Senior Financial Analyst

First Book•Washington, DC

7h•$80,000 - $90,000•Hybrid

About The Position

The Senior Financial Analyst is a key member of the Finance team, supporting financial planning, reporting, inventory analysis, and month-end close processes within a complex nonprofit operating environment. Reporting directly to the CFO, this role plays an important part in ensuring accurate financial reporting across earned revenue, donated inventory, grants, and programmatic activity. This position partners closely with Accounting, Operations, Supply Chain, Development, and IT to provide financial insights, support inventory valuation and reconciliation processes, and strengthen reporting systems that inform strategic decision-making.

Requirements

Strong working knowledge of GAAP and financial statement structure.
Demonstrated experience preparing journal entries and performing balance sheet reconciliations.
Advanced Excel proficiency, including complex formulas, pivot tables, lookups, and financial modeling.
5 or more years of progressive experience in financial analysis, accounting, FP&A, or financial systems roles.
Experience supporting month-end close, management reporting, and budgeting or forecasting processes.
Experience working with integrated ERP or accounting systems and sub-ledgers (inventory, revenue, AP/AR).
Proven ability to analyze large data sets, identify discrepancies, and translate data into actionable financial insights.
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 and ability to work cross-functionally with Accounting, Operations, IT, and Revenue teams.
High degree of ownership and accountability; comfortable operating with minimal oversight.
Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field, or equivalent professional experience.

Nice To Haves

Experience supporting system implementations, upgrades, or reporting automation initiatives.
Familiarity with CRM and reporting platforms (e.g., Salesforce, Tableau, Power BI, or similar tools) preferred.

Responsibilities

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.
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.
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.
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.