Senior Financial Analysis Lead

Vaco; New York (NY); On-site; USD 90,000 - 103,000; Full time

Job summary

Non-Profit Organization in Manhattan, NY is seeking a Senior Financial Analysis Lead on a contract-to-hire basis. The role leads FP&A, budgeting, forecasting, and financial modeling to drive strategic decision-making.

The ideal candidate will translate complex financial data into actionable insights, partner with cross-functional teams, and guide executive reporting and KPI development in a fast-paced nonprofit environment.

Qualifications

• 6+ years of FP&A, nonprofit preferred.
• Strong financial modeling, budgeting, and forecasting abilities.
• Advanced Excel and BI tool proficiency.

Responsibilities

• Lead annual budgeting process across departments.
• Develop dynamic forecasts, long-range plans, and KPI targets.
• Create executive reports, dashboards, and board presentations.
• Provide data-driven insights and risk assessments.
• Collaborate cross-functionally to optimize financial policies.

Skills

Financial modeling

Budgeting & forecasting

Advanced Excel & BI tools

Education

Bachelor's degree in Finance or related field

Tools

Excel

Power BI

Job description

Client: Non-Profit Organization

Role: Senior Financial Analysis Lead (Contract to Hire)

Pay Rate: $65/hr - $75/hr

Location: Manhattan, NY - *Midtown - Hybrid - 3 days a week in office - 2 days WFH*

Job Description:

About the Role

The Financial Planning & Analysis (FP&A) Lead is a senior financial resource responsible for directing, refining, and executing organizational financial planning and strategy. Working closely with cross-functional leadership, this role bridges strategic goals with quantitative analysis - leading budgeting, forecasting, financial modeling, and performance metrics.

The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

Key Responsibilities

Strategic Budgeting & Financial Forecasting

• Lead the annual organization-wide budget process, driving alignment and coordination across all department heads.
• Develop dynamic financial forecasts, long-range financial plans, and scenario models aligned with strategic organizational priorities.
• Translate strategic initiatives into clear, measurable financial and operational targets, key performance indicators (KPIs), and executive reporting frameworks.

Financial Modeling & Business Intelligence

• Build, maintain, and enhance sophisticated financial models to support resource allocation, capital planning, and key operational decisions.
• Evaluate the financial viability, performance, and return on investment for proposed programs, strategic projects, grant funding, and special initiatives.
• Monitor historical performance alongside macroeconomic trends to inform both short- and long-term financial strategies.

Reporting, Insights & Leadership Advisory

• Prepare comprehensive executive reports, dashboards, and board presentations evaluating financial performance, key trends, risks, and growth opportunities.
• Deliver clear, data-driven financial analyses for senior leadership, the Finance Committee, and the Board of Directors.
• Proactively identify emerging financial risks and formulate practical, solutions-oriented recommendations.

Cross-Functional Collaboration & Continuous Improvement

• Serve as a trusted advisor to program and department leaders, evaluating the financial impact of ongoing operations, donor funding/grants, and new initiatives.
• Support the development, rollout, and ongoing refinement of financial policies, planning systems, and reporting tools.
• Drive ad hoc financial analyses, special projects, and continuous FP&A process automation and improvement.

Required Qualifications & Competencies

• Experience: 6+ years of progressive experience in financial planning and analysis, corporate finance, or strategic financial management (nonprofit FP&A experience strongly preferred).
• Technical Skills: Advanced financial modeling, budgeting, and forecasting capabilities; deep proficiency with financial management systems, reporting software, and Excel/bi-tools.