Senior Financial Modeling Analyst

Overview

A nonprofit organization focused on advancing therapeutic research is seeking a Senior Financial Modeling Analyst. This role reports to the Director of Financial Modeling & Business Intelligence and is integral to supporting financial stewardship, strategic planning, and mission impact through advanced financial analysis, forecasting, reporting, and business intelligence.

This position is responsible for delivering actionable financial insights, developing executive-level dashboards and reports, supporting organizational planning and forecasting processes, and administering financial planning systems including Workday Adaptive Planning. The role leverages financial systems, reporting platforms, and emerging technologies such as AI-enabled tools to enhance data accessibility, operational efficiency, and informed decision-making.

This is a remote position open to candidates anywhere in the U.S., with an expectation to work East Coast hours (9:00am – 5:00pm ET).

Responsibilities

Financial Analysis & Insights (40%)

• Develop and deliver monthly, quarterly, and annual financial reporting packages for executive leadership and department heads
• Prepare Balance Sheet, Cash Flow Statement, and other management reports aligned with nonprofit accounting standards
• Conduct detailed variance analysis comparing actual, budget, and forecast results; identify key drivers, trends, risks, and opportunities
• Perform ad hoc financial and operational analyses to support strategic initiatives and leadership decision-making
• Translate complex financial and operational data into actionable recommendations and executive-level presentations
• Support development and maintenance of KPI frameworks and performance metrics established by Finance leadership

Financial Modeling & Dashboarding (40%)

• Design, develop, and maintain executive dashboards and visualizations using DOMO, Workday Adaptive Planning, or similar BI platforms
• Create intuitive, data-driven visualizations communicating financial performance, program investment, fundraising outcomes, and operational metrics
• Collaborate with stakeholders to define reporting requirements and develop self-service reporting solutions
• Maintain forecasting models and support scenario analyses using methodologies established by Finance leadership
• Partner with finance business partners to evaluate assumptions, resource needs, and investment opportunities

System Administration & Process Improvement (20%)

• Support administration and maintenance of Workday Adaptive Planning, including model maintenance, dimensions, versions, hierarchies, and user security
• Maintain and optimize integrations between Workday Financials, Adaptive Planning, DOMO, and other reporting platforms
• Develop and maintain Adaptive Planning reports, OfficeConnect templates, assumptions sheets, and planning models
• Troubleshoot system issues and ensure data integrity across financial systems
• Identify opportunities to automate reporting, planning, and data management processes using system capabilities and AI-enabled technologies
• Document system configurations, business processes, and reporting standards
• Provide training and support to Finance and business stakeholders on Adaptive and modeling tools

Requirements

• Experience in accounting, finance, economics, business analytics, or a related field
• Experience in financial planning & analysis, financial reporting, business analytics, or a related finance function
• Demonstrated skills in budgeting, forecasting, financial modeling, variance analysis, performance reporting, and financial statement analysis
• Proficiency with enterprise planning and reporting tools such as Workday Adaptive Planning, Workday Financials, DOMO, Power BI, Tableau, or similar platforms
• Advanced Excel skills including financial modeling, Power Query, pivot tables, and data analysis
• Experience with financial systems integrations, dashboard development, and business intelligence reporting
• Familiarity with nonprofit accounting principles and reporting; experience supporting Board, Finance Committee, or Audit Committee reporting is a plus
• Experience leveraging AI-enabled tools, predictive analytics, machine learning, or generative AI technologies to enhance financial analysis, reporting, forecasting, or process automation
• Strong analytical, problem-solving, and communication skills with the ability to translate complex financial and operational data into actionable insights
• Professional certification such as CPA, CMA, FPAC, or similar credential is a plus

Compensation & Benefits

• Salary range: $105,000 - $120,000 USD, dependent on qualifications and applicable laws
• Comprehensive benefits package including:
  • 15+ medical insurance options with 90% premium coverage by the employer
  • Competitive dental and vision plans
  • 401(k) plan with 6% employer contribution
  • Flexible spending accounts
  • Employer-paid life and disability insurance
  • Paid time off: 18 vacation days, 12 well-being (sick) days, 2 personal days, summer Fridays (office closure at 2pm), and a summer holiday week over July 4
  • Flexible work environment with trust to coordinate work with managers and colleagues
• Eligibility for discretionary annual bonus
• Access to regular training courses and leadership development events

Location

Remote within the United States, with required work hours overlapping Eastern Time (9:00am – 5:00pm ET).