Associate Director of Financial Analysis

Reporting to the Managing Director of Finance, the Associate Director of Financial Analysis is responsible for financial analysis and reporting, forecasting, and grant management work across a multi-site, national organization. This role will coordinate and collaborate with the finance team & budget owners to deliver accurate and timely monthly financial performance/budget reporting & analysis. In addition, The Associate Director of Financial Analysis will assist in the creation of the organization’s annual budget and on-going development of financial reports and models for grants.

The ideal candidate will be an Excel expert who is skilled at financial modeling and analysis, a strong communicator able to successfully share insights with those who are less finance savvy, have budget management experience in the nonprofit sector, and a strong desire to support iMentor’s mission. 

Responsibilities

• Prepare monthly reporting and analysis of finance performance for the Managing Director of Finance (MDF), Chief Operating Officer (COO), and key stakeholders in the organization.
• Develop the analysis and content for quarterly budget review meetings for each budget owner, which involves preparing a summary of financial performance and conducting variance analysis. Partner with MDF to provide financial and budgetary support, guidance, and recommendations regarding the use of budgets.
• Assist in the creation of annual and multi-year budgets in collaboration with the MDF, COO, and other senior leadership.
• Build/maintain financial models and forecasting tools that allow for long-term scenario planning, in support of regional and new site growth.
• Partner with National and Regional Development and Program teams in the creation of grant proposals, grant reporting and in identifying programmatic elements that could be leveraged for new fundraising opportunities.
• Prepare the financial deck for iMentor’s quarterly board of directors meeting.
• Responsible for the management and maintenance of budgeting and reporting tool, Adaptive Insights.
• Support MDF in the stewardship of iMentor’s key financial targets.

Qualifications

• Minimum of four years of relevant experience; preferably in budget management and/or financial accounting and reporting, non-profit experience a plus.
• Skilled at using and creating financial models to identify and share insights.
• Able to manage multiple complex projects at once while meeting mission-critical deadlines.
• Excellent verbal and written communication skills; a good listener who can motivate others through influence, manage expectations, be willing to engage in difficult conversations in order to advance the work.
• Patient and able to successfully convey financial concepts to a diverse group of non-finance professionals.
• Superior professional judgement and ability to handle confidential information appropriately.
• Experience working with automated financial software systems, cloud-based technology and office software. Knowledge of Adaptive Insights strongly preferred.
• Flexible and adaptable in response to changing organizational needs and priorities.
• Expert-level knowledge of Microsoft Excel; experience with pivot tables, v-lookup equations and large data sets highly desirable.
• Excellent organizational skills and attention to detail.
• Demonstrated alignment with iMentor's mission, values, and commitment to diversity, equity, and inclusion.
• Views differences between individuals (race, gender, age, cultural heritage, physical ability, education, beliefs, and lifestyle) as an asset and demonstrates an appreciation of the diversity across the iMentor community.
• Bachelor’s degree in Accounting or Finance required 
• Our organization works in partnership with district public schools across the country. In doing so we must meet all compliance requirements of those districts: these include background checks and proof of COVID vaccination. 
• Must have home internet access