Financial Analyst
Boston, MA (Fenway Area) | Hybrid
Salary: $80,000 – $95,000, depending on experience
CFS is partnering with a highly respected nonprofit organization in Boston in seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and long-range planning initiatives. This individual will partner with leaders across the organization to provide meaningful financial insights, evaluate performance trends, and help ensure the long-term financial health of the organization.
Key Responsibilities
- Support annual budgeting, forecasting, and monthly financial review processes.
- Prepare financial analyses, dashboards, and reports for leadership and Board committees.
- Develop and maintain financial models to support strategic planning and business decisions.
- Analyze revenue trends, operating performance, and departmental spending.
- Assist with endowment and investment reporting, including restricted and designated funds.
- Partner with department leaders on financial planning, cost management, and special projects.
- Support audit preparation, compliance activities, and process improvements.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 3+ years of financial analysis, FP&A, accounting, or related experience.
- Experience within a nonprofit, educational, cultural, healthcare, or endowment-driven organization (required).
- Understanding of endowment accounting, investment reporting, or fund accounting (required).
- Advanced Excel and financial modeling skills.
- Strong communication skills with the ability to present financial information to non-financial stakeholders.
Preferred
- Experience preparing Board or committee-level financial materials.
- Knowledge of ERP systems such as Oracle Fusion, Workday, NetSuite, or similar platforms.
- CPA, CFA, MBA, or progress toward a professional designation is a plus.