Financial Analyst, Reporting & Analytics

OUR MISSION REMARKABLE IMPACT

Remarkable impact is the heart of Foundation For The Carolinas mission and the driving force behind our mission is the collective impact of thousands of nonprofits families companies and organizations who partner with us to amplify the power of giving.

HOW YOULL ADVANCE OUR MISSION POSITION OVERVIEW

The Financial Analyst Reporting & Analytics supports the financial stewardship of the Foundation by producing accurate timely and insightful financial reports and analyses. This role partners closely with Finance Programs Development and Leadership to ensure transparency compliance and data-driven decision-making across the organization. The ideal candidate brings strong accounting knowledge advanced financial reporting skills and the ability to translate complex financial data into clear actionable insights.

YOUR UNIQUE IMPACT ROLES & RESPONSIBILITIES

Financial Reporting & Analysis

• Prepare and distribute monthly quarterly and annual financial reports for management Board and external stakeholders
• Analyze financial results variances trends and key performance indicators with a focus on fund program and grant-level reporting
• Develop dashboards and ad hoc analyses to support strategic planning budgeting and forecasting
• Support preparation of financial statements in accordance with GAAP and nonprofit accounting standards (FASB ASC 958)

Fund Grant & Program Accounting

• Track and report on restricted and unrestricted funds endowments grants and donor-designated contributions
• Monitor grant budgets and expenditures to ensure compliance with donor grantor and regulatory requirements
• Partner with Program and Development teams to provide accurate financial information related to program performance and funding utilization
• Assist with allocation methodologies for shared costs across programs and funds

Budgeting & Forecasting

• Support annual budgeting and multi-year financial planning processes
• Maintain forecasts and scenario analyses reflecting funding changes program growth and operational needs
• Provide budget-to-actual reporting and recommendations for corrective actions as needed

Systems Data & Process Improvement

• Maintain and enhance financial reporting tools templates and dashboards
• Ensure data integrity across financial and donor systems
• Identify opportunities to improve reporting efficiency automation and data visualization
• Document financial reporting processes and support system implementations or upgrades

Education & Experience

• Bachelors degree in Finance Accounting Economics or a related field preferred
• 35 years of financial analysis reporting or accounting experience
• Prior experience in a nonprofit foundation or fund-accounting environment strongly preferred
• Demonstrated experience with restricted funds grants and program-level reporting

Technical Skills & Systems

• Advanced proficiency in Microsoft Excel (pivot tables advanced formulas lookups financial modeling)
• Experience with nonprofit or fund accounting systems such as

- Sage Intacct

- Blackbaud Financial Edge NXT

- NetSuite (Nonprofit edition)

- QuickBooks Nonprofit

• Familiarity with budgeting and forecasting tools (e.g. Adaptive Insights Anaplan or similar)
• Experience with reporting and visualization tools such as Power BI Tableau or equivalent
• Working knowledge of donor and grant management systems (e.g. Blackbaud Raisers Edge Salesforce NPSP) a plus
• Understanding of GAAP nonprofit accounting standards (ASC 958) and internal controls

Core Competencies

• Strong analytical and problem-solving skills with exceptional attention to detail
• Ability to synthesize complex financial information and communicate it clearly to non-financial stakeholders
• High level of integrity and discretion when handling confidential information
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Collaborative service-oriented mindset with a commitment to the Foundations mission