organization’s mission by ensuring compliance with fiscal policies and effective grant spending. • Contribute to process improvements and automation within financial reporting and planning cycles. • Participate in professional development and foster an inclusive work environment. Senior Financial Planning & Analysis Analyst Key Responsibilities & Duties • Develop grant-level budgets ensuring compliance with fiscal policies and effective utilization of funds. • Prepare and present financial performance reports, highlighting key metrics and trends to stakeholders. • Create and deliver actionable financial reports and dashboards using Vena Solutions and other tools. • Collaborate with departments to ensure data consistency and alignment across the organization. • Maintain and enhance financial models, reporting tools, and data collection processes. • Identify and implement process improvements within financial reporting and planning cycles. • Provide technical and analytical support to the Billing Operations team. • Manage high-impact special projects and prioritize critical tasks effectively. Senior Financial Planning & Analysis Analyst Job Requirements • Bachelor’s degree in Finance, Accounting, Business Administration, or related field required. • Minimum of 4 years of experience in financial analysis, budgeting, and reporting. • Advanced proficiency in Excel, including financial modeling, pivot tables, and formulas. • Experience with Vena Solutions and NetSuite preferred. • Knowledge of grants, billing practices, and related regulations is advantageous. • Strong analytical skills and ability to communicate complex financial data clearly. • Excellent organizational and time management skills with the ability to prioritize tasks. • Ability to work independently and collaboratively in a dynamic environment.