Senior Financial Analyst

First Book • Full-time • Hybrid in Washington, District of Columbia, United States • 3w ago

Fast Facts

First Book is seeking a Senior Financial Analyst to support financial planning, reporting, and inventory analysis, playing a crucial role in the finance team while ensuring accurate financial reporting in a nonprofit environment.

Responsibilities: Key responsibilities include preparing and analyzing financial reports, supporting month-end close activities, reconciling inventory, and assisting in budgeting and forecasting processes.

Skills: Candidates should have advanced Excel proficiency, strong knowledge of GAAP, and experience in financial analysis, accounting, and using integrated systems.

Qualifications: Bachelor’s degree in a related field and 5+ years of relevant experience are required.

Location: The position is based in Washington, DC, requiring in-office presence on Tuesdays and Wednesdays.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $80,000 - $120,000.

First Book has a mandatory Covid-19 vaccination policy (medical and religious exemptions permitted)

About the position:

(This is not a 100% remote position/ MANDATORY IN OFFICE: Tuesday & Wednesday)

The Senior Financial Analyst is a key member of the Finance team, supporting financial planning, reporting, inventory analysis, and month-end close processes within a complex nonprofit operating environment. Reporting directly to the CFO, this role plays an important part in ensuring accurate financial reporting across earned revenue, donated inventory, grants, and programmatic activity.

This position partners closely with Accounting, Operations, Supply Chain, Development, and IT to provide financial insights, support inventory valuation and reconciliation processes, and strengthen reporting systems that inform strategic decision-making.

Essential Duties and Responsibilities:

Financial Reporting & Departmental Support

Prepare and analyze monthly, quarterly, and annual internal financial reports across revenue, inventory, and program operations.
Support management reporting related to Marketplace activity, donated inventory, grants, and operating performance.
Provide recurring and ad-hoc departmental reporting support for Operations, Supply Chain, Development, and Program teams.
Analyze trends, variances, and key financial drivers and communicate findings clearly to leadership.

Month-End Close & Inventory Reconciliation

Perform detailed inventory reconciliations, including analysis of inventory movement, valuation (purchased and in-kind), shrinkage, and related adjustments.
Support month-end close activities, including preparation of journal entries, reconciliations, and reporting schedules.
Reconcile key balance sheet accounts and investigate discrepancies between sub-ledgers, inventory systems, and the general ledger.
Partner with Accounting to ensure accurate revenue recognition, cost of goods sold, and inventory valuation reporting.
Assist in strengthening internal controls related to inventory and operational reporting.

Budgeting & Forecasting

Support the annual operating budget and rolling forecast processes, including preparation of financial models and supporting schedules.
Assist in tracking performance relative to plan across revenue streams, inventory margins, and operating expenses.
Support scenario modeling related to pricing, margin analysis, and program investments.
Collaborate with department leaders to provide financial insights that improve budget adherence and operational efficiency.

Financial Systems & Data Integration

Serve as a Finance resource for financial and operational systems, including ERP/accounting platforms and inventory systems.
Support system enhancements, integrations, and reporting automation initiatives.
Assist in testing system updates and validating data integrity between financial and operational systems.
Maintain documentation of reporting processes and system controls.

Education

Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field, or equivalent professional experience.

Qualifications

Strong working knowledge of GAAP and financial statement structure.
Demonstrated experience preparing journal entries and performing balance sheet reconciliations.
Advanced Excel proficiency, including complex formulas, pivot tables, lookups, and financial modeling.

Skills & Experience

5 or more years of progressive experience in financial analysis, accounting, FP&A, or financial systems roles.
Experience supporting month-end close, management reporting, and budgeting or forecasting processes.
Experience working with integrated ERP or accounting systems and sub-ledgers (inventory, revenue, AP/AR).
Proven ability to analyze large data sets, identify discrepancies, and translate data into actionable financial insights.
Experience supporting system implementations, upgrades, or reporting automation initiatives.
Familiarity with CRM and reporting platforms (e.g., Salesforce, Tableau, Power BI, or similar tools) preferred.
Strong analytical mindset with the ability to connect operational activity to financial outcomes.
Ability to independently investigate variances, recommend adjusting entries, and resolve reconciliation issues.
Strong communication skills with the ability to explain financial concepts clearly to non-finance partners.
Collaborative approach and ability to work cross-functionally with Accounting, Operations, IT, and Revenue teams.
High degree of ownership and accountability; comfortable operating with minimal oversight.

TO APPLY:

Application Instructions

Candidates are invited to submit a resume and a cover letter that details their interest in the position to https://firstbook.bamboohr.com/careers.
Only applications submitted through First Book’s approved application platforms will be considered.
Applications submitted through external or unapproved sites, including Idealist, will not be reviewed.
First Book does not accept unsolicited recruiter submissions and does not pay fees for resumes submitted outside of a formal written agreement.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

First Book is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, marital status, personal appearance, family responsibilities, genetic information, matriculation, political affiliation, veteran status, or any other status protected by applicable federal, District of Columbia, or local law.

ADA / REASONABLE ACCOMMODATION STATEMENT

First Book is committed to providing reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, in accordance with applicable law.
Applicants requiring accommodations during the application or interview process should contact Tasha McNeill at (771) 243-2314 or tmcneill@firstbook.org.

EMPLOYMENT CONDITIONS

Location and Work Presence Requirement

This position requires the ability to maintain a regular in-office presence at First Book’s Washington, DC office to support collaboration with internal teams and participation in partnership-related activities.
The role is structured as a hybrid position with required in-office days. Reasonable accommodation will be considered in accordance with applicable federal, state, and local laws.

Relocation Assistance

Relocation assistance is not provided for this position. Candidates must be able to meet the role’s in-office presence requirements independently.

Compensation Transparency

In compliance with the District of Columbia Wage Transparency Act, First Book will provide the pay range for this position to applicants upon request or as part of the job posting.

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