Job Description

Senior FP&A Analyst

Location: Atlanta, GA (Midtown) (Must Be Local To Atlanta)

Job Type: Full-Time

Work Environment: 5 Days In-Office

Company Overview:

Our client is a dynamic nonprofit organization that is creating a new model of 21st-century community philanthropy and engagement.

Job Summary:

The Senior FP&A Analyst will be responsible for developing, maintaining, and enhancing financial models, dashboards, and reports to support key financial processes, including budgeting, forecasting, and strategic planning. This role requires cross-functional collaboration to streamline financial workflows and leverage technology, including AI-driven solutions, to improve reporting accuracy and efficiency. The analyst will also manage or support software implementation projects as needed, under the direction of finance leadership.

Responsibilities:

• Lead the annual budgeting and forecasting process across departments and business units
• Develop and maintain dynamic financial models and interactive dashboards utilizing Excel, Power BI, and other analytics platforms
• Conduct in-depth analyses of financial performance and trends to provide actionable insights directly to leadership
• Partner with program and departmental leaders to optimize financial planning and resource allocation initiatives
• Generate monthly and quarterly financial reports tailored for internal stakeholders, committees, and the Board
• Support budgeting, monitoring, and reporting for grants in partnership with the Advancement and Program teams
• Identify and implement technology solutions to automate reporting processes, enhancing data accuracy and operational efficiency
• Integrate AI tools to enhance forecasting, scenario planning, and operational efficiency
• Collaborate with the Foundation Operations Manager to support financial reporting and analysis for donor-advised funds and investment portfolios
• Assist with audit preparation and compliance reporting
• Identify opportunities for process enhancements to continually streamline financial operations
• Ensure the highest level of confidentiality concerning financial and donor-related information

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field required. Advanced certification (CPA/MBA) preferred
• 5+ years of relevant experience in financial planning and analysis
• Advanced proficiency in Microsoft Excel
• Experience with financial systems and data visualization tools
• Familiarity with application programming interfaces (APIs) and general coding concepts is a plus

Why You Should Join:

• Fantastic Work/Life Balance
• Ability to Work With AI Tools
• Excellent Benefits Package
• Be The Forefront of FP&A

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