Senior Financial Analyst

The Center on Budget and Policy Priorities (CBPP) is a high-caliber strategic policy institute that informs and shapes public policies to reduce poverty, promote equity, and build opportunity and engages on how to raise the revenues necessary to support public investments. It has a national reputation for conducting rigorous research and analysis, developing evidence-based policy ideas and strategies, shaping a broad array of policy debates at the federal and state levels, and influencing policy outcomes and program implementation. It focuses its efforts on improving people's lives with low and moderate incomes and examines how policies affect particular groups, including people of color, immigrants, people with disabilities, and LGBTQ+ people. In addition, the Center is known for its unique capacity to blend rigorous, timely analysis with effective communications that enable policymakers and the media to use its work. The Center's funding comes from private foundations and individuals.

The Senior Financial Analyst, Grants Administration & Financial Planning performs a variety of financial activities including budgeting, forecasting, building financial models, assisting with financial planning, performing research and analysis, preparing reports, and assisting with close processes. The successful candidate will be assigned to and take ownership of a portfolio of programs and projects by partnering with internal partners for the provision of financial management in support of program/project execution. This role reports to the Director, Grants Administration & Financial Planning and is key in ensuring accurate financial analysis and information related to tracking and reporting of foundation grants, organization-wide financial reporting, and monitoring of key performance metrics.

Responsibilities
Grants Administration (Foundation Grants)

• Prepare grant budgets for inclusion in proposals for programs/projects in partnership with the Development team and the Director, Grants Administration & Financial Planning.
• Create customized grant reports for funders, program/project directors, and senior management.
• Prepare supporting documentation for adjustments required to foundation grant budgets.
• Provide technical assistance and grant accounting support by preparing, importing, and maintaining grant budgets in planning and forecasting software.
• Monitor expenditure of grant funds and contract compliance with grant budgets in relation to labor distribution, (in)direct costs, and grant reporting.
• Perform additional grant administration tasks, as needed.

Financial Planning and Analysis

• Provide budgetary and financial planning support to assigned program areas, projects, and/or organization-wide.
• Produce timely month-end reports of financial performance variance analyses ensuring accuracy and completeness to include investigation, analyses, and explanation of financial statement line-item budget-to-actual expense variances.
• Lead preparation of the annual and mid-year budget for review by senior finance and executive leadership and approval by the board of directors.
• Research and prepare periodic financial analyses and/or reports, as needed.

Qualifications

• Bachelor's degree in Accounting or Finance.
• At least seven years of progressive experience developing, preparing, and monitoring grant and organization budgets. A graduate degree in Finance may be substituted for two years' work experience.
• Two to five years of demonstrated experience with foundation grants in a nonprofit environment.
• Experience using Microsoft Office, including medium to advanced Excel skills and experience using SharePoint, Word, and Outlook.
• Experience with Intacct and Vena is preferred, but not required.
• Strong mathematic aptitude and abilities.
• Strong attention to details and accuracy.
• Strong oral and written communication skills.
• Self-starter and ability to serve as a resource for Financial Analyst(s).
• A commitment to the Center's mission to improve the well-being of low- and moderate-income people and advance racial equity as part of the Center's work.

While we are currently operating virtually during the pandemic, we are developing policies to support a return to in-office work that may include both telework and in-person work. This position will be subject to those policies.

This position reports to the director, Grants Administration & Financial Planning.

Terms of Employment: Full-time, exempt.
Bargaining Unit Status: This is a bargaining unit position.

Compensation:

Salary commensurate with experience; excellent benefits, including three health insurance options, dental and vision care, life and long-term disability insurance, retirement, and generous vacation leave, sick leave, and holiday schedules.

The Center on Budget and Policy Priorities is an Equal Opportunity Employer that values and welcomes diversity in the workplace and strongly encourages all qualified persons to apply regardless of race, color, age, sex, marital status, sexual orientation, gender identity, gender expression, genetic information, credit information, pregnancy or parental status, family responsibilities, personal appearance, creed, military or veteran status, religion, ancestry or national origin, union activities, disability, or other status protected by applicable law.