Financial Analyst

Make a bigger difference

PURPOSE:
The Jewish Board is a large and diverse human services agency, with an annual budget of $240 million, 2,500 employees, and 60 service locations around the five boroughs. Our mission is to empower New Yorkers, providing integrated mental health and social services with compassion and expertise. Our vision is to transform lives and communities through clinical and operational excellence.

POSITION OVERVIEW:
This position will assist the fiscal financial planning team with budgets, financial planning, forecasting, and grant reporting for both pre- and post-awards to ensure compliance, financial accuracy, and effective reporting.

KEY ESSENTIAL FUNCTIONS:

• Data Analysis & Reporting: Assist with data Gathering, analysis of financial data to identify trends, variances, and key performance indicators.
• Financial Modeling & Forecasting: Assist with the development and maintenance of financial models, and budgeting models, to forecast future financial performance.
• Budgeting & Planning: Assist in the preparation of budgets and strategic financial plans to help service lines divisions achieve their financial goals.

Assist with Request for Proposal (RFP) for external contracts and/or grants, including budget preparation, financial analysis and review.

• Performance Monitoring: Assist with the financial health of projects, business modeling and providing regular reports and insights to management.
• Grant Monitoring: Assist with Monitoring and approving expenditures, ensuring compliance with grant and contract terms, and automated grants management processes.
• Other tasks as assigned.

CORE COMPETENCIES

• Strong written and oral communication skills and pay attention to details.
• Excellent organization and time management skills are essential.
• Ability to prioritize tasks and manage multiple projects simultaneously to meet deadlines.

EDUCATIONAL/TRAINING REQUIRED:

• Bachelor’s Degree in Business or a closely related discipline and one year of experience, preferably in a healthcare, behavioral health and/or non-profit environment.

EXPERIENCE REQUIRED/LANGUAGE PREFERENCE:

• Excellent organizational skills and attention to detail.
• Excellent time management skills with proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software. Knowledge of excel required.
• A plus, but not required -experience using New York City – Passport, New York State -Statewide Financial system (SFS)

COMPUTER SKILLS REQUIRED:

• Proficiency in using computer hardware (e.g. laptop, printers, scanners).
• Proficiency in using computer software (e.g. Microsoft office software, Sage Intacct, Dayforce CRM).
• Familiarity with digital communication tools, email, video conferencing MST, Zoom, webex and instant messaging platforms.
• A plus, Experience with Microsoft Co-pilot and/or other AI tools for automation a plus and data Visualization platform (i.e Tableau, Microsoft BI)

VISUAL AND MANUAL DEXIERITY:

• The candidate should be able to read documents for analytical purposes such as computer information, software, computer graphic design programs, etc.

WORK ENVIRONMENT/PHYSICAL EFFORT

• Prolonged periods sitting at a desk and working on a computer
• Must be willing to work a hybrid work schedule.

We are an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by applicable federal, state, or local law.