Senior Financial Analyst

United Planning Organization Inc; Washington (District of Columbia); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Dental/MetLife

Vision/VSP

401k with Safe Harbor

Sick Leave

Vacation Leave

Personal Days

Paid Holidays

Job summary

United Planning Organization (UPO) in Washington, DC, seeks a seasoned Finance professional to manage grants financial management, monitoring, reporting, and compliance with federal, state, and private awards.

The role partners with program executives and the Finance Director to maximize funding utilization, support financial sustainability, and ensure program outcomes through budgeting, analysis, and audit readiness.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• Five (5) years of professional experience as a grant accountant or financial analyst.
• Excellent organizational skills and attention to detail; strong analytical and problem‑solving skills.
• Thorough understanding of GAAP and financial analysis methods; data mining and database development.

Responsibilities

• Coordinate design, testing, and implementation of complex financial analyses and process improvements.
• Manage program expenditures to ensure allowability, allocability, reasonableness, and compliance with grant terms.
• Lead development of the UPO annual budget, grant budgets, and budget narratives; provide guidance during budget processes.
• Support development of complex accounting processes, systems, and procedures; maintain Cost Allocation Plan.

Skills

Advanced Excel

GAAP knowledge

Financial analysis

Budget development

Data mining

Education

Bachelor's degree in accounting/finance

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Regular Full-Time Washington, DC, US

6 days ago Requisition ID: 1294

Salary Range: $90,000.00 To $105,000.00 Annually

The United Planning Organization (UPO) is the designated Community Action Agency for Washington, District of Columbia, and has served the residents of the District since 1962. Our Vision for the future is “UPO’s Washington: A city of thriving communities and self-sufficient residents”; our Mission is “Uniting People with Opportunities.”

DIVISION/OFFICE: Office of Finance

BULLETIN No: 01082026

SALARY RANGE: $90,000-$105,000 (Commensurate with experience)

OPENING DATE: August 5, 2026

JOB SUMMARY:

Responsible for the financial management, monitoring, reporting, and compliance of UPO grants and contracts in accordance with federal, state, and private award requirements. Works closely with program executives, the Finance Director, and other stakeholders to support financial sustainability, compliance, and achievement of program outcomes.

Responsibilities include, but are not limited to, budget development, financial analysis and reporting, cost allocation, and audit preparation to maximize funding utilization and mitigate risk.

MAJOR DUTIES:

Coordinate and participate in the design, testing, implementation, and review of complex manual and automated financial analyses, transactional accounting treatment, and the development of process improvements.

Manage program expenditures to ensure they are allowable, allocable, reasonable, and compliant with grant agreements, donor requirements, UPO Purchase Order Agreement, and applicable regulations, including 2 CFR Part 200 (Uniform Guidance).

Serve as the lead in developing the UPO annual budget, grant proposal budgets, re-budgeting and modification requests, and budget narratives. Provide budget guidance and recommendations during budget development and application processes. Perform periodic analyses of personnel, fringe, occupancy, and indirect cost allocations to ensure compliance with funding requirements.

Support the Finance Director in developing and reviewing complex financial accounting processes, systems, and procedures to promote efficient workflow and conformity with accounting principles.

Support the maintenance and implementation of the organization’s Cost Allocation Plan; review allocation methodologies for shared administrative and occupancy costs.

Analyze trends and provide recommendations to improve financial performance and compliance. Analyze and propose alternative system designs and identify potential improvements to existing systems and processes.

MINIMUM QUALIFICATIONS :

Bachelor’s degree in accounting, finance, or a related field required. Five (5) years of professional experience as a grant accountant or financial analyst required. Excellent organizational skills and attention to detail. Superior Excel skills, along with strong analytical and problem‑solving skills. Thorough understanding of generally accepted accounting principles (GAAP). Thorough understanding of financial analysis methods and procedural methods used in data mining and database development. Must be able to work sensitively and effectively with individuals from diverse educational, socioeconomic, and cultural backgrounds.

DESIRED QUALIFICATIONS:

Experience with U.S. government grants, including Head Start/Early Head Start and other Health and Human Services agency grant awards.

OTHER REQUIREMENTS

In the event that an offer is extended, the candidate will be required to successfully complete a criminal background check and/or FBI fingerprinting, and pre-employment drug screening as applicable for the position .

• Dental/MetLife, all employees paid
• Vision/VSP, all employees paid
• 401k, Safe Harbor Match-5.5% given as a benefit, will match 1% of staff contribution
• Sick Leave 4.5 Hours Every Pay Period
• Vacation Leave 4.5 Hours Every Pay Period
• 2 Personal Days
• Paid Holidays

ELIGIBLE FOR REMOTE/TELEWORK:

n YES (based on UPO Telework Policy, o NO

This position IS NOT in the collective bargaining unit of the CWA Union .

FLSA STATUS: Exempt