Financial Analyst, Network

UJA-Federation of New York•New York, NY

4d•$75,000 - $85,000

About The Position

The Financial Analyst supports UJA-Federation’s Network Department at the intersection of financial analysis, data infrastructure, and partnership with core partner agencies. The role has two connected responsibilities: understanding financial conditions across UJA’s core partner network and using that insight to strengthen the organizations UJA serves. The Analyst builds and maintains data systems and analytical tools, supports agency relationships, contributes to capacity-building work, and prepares analysis that informs where support is directed. The Network Department is part of UJA-Federation’s Community Planning and External Relations planning division. It provides operating support and other resources to core partner agencies and works with partners and colleagues to support organizational health and address community needs.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3–5 years of relevant financial analysis experience.
Ability to read and interpret nonprofit financial statements, including audited financials and Form 990.
Excel proficiency, including pivot tables.
Familiarity with GAAP and nonprofit financial reporting.
Excellent collaboration skills, both as a project lead and as a contributor.
Strong communication skills, including the ability to translate complex financial information for non-financial audiences such as lay leaders and agency staff.
Relationship-oriented, proactive approach and comfort managing multiple workstreams in a fast-paced environment.
Genuine interest in UJA’s mission and the health of the Jewish communal sector.

Nice To Haves

Prior experience interpreting nonprofit financial statements.
Experience with or interest in data visualization tools.
Experience with or interest in AI-assisted data extraction and workflow automation.

Responsibilities

Manage the annual collection of financial data across UJA’s grantee portfolio, including audited financial statements, Form 990s, and operating budgets; manage submissions and a centralized document repository.
Analyze portfolio-wide financial health using a structured scorecard framework and flag emerging concerns for Director review and escalation.
Conduct agency-level financial reviews and develop cohort- or sector-wide summaries as needed.
Identify governance risk indicators by analyzing board structure, composition, and policy data.
Support rollout and ongoing maintenance of a tiered oversight framework across core partners, strategic partners, and other UJA-funded organizations.
Support the operational infrastructure of capacity-building work with core partners, including request intake, engagement records, budget tracking, consultant deliverables, and documentation.
Use portfolio financial and governance data to identify capacity needs and candidate agencies for support; prepare agency background materials to help the Director and outside experts scope engagements.
Track capacity-building engagements through completion and compile outcome data for reporting to Network leadership.
Maintain regular direct contact with agency finance and executive staff through one-to-one conversations and site visits to develop qualitative understanding of agency financial conditions.
Accompany lay leaders on site visits as a financial resource and explain agency financial health in accessible context for committee members.
Help build dashboards and agency profiles for internal audiences; partner with Operations to improve data collection systems, scorecard frameworks, and reporting.
Support grantmaking analytics, including GOS modeling, public funding tracking, and cross-CPER collaboration; perform ad hoc analyses and support the Agency Oversight Committee.