Senior FP&A Analyst

OVERVIEW

The CDC Foundation is seeking a full-time Senior FP&A Analyst to support the financial health, forecasting, planning, and budgeting, management and performance reporting, and data analysis. This position partners with operational leaders to provide financial insights, develop forecasts, monitor financial performance, and support strategic decision-making. It is critical to provide data that is accurate, congruent and reliable, and ensure the information is easily available to users for direct consumption and/or system integration. The Senior FP&A Analyst analyzes financial and operational data, identifies trends and risks, and develops recommendations to improve financial performance and organizational effectiveness.

MINIMUM QUALIFICATIONS

· 7+ years advanced financial reporting and analysis experience.

· Bachelor’s Degree in finance, Accounting, Economics, Business Administration, or related field

· MBA or CPA preferred.

· Strong analytical (quantitative as well as qualitative) skills including building models, forecasting, and data mining.

· Experience with business intelligence and reporting tools.

· Computer literacy in Microsoft Office environment and financial applications; experience writing macros in Excel, Power BI, Salesforce and other accounting software

· Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling.

· NetSuite, Salesforce, and Adaptive Insights prior experience, highly preferred

· Proven ability to handle confidential information with discretion

· Adaptable to various competing demands

· Demonstrate the highest level of client service and response.

· Demonstrated ability to achieve high performance goals while multi-tasking and meet deadlines in a fast-paced environment.

· Forward looking thinker, who actively seeks next challenge and proposes innovative solutions.

· Excellent management skills, including organizational and time management skills.

· Proven track record of consistently meeting performance metrics.

· Excellent verbal and written communication skills.

· Strong PowerPoint presentation skills.

RESPONSBILITIES

Financial Planning & Analysis

· Lead the development of annual operating budgets and periodic forecasts.

· Prepare monthly financial reports, variance analyses, and executive dashboards.

· Analyze financial results against budget, forecast, and prior year performance.

· Develop long-range financial projections and scenario analyses.

· Build and maintain complex financial models to support strategic initiatives.

· Monitor organizational financial performance and identify emerging risks and opportunities.

Business Partnership

· Serve as the finance business partner for assigned departments and programs.

· Provide financial guidance to department leaders regarding budgets, staffing, and expenditures.

· Assist leaders in understanding financial performance and key drivers.

· Support grant and program budgeting throughout the award lifecycle.

Reporting & Analytics

· Produce executive-level reports for senior leadership, Finance Committee, and Board of Directors.

· Use Generally Accepted Accounting Principles (GAAP) to create financial statements, donor reports, income statements and balance sheets, while ensuring accurate financial reporting for various departments and management.

· Develop meaningful KPIs, key ratios, and operational metrics.

· Perform trend analysis (monthly, quarterly, and annually) and identify opportunities for improved financial performance.

· Create presentations and visualizations that clearly communicate financial information.

· Guide cost analysis process by highlighting & enforcing policies and procedures; providing trends and forecasts with related explanations and recommending actions.

· Analyze financial data by collecting, monitoring and creating financial models for decision support.

· Ad hoc reporting and analysis

· Develop standardized reports and dashboards.

Budget Management

· Coordinate organization-wide budget development processes.

· Review departmental budget submissions for accuracy and completeness.

· Maintain budget assumptions and documentation.

· Recommend improvements to planning processes and reporting tools.

Systems & Process Improvement

· Utilize ERP and budgeting systems to improve reporting efficiency.

· Assist with financial system enhancements and reporting automation.

· Develop standardized reports and dashboards.

· Recommend process improvements to strengthen financial planning and internal controls.

Cross-Functional Support

· Collaborate with Accounting during month-end and year-end close.

· Support external audits by providing financial analyses and schedules.

· Assist with indirect cost rate calculations, grant budgeting, and financial compliance.

· Participate in special projects and strategic initiatives.

· Other duties as assigned.