Senior Financial Planning & Analysis Analyst

Greenkey Resources LLC; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Greenkey Resources LLC seeks a Senior Financial Planning & Analysis Analyst to support government-funded and private foundation projects in New York. You will develop grant budgets, analyze performance, and build dashboards to inform strategic decisions.

The role collaborates with Payroll, Grants, Accounting, IT, and Billing Ops while improving reporting processes. The ideal candidate has 4+ years in FP&A, advanced Excel skills, and familiarity with Vena Solutions and NetSuite.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Minimum of 4 years of experience in financial analysis, budgeting, and reporting.
• Advanced proficiency in Excel, including financial modeling, pivot tables, and formulas.
• Experience with Vena Solutions and NetSuite preferred.
• Strong analytical skills and ability to communicate complex financial data clearly.
• Excellent organizational and time management skills with the ability to prioritize tasks.

Responsibilities

• Develop grant-level budgets ensuring compliance with fiscal policies and effective utilization of funds.
• Prepare and present financial performance reports, highlighting key metrics and trends to stakeholders.
• Create and deliver actionable financial reports and dashboards using Vena Solutions and other tools.
• Collaborate with departments to ensure data consistency and alignment across the organization.
• Maintain and enhance financial models, reporting tools, and data collection processes.
• Identify and implement process improvements within financial reporting and planning cycles.
• Provide technical and analytical support to the Billing Operations team.
• Manage high-impact special projects and prioritize critical tasks effectively.

Skills

Analytical thinking

Advanced Excel

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

Vena Solutions

NetSuite

Job description

Senior Financial Planning & Analysis Analyst Overview

• The Senior Financial Planning & Analysis Analyst is a pivotal role in supporting the financial strategy of the organization.
• Collaborate with the Manager of FP&A to manage financial planning and analysis for government-funded and private foundation projects.
• Provide essential financial analysis for annual budgets, quarterly forecasts, and multi-year financial planning initiatives.
• Work closely with various departments, including Payroll, Grants, Accounting, and IT, ensuring financial alignment.
• Develop and maintain financial models, dashboards, and reports to enhance decision-making processes.
• Support the organization’s mission by ensuring compliance with fiscal policies and effective grant spending.
• Contribute to process improvements and automation within financial reporting and planning cycles.
• Participate in professional development and foster an inclusive work environment.

Senior Financial Planning & Analysis Analyst Key Responsibilities & Duties

• Develop grant-level budgets ensuring compliance with fiscal policies and effective utilization of funds.
• Prepare and present financial performance reports, highlighting key metrics and trends to stakeholders.
• Create and deliver actionable financial reports and dashboards using Vena Solutions and other tools.
• Collaborate with departments to ensure data consistency and alignment across the organization.
• Maintain and enhance financial models, reporting tools, and data collection processes.
• Identify and implement process improvements within financial reporting and planning cycles.
• Provide technical and analytical support to the Billing Operations team.
• Manage high-impact special projects and prioritize critical tasks effectively.

Senior Financial Planning & Analysis Analyst Job Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
• Minimum of 4 years of experience in financial analysis, budgeting, and reporting.
• Advanced proficiency in Excel, including financial modeling, pivot tables, and formulas.
• Experience with Vena Solutions and NetSuite preferred.
• Knowledge of grants, billing practices, and related regulations is advantageous.
• Strong analytical skills and ability to communicate complex financial data clearly.
• Excellent organizational and time management skills with the ability to prioritize tasks.
• Ability to work independently and collaboratively in a dynamic environment.