Senior Financial Analyst

About This Role

This Senior Financial Analyst role involves collaborating with institutional colleagues to understand business processes, define key performance metrics, and interpret analytics to support informed decision-making. The position tracks operational data, contributes to financial planning, and assists in systems improvement and best practice implementation.

Responsibilities

• Develop and conduct in-depth financial analysis across all fund types, including operating budgets, cash flows, and financial statements, strategic sourcing and long-term financial planning to uncover trends, patterns, risks and actionable insights.
• Assist CFO, AVP and Finance team in preparing ad-hoc analyses, reports, presentations, and data analytics to support strategic initiatives, the annual and multi-year budget processes.
• Perform research on industry best practices and benchmarks to support the budget process and senior leadership decision-making.
• Design, build, and maintain dynamic dashboards, scorecards, and KPIs to track financial performance and business drivers, ensuring accuracy, timeliness and integrity of financial data.
• Lead the development and implementation of automated reporting tools using AI, machine learning, business intelligence (BI) platforms, and planning systems.
• Continuously develop, assess, and enhance systems and processes to achieve greater efficiencies, while also formulating recommendations for policies and procedures.
• Maintain planning models, systems and tools to support scenario planning, forecasting, and strategic decision-making.
• Serve as a collaborative partner to cross-functional teams, offering expert problem-solving, comprehensive training, and strategic guidance on financial planning and analysis.
• Support finance & operations division (IT, facilities, police, finance) with day-to-day financial analysis, training and support.
• Stay abreast of emerging trends within the industry as well as in financial automation, data visualization, and AI integration.

Requirements

• Bachelor's degree in accounting, finance, or other relevant field
• Minimum 4 years of progressive demonstrated success in an FP&A or other finance/accounting position
• Excellent analytical, research, and problem-solving skills with attention to detail
• Demonstrated advanced Excel skills or similar skills
• Highly collaborative working style with excellent consultative, analytical, communication, and customer service skills
• Strong organizational skills
• Commitment to quality, innovation, and process improvement
• Ability to plan and direct projects and to lead innovative, strategic initiatives
• Personal maturity and the ability to work with and maintain confidential information

Qualifications

• Bachelor's degree in accounting, finance, or other relevant field.
• Minimum 4 years of progressive demonstrated success in an FP&A or other finance/accounting position or related position with similar duties.

Nice to Have

• Master's degree in business, finance, accounting, or related field
• Experience with Synario, Adaptive Planning software, and Workday
• Experience working with Power BI or other data visualization tools
• Experience in a college or university, or other not-for-profit institution

Skills

* Required skills