Soni · 12 hours ago
Senior Financial Planning Analyst
Soni is partnered with a leading Not-For-Profit organization, seeking a Senior Financial Reporting & Planning Analyst to support financial reporting, budgeting, and analysis efforts during a critical planning period. This role will work closely with senior finance leadership and serve as a key partner in preparing departmental budgets, financial reports, and grant-related analysis.
Recruiting
Responsibilities
Prepare and analyze monthly and departmental financial reports
Support budget development, forecasting, and variance analysis
Assist with month-end close, including journal entries and reconciliations
Research financial transactions to ensure accuracy and GAAP compliance
Support grant fund tracking, distribution, and financial reporting
Develop financial models to analyze increases, decreases, and trends
Partner with non-finance stakeholders across multiple departments
Assist in preparing financial information for senior leadership review
Support special projects and ad hoc financial analysis as needed
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
Minimum of 4 years of experience in financial reporting, accounting, or FP&A
Strong knowledge of GAAP
Advanced Excel skills (financial modeling, reporting, analysis)
Experience with month-end close processes
Strong analytical, organizational, and communication skills
Ability to work independently and manage multiple priorities
Preferred
Nonprofit accounting/finance experience
Grant or fund accounting exposure
Experience with Sage or similar ERP systems
Familiarity with Form 990 and nonprofit financial reporting