Senior Financial Analyst

The Legal Aid Society (LAS) has an annual revenue of more than $400 million in restricted City, State and unrestricted development revenue to fund its three practice areas, Criminal Defense, Juvenile Rights and Civil Legal Services.

 

The Senior Financial Planning & Analysis Analyst works closely with the Manager of FP&A to execute the organizations financial strategy, primarily funded by government funding agencies and private foundations. This role assists the Manager in overseeing and managing the financial planning and analysis team, providing essential financial analysis for annual budgets, quarterly forecasts, and multi-year finance planning.

 

The position will work collaboratively with other Departments within the Legal Aid Society including but not limited to Payroll, Grants and Contracts, Accounting, Accounts Payable, Development, Human Resources, Facilities, Legal and IT.

 

The ideal candidate will have a strong background in financial analysis, budgeting, forecasting and reporting. This position requires exceptional analytical skills combined with advanced technological expertise to develop budgets, track spending, analyze cash flow, and forecast program activities related to grants and contracts.

 

ESSENTIAL DUTIES/RESPONSIBILITIES

Budget Management

• Develop grant level budgets ensuring compliance with all internal LAS and grant funder fiscal policies
• Submit annual grant level budgets, monitor and submit mid-year budget modifications that may be necessary to ensure effective grant spending

 

Budget, Financial Forecasting and Planning

• Create and deliver accurate, timely, and actionable financial reports, dashboards, and presentations via Vena Solutions to senior management, highlighting key insights and variances
• Recommend adjustments to spending to minimize budget modifications while spending all available funds
• Act as liaison with Practice areas regarding program finance activity at the grant and contract level

 

Financial Reporting, Analysis and Data Collection  

• Prepare and present financial performance reports, highlighting key metrics, trends, and insights to program teams
• Maintain financial models, reporting tools, and data reports to enhance the efficiency and accuracy of financial processes
• Work closely with other departments to ensure data consistency and alignment across the organization
• Develop, maintain, and distribute ad-hoc reports and financial models as needed
• Acquire, manage, manipulate, and analyze large amounts of data from multiple sources utilizing Excel, other Microsoft Office Suite tools, and other software as needed
• Prioritize and manage frequent, high-impact special projects

 

Financial Process Improvement

• Create, modify, and update Financial Edge reports as needed. Identify and implement process improvements within the financial reporting and planning cycles by leveraging Vena Solutions’ workflow automation and reporting capabilities
• Provide strong technical and analytical support to the Billing Operations team

Professional Development and Other Duties as Assigned

• Participate in continuous professional development
• Continuously learn about forms of bias in the workplace and demonstrate affirmative behaviors that support an inclusive work environment
• Other duties as assigned

 

QUALIFICATIONS

Required qualifications:

• Bachelor’s degree required, with a focus in Finance, Accounting, Business Administration, Political Science or related field preferred
• Minimum 4 years of related experience involving analytical research and reporting of complex financial data

 

Preferred qualifications:  

• Non-profit experience preferred

 

KNOWLEDGE, SKILLS AND ABILITIES

Position Based Knowledge, S