Edtech.com's Summary

iMentor is hiring a Senior Finance Analyst who will manage financial planning cycles, build financial models, analyze data, and prepare reports for senior leadership. The role involves supporting budgeting, forecasting, grant budget preparation, and enhancing FP&A tools while collaborating across departments.

Highlights

Manage monthly, quarterly, and annual budgeting, forecasting, and variance analysis cycles.
Advanced proficiency in Workday Adaptive, Excel, and PowerPoint is required.
Prepare financial reports and presentations for executive and board stakeholders.
Partner with business units and fundraising teams on financial analysis and grant budget alignment.
Support month-end and quarter-end closing activities, including accruals and reconciliations.
Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
2-3 years of experience in FP&A, corporate finance, or accounting preferred.
Strong knowledge of nonprofit accounting and funder reporting standards.
Salary range is $75,000 to $80,000 annually plus comprehensive benefits including medical, dental, 401K match, paid time off, and parental leave.
Additional familiarity with Intacct and Concur is a plus but not required.

Senior Finance Analyst Full Description

We are seeking a highly skilled and mission-driven financial analyst who brings both technical excellence and emotional intelligence to their work. The ideal candidate is a collaborative team player who is equally comfortable supporting forecasting, budgeting, and accounting functions, and who approaches all tasks — large or small — with diligence and humility. Based in New York City, and reporting to the Director of Financial Planning & Analysis, this individual combines strong financial acumen with empathy, compassion, and a deep commitment to our organization’s mission. If you are someone who thrives in a collaborative environment and is motivated by purpose as well as performance, we invite you to apply.

Responsibilities

Support monthly, quarterly, and annual financial planning cycles, including budgets, forecasts, and variance analysis.
Advanced proficiency in Workday Adaptive to manage the system, administrative and reporting functions.
Build and maintain dynamic financial models and dashboards to drive business insights.
Analyze financial and operational data to identify trends, risks, and opportunities.
Prepare monthly financial reports for executive presentations for senior leadership and board stakeholders.
Partner with business units to provide analytical support, improve forecasting accuracy, and drive cost efficiencies.
Partner with the Development team to prepare grant budgets for proposals and renewals.
Collaborate with the fundraising team to align budgets and financial reports with grant requirements and organizational planning.
Support month-end and quarter-end close processes, including accruals, reconciliations, and reporting.
Assist with the processing of the bi-weekly expense payments (A/P).
Review of monthly credit card expenses to ensure compliance with internal policies.
Contribute to the development and improvement of FP&A tools, processes, and reporting infrastructure.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field
2–3 years of progressive experience in FP&A, corporate finance, or accounting.
Required: Advanced proficiency in Workday Adaptive, Excel, PowerPoint
Strong knowledge of nonprofit accounting, funder reporting, and restricted/unrestricted revenue tracking.
Strong business acumen, attention to detail, and ability to synthesize complex data into actionable insights.
Strong quantitative skills and a solid understanding of accounting and financial principles.
Self-starter with strong organizational skills and attention to detail.
Excellent communication skills with the ability to influence stakeholders at all levels.
Ability to translate complex financial information into actionable insights for non-financial audiences.
A plus but not required: Knowledge of Intacct and Concur systems
A team-oriented and enthusiastic individual who brings positivity, warmth, and a strong sense of collaboration to our workplace.
Someone who believes that no task is too small when it contributes to the success of the team
Committed to equity, inclusion, and mutual respect in the workplace

Compensation & Benefits

Salary $75,000 - $80,000 annually commensurate with experience.
Up to 100% employer-funded comprehensive medical and dental coverage
18 paid days annual vacation (increasing annually to 21, 23, 25), 13 paid holidays + your birthday + one floating holiday, iMentor closed between Christmas and New Year’s Day, plus 6-7 sick days annually 401K match up to 4%
Flexible Home/Office/School working arrangement
Pre-tax commuter benefits
Dependent care and health care flexible spending plans
1 hour of wellness time off per week for wellness activities of your choosing
Flexible personnel wellness budget for reimbursements or marketplace purchases
Every staff member is eligible for organization-sponsored professional development annually
9 weeks of paid parental leave

Original Job Description

Responsibilities

Support monthly, quarterly, and annual financial planning cycles, including budgets, forecasts, and variance analysis.
Advanced proficiency in Workday Adaptive to manage the system, administrative and reporting functions.
Build and maintain dynamic financial models and dashboards to drive business insights.
Analyze financial and operational data to identify trends, risks, and opportunities.
Prepare monthly financial reports for executive presentations for senior leadership and board stakeholders.
Partner with business units to provide analytical support, improve forecasting accuracy, and drive cost efficiencies.
Partner with the Development team to prepare grant budgets for proposals and renewals.
Collaborate with the fundraising team to align budgets and financial reports with grant requirements and organizational planning.
Support month-end and quarter-end close processes, including accruals, reconciliations, and reporting.
Assist with the processing of the bi-weekly expense payments (A/P).
Review of monthly credit card expenses to ensure compliance with internal policies.
Contribute to the development and improvement of FP&A tools, processes, and reporting infrastructure.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field
2–3 years of progressive experience in FP&A, corporate finance, or accounting.
Required: Advanced proficiency in Workday Adaptive, Excel, PowerPoint
Strong knowledge of nonprofit accounting, funder reporting, and restricted/unrestricted revenue tracking.
Strong business acumen, attention to detail, and ability to synthesize complex data into actionable insights.
Strong quantitative skills and a solid understanding of accounting and financial principles.
Self-starter with strong organizational skills and attention to detail.
Excellent communication skills with the ability to influence stakeholders at all levels.
Ability to translate complex financial information into actionable insights for non-financial audiences.
A plus but not required: Knowledge of Intacct and Concur systems
A team-oriented and enthusiastic individual who brings positivity, warmth, and a strong sense of collaboration to our workplace.
Someone who believes that no task is too small when it contributes to the success of the team
Committed to equity, inclusion, and mutual respect in the workplace

Compensation & Benefits

Salary $75,000 - $80,000 annually commensurate with experience.
Up to 100% employer-funded comprehensive medical and dental coverage
18 paid days annual vacation (increasing annually to 21, 23, 25), 13 paid holidays + your birthday + one floating holiday, iMentor closed between Christmas and New Year’s Day, plus 6-7 sick days annually 401K match up to 4%
Flexible Home/Office/School working arrangement
Pre-tax commuter benefits
Dependent care and health care flexible spending plans
1 hour of wellness time off per week for wellness activities of your choosing
Flexible personnel wellness budget for reimbursements or marketplace purchases
Every staff member is eligible for organization-sponsored professional development annually
9 weeks of paid parental leave

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