Aprio Talent Solutions
Senior Financial Planning Analyst
Aprio Talent Solutions - Atlanta, Georgia, United States, 30383
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Recruiter - Aprio Talent Solutions / Real Estate Broker with Keller Williams South Park
Senior FP&A Analyst Location:
Atlanta, GA (Midtown) (Must Be Local To Atlanta) Job Type:
Full-Time Company Overview: Our client is a dynamic nonprofit organization that is creating a new model of 21st-century community philanthropy and engagement. Job Summary: The Senior FP&A Analyst will be responsible for developing, maintaining, and enhancing financial models, dashboards, and reports to support key financial processes, including budgeting, forecasting, and strategic planning. This role requires cross-functional collaboration to streamline financial workflows and leverage technology, including AI-driven solutions, to improve reporting accuracy and efficiency. The analyst will also manage or support software implementation projects as needed, under the direction of finance leadership. Responsibilities: Lead the annual budgeting and forecasting process across departments and business units Develop and maintain dynamic financial models and interactive dashboards utilizing Excel, Power BI, and other analytics platforms Conduct in-depth analyses of financial performance and trends to provide actionable insights directly to leadership Partner with program and departmental leaders to optimize financial planning and resource allocation initiatives Generate monthly and quarterly financial reports tailored for internal stakeholders, committees, and the Board Support budgeting, monitoring, and reporting for grants in partnership with the Advancement and Program teams Identify and implement technology solutions to automate reporting processes, enhancing data accuracy and operational efficiency Integrate AI tools to enhance forecasting, scenario planning, and operational efficiency Collaborate with the Foundation Operations Manager to support financial reporting and analysis for donor-advised funds and investment portfolios Assist with audit preparation and compliance reporting Identify opportunities for process enhancements to continually streamline financial operations Ensure the highest level of confidentiality concerning financial and donor-related information Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field required. Advanced certification (CPA/MBA) preferred 5+ years of relevant experience in financial planning and analysis, especially with a start-to-finish budgeting process Advanced proficiency in Microsoft Excel Experience with financial systems (Salesforce, Abila MIP, or Stellar) and data visualization tools (PowerBI or Tableau) Familiarity with application programming interfaces (APIs) and general coding concepts Why You Should Join: Fantastic Work/Life Balance Ability to Work With AI Tools Be The Forefront of FP&A Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Accounting/Auditing Industries Non-profit Organizations Referrals increase your chances of interviewing at Aprio Talent Solutions by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified about new Financial Planning Analyst jobs in
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Senior FP&A Analyst Location:
Atlanta, GA (Midtown) (Must Be Local To Atlanta) Job Type:
Full-Time Company Overview: Our client is a dynamic nonprofit organization that is creating a new model of 21st-century community philanthropy and engagement. Job Summary: The Senior FP&A Analyst will be responsible for developing, maintaining, and enhancing financial models, dashboards, and reports to support key financial processes, including budgeting, forecasting, and strategic planning. This role requires cross-functional collaboration to streamline financial workflows and leverage technology, including AI-driven solutions, to improve reporting accuracy and efficiency. The analyst will also manage or support software implementation projects as needed, under the direction of finance leadership. Responsibilities: Lead the annual budgeting and forecasting process across departments and business units Develop and maintain dynamic financial models and interactive dashboards utilizing Excel, Power BI, and other analytics platforms Conduct in-depth analyses of financial performance and trends to provide actionable insights directly to leadership Partner with program and departmental leaders to optimize financial planning and resource allocation initiatives Generate monthly and quarterly financial reports tailored for internal stakeholders, committees, and the Board Support budgeting, monitoring, and reporting for grants in partnership with the Advancement and Program teams Identify and implement technology solutions to automate reporting processes, enhancing data accuracy and operational efficiency Integrate AI tools to enhance forecasting, scenario planning, and operational efficiency Collaborate with the Foundation Operations Manager to support financial reporting and analysis for donor-advised funds and investment portfolios Assist with audit preparation and compliance reporting Identify opportunities for process enhancements to continually streamline financial operations Ensure the highest level of confidentiality concerning financial and donor-related information Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field required. Advanced certification (CPA/MBA) preferred 5+ years of relevant experience in financial planning and analysis, especially with a start-to-finish budgeting process Advanced proficiency in Microsoft Excel Experience with financial systems (Salesforce, Abila MIP, or Stellar) and data visualization tools (PowerBI or Tableau) Familiarity with application programming interfaces (APIs) and general coding concepts Why You Should Join: Fantastic Work/Life Balance Ability to Work With AI Tools Be The Forefront of FP&A Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Accounting/Auditing Industries Non-profit Organizations Referrals increase your chances of interviewing at Aprio Talent Solutions by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified about new Financial Planning Analyst jobs in
Atlanta, GA . Sr. Financial Analyst - Business Development
Atlanta, GA $114,000.00-$143,000.00 1 month ago Senior Financial Analyst, Grant & Gift Reporting
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Manager - Financial Strategy (GP Cellulose)
Atlanta, GA $125,000.00-$210,000.00 2 days ago Atlanta, GA $60,000.00-$65,000.00 3 weeks ago Manager - Financial Strategy (GP Cellulose)
Senior Financial Analyst - School of Medicine, Infectious Diseases
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business Data Analyst - Pricing & Reporting
Financial Services - Consulting - Guidewire - Business Analyst - Senior
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Atlanta, GA $120,000.00-$150,000.00 2 weeks ago Financial Services - Consulting - Guidewire - Business Analyst - Senior
Atlanta, GA $80,000.00-$96,000.00 1 day ago Business Analyst, Relay Supply Product and Technology
Atlanta, GA $66,900.00-$143,100.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr