Financial Analyst

• Focus on Strengths
• Prioritize Informed Action
• Communicate Clearly
• Champion Disability Inclusion
• Build Supportive Relationships

JOB SUMMARY

The Financial Analyst is responsible for supporting the organization’s budgeting, forecasting, financial modeling, and analysis efforts. This role partners closely with the Director of Finance and department leaders to deliver timely, data-informed insights that drive strategic and operational decision-making. The position is ideal for a highly analytical and motivated finance professional looking to grow into a future FP&A Manager role.

ESSENTIAL FUNCTIONS

• Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions.
• Prepare quarterly forecasts and conduct scenario modeling.
• Maintain and improve budget templates, planning tools, and reporting dashboards.

Financial Analysis & Reporting

• Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders.
• Develop and maintain financial models to support initiatives and investment decisions.
• Create and distribute internal financial reports and performance scorecards.

• Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements.
• Act as a finance partner to department leaders, supporting initiatives with financial impact analysis.

• Contribute to ongoing enhancements in reporting systems and financial workflows.
• Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse).

• Assist with monthly and quarterly financial presentations and board reporting as needed.
• Support financial audits and ensure GAAP-compliant reporting standards are upheld.

MINIMUM QUALIFICATIONS

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• 4–6 years of experience in financial planning & analysis, corporate finance, or business analysis.
• Demonstrated experience supporting organization-wide budgeting and forecasting processes.
• Experience preparing financial reports and variance analyses for departmental or executive review.
• Experience with pricing analysis
• Proficiency in Microsoft Excel, including pivot tables, lookups, and model-building.
• Familiarity with ERP and financial systems, with a strong preference for NetSuite and Abila MIP.
• Ability to work effectively across diverse teams, including operations, program leaders, and administrative functions.
• Strong alignment with Relay Resources’ mission and values, including a commitment to disability inclusion, equity, and continuous improvement.
• Ability to operate with a high degree of accountability and independence in a flexible and remote-friendly environment.
• Excellent verbal and written communication skills, with an ability to translate financial information into clear, actionable insights.

PREFERRED QUALIFICATIONS

• Familiarity with business intelligence tools like Tableau or Power BI.
• Exposure to nonprofit or mission-driven organizations.
• Demonstrated ability to translate complex financial data into business insights.
• Effective communicator who can engage both technical and non-technical audiences.

KNOWLEDGE, SKILLS, AND ABILITIES

• Advanced Excel and financial modeling capabilities.
• Knowledge of financial reporting standards and GAAP.
• Problem-solving and critical thinking skills.
• Ability to manage multiple priorities and meet tight deadlines.
• Team player with strong interpersonal and collaboration skills.
• Commitment to Relay Resources' values: Justice, Equity, Strengths, Impact, and Growth.

SCOPE & ACCOUNTABILITY

Performs duties with moderate supervision and growing autonomy. Prepares work that is reviewed by senior staff for accuracy and clarity.

SUPERVISORY RESPONSIBILITY

None, but may mentor junior cross-functional staff members on projects as needed.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Office environment
• Hybrid work schedule
• Must be able to attend periodic in-person meetings