Financial Analyst

NEO Philanthropy; New York (NY); Hybrid; USD 73.000 - 80.000; Vollzeit

Zusammenfassung

NEO Philanthropy in NYC seeks a Financial Analyst to join the FP&A team, handling financial and grants management for Project Partnerships and related projects.

You will prepare monthly reports, support budgeting, grant reporting, and journal entries while collaborating with program staff and departments.

The ideal candidate has 2–3 years in budgeting and financial reporting, strong Excel skills, and knowledge of nonprofit accounting in a collaborative, mission‑driven environment.

Qualifikationen

• Bachelor's degree in business, Accounting or Finance or equivalent work experience.
• At least 2–3 years of budgeting and financial reporting experience.
• High proficiency in Excel required.
• Knowledge of accounting principles, preferably nonprofit.
• Knowledge of nonprofit grant accounting preferred.
• Detail‑oriented with strong analytical ability.
• Strong oral and written communication skills.
• Ability to manage multiple projects and collaborate cross‑functionally.

Aufgaben

• Prepare monthly financial reports for Project Partnerships (PJP) projects including budget‑to‑actuals, GL detail, encumbrance reports, and other schedules.
• Support monthly reporting packages for Collaborative Funds and Strategic Partnership projects.
• Ensure high‑quality financial reports are accurate and timely.
• Create ad hoc financial reports for NEO’s programs and departments.
• Update grant data in NetSuite weekly and prepare grant reporting packages.

Kenntnisse

Budgeting & financial reporting

Analytical skills

Communication skills

Detail‑oriented

Proficiency in Excel

Independently manage deadlines

Ausbildung

Bachelor's degree in business, Accounting or Finance

Tools

NetSuite

Jobbeschreibung

Job Details

Description

Overview: NEO Philanthropy is a trusted bridge between funders and movement-building organizations in the U.S. As a 501(c)(3) public charity and philanthropic intermediary with a 40-year track record of providing critical infrastructure to a wide range of progressive social justice movements, NEO Philanthropy continues to deliver tailor‑made support and innovative solutions in service of equity and justice.

Position

As a member of the Financial Planning and Analysis (FP&A) team, the Financial Analyst is responsible for the financial and grants management of NEO’s funds and projects. In particular, this position is highly involved in the monthly reporting and annual budgeting processes for the Project Partnerships (PJP) team, which oversees a portfolio of nearly 70 fiscally sponsored projects. This position enjoys exposure to many aspects of nonprofit finance due to the diversity of NEO’s projects, whose focus areas range from civic engagement to racial equity to reproductive rights. The ideal candidate is organized, reliable and motivated with prior experience in the nonprofit or public sector. Additionally, NEO and the Finance Department provide a supportive and collaborative work environment with opportunities for growth due to the small core team.

Location

NEO Philanthropy has its headquarters in NYC and the finance department is based in that office. NEO HQ has a hybrid‑work remote structure based on job function. It is our expectation that this role will be able to be fully remote, with in‑person meetings required 1‑2 times per year; however, staff will have the option to select a partially in‑office schedule if they are based in NYC. This role will be expected to be available during the working collaboration hours 10a‑4p EST.

Responsibilities

Financial Reporting

• Prepare the monthly financial reports for NEO’s Project Partnership (PJP) projects including budget to actuals, general ledger detail, encumbrance report and other schedules.
• Support preparation of monthly financial reporting packages for Collaborative Funds and Strategic Partnership projects as needed.
• Ensure that financial reports and tools meet the needs of NEO and its program departments.
• Ensure that high‑quality financial reports are delivered in an accurate and timely manner.
• Create ad hoc financial reports for NEO’s programs and departments.

Grant Reporting

• Update grant record data in NEO’s financial system, NetSuite, on a weekly basis.
• Support preparation of interim and final financial grant reports for NEO’s funders.
• Prepare monthly grant reporting package for NEO’s PJP Projects
• Prepare journal entries to reclass grant expenses on an ongoing basis and help track grant spenddown for all of NEO’s funds and projects.
• Support the grant reconciliation process with the FP&A team members, including verifying record status and grant spend‑down.

Budgeting

• Work with the FP&A team to support NEO’s periodic budget modification processes and annual budgeting process for PJP projects.
• Schedule budget meetings for all departments and program areas.
• Support FP&A team in compiling budget data for NEO, providing analysis as requested.
• Upload and maintain all program and department budgets to NEO’s financial system, NetSuite.
• Collaborate with program staff to collect and analyze revenue re‑projections for all programs on a monthly basis.
• Refresh tools to monitor budget vs. actuals and assess risk on a monthly basis.

Monthly Close

• Assist the FP&A Managers with drafting journal entries for our monthly allocation process such as shared costs and benefits. Compile benefits summary report.
• Work with PMs and Department Heads to ensure revenue and expenses are correctly coded at point of transaction.
• Review and maintain proper and accurate dimensional coding of transactions in NEO’s financial system; prepare correcting GL journal entries as needed.

Other Responsibilities

• Gather timesheet data for NEO and NEO AF employees.
• Update and upload employee record in NetSuite.
• Maintain accurate coding in NetSuite and ensure they sync with Salesforce.
• Provide support in audit and 990 schedules as requested.
• Support internal control management of cash flow risk by monitoring net asset balances of NEO’s funds and projects and working with program staff to develop plans when a concern arises.
• Provide coverage and backup for the FP&A Team as needed.
• Other duties or special projects as assigned by the Director of FP&A and CFO.

Desired Qualifications

The successful candidate will have prior experience or knowledge of nonprofit grants management, be proficient in Excel, and be comfortable working independently and managing competing deadlines. The requirements listed below are representative of the knowledge, skill, and/or ability required for a candidate to perform this job successfully.

• Bachelor’s degree in business, Accounting or Finance or a Bachelor’s combined with relevant work experience in Business, Accounting, or Finance required.
• At least 2‑3 years of budgeting and financial reporting experience required.
• High proficiency in Excel required.
• Knowledge of accounting principles and practices required, preferably in the nonprofit context.
• Knowledge of nonprofit grant accounting and reporting (pre & post award) preferred.
• Detail‑oriented ability to work with financial data, spot trends, and ensure accuracy.
• Strong analytical skills are essential.
• Strong oral and written communication skills are essential.
• Ability to work on multiple projects successfully, while maintaining collaborative relationships with other departments.

Compensation

Salary range for this position is $73,000 to $80,000 per year, depending on experience. NEO provides generous benefits, which includes medical, dental, vision, life, long term disability, and pet insurance. We also administer FSA, Commuter benefit, and 401k retirement plans and have generous Paid Time Off and an Employee Assistance Program (EAP).

NEO Philanthropy Careers

NEO Philanthropy is committed to attracting, developing and retaining exceptional people, and to creating a work environment that is dynamic, rewarding and enables each of us to realize our potential. NEO Philanthropy's work environment is safe and open to all employees and partners, respecting the full spectrum of race, color, religious creed, sex, gender identity, sexual orientation, national origin, political affiliation, ancestry, age, disability, genetic information, veteran status, and all other classifications protected by law in the locality and/or state in which you are working.