Senior Financial Analyst Job at Codex, New York, NY

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  • Codex
  • New York, NY

Job Description

Senior Financial Analyst - Remote (NYC) - $80-110K

A leading national nonprofit organization is seeking a Senior Financial Analyst to join their collaborative and high-performing Financial Planning & Analysis (FP&A) team. This is an outstanding opportunity for a finance professional who is passionate about using their expertise to drive impact while working in a mission-focused environment.

They are looking for a proactive, detail-oriented finance partner with strong budgeting, forecasting, and financial modeling skills — and ideally, someone familiar with Workday Adaptive Planning and OfficeConnect reporting tools. This role will work closely with leaders across the organization, playing a critical part in both departmental and enterprise-wide financial planning.

Key Responsibilities:

  • Serve as a trusted FP&A liaison to assigned departments, guiding them through annual budgeting, forecasting cycles, and strategic planning initiatives.
  • Build and deliver detailed monthly financial reports, including variance analyses and scenario modeling to support informed decision-making.
  • Help drive the annual operating plan process and contribute to long-range financial strategies.
  • Partner with the FP&A team to develop materials for executive leadership and Board presentations.
  • Lead or co-lead organization-wide FP&A initiatives, such as budget communications, personnel planning, reporting strategies, and resource development.
  • Support enhancements to the Adaptive Planning system and associated financial reporting tools.
  • Research financial best practices and emerging technologies to continually improve internal processes.
  • Respond to ad-hoc financial analysis requests from senior leadership, providing thoughtful and timely insights.

What You Bring:

  • 3+ years of experience in FP&A, budgeting, reporting, or financial analysis roles.
  • Experience utilizing Workday Adaptive Planning/OfficeConnect/Adaptive Insights.
  • Advanced proficiency in Microsoft Excel and PowerPoint; ability to build and manage complex financial models.
  • Experience working with large data sets and a variety of planning or reporting systems.
  • Excellent organizational, communication, and business partnering skills.
  • Strong problem-solving ability and curiosity to drive improvements.
  • Ability to work independently while thriving in a team-oriented, highly collaborative culture.

Preferred but not required:

  • Familiarity with Workday Financials reporting.
  • Exposure to non-profit financial management practices, grants reporting, or fund accounting.
  • Experience with Salesforce, Tableau

Why Join?

  • Mission-driven work with a nationally respected nonprofit organization.
  • An outstanding team culture that values collaboration, continuous improvement, and professional development.
  • Competitive salary and a generous benefits package, including 401(k) with match, health coverage, flexible paid time off, and professional growth opportunities.

Job Tags

Flexible hours,

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