Senior Financial Planning Analyst

Aprio Talent Solutions; Atlanta (GA); On-site; USD 95,000 - 140,000; Full time

Job summary

A dynamic nonprofit organization seeks a Senior FP&A Analyst in Atlanta, GA. The successful candidate will enhance financial models, drive budgeting, and leverage AI tools for operational efficiency. With a strong focus on collaboration and reporting, this full-time role offers an opportunity to innovate in financial planning.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Fantastic Work/Life Balance

Ability to Work With AI Tools

Be At The Forefront of FP&A

Qualifications

• 5+ years of relevant experience in financial planning and analysis.
• Advanced proficiency in Microsoft Excel and experience with financial systems.
• Familiarity with APIs and coding concepts is a plus.

Responsibilities

• Lead budgeting and forecasting processes across departments.
• Develop dynamic financial models and dashboards.
• Conduct detailed financial performance analysis for leadership.

Skills

Financial Modeling

Data Analysis

Excel

Power BI

Cross-Functional Collaboration

Education

Bachelor's degree in Finance, Accounting, or related field

Advanced certification (CPA/MBA) preferred

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Aprio Talent Solutions

Recruiter - Aprio Talent Solutions / Real Estate Broker with Keller Williams South Park

Senior FP&A Analyst

Location: Atlanta, GA (Midtown) (Must Be Local To Atlanta)

Job Type: Full-Time

Company Overview:

Our client is a dynamic nonprofit organization that is creating a new model of 21st-century community philanthropy and engagement.

Job Summary:

The Senior FP&A Analyst will be responsible for developing, maintaining, and enhancing financial models, dashboards, and reports to support key financial processes, including budgeting, forecasting, and strategic planning. This role requires cross-functional collaboration to streamline financial workflows and leverage technology, including AI-driven solutions, to improve reporting accuracy and efficiency. The analyst will also manage or support software implementation projects as needed, under the direction of finance leadership.

Responsibilities:

• Lead the annual budgeting and forecasting process across departments and business units
• Develop and maintain dynamic financial models and interactive dashboards utilizing Excel, Power BI, and other analytics platforms
• Conduct in-depth analyses of financial performance and trends to provide actionable insights directly to leadership
• Partner with program and departmental leaders to optimize financial planning and resource allocation initiatives
• Generate monthly and quarterly financial reports tailored for internal stakeholders, committees, and the Board
• Support budgeting, monitoring, and reporting for grants in partnership with the Advancement and Program teams
• Identify and implement technology solutions to automate reporting processes, enhancing data accuracy and operational efficiency
• Integrate AI tools to enhance forecasting, scenario planning, and operational efficiency
• Collaborate with the Foundation Operations Manager to support financial reporting and analysis for donor-advised funds and investment portfolios
• Assist with audit preparation and compliance reporting
• Identify opportunities for process enhancements to continually streamline financial operations
• Ensure the highest level of confidentiality concerning financial and donor-related information

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field required. Advanced certification (CPA/MBA) preferred
• 5+ years of relevant experience in financial planning and analysis
• Advanced proficiency in Microsoft Excel
• Experience with financial systems and data visualization tools
• Familiarity with application programming interfaces (APIs) and general coding concepts is a plus

Why You Should Join:

• Fantastic Work/Life Balance
• Ability to Work With AI Tools
• Be The Forefront of FP&A

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Non-profit Organizations

Referrals increase your chances of interviewing at Aprio Talent Solutions by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Get notified about new Financial Planning Analyst jobs in Atlanta, GA.

Financial Planning & Analysis Analyst III, MFO (SQL, Excel, Power BI), Flexible - Georgia

Sr. Financial Analyst - Business Development

Atlanta, GA $200,000.00-$250,000.00 4 days ago

Manager of Financial Planning and Analysis

Veterans Transition Program-Associate, Financial Planning and Analysis

Finance Manager- Enterprise Workforce Planning

Senior Analyst, Financial Reporting and Technical Accounting

Commercial Surety Underwriter/Financial Analyst

Commercial Surety Underwriter/Financial Analyst

Senior Analyst, Financial Reporting and Technical Accounting

Atlanta, GA $100,000.00-$175,000.00 1 week ago

Dynamics F&O Finance & Project Accounting Business Analyst - Senior - Consulting - Location OPEN

Dynamics F&O Finance & Project Accounting Business Analyst - Senior - Consulting - Location OPEN

Commercial Surety Underwriter/Financial Analyst

Atlanta, GA $102,890.67-$139,637.34 4 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.