Senior Financial Analyst & Accountant

Make-a-Wish North Texas; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare

Vision

Dental

Disability insurance

Life insurance

401k company match

Paid time off & holidays

Job summary

Make-A-Wish North Texas seeks a Senior Financial Analyst & Accountant to partner with the CFO on budgeting, forecasting, financial analysis, reporting, and decision support while handling accounting, payroll, audits, and compliance.

You will translate financial data into actionable insights, build models in Excel and Power BI, and provide leadership with clear management reports in a fast-paced nonprofit setting.

Qualifications

• Bachelor's degree in accounting, finance, economics, business, or related field.
• 4-7 years of progressive accounting, FP&A, nonprofit finance, or related experience.
• Experience budgeting, forecasting, financial modeling, management reporting, and cross-functional analysis.
• Knowledge of best practices in financial modeling, reporting, and data visualization; formal training or experience preferred.
• Experience with NetSuite, Salesforce, Excel, Power BI, payroll, retirement plan, and expense management software preferred.
• CPA, CMA, FPAC, MBA or related certification/training preferred.

Responsibilities

• Support annual budgeting, forecast, and financial planning processes with CFO and leaders.
• Develop and maintain financial models, forecasts, scenarios, and planning tools.
• Analyze performance, risks, opportunities, and provide insights to leadership.
• Prepare management reports, dashboards, variance analyses, and presentations.
• Translate data into actionable insights for department budgets and decisions.
• Partner with shared services to support accounting operations, close processes, and audits.
• Assist with weekly check runs, payroll, retirement plan contributions, and journal entries.
• Improve reporting, forecasting, and data analysis using Excel, Power BI, and automation.

Skills

Budgeting & forecasting

Financial analysis

Management reporting

Decision support

Cross-functional collaboration

Power BI

Excel

Education

Bachelor's degree in accounting/finance/business/economics

Tools

NetSuite

Salesforce

Power BI

Payroll systems

Job description

We are currently seeking a Senior Financial Analyst & Accountantto join our team in Dallas, Texas.

The Senior Financial Analyst & Accountant we need is the kind of person who loves solving problems, uncovering insights, and ensuring the details are right. You're analytical, resourceful, and naturally curious. You don't simply report numbers; you want to understand what they mean, what risks they reveal, and what opportunities they create. You thrive in a fast-paced environment where you can take ownership of your work, think critically, and contribute to decisions that have a meaningful impact.

If you're motivated by continuous learning, enjoy balancing strategic analysis with hands-on execution, and take pride in delivering accurate, reliable work, keep reading.

As our Senior Financial Analyst & Accountant, you'll play a critical role in supporting the financial health and sustainability of Make-A-Wish North Texas. You'll partner closely with the CFO on budgeting, forecasting, financial analysis, reporting, and decision support while also contributing to accounting, payroll, audit, and compliance activities. This role is ideal for a finance professional who can communicate clearly with non-finance leaders, build strong working relationships across the organization, and confidently move between big-picture analysis and day-to-day financial operations.

Who We Are

Make-A-Wish North Texas - Since 1980, Make-A-Wish has been creating life-changing wish experiences for children with critical illnesses around the world. Research shows wishes can have a positive impact on a child's emotional and physical well-being, helping replace fear with confidence, sadness with joy, and anxiety with hope. A wish doesn't just transform the life of a child, it creates lasting impact for families, supporters, and entire communities.

Make-A-Wish North Texas is 100% locally funded and serves 161 counties across the state of Texas, including Dallas, Fort Worth, El Paso, Amarillo, Lubbock, Midland/Odessa, and the surrounding areas. Since our chapter's founding in 1982, we have granted over 14,000 wishes. To learn more about us, visit https://wish.org/ntx .

Our Mission

Together, we create life-changing wishes for children with critical illnesses.

How We Work

We understand we have the responsibility - and privilege - of meeting families at the hardest moment of their lives and offering something luminous in return: hope. We're more than a nonprofit, we're a community united by the belief that hope has the power to transform lives and we are guided by our cultural values of Freedom & Responsibility, Community, Unwavering Commitment, Fearless Curiosity, and Celebration. We believe in assuming positive intent, listening to understand, embracing every voice, communicating transparently, and having fun while making a meaningful impact together.

What you'll do

• Support the annual budget, forecast, and financial planning processes in partnership with the CFO and organizational leaders.
• Develop and maintain financial models, forecasts, scenario analyses, and planning tools that support decision-making and resource allocation.
• Analyze financial performance, trends, risks, and opportunities, providing insights and recommendations to support organizational goals.
• Prepare management reports, dashboards, variance analyses, and financial presentations for leadership, the Finance Committee, and Board.
• Translate financial data into clear, actionable insights and serve as a finance resource for department leaders and budget managers.
• Support cross-functional decision-making by helping leaders understand financial performance, spending trends, and budget impacts.
• Partner with Make-A-Wish America's Shared Financial Services team to support accounting operations, monthly and annual close processes, compliance requirements, and audit activities.
• Process or assist with weekly check runs, semi-monthly payroll, retirement plan contributions, and related journal entries.
• Support internal controls, financial compliance, audit preparation, tax reporting requirements, and stewardship of organizational resources.
• Improve financial reporting, budgeting, forecasting, and data analysis processes through the effective use of Excel, Power BI, and other tools.
• Identify opportunities to leverage automation, data visualization, and technology solutions to improve efficiency, accuracy, and decision‑making.

Our Perfect Candidate

Education and Experience

• Bachelor's degree in accounting, Finance, Economics, Business, or related field required.
• 4-7 years of progressive accounting, FP&A, nonprofit finance, or related experience.
• Demonstrated experience in budgeting, forecasting, financial modeling, management reporting, and cross-functional financial analysis preferred.
• Demonstrated knowledge of best practices in financial modeling, reporting, and data visualization, gained through formal training, professional certification, or experience within organizations with mature FP&A functions.
• Experience using generative AI tools, such as Claude, Microsoft Copilot, or similar tools, to improve financial analysis, reporting, workflow automation, decision support, or operational efficiency strongly preferred.
• Strong working knowledge of accounting principles required; nonprofit accounting, audit, Form 990, and payroll experience strongly preferred.
• Experience with NetSuite, Salesforce, Excel, Power BI, payroll, retirement plan, and expense management software platforms preferred.
• CPA, CMA, FPAC, MBA, or formal training/certification in financial modeling, FP&A, business analytics, or data visualization preferred.

Company Offers

• Competitive salary commensurate with experience and education
• Comprehensive benefits package available: healthcare, vision, dental, disability and life insurances; 401k company match; paid time off and holidays