Financial Analyst

Jewish Federation of Greater MetroWest NJ; Scotch Plains (NJ); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

FSAs; HSA

Mass transit and commuter parking FSAs

401(k) retirement with employer match

Paid time off

Complimentary facility membership

Program discounts for family

Job summary

Jewish Federation of Greater MetroWest NJ is seeking a Financial Analyst to support the Finance Department with budgeting, planning, and internal reporting. You will partner with department heads to manage budgets and provide actionable financial insights to drive decisions.

The role is full-time, exempt, reporting to the Senior Director of Finance. A collaborative, analytically minded professional who enjoys data and people in a mission-driven environment will excel here.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or Accounting.
• 3+ years of experience in financial analysis, budgeting, operations, or related field.
• Ability to organize and interpret data clearly and accurately.
• Experience with financial systems, reporting tools, or dashboards preferred.

Responsibilities

• Support the development and coordination of the annual operating budget across all departments.
• Prepare and distribute monthly departmental financial (P&L) reports.
• Analyze program-level financial performance, including revenue and expense.
• Develop financial models and scenario analyses; identify trends and variances.
• Extract, organize, and analyze financial data from accounting and operational systems.

Skills

Analytical thinking

Excel expertise

Communication skills

Time management

Attention to detail

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Tools

Microsoft Excel

Job description

The Financial Analyst plays a key role in supporting the JCC’s Finance Department with financial planning, budgeting, and internal reporting processes. This role partners closely with department heads to help them understand and manage their budgets, while providing clear, actionable financial insights to support decision-making across the organization. The Financial Analyst is a key member of the Finance team, responsible for preparing and distributing monthly financial reports, supporting the annual budgeting process, and analyzing program-level performance

This full-time, overtime exempt role, reporting to the Senior Director of Finance, serves as a bridge between the Finance Department and program staff. The ideal candidate is a collaborative, analytically minded professional who enjoys working with both data and people in a mission-driven environment.

Key Responsibilities:

Financial Budgeting & Forecasting

• Support the development and coordination of the annual operating budget across all departments
• Work directly with department leaders to build, refine, and manage their budgets
• Ensure consistency, accuracy, and completeness of budget inputs
• Support organizational forecasting processes, including quarterly or periodic updates
• Assist in developing financial models and scenario analyses
• Track key financial and operational metrics to inform projections
• Other relevant duties as assigned

Financial Analysis & Reporting

• Prepare and distribute monthly departmental financial (P&L) reports in a timely manner
• Ensure reports are clear, accurate, and user-friendly
• Analyze program-level financial performance, including revenue and expense
• Serve as a financial resource to department heads to:
• Identify and analyze root causes of financial variances
• Follow up on discrepancies, missing information, or unexpected results
• Foster a culture of financial awareness and accountability
• Identify trends, risks, and opportunities across departments and programs
• Partner with Accounting Manager to maintain consistency between internal reports and financial statements

Data Management & Systems

• Extract, organize, and analyze financial data from accounting and operational systems
• Ensure data accuracy and alignment across systems
• Support improvements in financial reporting tools, dashboards, and processes
• Assist in maintaining reporting templates and documentation

Physical Demands:

• Ability to sit for extended periods while working at a computer
• Frequent use of hands and fingers for typing, data entry, and operating office equipment
• Ability to view a computer screen for prolonged periods
• Occasional standing, walking, bending and reaching
• Ability to communicate clearly, both verbally and in writing
• Ability to lift and move light materials, typically up to 15 pounds

Key Benefits Offered:

• Medical, Dental, Vision
• Basic and Supplemental Life Insurance
• Medical and Dependent Care FSAs; HSA
• Mass transit and commuter parking FSAs
• 401(k) retirement plan with employer match
• Paid time off
• Complimentary membership with use of facilities (fitness, aquatics, programs)
• Program discounts for the entire family

Salary Range: $70,000 – $75,000 annually; commensurate with experience

Skills required:

• Strong analytical and problem-solving skills
• Advanced proficiency in Microsoft Excel required
• Strong communication and interpersonal skills, with the ability to work effectively with non-financial staff
• Detail-oriented with strong organizational and time management skills

Required qualifications:

• Bachelor’s degree in Finance, Business, Economics, Accounting, or related field
• 3+ years of experience in financial analysis, budgeting, operations, or related field
• Ability to organize and interpret data clearly and accurately
• Experience with financial systems, reporting tools, or dashboards preferred