American Heart Association · 11 hours ago
Sr. Financial Analyst, Financial Planning & Analysis
Dallas, TX
Full-time
Hybrid
Senior Level
5+ years expThe American Heart Association is dedicated to improving cardiovascular health and is seeking a Sr. Financial Analyst to perform financial planning and analysis. This role involves complex variance analysis, budgeting, and providing financial modeling support for business units and executive management.
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Responsibilities
Analyze, research, and report on monthly financial activity. Prepare and communicate qualitative analysis and variance reporting for review by senior business leaders and executive management
Act as a financial business partner for developing and growing business units and regions. Prepare consolidated analysis for regions and help with our consolidation analytics. Provide financial modeling and report development to accurately reflect financial status. Research and identify best practices for financial reporting in a dynamic environment
Create budget templates for new emerging areas, various complex departments, and regions. Communicate and train assigned budget managers on the use of templates. Coordinate affiliate budget reports and consolidation. Review, track, and respond to change requests. Prepare and distribute supporting schedules, financial reports, and documents for the budget approval process. Review and analyze assigned budgets and consolidations for consistency and annual trends
Prepare monthly and quarterly reports for assigned business units, newly formed areas, and consolidated areas. Conduct a thorough analysis to understand operations and provide guidance for achieving goals
Develop and prepare financial projections for assigned business units, affiliates, and consolidated areas. Identify and recommend changes, adjustments, and supporting schedules as needed
Review financial projections against current data, trends, and metrics to improve accuracy for business units, affiliates, and consolidated areas. Analyze and report on variances from actual results
Provide high-quality, timely customer service to internal and external customers. Consult with internal staff to improve financial reporting practices and procedures. Proactively seek out process improvements to enhance efficiencies both internally and externally within the Finance team
Perform ad hoc financial analyses as requested and participate in cross-functional task forces. Assist in annual financial audit as needed or required
Qualification
Required
A bachelor's degree in finance, accounting, or a related area, or equivalent work experience
Minimum five (5) years of progressive and increasingly complex finance and accounting experience
Experience with variance analysis, budgeting, financial reporting, consolidations, and general ledger accounting
Experience developing and building detailed financial models and pro-forma statements for various business developments and consolidated entities
Ability to communicate complex financial data, reports, and tools, and interpret financial data for decision makers
Advanced knowledge of business financial reporting and consolidations
Ability to analyze detailed data and interpret it into a high-level narrative form
General understanding of Generally Accepted Accounting Principles (GAAP) and application of the rules to business practices
Advanced Microsoft Excel skills
Excellent oral and written communications
Preferred
CPA
Oracle Essbase and/or SmartView experience
Non-profit experience
Benefits
Medical, dental, vision, disability, and life insurance
Robust retirement program that includes an employer match and automatic contribution
Employee assistance program
Employee wellness program
Telemedicine
Paid Time Off (PTO) at a minimum of 16 days per year for new employees
12 paid holidays off each year
Tuition Assistance
Company
American Heart Association
The American Heart Association is the nation’s oldest and largest voluntary health organization.
1001-5000 employees
H1B Sponsorship
American Heart Association has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (4)
2022 (3)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$4.62MKey Investors
Stupski FoundationAmeriCorps Public AlliesCity Furniture
2025-08-14Grant· $0.1M
2024-07-09Grant· $2.7M
2024-06-06Grant· $0.69M
Leadership Team
Jennifer Hall
Chief, Data Science and Analytics
Lynne Braggs
National, Sr. Director Digital Content Production, Creative (Marketing)
Recent News
2025-12-24
News-Medical.Net
2025-12-12
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