Senior Financial Analyst

Senior Financial Analyst, Partner Solutions (Hybrid in Washington, DC; Chicago, IL; Durham, NC; New York, NY; San Francisco, CA or Remote)

The Senior Financial Analyst role works in partnership with internal and external stakeholders to advise on financial management best practices and ensure high quality financial reporting for a variety of complex nonprofit clients. The role is a key contributor to people and team management within the client financial services team, in partnership with the Senior Director of Client Financial Services and the Director of Client Financial Services.

Essential Responsibilities

Client Service

• Provide financial client service expertise to internal colleagues and a portfolio of external clients with complex financial activities by reviewing and analyzing programmatic financial statements, preparing forecasts and other financial customizations, and problem solving as other financial issues or questions arise
• Review and help prepare the financial components of complex proposals and grant reports to private foundation funders
• Communicate complex financial information in a way that is understandable and accessible to non-financial stakeholders
• Participate in the preparation and presentation of trainings designed for internal staff and external clients on processes and best practices in nonprofit financial management
• Oversee the maintenance of shared financial templates and other key resources of the client financial services team
• Work collaboratively with non-financial colleagues across multiple departments to improve systems, processes, and the accuracy of financial reporting for clients
• Coach junior client financial services team members on addressing complex financial situations and providing excellent service to clients
• Review the work of other client financial services team members and provide constructive feedback
• Coordinate the completion of client financial services team objectives and priorities for designated areas of financial management expertise

People Management

• People manage 1-3 junior client financial services team members, including performance management and a focus on developing, motivating, and mentoring direct reports
• Oversee and manage performance accountabilities for each direct report, including setting individualized goals and managing to role expectations
• Convey, support, and as appropriate, translate firm messages from leadership to direct reports

To Be Successful in This Role, You’ll Need

Required

• Minimum of 4 years of relevant professional experience with financial and grant reporting in a nonprofit or client service setting
• Expertise with nonprofit finance and accounting best practices and concepts
• Experience managing private foundation grants
• Familiarity with the rules governing 501(c)(3)’s and 501(c)(4)’s
• Advanced proficiency with Excel for data analysis and developing templates for client use
• Ability to simplify and explain complex financial concepts to non-financial stakeholders, including key clients
• Strong interpersonal communication skills, both verbal and written, including an ability to deliver clear, concise, and contextualized messaging to key clients
• Strong organizational skills with the ability to effectively manage multiple projects and competing deadlines, including independently developing and managing workplans
• Ability to work independently and collaboratively in a fast-paced, client service environment, including project managing collaborative initiatives
• Strengths with problem solving, analytical skills, and attention to detail
• Experience managing direct reports

Preferred

• Financial management experience with fiscal sponsors
• Experience with training facilitation

Our Core Competencies

• The ability to provide excellent, reliable service, including the ability to effectively recognize and elevate potential challenges, gather the information necessary to create and carry out solutions, and support those solutions with clear communications and thorough follow up.
• The ability to manage time, resources, and priorities to complete tasks on time with high-quality results
• The ability to be a positive and professional liaison for stakeholders such as clients, team members, and senior leaders, including understanding how the role relates to those stakeholders and how to gather information and resources from them in order to achieve certain goals
• The ability to communicate clearly, concisely, and professionally to various audiences over various mediums.
• The ability to effectively collaborate, including a willingness to go above and beyond to help the team achieve goals, solicit others’ perspectives, share knowledge, and participate in activities that support diversity and inclusion
• A demonstrated eagerness to learn and take on new challenges, including an openness to direction and feedback and a willingness to ask questions
• The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, and to be resilient when things become difficult
• The ability to define core concepts related to diversity, equity, and inclusion and contribute to a welcoming environment for all staff

Our Core Competencies

• The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
• The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
• The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
• The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
• The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
• The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
• The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
• The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority

Working with Us

While this position can be hybrid in Durham, NC; Chicago, IL; Washington, DC; San Francisco, CA; New York, NY or remote from the following states/district: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, Vermont, Washington State, or Wisconsin, the preferred locations for this position are hybrid in Durham, NC; Chicago, IL; Washington, DC; San Francisco, CA; or New York, NY.

Please note that all Arabella Advisors’ offices are open, and we work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include: Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred). The remaining days are worked at home/remotely. We will make reasonable accommodations 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.

About Arabella Advisors

Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

About the Partner Solutions Team

The Partner Solutions Team provides operations and back-end services and support to fiscally sponsored projects housed at multiple 501(c)(3) and 501(c)(4) nonprofit organizations. Projects range from new and innovative public interest organizations to donor collaborative initiatives to grants administration programs and cover a diverse range of focus areas. Candidates are highly encouraged to research fiscal sponsorship prior to better understand the complex infrastructure and role of our team.

Our Commitment to Equity and Belonging

Advancing equity and belonging within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the characteristics that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment and always seek ways to improve how well we live these values.

Total Rewards (compensation and benefits) 

This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on national compensation benchmarks for similar organizations.

The annual salary range for this position is $88,000 - $95,000 and this position has an annual bonus potential of 10%.

We consider national benchmark indicators along with job related skills, experience and relevant education and training, to determine compensation that is fair and competitive.

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- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella 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

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. 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 equity and belonging 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. If you need accommodation in the recruitment process, please let us know.

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