Financial Planning & Analysis Analyst

Fair Haven Community Health Care • New Haven, CT

2d • $80,000 - $85,000

About The Position

The Financial Planning & Analysis (FP&A) Analyst supports the Director of Budgeting and Financial Operations and the CFO with budgeting, analysis, forecasting, reconciliation, reporting, special projects, and ad hoc requests. The role helps ensure compliance and provides timely, useful financial data and guidance to senior leadership to support decision-making. Reporting to the Director, Budgeting & Financial Operations, the Analyst supports financial planning, analysis, and reporting for a federally qualified health center with a $60 million budget.

Requirements

• Bachelor’s degree in Finance or a related field.
• At least three years of experience in financial reporting and analysis, budgeting, and forecasting.
• At least two years of experience with budgeting, revenue and expense tracking, compliance, and reconciliation.
• Competency with Office 365.
• Advanced Excel knowledge, including modeling, pivot tables, and VLOOKUPs.
• Ability to work independently with minimal supervision and prioritize tasks in a deadline-driven environment.
• Strong problem-solving and analytical skills, with attention to detail.
• Excellent interpersonal and communication skills, including demonstrated experience presenting to senior leaders.

Nice To Haves

• Master’s degree in Finance or a related field.
• Nonprofit and healthcare experience.
• Ability to think creatively and suggest recommendations for improvement.

Responsibilities

• Support the annual budget process by engaging colleagues and department leads to gather input and develop department- and site-specific budgets.
• Create and maintain monthly budget-to-actual analyses and forecasts, including tracking and forecasting reports for department budget owners.
• Monitor and reconcile financial activity across multiple systems while adhering to financial policies and month-close timelines.
• Provide preparation support for monthly Finance Committee and Board of Directors meetings.
• Assist with financial models and timely ad hoc analysis, including pro forma modeling.
• Create and maintain a department-wide Finance calendar that includes key annual deliverable dates.
• Track and help prepare quarterly financial and compliance reporting required for the New Market Tax Credit transaction for external CDEs and banks.
• Partner with department leads and senior leadership to develop budgets throughout the year in line with organizational strategy and needs.
• Perform other financial-related tasks as required.

Benefits

• Major medical, dental, and vision benefits.
• Voluntary benefits, including AFLAC, short-term disability, long-term disability, and life insurance.
• Paid holidays.
• Generous paid time off.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level