Financial Analyst, Client Service, Managed Organizations (Durham, NC)

Arabella Advisors

About the organization

About Arabella Advisors

Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

Duties

Reporting to the Director of Client Financial Services, the full-time Financial Analyst, Client Service will support internal and external stakeholders by advising on financial best practices and ensuring high quality financial reporting for a variety of nonprofit clients.

Essential Responsibilities:
Communicate financial information to non-financial stakeholders in a polished, professional manner
Provide financial client service to internal colleagues by reviewing and analyzing program financial statements, preparing forecasts, and problem-solving as other financial issues or questions arise
Review and help prepare the financial components of proposals and reports to private foundation funders
Participate in the preparation of webinar trainings designed for internal staff and external clients on processes and best practices in nonprofit financial management
Work in tandem with teammates to identify financial literacy challenges and design tailored training sessions for internal business teams
Work collaboratively with non-financial colleagues across multiple departments to improve systems and processes, in order to improve accuracy of financial reporting for our clients
Update and maintain shared financial templates and other key team resources

Qualifications

To be successful in this role you’ll need:
Minimum of 2 years of financial and grant reporting experience in a nonprofit or client service setting
Demonstrated knowledge of finance and accounting best practices
Excellent interpersonal communication skills, both verbal and written, including a demonstrated ability to write clear and concise correspondence to clients
Ability to simplify and explain complex financial concepts to non-financial stakeholders
Exceptional organizational skills with the ability to effectively manage multiple projects and competing deadlines
Ability to problem-solve, even in a high-pressure fast-paced environment
Strong analytical skills and attention to detail
Proficiency with Excel for data analysis and developing templates for client use

Other Bonus Skills and Experience:
Prior experience managing private foundation grants
Financial management experience with fiscal sponsors

Application instructions

Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.
We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.
While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.

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Equal Opportunity Employment

The posting employer has certified that this announcement complies with Peace Corps’ Equal Opportunity Employment policy:

The Peace Corps is committed to providing equal opportunity to all employees, Volunteers, and applicants for employment and volunteer service. Peace Corps policy prohibits discrimination and harassment because of race, color, religion, sex, national origin, age (40 or over), disability, sexual orientation, gender identity, gender expression, marital status, parental status, political affiliation, union membership, genetic information, or history of participation in the Equal Employment Opportunity process, grievance procedure, or any authorized complaint procedure.


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