Senior Financial Analyst

Join a mission-driven organization and support the financial health of a portfolio of Aspen programs. This hybrid role in Washington, DC pairs hands-on grant accounting and budget facilitation with ongoing analysis for senior leadership. You will work closely with program administrators, business offices, and accounting operations while reporting to the Financial Manager.

What you’ll do

• Collaborate with programs to prepare proposal and program budgets, and submit them in Planful.
• Support program teams in using Planful and use reports to track actuals, budgets, and projections.
• Process grant documents, maintain grant data in accounting and budget systems, and ensure accurate data input.
• Update forecasts throughout the year based on material changes, working with program staff to keep projections current.
• Assign new accounting codes in line with the Institute’s program classification and NetSuite coding structure using Project Request Forms.
• Investigate and report inconsistencies or improprieties, and research and resolve program inquiries in consultation with managers.
• Allocate project expenses and process journal entries for program revenues and expenses within assigned functional areas.
• Update funding and budget information to support financial materials for senior management.
• Prepare funder and program financial reports aligned to funding terms and program needs.
• Review and process grant agreements through the internal approval process, with final approval by the grant manager, to support compliance with grant accounting policies and applicable U.S. government regulations.
• Review sponsorship agreements and ensure submission to Ironclad for due diligence review.
• Update NPSP with grant information and maintain grant-related records.
• Provide timely, relevant reporting and analysis based on historical, budgeted, and forecasted data to surface and manage financial issues.
• Participate in monthly program financial performance reviews, including support for meeting preparation and follow-up.
• Prepare and analyze standard monthly reports for programs as needed, with preliminary and finals at minimum.
• Support funding compliance and ensure proper accounting procedures are followed for reporting to funders.
• Monitor allocated costs (including fringe, interest, and overhead) for accuracy and sound logic.
• Review proposal budgets produced by programs and ensure budgeting quality through analytic review of preliminary materials.
• Provide supporting materials for year-end audit and other grant audit requirements, as needed.
• Maintain and develop financial models and standard templates used across proposal, budgeting, and reporting workflows.
• Conduct ad hoc analyses in response to email requests, research, and meeting discussions.
• Complete other duties and reconciliations as assigned.

Systems and training

• Obtain training on Planful (forecasting), NetSuite (accounting), NPSP (grant management), and UKG (payroll reports).
• Become familiar with Tipalti for invoice processing and Concur for expense processing.
• Use Excel and Microsoft Office to support reporting, analysis, and budgeting.

What you bring

• BA/BS in business administration, accounting, or a related field.
• 3 to 4 years of experience in grant management, donor reporting, financial analysis, and budget forecasting.
• Strong verbal and written communication, organizational and planning skills, and excellent analytical ability.
• Excellent Excel and other Microsoft Office skills.
• Working knowledge of accounting principles and program implementation in non-profit organizations.
• Attention to detail, with a proven ability to work efficiently under pressure.
• Independent, analytical mindset with the ability to research, analyze data, and resolve complex problems.
• A background in a non-profit, research, or academic setting is strongly preferred.

Compensation and benefits

Salary range: USD 85,000 to 105,000 per year.

• Health, dental, vision, and prescription benefits
• Retirement benefits
• Paid leave

Work model: Washington, DC (hybrid). The expectation is to be in the DC office minimum 2x per week to collaborate with colleagues.