Financial Analyst, Sr.

About the Company

CFS is partnering with a mission-driven global organization seeking a Senior Financial Planning & Analysis (FP&A) Analyst to support strategic financial planning and decision-making. The organization is dedicated to creating meaningful impact in communities around the world through responsible financial stewardship, operational excellence, and collaborative leadership. This opportunity offers professionals the chance to influence key business decisions while working in a fully remote, purpose-driven environment.

About the Role

The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for leading financial planning, budgeting, forecasting, and strategic analysis across the organization. This role partners closely with finance leadership and cross-functional stakeholders to deliver accurate financial reporting, develop financial models, support executive decision-making, and drive continuous process improvements. The ideal candidate combines strong analytical expertise with business acumen and a passion for supporting organizational growth.

Location: Remote (United States)

Key Responsibilities

Financial Planning & Forecasting

• Lead the organization's annual budgeting process and periodic financial forecasting.
• Develop long-range financial plans and scenario analyses to support strategic initiatives.
• Monitor financial performance against budgets and forecasts.
• Identify financial risks and opportunities and recommend actionable solutions.
• Collaborate with department leaders to develop realistic financial plans.

Financial Analysis & Reporting

• Prepare monthly, quarterly, and annual financial reports for executive leadership.
• Perform variance analysis by comparing actual performance against budgets and forecasts.
• Develop executive dashboards, key performance indicators (KPIs), and management reports.
• Analyze financial trends to provide actionable business insights.
• Present financial findings and recommendations to senior leadership.

Budget Management

• Coordinate budget development with department managers and budget owners.
• Maintain and administer budgeting systems and financial planning tools.
• Monitor departmental spending and budget utilization.
• Ensure budgets remain aligned with organizational priorities.
• Support budget revisions and reforecasting activities throughout the fiscal year.

Accounting & Financial Operations

• Support month-end and year-end financial close activities.
• Prepare and review journal entries and supporting documentation.
• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and internal financial policies.
• Assist with account reconciliations and financial reporting accuracy.
• Support audit preparation and financial documentation requirements.

Strategic Finance

• Partner with finance leadership on executive reporting and strategic financial initiatives.
• Prepare cash flow forecasts and liquidity analyses.
• Develop cost models and profitability analyses.
• Support grant, donor, and program financial reporting where applicable.
• Participate in special financial projects and continuous improvement initiatives.

Financial Systems & Process Improvement

• Build and maintain financial models to support planning and forecasting.
• Develop automated reporting tools and dashboards.
• Improve financial processes to increase efficiency and reporting accuracy.
• Maintain data integrity across financial planning systems.
• Recommend enhancements to financial reporting and planning workflows.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Six or more years of progressive experience in Financial Planning & Analysis (FP&A), Accounting, or Corporate Finance.
• Strong knowledge of budgeting, forecasting, financial reporting, and variance analysis.
• Advanced Microsoft Excel skills, including financial modeling and complex data analysis.
• Experience with NetSuite Planning & Budgeting (NSPB).
• Strong analytical, organizational, and problem-solving skills.
• Excellent written, verbal, and presentation communication abilities.
• Ability to manage multiple priorities while meeting deadlines.
• Strong attention to detail and commitment to financial accuracy.
• Ability to work independently in a remote environment while collaborating effectively with cross-functional teams.

Preferred

• Experience working in nonprofit, humanitarian, international development, or grant-funded organizations.
• Experience with multi-donor financial reporting and grant management.
• Knowledge of Unit4 ERP or similar enterprise financial systems.
• Experience developing executive dashboards and business intelligence reports.
• Familiarity with financial system implementations or process automation initiatives.
• Professional certification such as CPA, CMA, or CFA is a plus.

Benefits

• Fully remote work environment.
• Opportunity to support a mission-driven global organization.
• Collaborative and inclusive workplace culture.
• Professional growth and career development opportunities.
• Exposure to strategic financial planning and executive leadership initiatives.
• Opportunity to contribute to high-impact global programs and organizational success.

Ideal Candidate

This opportunity is ideal for professionals who:

• Enjoy transforming financial data into strategic business insights.
• Have strong expertise in budgeting, forecasting, and financial modeling.
• Thrive in collaborative, cross-functional environments.
• Are highly analytical, detail-oriented, and proactive.
• Want to contribute to a purpose-driven organization making a positive global impact.
• Continuously seek opportunities to improve financial processes and business performance.

Equal Opportunity Employer

CFS and its client are committed to creating an inclusive workplace where diversity is valued and respected. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable law.