Senior Financial Analyst

CFS; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

CFS seeks a financial analytics professional to manage workforce grants, financial aid, and participant funding initiatives. You will provide insights that influence operational and strategic decisions and build forecasting, reporting, and dashboarding capabilities.

You will partner with Finance, Accounting, Compliance, program leaders, educational institutions, and funding agencies to monitor performance and drive improvements in reporting accuracy and data quality.

Qualifications

• Experience in financial analysis, budgeting, forecasting, and reporting.
• Proficiency in data analysis, reporting, and dashboarding.
• Experience supporting grants, financial aid programs, or regulated funding environments.
• MIP Experience.

Responsibilities

• Analyze financial aid, workforce grant, and participant funding activity.
• Prepare budget-to-actual, forecast-to-actual, and variance analyses.
• Develop and maintain financial reports, dashboards, forecasts, and financial models.
• Monitor program expenditures, funding utilization, and cash requirements.
• Support audits, compliance reviews, grant management, and financial close activities.
• Present financial findings, risks, and recommendations to leadership.

Skills

Financial analysis

Budgeting

Forecasting

Reporting

Data analysis

Dashboarding

Grant support

MIP Experience

Tools

Dashboard tools

Job description

• Play a key role in managing and analyzing workforce grants, financial aid programs, and participant funding initiatives.
• Gain high visibility with leadership by presenting financial insights that influence operational and strategic decisions.
• Build advanced forecasting, reporting, and dashboarding expertise in a data-driven environment.
• Partner cross-functionally with Finance, Accounting, Compliance, program leaders, educational institutions, and funding agencies.
• Make a measurable impact on program effectiveness through data analysis and performance monitoring.
• Contribute to budgeting, forecasting, and financial planning activities tied to mission-critical programs.
• Drive process improvements that enhance reporting accuracy, data quality, and operational efficiency.
• Develop expertise in grant compliance, audit support, and funding source management.
• Work in a role that blends financial analysis, business partnership, and operational strategy.

Why This Opportunity Stands Out

• Play a key role in managing and analyzing workforce grants, financial aid programs, and participant funding initiatives.
• Gain high visibility with leadership by presenting financial insights that influence operational and strategic decisions.
• Build advanced forecasting, reporting, and dashboarding expertise in a data-driven environment.
• Partner cross-functionally with Finance, Accounting, Compliance, program leaders, educational institutions, and funding agencies.
• Make a measurable impact on program effectiveness through data analysis and performance monitoring.
• Contribute to budgeting, forecasting, and financial planning activities tied to mission-critical programs.
• Drive process improvements that enhance reporting accuracy, data quality, and operational efficiency.
• Develop expertise in grant compliance, audit support, and funding source management.
• Work in a role that blends financial analysis, business partnership, and operational strategy.

Key Responsibilities

• Analyze financial aid, workforce grant, and participant funding activity.
• Prepare budget-to-actual, forecast-to-actual, and variance analyses.
• Develop and maintain financial reports, dashboards, forecasts, and financial models.
• Monitor program expenditures, funding utilization, and cash requirements.
• Support audits, compliance reviews, grant management, and financial close activities.
• Present financial findings, risks, and recommendations to leadership.

Qualifications

• Experience in financial analysis, budgeting, forecasting, and reporting.
• Strong proficiency with data analysis, reporting, and dashboard tools.
• Experience supporting grants, financial aid programs, or regulated funding environments preferred.
• MIP Experience

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