Financial Analyst, Client Service, Managed Organizations (AA)

Arabella Advisors; Durham (NC); Remote; USD 65,000 - 80,000; Full time

Job summary

Arabella Advisors in Durham, NC, is seeking a Financial Analyst, Client Service, to support nonprofit clients with high-quality financial reporting and expert guidance on financial practices. This full-time role requires coordinating with internal teams and external partners to ensure accurate, compliant reporting.

You will translate complex program finances for non-financial stakeholders, prepare forecasts, help craft proposals for private foundations, and contribute to trainings and process

Responsibilities

• Communicate financial information to non-financial stakeholders in a polished, professional manner
• Review and analyze program financial statements, prepare forecasts, and solve financial issues
• Review and help prepare the financial components of proposals and reports to private foundation funders
• Participate in the preparation of webinar trainings for internal staff and external clients on nonprofit financial management
• Design tailored training sessions for internal teams to address financial literacy challenges
• Collaborate with non-financial colleagues across departments to improve financial reporting accuracy
• Update and maintain shared financial templates and other team resources

Job description

Financial Analyst, Client Service, Managed Organizations (AA)

Posted on March 29, 2021

Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

About Arabella's Managed Nonprofit Organizations Team

Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health, and civic engagement.

Our Commitment to Diversity, Equity, and Inclusion (DEI)

Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. We expect all our employees to share this commitment, and always seek ways to improve how we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.

ABOUT THE POSITION

Reporting to the Director of Client Financial Services, the full-time Financial Analyst, Client Service will support internal and external stakeholders by advising on financial best practices and ensuring high quality financial reporting for a variety of nonprofit clients.

• Communicate financial information to non-financial stakeholders in a polished, professional manner
• Provide financial client service to internal colleagues by reviewing and analyzing program financial statements, preparing forecasts, and problem-solving as other financial issues or questions arise
• Review and help prepare the financial components of proposals and reports to private foundation funders
• Participate in the preparation of webinar trainings designed for internal staff and external clients on processes and best practices in nonprofit financial management
• Work in tandem with teammates to identify financial literacy challenges and design tailored training sessions for internal business teams
• Work collaboratively with non-financial colleagues across multiple departments to improve systems and processes, in order to improve accuracy of financial reporting for our clients
• Update and maintain shared financial templates and other key team resources

While this full-time position must be based in Durham, NC, please note that due to COVID-19, all Arabella Advisors' offices are closed, and we remain a remote-first organization until further notice. We have a strong firm culture rooted in collaboration and in-person interactions between colleagues. To that end, once our offices reopen it is our expectation that all staff will generally work from the office according to a schedule agreed upon with their supervisor.

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