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CJP - Combined Jewish Philanthropies · 23 hours ago

(Senior) Financial Analyst

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$78K/yr - $85K/yr

2+ years exp

CJP is at the heart of Greater Boston's Jewish community, serving as a philanthropic investor. The Senior Financial Analyst will lead budgeting efforts, conduct financial analyses, and provide strategic reporting to support financial planning and decision-making for the organization.

Non-profit Organization Management

No H1B

Responsibilities

Lead monthly meetings with budget managers to review progress against budgets, identify variances, and provide strategic guidance

Support budget managers in developing, understanding, and optimizing annual budgets

Prepare and deliver variance report summaries and financial analyses to the Senior Director, Financial Planning and Analysis for inclusion in executive-level reports

Analyze financial data and synthesize complex information into actionable insights

Manage and maintain the organization’s payroll budget, including preparation, analysis, and reporting

Maintain strict accuracy and attention to detail in all financial work

Write clear, concise, and impactful reports and explanations for executive leadership and committees of volunteers

Communicate proactively and regularly with the Senior Director, Financial Planning and Analysis, providing timely updates on progress, issues, and key developments— without waiting to be asked

Apply Top Down communication principles, ensuring that information is structured, prioritized, and delivered in a way that supports decision-making at the highest levels

Demonstrate strong verbal communication skills when interacting with budget managers and other stakeholders

Adopt and champion new technologies to improve financial processes and reporting

Serve as a super user of Microsoft Excel; leverage advanced features for analysis and reporting

Utilize budgeting software; candidates with Sage Intacct Planning or similar experience are strongly preferred

Take initiative in identifying and implementing process improvements and new responsibilities as the organization evolves

Understand accounting concepts, including the difference between balance sheet and income statement, and the fundamentals of debits and credits, to ensure work is performed correctly and in line with best practices

Take ownership of assigned projects and ensure timely completion

Demonstrate discretion when handling sensitive and confidential information

Proactively identify issues, trends, or opportunities for improvement, and bring them to the attention of the Senior Director, Financial Planning and Analysis

Stay current with financial best practices, new technologies, and organizational changes

Adapt to changing priorities and organizational needs

Collaborate cross-functionally to ensure alignment of financial strategies with organizational goals

Independently manage relationships with budget owners, providing expert advice and support

Support colleagues and contribute to a positive, collaborative team environment, especially during peak periods or when others need assistance

Manage multiple priorities and meet deadlines, especially during budgeting and reporting cycles

Provide excellent service to internal stakeholders, responding promptly and professionally to requests

Perform other duties as assigned with or without accommodation

Qualification

Financial analysisBudgetingMicrosoft ExcelSage Intacct PlanningAccounting principlesAnalytical skillsProactive attitudeCommunication skillsAttention to detailInterpersonal skills

Required

Bachelor's degree in Accounting, Finance, or related field required

5 years of relevant experience in accounting, budgeting, financial analysis, and reporting

Demonstrated success working independently and collaboratively in a complex, multi-stakeholder environment

Experience with variance analysis, financial modeling, and reporting to senior leadership

Deep understanding of accounting principles and GAAP

Knowledge of balance sheet vs. income statement, debits and credits

Exceptional curiosity and drive to explore new solutions and technologies

Meticulous attention to detail and accuracy

Strong analytical, written, and verbal communication skills, including the ability to write executive-level explanations and present complex information clearly

Ability to synthesize complex financial data into actionable insights

Super user of Microsoft Excel; advanced proficiency required

Experience with budgeting software

Proactive, can-do attitude with a willingness to take on new responsibilities

Ability to work independently and manage multiple priorities

Strong interpersonal skills and ability to build relationships across all levels of the organization

Commitment to confidentiality and ethical standards