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

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Published 17 days ago

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.

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…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Professional Level
    Entry level

Benefits

Total Rewards (compensation and benefits)

We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our base salaries are based on a blend of similar sized organizations from different sectors, including nonprofits, foundations, and professional service firms. They are also based on local market rates and differentiated by geography.

All full-time staff are eligible for our generous benefits package on their first day of employment:

  • Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
  • Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
  • 401(k) retirement plan- Arabella will match up to 4% of your contributions. There is no waiting or vesting period; all funds are yours to keep on day 1
  • Reimbursements for your personal cell phone plan and fitness
  • Pre-tax withholding for transportation and parking
  • Bonus incentive opportunities
  • Access to professional development opportunities

Total Rewards (compensation and benefits)

We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our base salaries are based on a blend…

Location

Temporarily Remote
Work must be performed in or near Durham, NC
Associated Location
Durham, NC

How to Apply

Working with Us

 While this full-time position must be based in Durham, NC, please note that due to COVID-19, all Arabella Advisors' offices are closed, and we remain a remote-first organization until further notice. We have a strong firm culture rooted in collaboration and in-person interactions between colleagues. To that end, once our offices reopen it is our expectation that all staff will generally work from the office according to a schedule agreed upon with their supervisor. Reasonable accommodations will be made under the guidelines of the Americans With Disabilities Act.

We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.


How to Apply

Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.

Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.

We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. 

We will review applications as they are received and look forward to hearing from you.

Working with Us

 While this full-time position must be based in Durham, NC, please note that due to COVID-19, all Arabella Advisors' offices are closed, and we remain a remote-first…

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