Financial Data & Systems Analyst

Overview

This role supports a mission-driven nonprofit’s Finance and Accounting team by strengthening financial reporting, budgeting, forecasting, grant tracking, data analytics, and financial systems. The Financial Data & Systems Analyst works closely with the Chief Financial Officer and cross-functional teams to improve data quality, streamline workflows, and support reporting and automation across the organization.

This is a full-time, salaried exempt position reporting to the Chief Financial Officer. The position is United States-based remote and operates on a Pacific Time Zone work schedule.

Responsibilities

Lead Financial Reporting, Budgeting, and Strategic Analysis

• Prepare financial reports, dashboards, budget-to-actual reports, forecasts, models, and analyses for management, executive leadership, committees, and the Board.
• Analyze revenue, expenses, reserves, cash flow, liquidity, operating results, financial trends, variances, and risks.
• Support the annual budget process, including templates, data consolidation, assumptions, scenario modeling, cost allocations, and reporting.
• Prepare schedules supporting intercompany reporting, management reporting, grant reporting, and functional expense reporting.
• Build and maintain dashboards using approved spreadsheet, ERP, CRM, reporting, business intelligence, or data visualization tools.
• Create visual reports for revenue, expenses, budget-to-actuals, grant spending, cash flow, reserves, AR aging, AP obligations, indirect cost recovery, staffing trends, certification activity, and Foundation activity.
• Automate recurring reports to reduce manual preparation time and improve consistency.
• Maintain documentation for dashboards, including data sources, refresh schedules, definitions, and assumptions.
• Support grant and restricted fund reporting, including budget-to-actual tracking, allowable cost analysis, reimbursement support, cost share/match tracking, indirect cost calculations, and funder reporting schedules.
• Track grant spending by cost category, activity, funding source, reporting period, and responsible program.
• Prepare schedules supporting grant billing, reimbursement requests, match documentation, audit review, and funder compliance.
• Monitor grant balances, spending rates, reporting deadlines, and funding restrictions.

Manage Integrated Systems, APIs, and Data Automation

• Support implementation, testing, reporting, data migration, cleanup, reconciliation, and optimization of financial and operational systems.
• Define reporting requirements for dashboards, system reports, workflows, approval processes, custom fields, reporting dimensions, and financial data structures.
• Coordinate with Finance, IT, consultants, vendors, and department leaders to support integrations between financial, CRM, payroll, certification, grant, reporting, and operational systems.
• Develop and maintain field mapping documents, data flow documentation, validation rules, exception reports, and reconciliation procedures.
• Help determine the source of truth for key data elements and support data governance standards across systems.
• Test system integrations to confirm data transfers are complete, accurate, properly coded, and reconcilable.

Drive Cross-Department Workflow Improvement and Operational Efficiency

• Partner with teams to understand workflows, reporting needs, system pain points, data handoffs, and opportunities to streamline, reduce redundancies, and improve data accuracy.
• Identify manual processes, duplicate data entry, redundant reports, inconsistent coding, unnecessary handoffs, control gaps, and workflow inefficiencies.
• Recommend and help implement process improvements that reduce manual work, improve accuracy, strengthen accountability, and support internal controls.
• Create process maps, checklists, training materials, user guides, and documentation to support consistent workflows and system use.

Ensure Data Governance, Internal Controls, and Audit Support

• Establish and maintain data governance standards, including naming conventions, required fields, coding standards, reporting definitions, and validation processes.
• Review financial and operational data for completeness, accuracy, consistency, and reporting readiness.
• Support internal controls related to data entry, approvals, system access, reconciliations, workflow design, and financial reporting.
• Prepare schedules and documentation for the annual audit, single audit, Form 990, grant reviews, and other compliance needs.
• Ensure reports are accurate, traceable to source systems, supported by documentation, and useful for decision-making.

Specific Duties (May Create, Maintain, or Support)

• CFO dashboards and monthly financial reporting packages.
• Finance Committee and Board reporting schedules.
• Budget-to-actual reports by entity, department, program, grant, fund, or functional category.
• Grant reimbursement reports and funder reporting schedules.
• Cost share, match, direct costs, and indirect cost tracking schedules.
• Payroll allocation and productive hours analysis.
• Operating reserve, liquidity, and cash flow reports.
• Certification revenue analysis.
• Foundation giving and restricted fund reports.
• Cost allocation and functional expense allocation schedules.
• Financial system data mapping documents.
• System integration testing checklists.
• Data validation and exception reports.
• Workflow maps and process improvement documentation.
• Audit, single audit, and Form 990 support schedules.
• Process documentation, training materials, and user guides.
• Perform other duties and special projects as assigned.
• Participate in meetings, trainings, system implementation activities, and cross-department projects related to the role.
• Adapt to changing organizational needs, systems, reporting requirements, and compliance priorities.

Requirements

• Bachelor’s degree in accounting, finance, business analytics, data analytics, information systems, economics, public administration, or a related field.
• Minimum of 4 years of experience in financial analysis, accounting, nonprofit finance, grant reporting, data analytics, ERP reporting, financial systems support, or a related area.
• Strong spreadsheet and data analysis skills, including pivot tables, lookup formulas, data validation, financial modeling, and data transformation tools.
• Experience with financial systems, ERP systems, accounting software, databases, reporting platforms, or business intelligence tools.
• Strong understanding of financial reporting, budgeting, reconciliations, variance analysis, data integrity, and internal controls.
• Ability to analyze large data sets and identify trends, variances, inconsistencies, exceptions, and process gaps.
• Strong process improvement mindset with the ability to reduce manual work and improve reporting accuracy.
• Ability to document processes, data definitions, field mappings, report logic, workflow requirements, and system requirements.
• Experience supporting ERP implementation, data migration, user acceptance testing, or post-go-live reporting optimization.
• Experience with field mapping documents, APIs, system integrations, automated data workflows, or middleware tools.
• Experience building dashboards, custom reports, automated reports, or executive reporting tools.
• Experience reviewing workflows, identifying redundancies, documenting process improvements, or supporting cross-departmental system changes.
• Strong attention to detail, organizational skills, and commitment to accuracy.
• Ability to communicate financial and technical information clearly to finance and non-finance users.
• Ability to work independently, take initiative, follow through with limited supervision, and manage recurring deadlines.
• Ability to work collaboratively across departments, functions, leadership levels, and external partners.

Preferred Qualifications

• Experience in nonprofit accounting, grant accounting, fund accounting, or restricted fund reporting.
• Familiarity with federal grant requirements, including 2 CFR 200.
• Experience with NetSuite, Salesforce, QuickBooks Desktop, Power BI, Tableau, SQL, or similar systems.
• Experience supporting audit schedules, Form 990 reporting, single audit documentation, or funder reporting.
• Interest in organic agriculture, sustainability, food systems, or mission-driven nonprofit work.

Compensation & Benefits

• Starting salary range: $92,000 – $100,000, depending on qualifications and experience.
• Competitive pay and benefits, including superb health plans, 401(k) program, and generous sick/personal and vacation time.

Location & Schedule

• United States-based remote position.
• Must be able to work during Pacific Time business hours.
• Occasional travel may be required for system implementation activities, trainings, conferences, organizational events, or other business needs (2–5 times per year).

Physical Requirements

• Prolonged periods of sitting or standing at a desk and working on a computer.
• Ability to lift or carry standard office materials, such as a laptop, files, or presentation materials, typically up to 20 pounds.

Equal Opportunity

An equal opportunity employer. Applicants are encouraged to apply regardless of background, skills, or experience.