Senior Financial Analyst

The Senior Financial Analyst is responsible for CPM’s financial modeling and reporting including but not limited to Executive Management and Board reporting, quarterly forecasts, annual operating plans, longer-term strategic analysis, detailed reporting for audit, tax, and grants, and reporting for the annual insurance renewal. The Senior Financial Analyst creates the financial update and business narrative for Finance Committee and Board of Directors meetings. In addition to financial modeling and reporting, the Senior Financial Analyst is responsible for analytical decision support and scenario modeling to assist with executive level, strategic decision-making. The Senior Financial Analyst is tasked with ensuring that CPM’s third-party financial software meets the organization’s financial objectives along with the organization’s reporting and compliance needs. The Senior Financial Analyst in partnership with the accounting team serves as the project manager, systems implementation manager, systems administrator, and trainer for key financial systems including the general ledger reporting software, FP&A reporting software, and expense reimbursement software. The Senior Financial Analyst has one direct report (Senior Data Analyst).

• →Create and analyze financial models and reports to provide accurate and timely financial recommendations to the executive team for decision-making around new initiatives and projects
• →Explain complex financial concepts to non-finance partners in a clear and concise manner 
• →Lead annual budget and forecasting cycles, setting out timelines and managing department heads to stay on plan 
• →Prepare executive and Board level presentations and reporting on business and financial performance 
• →Seek out areas where we can improve existing financial efficiencies 
• →Project manage and lead third-party financial system implementations and training ● Manages approval paths, users, dimensions, and other maintenance in third-party financial software, along with troubleshooting issues as they arise 
• →In conjunction with People and Culture, administer the SAG/AFTRA collective bargaining agreement 
• →Other duties as assigned

• Advanced proficiency in financial modeling, key performance indicators (KPIs), budgeting, and forecasting 
• Very strong analytical mindset with financial analysis and modeling skills 
• Consistently able to demonstrate independent problem-solving and critical thinking skills Proactive style with very strong organization and attention-to-detail 
• Strong understanding of financial analysis, U.S. GAAP, and not-for-profit accounting principles 
• Strong people management skills 
• Proficient in financial reporting (Sage Intacct, Limelight, Expensify), Excel (advanced skills), and data tools (SQL, Power BI) 
• Ability to work independently in a fast-paced environment and manage multiple deliverables and priorities in a timely manner 
• Exceptional written and verbal communication skills – Ability to translate complex analytics into actionable business recommendations

• 10+ years of progressive finance experience with at least 5 years in financial planning roles. 
• Minimum of 3 years of experience in not-for-profit financial management, preferably with organizations of similar size and complexity.

Education: Bachelor’s degree in Accounting or related field; MBA preferred

Certificates and/or Licenses: CPA preferred