Financial Analyst – FP&A (Budgeting & Reporting)
Full-Time | Onsite (New York, NY)
Overview
An established, mission-driven organization is seeking a Financial Analyst – FP&A to support financial planning, reporting, and analysis across a multi-entity operating environment. This role partners closely with finance leadership and regional stakeholders to drive budgeting, forecasting, and reporting accuracy, while identifying opportunities to enhance processes and systems.
This is a highly analytical, Excel-driven role requiring strong attention to detail and the ability to work across large datasets and multiple business units.
Key Responsibilities
- Support the full annual budgeting process, including preparation, analysis, and presentation for leadership review
- Prepare and deliver monthly financial reporting packages, including variance analysis and executive summaries
- Assist with quarterly forecasting and ongoing budget-to-actual tracking across multiple departments
- Partner with internal stakeholders to monitor and manage staffing budgets, including payroll and benefits alignment; serve as a key resource for payroll-related budgeting within financial systems (e.g., Paychex, Financial Edge or similar)
- Consolidate and analyze financial data across systems to support reporting and decision-making across multiple entities
- Track follow-ups and action items from financial reviews to ensure accountability and execution
- Monitor operating expenses and ensure accurate and timely recording against budget
- Identify and implement improvements to reporting processes, tools, and standardized templates
- Provide ad hoc financial analysis and support for special projects as needed
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field preferred
- 3+ years of experience in financial analysis or accounting, ideally in a corporate or large not-for-profit environment
- Advanced Excel skills required (pivot tables, VLOOKUP/XLOOKUP, complex formulas)
- Experience working with financial systems and large datasets (ERP or similar platforms)
- Strong analytical and problem-solving skills with high attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Strong communication skills and ability to collaborate across teams
- High level of discretion when handling sensitive financial information