Financial Analyst

SHALOM AUSTIN•Austin, TX

25d•$70,000 - $75,000•Hybrid

About The Position

The Financial Analyst supports organizational planning and decision-making through financial analysis, forecasting, reporting, and data-driven insights. This role works closely with leadership and program teams to evaluate performance, improve reporting processes, support budgeting and cash flow planning, and provide analysis that enhances operational effectiveness and strategic decision-making across the organization.

Requirements

Bachelor’s degree in Finance, Data Analytics, or related field (or equivalent experience).
3.5 years of experience in financial analysis, business intelligence, or financial/nonprofit analytics.
Proficiency in Excel, SQL, and data visualization tools (Tableau, Power BI, or similar platforms).
Knowledge of budgeting, forecasting, financial modeling, and organizations with multiple revenue streams.
Experience with CRM and ERP systems; nonprofit experience preferred.
Strong analytical, organizational, and communication skills with the ability to manage multiple priorities and collaborate effectively across departments.

Nice To Haves

nonprofit experience preferred

Responsibilities

Identify, analyze and report trends, variances, and key metrics that provide leadership with actionable insights into program performance.
Design, build, and automate reports and dashboards that support the organization’s goals and strategic priorities.
Manage, validate, and analyze annual budgets and financial projections.
Develop financial models and cash flow forecasting to support operational decisions and evaluation of new initiatives.
Analyze and advise on shared service allocation methodologies to support fair and consistent distribution of organizational costs.
Key player in software implementation efforts, including data migration, testing, training, and reporting.
Conduct ad hoc analyses and support leadership with timely, relevant insights.

Benefits

FREE membership to the fitness and aquatics center
discounts on programs, including personal training
regular opportunities for training and continuing education
outstanding medical insurance coverage through Cigna, and we’ll pay over 80% of the premium cost of our base plan on your behalf
option to contribute to our 403(b) with and the opportunity for a company match
life and long-term disability insurance, and we pay 100% of the cost for you
18 days of paid time off
more than 15 Jewish and Federal holidays
up to a 50% discount for your kiddos in our amazing early childhood program, as enrollment allows
access to our amazing Employee Assistance Program (EAP)
flexibility in your work schedule
flexible hybrid environment (in-office and remote)
opportunity to make a difference in the Central Texas Jewish community every day