Financial Analyst-Senior

Ledgent Finance & Accounting; Irvine (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Generous PTO & holidays

Winter break (extra days off during C+

Mission-driven culture

Job summary

Ledgent Finance & Accounting is seeking a Senior Financial Analyst in Irvine, CA to lead budgeting and forecasting efforts for a nonprofit organization. You will partner with department leaders to deliver insights and ensure alignment with strategic goals.

Responsibilities include monthly budget-to-actual analyses, financial modeling, and supporting audits. The role emphasizes collaboration, strong Excel skills, and clear communication with non-financial stakeholders.

Qualifications

• Bachelor's degree in finance, accounting, business, or related field.
• Minimum 5 years of financial analysis, budgeting, forecasting, and reporting.
• At least 3 years managing or supporting a comprehensive budgeting process.
• Experience in nonprofit, higher education, healthcare, or similarly complex orgs preferred.
• Strong analytical and financial modeling skills; advanced Excel skills.

Responsibilities

• Lead the annual budgeting process with department leaders.
• Prepare monthly budget-to-actual analyses, forecasts, and reports.
• Monitor spending, identify trends, and advise on financial goals.
• Evaluate program proposals via financial modeling.
• Track restricted funds and advise on fund utilization.
• Support external reporting and audits.

Skills

Advanced Excel

Financial modeling

Budgeting & forecasting

Nonprofit experience

Stakeholder communication

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

Budgeting software

Excel

Job description

Senior Financial Analyst Irvine, CA | $90,000 - $110,000

Our client is a mission-driven nonprofit organization dedicated to making a meaningful impact in the community. Giving back is at the heart of their culture , and they are seeking a collaborative and analytical Senior Financial Analyst to support strategic financial planning, budgeting, and organizational decision-making.

Position Summary

The Senior Financial Analyst will play a key role in managing the organization's budgeting and forecasting processes while partnering with department leaders across the organization. This position is responsible for delivering financial insights, monitoring performance against budget, identifying trends and risks, and supporting leadership with data-driven recommendations.

Key Responsibilities

• Lead the annual budgeting process and partner with department leaders on financial planning.
• Prepare monthly budget-to-actual analyses, forecasts, and financial performance reports.
• Monitor departmental spending, identify trends, and provide recommendations to support financial goals.
• Evaluate program proposals and strategic initiatives through financial modeling and analysis.
• Track restricted funds and provide guidance on appropriate fund utilization.
• Maintain cost centers, reporting structures, and cost allocation methodologies.
• Support external reporting, audits, and other finance-related projects as needed.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum of 5 years of experience in financial analysis, budgeting, forecasting, and reporting.
• At least 3 years of experience managing or supporting a comprehensive budgeting process.
• Experience within a nonprofit, higher education, healthcare, or similarly complex organization is highly preferred.
• Strong analytical, financial modeling, and problem-solving skills.
• Advanced Excel skills and experience working with budgeting and financial reporting systems.
• Ability to communicate financial information effectively to non-financial stakeholders.

Compensation & Benefits

• Salary Range: $90,000 - $110,000 annually
• Comprehensive benefits package
• Generous paid time off and company holidays
• Additional paid winter break, including extra paid days off during the Christmas and New Year holiday season
• Collaborative, mission-driven culture with a strong commitment to giving back to the community
• Opportunity to make a meaningful impact while supporting a nonprofit organization's mission

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.

We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.