Senior Financial Analyst

ABOUT FIRST BOOK:

First Book is a leading nonprofit social enterprise and leader in philanthropic public-private sector partnerships focused on removing barriers to education for children in need. Through partnerships with national brands and organizations First Book has distributed over 225 million books and educational resources to programs and schools serving kids in under-resourced communities.

ABOUT THE ROLE:

• Employment Type: Full-Time
• Work Arrangement: Hybrid Tuesday & Wednesday in-office required
• Location: Washington DC
• Reports To: Chief Financial Officer (CFO)

The Senior Financial Analyst is a key member of the Finance team who owns financial reporting inventory reconciliation and analytical support across a complex nonprofit operating environment. Reporting directly to the Chief Financial Officer (CFO) you will deliver the financial insights that drive strategic decisions partnering with Accounting Operations Supply Chain Development and Information Technology (IT) to ensure accuracy strengthen systems and translate numbers into action.

WHAT YOULL OWN:

• Financial Reporting: Own monthly quarterly and annual internal reporting across revenue inventory and program operations with clear communication of trends and variances to leadership
• Inventory Reconciliation: Lead detailed inventory reconciliations including valuation shrinkage analysis and sub-ledger accuracy across purchased and in-kind inventory
• Budgeting & Forecasting: Support the annual operating budget and rolling forecast cycles including financial modeling scenario analysis and departmental performance tracking

CORE RESPONSIBILITIES:

Financial Reporting & Departmental Support

• Prepare and analyze monthly quarterly and annual internal financial reports across revenue inventory and program operations.
• Support management reporting related to Marketplace activity donated inventory grants and operating performance.
• Provide recurring and ad-hoc departmental reporting support for Operations Supply Chain Development and Program teams.
• Analyze trends variances and key financial drivers and communicate findings clearly to leadership.

Month-End Close & Inventory Reconciliation

• Perform detailed inventory reconciliations including analysis of inventory movement valuation (purchased and in-kind) shrinkage and related adjustments.
• Support month-end close activities including preparation of journal entries reconciliations and reporting schedules.
• Reconcile key balance sheet accounts and investigate discrepancies between sub-ledgers inventory systems and the general ledger.
• Partner with Accounting to ensure accurate revenue recognition cost of goods sold and inventory valuation reporting.
• Assist in strengthening internal controls related to inventory and operational reporting.

Budgeting & Forecasting

• Support the annual operating budget and rolling forecast processes including preparation of financial models and supporting schedules.
• Assist in tracking performance relative to plan across revenue streams inventory margins and operating expenses.
• Support scenario modeling related to pricing margin analysis and program investments.
• Collaborate with department leaders to provide financial insights that improve budget adherence and operational efficiency.

Financial Systems & Data Integration

• Serve as a Finance resource for financial and operational systems including ERP/accounting platforms and inventory systems.
• Support system enhancements integrations and reporting automation initiatives.
• Assist in testing system updates and validating data integrity between financial and operational systems.
• Maintain documentation of reporting processes and system controls.

QUALIFICATIONS:

• Strong working knowledge of Generally Accepted Accounting Principles (GAAP) and financial statement structure
• Demonstrated experience in preparing journal entries and performing balance sheet reconciliations
• Advanced Excel proficiency including complex formulas pivot tables lookups and financial modeling
• Strong analytical mindset with the ability to connect operational activity to financial outcomes
• Ability to independently investigate variances recommend adjusting entries and resolve reconciliation issues
• Strong communication skills with the ability to explain financial concepts clearly to non-finance partners
• Collaborative approach with the ability to work cross-functionally with Accounting Operations Information Technology (IT) and Revenue teams
• High degree of ownership and accountability comfortable operating with minimal oversight

WHAT YOULL BRING:

Education

• Bachelors degree in Finance Accounting Economics Information Systems or a related field .
• Certified Public Accountant (CPA) designation preferred.

Skills & Experience

• 5 or more years of progressive experience in financial analysis accounting Financial Planning & Analysis (FP&A) or financial systems roles
• Experience supporting month-end closing management reporting and budgeting or forecasting processes
• Experience working with integrated Enterprise Resource Planning (ERP) or accounting systems and sub-ledgers including inventory revenue accounts payable and accounts receivable (AP/AR)
• Proven ability to analyze large data sets identify discrepancies and translate data into actionable financial insights
• Experience supporting system implementations upgrades or reporting automation initiatives
• Familiarity with Customer Relationship Management (CRM) and reporting platforms such as Salesforce Tableau Power BI or similar tools preferred

COMPENSATION & BENEFITS:

Total Rewards - In compliance with the District of Columbia Wage Transparency Act First Book will provide the pay range for this position to applicants upon request or as part of the job posting.

Salary Range: $80000 $90000 annually.

All full-time employees are eligible for the following:

• Medical and dental insurance coverage
• Life insurance and Accidental Death and Dismemberment (AD&D) coverage
• Paid vacation and sick leave
• 12 paid holidays annually
• 401(k) retirement plan with employer matching contributions
• Employer-provided parking stipend (Washington DC)

TO APPLY:

• Submit a resume and a cover letter detailing your interest in this position.
• Only applications submitted through First Books approved platform will be considered.
• Applications submitted through external or unapproved sites will not be reviewed.
  • First Book does not accept unsolicited recruiter submissions and does not pay fees for resumes submitted outside of a formal written agreement.

EQUAL EMPLOYMENT OPPORTUNITY:

First Book is an equal opportunity employer and does not discriminate on the basis of race color religion creed sex gender identity or expression sexual orientation national origin age disability marital status personal appearance family responsibilities genetic information matriculation political affiliation veteran status or any other status protected by applicable federal District of Columbia or local law.

ACCOMMODATIONS:

First Book is committed to providing reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs in accordance with applicable law. Applicants requiring accommodation during the application or interview process should submit a written request to First Books Human Resources department.

WORK PRESENCE & EMPLOYMENT CONDITIONS:

• The role is structured as a hybrid position.
• Therefore this position requires regular in-office presence at First Books Washington DC office on designated days to support internal collaboration and partnership activities.
• Reasonable accommodation will be considered in accordance with applicable federal state and local laws.
• Relocation assistance is not provided.

CONNECT WITH FIRST BOOK:

Experience:

Senior IC