Financial Analyst

The FP&A Analyst supports the accounting team through budgeting, forecasting, financial analysis, and performance reporting, with a focus on labor and workforce-related drivers. The role works closely with program and departmental leaders to analyze trends, explain variances, and translate operational activity into clear financial insights. This position is well-suited for an early-career analyst seeking to build strong financial modeling, analytical, and business-partnering skills within a mission-driven organization.

The FP&A Analyst works closely with program leadership, HR, and senior accounting staff to help translate operational activity into clear, actionable financial insights.

Primary duties and responsibilities include but not limited to:

Financial Analysis & Reporting:

• Prepare and maintain monthly budget-to-actual variance reports with clear explanations of key drivers.
• Support the development of financial dashboards and standardized management reports.
• Ensure data accuracy through basic reconciliation of source data used in FP&A and workforce analytics reports.
• Monitor and analyze workforce trends, including staffing levels, vacancies, overtime, and program utilization, to identify emerging risks and opportunities.
• Develop and maintain workforce analytics such as FTE counts, staffing pattern comparisons, and net hire impact to support forecasting and planning decisions.
• Evaluate labor cost drivers—including overtime coverage, PTO usage, vacancies, and turnover—to explain budget variances and inform management action.

Budgeting & Forecasting: Support managerial, corporate governance and compliance reporting functions by:

• Support annual budget preparation by updating assumptions, templates, and supporting schedules.
• Assist with rolling forecasts and projections throughout the fiscal year.
• Help maintain program-level financial models used for planning and decision-making.

Operational & Business Support:

• Partner with program and department leaders to understand operational drivers impacting financial performance.
• Respond to routine financial data requests from internal stakeholders.
• Document assumptions, methodologies, and reporting logic for consistency and transparency.

Systems & Tools:

• Use budgeting, forecasting, and reporting tools including Sage, Prophix, UKG, Microsoft Excel, Power BI, and Power Query to support FP&A and workforce analytics.
• Assist in maintaining and improving Excel-based financial models, assumptions tables, and templates.
• Support the development and enhancement of Power BI dashboards and Power Query data transformations.

Other Responsibilities:

• Participate in special projects related to financial planning, reporting improvements, and process optimization.

Perform other FP&A-related duties as assigned

Education and/ or experience required:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Internship or entry-level experience in FP&A, analytics, or business finance preferred.
• Considered a Plus:
  • Experience with Sage Intacct, UKG UltiPro, Prophix.
  • Exposure to budgeting software or BI tools (e.g., Power BI).
  • Experience analyzing staffing or labor-related financial data.
  • Nonprofit or human-services industry exposure.      

Skills and Competencies:

• Good analytical and quantitative skills with attention to detail.
• Proficiency in Microsoft Excel (e.g., formulas, lookups, basic financial models).
• Good interpersonal skills exhibited by the ability to communicate with staff, management, and other departments in a professional manner
• Good skills in paying attention to detail, analyses, developing and recommending solutions and the ability to prioritize and complete tasks on a timely basis with minimal supervision in a fast-paced environment
• Work requires a strong work ethic and exhibiting a sense of urgency in completion of tasks, willingness to work a flexible schedule and a commitment to the mission of the agency.
• Strong organizational skills and ability to manage multiple priorities.
• Eagerness to learn, get feedback, and grow within an FP&A function.