Financial Analyst, Client Service, Managed Organizations (Durham, NC)

Reporting to the Director of Client Financial Services, the full-time Financial Analyst, Client Service will support internal and external stakeholders by advising on financial best practices and ensuring high quality financial reporting for a variety of nonprofit clients.

Essential Responsibilities:

• Communicate financial information to non-financial stakeholders in a polished, professional manner
• Provide financial client service to internal colleagues by reviewing and analyzing program financial statements, preparing forecasts, and problem-solving as other financial issues or questions arise
• Review and help prepare the financial components of proposals and reports to private foundation funders
• Participate in the preparation of webinar trainings designed for internal staff and external clients on processes and best practices in nonprofit financial management
• Work in tandem with teammates to identify financial literacy challenges and design tailored training sessions for internal business teams
• Work collaboratively with non-financial colleagues across multiple departments to improve systems and processes, in order to improve accuracy of financial reporting for our clients
• Update and maintain shared financial templates and other key team resources 

To be successful in this role you’ll need:

• Minimum of 2 years of financial and grant reporting experience in a nonprofit or client service setting
• Demonstrated knowledge of finance and accounting best practices
• Excellent interpersonal communication skills, both verbal and written, including a demonstrated ability to write clear and concise correspondence to clients
• Ability to simplify and explain complex financial concepts to non-financial stakeholders
• Exceptional organizational skills with the ability to effectively manage multiple projects and competing deadlines
• Ability to problem-solve, even in a high-pressure fast-paced environment
• Strong analytical skills and attention to detail
• Proficiency with Excel for data analysis and developing templates for client use

Other Bonus Skills and Experience:

• Prior experience managing private foundation grants
• Financial management experience with fiscal sponsors

Our Core Competencies:

• Ability to provide excellent, including the ability to efficiently and independently address routine service matters, to suggest effective client-centered solutions when elevating challenges or concerns, and to understand how the team can operate to maintain high-quality service
• The ability to complete complex tasks, to use a work plan to undertake projects, and to understand how those projects impact the client, team, and/or firm’s objectives 
• The ability to understand stakeholders’ perspectives and circumstances, and to build and manage strong relationships that reflect that understanding. 
• The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including knowing when to elevate challenges along with possible solutions. 
• The ability to communicate clearly, concisely, and professionally, including the ability to adapt style, tone, and content to various audiences; to make technical information accessible to broader audiences; and to collaborate with others to produce strong written deliverables. 
• The ability to work cooperatively and inclusively with others to achieve shared goals, including knowing when and how to compromise, being willing to proactively help colleagues, and sharing knowledge in various mediums. 
• An enthusiasm for taking on stretch and development opportunities, including the ability to accept feedback and use it to improve performance.