Nonprofit Financial Analyst & Portfolio Data Lead

United Jewish Appeal-Fed of Jewish; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

UJA-Federation in New York is seeking a Financial Analyst to join the Network Department. The role bridges financial analysis, data infrastructure, and partner engagement, helping reveal how agencies are financially performing and where support is needed.

You will collect audited statements, 990s, and budgets, build scorecards and dashboards, and translate complex numbers for non-financial leaders. The position emphasizes collaboration, GAAP expertise, and capacity-building with core partners,

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3–5 years of relevant financial analysis experience.
• Ability to read and interpret nonprofit financial statements (audited financials, Form 990).
• Excel proficiency including pivot tables; familiarity with GAAP and nonprofit reporting.
• Experience with data visualization tools and AI-assisted data extraction and workflow automation.
• Excellent collaboration and communication skills; able to translate financials for non-financial audiences.

Responsibilities

• Manage annual collection of financial data across grantee portfolio and maintain centralized repository.
• Analyze financial health across the portfolio using a scorecard framework and flag concerns.
• Conduct agency-level financial reviews and develop summaries.
• Support capacity-building data analysis and dashboard development.
• Maintain direct contact with agency finance staff through 1:1 conversations and site visits.
• Support grantmaking analytics including GOS modeling and reporting to Network leadership.

Skills

Financial analysis

Nonprofit finance

Excel

GAAP

Data visualization

AI-assisted data extraction

Communication

Project management

Collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Pivot tables in Excel

Job description

UJA-Federation in New York is seeking a Financial Analyst to join the Network Department. The role bridges financial analysis, data infrastructure, and partner engagement, helping reveal how agencies are financially performing and where support is needed.

You will collect audited statements, 990s, and budgets, build scorecards and dashboards, and translate complex numbers for non-financial leaders. The position emphasizes collaboration, GAAP expertise, and capacity-building with core partners,