Financial Analyst

This is a fully remote position, open to applicants in New York.

📋 Description

• Generate monthly financial reports for NEO’s Project Partnership initiatives, which encompass budget-to-actuals, general ledger details, encumbrance reports, and various schedules.

• Assist in the preparation of monthly financial reporting packages for Collaborative Funds and Strategic Partnership projects.

• Develop ad hoc financial reports for various programs and departments.

• Update grant record information in NetSuite on a weekly basis.

• Aid in the preparation of interim and final financial grant reports for funders.

• Compile monthly grant reporting packages for PJP Projects.

• Prepare journal entries to reclassify grant expenses and monitor grant spenddown.

• Support grant reconciliation activities, including verifying record status and tracking grant spend-down.

• Assist with periodic budget modifications and annual budgeting for PJP projects.

• Organize budget meetings for departments and program areas.

• Collect and analyze budget data.

• Upload and maintain program and department budgets within NetSuite.

• Analyze monthly revenue re-projections in collaboration with program staff.

• Update tools for monitoring budget versus actuals and evaluate risk.

• Help with monthly allocation journal entries and compile benefits summary reports.

• Ensure that revenue and expenses are accurately coded.

• Review dimensional coding and prepare corrective GL journal entries.

• Gather timesheet information and update employee records in NetSuite.

• Maintain accurate coding in NetSuite and ensure alignment with Salesforce.

• Assist with audits and 990 schedules.

• Monitor net asset balances and support cash flow risk management controls.

• Provide coverage and backup for the FP&A team.

• Undertake additional duties and special projects as assigned by the Director of FP&A and CFO.

⛳️ Requirements

• A Bachelor’s degree in business, Accounting, or Finance, or a Bachelor’s degree combined with relevant work experience in Business, Accounting, or Finance is required.

• A minimum of 2-3 years of experience in budgeting and financial reporting is required.

• High proficiency in Excel is essential.

• A strong understanding of accounting principles and practices is required, preferably in a nonprofit context.

• Familiarity with nonprofit grant accounting and reporting (pre & post award) is preferred.

• Prior experience or knowledge in nonprofit grants management is advantageous.

• Ability to work independently and manage competing deadlines comfortably.

• Detail-oriented approach to working with financial data, with the ability to identify trends and ensure accuracy.

• Strong analytical skills are essential.

• Excellent oral and written communication skills are required.

• Capability to manage multiple projects successfully while fostering collaborative relationships with other departments.

• Availability during collaborative working hours from 10 AM to 4 PM EST is necessary.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Long-term disability insurance.

• Pet insurance.

• Flexible Spending Account (FSA).

• Commuter benefits.

• 401k retirement plans.

• Generous Paid Time Off.

• Employee Assistance Program (EAP).

• Fully remote work option.

• Option to choose a partially in-office schedule if based in NYC.

• In-person meetings held 1-2 times per year.

• A supportive and collaborative work environment.

• Opportunities for professional growth.