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Jobs: Senior Financial Analyst

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National Headquarters, New York

Department: Finance and Operations

Location: Headquarters, New York, NY

Reports To: Chief Financial Officer

FLSA Status: Exempt/ Full-Time

Summary

The Senior Financial Analyst role is based in our New York Headquarters (HDQ) and is responsible for managing Lambda’s budgeting, reporting, financial analysis and forecasting processes. Additional responsibilities include managing the automation of financial systems and training of staff and Board in financial tools and systems. This will be a dynamic role which has the potential to grow in the coming years. 

Who We Are

Lambda Legal is a national organization committed to achieving full recognition of the civil rights of lesbians, gay men, bisexuals, transgender people and everyone living with HIV through impact litigation, education and public policy work. Since 1973, Lambda Legal has used impact litigation and other advocacy tools to decriminalize same-sex relationships; challenge discrimination against LGBT people and people living with HIV in the workplace, the home, in schools, in health care, and in the military; and protect LGBT families, including by winning and defending marriage equality. Clients are not charged for legal representation or advocacy and Lambda Legal receives no government funding. Headquartered in New York City, Lambda Legal has regional offices in Los Angeles, Chicago, Atlanta, Dallas, and Washington, D.C.

We believe that serving the full breadth of the LGBT and HIV communities requires cultural competency and enthusiasm for diversity of all kinds. To be successful, we must approach our work with an understanding that discrimination based on sexual orientation or gender identity is not the only obstacle to achieving full formal and lived equality for LGBT people and everyone living with HIV– rather, we recognize the intersectional nature of discrimination, specifically including biases based on race, religion, national origin, education, and class. In light of this reality, we prioritize awareness and proactive commitment to counteracting these biases and their compounding effects.

Essential Duties and Responsibilities

Reporting to the CFO, the Senior Financial Analyst requires keen analytical ability and advanced Excel skills combined with strong inter-personal skills and ability to work well with a wide range of non-Finance staff and the Board.  The following is a list of the core responsibilities for the Senior Financial Analyst, however other duties may be assigned.

Strategic Financial Analysis and Planning

  • Support the CFO in strategic financial analysis and planning, including:
    • Building sophisticated Excel-based (or other) scenario planning models
    • Developing multi-year multi-scenario strategic budget models
    • Adapting cash management and other financial planning tools

Financial Communications, Reporting and Analysis

  • Produce and disseminate monthly and quarterly budget-to-actual reports to
    • CFO for review, comment, and approval
    • Board members, executive management and budget holders for ongoing management and oversight
  • Meet with budget holders regularly (monthly and/or quarterly) to
    • Review results and ensure understanding
    • Identify areas for corrections to financial records, training and/or new systems and develop action plans as needed
    • Update organization-wide forecasts
  • Produce ad hoc reports and queries requested by CFO, budget holders, Board leaders
  • Produce grant/contract financial reports for submission to funders

Budget and Forecasting

  • Support the CFO in producing the annual budget
    • Manage budget development process to create the budget for approval by the Board
    • Prepare budget tool and update with budget planning information
    • Establish budget development schedule and communicate with budget holder
  • Review monthly results and produce forecast in collaboration with CFO
    • Identify trends and recommend action to the CFO

Develop Financial Systems and Provide Staff and Board Training

  • Develop Key Performance Indicators (KPIs) and related dashboard and other reporting tools
  • Assist in automation of Finance Department operations including managing processes for
    • Software selection, development, and Project Management
    • Implementation of new software and upgrades (including training Finance and non-Finance staff)
    • Assists with the development, implementation, automation, and maintenance of budgeting, general, and cost accounting systems
  • Conduct periodic training for staff and Board regarding financial systems, reporting and analysis, including onboarding new budget holders
  • Develop positive, collaborative, constructive working relationships with a wide range of non-Finance staff leaders, including executive team members and budget holders, as well as Finance staff
  • Assist creating internal controls and processes
  • Other accounting and various tasks as needed

Qualifications

Education and Experience Requirements

  • BS or BA Accounting / Finance / Data Analytics from an accredited college or university (or equivalent)
  • Minimum 5+ years of related experience in budget development and financial analysis, preferably in a non-profit environment.
  • Highly proficient with Microsoft Office applications and at least one automated accounting system.
  • Significant analytical and financial modeling experience as well as exceptional Excel (advanced skill level) and PowerPoint skills are required
  • Strong attention to detail– must be driven and have a desire to research and resolve variances.
  • Excellent critical thinking and problem-solving skills and attention to detail.
  • Excellent written, organization, time management, and verbal communication skills.
  • Must be able to convey information in a clear, focused, and concise manner.
  • Ability to adapt to a changing environment and respond accordingly.
  • High level of energy and commitment – must display a positive, confident assertive personality and be able to work on projects until completion.
  • Ability to multi-task, work under pressure and meet deadlines required.
  • Must possess the following personal attributes: Trustworthy, Strategic, Organized, Results-driven, Self-starter, Inclusive, Transparent and Collaborative.
  • Ability to interact with all levels of the organization and to excel in an environment that emphasizes teamwork and collaboration.

Working at Lambda Legal requires a demonstrated awareness to the concerns of the breadth of the communities that Lambda Legal serves.  Any successful candidate will welcome the opportunity to work in a gender-diverse and racially-diverse environment

Supervisory Responsibilities

N/A

Travel

This position requires some regional travel; travel percentage of 10%.

Salary

Salary is within the guidelines of a midsize not-for-profit. Competitive benefits package is provided, including medical, dental, life and long-term disability insurance, employer contributions to retirement account, and substantial vacation.

Application

The position is open until filled.

Send resume, and cover letter by e-mail only to careers@lambdalegal.org, attention Mildred Perez, Director of People and Culture with the subject line of “Senior Financial Analyst”.

No calls please. Due to the high volume of applications, Lambda Legal cannot return phone calls about the position and does not notify applicants of status except when an interview is granted.

Lambda Legal is committed to further building and maintaining a staff that reflects the full range of LGBT, HIV-affected and allied communities, and is an equal opportunity employer. People of color, transgender and gender-diverse people, women, people with abilities in multiple languages, immigrants, people living with disabilities, and individuals living with HIV are encouraged to apply.