Hybrid Senior Financial Analyst

at Local Initiatives Support Corporation (LISC)

• Job title: Senior Financial Analyst
• Job type: Full Time
• Experience level: Senior
• Salary: $85,457 - $106,822 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Senior Financial Analyst managing financial models and strategic decisions at LISC, a community development organization.

Responsibilities

• Forecast performance of LISC’s loan portfolio and leverage analysis to inform lending and capital planning strategies.
• Build and maintain financial models that detail the organization’s operations and project future performance.
• Perform scenario analysis of LISC’s multi-year financial trajectory including liquidity, alignment with financial covenants and other key performance measures.
• Develop ad hoc models, analysis, and presentation materials to educate and inform decision-making processes of LISC leadership.
• Prepare and deliver content for LISC’s asset liability committee; project-manage presentation materials with input from multiple teams, take meeting minutes, prepare and circulate agendas and meeting materials.
• Support key aspects of the annual budgeting and quarterly reforecasting process, analyzing and consolidating financial data.
• Coordinate with department leaders across the organization to collect and validate data inputs for budget and forecasting.
• Distill trends and prepare variance analysis to capture changes between actuals, budget, and forecast.
• Maintain and implement any necessary process improvements in Adaptive, LISC’s budgeting and financial reporting tool.
• Contribute discussion materials for executive committee and board of director meetings.
• Project manage annual budgets and quarterly forecasts for certain LISC affiliates, coordinating between accounting and business units to deliver informed analysis to senior management.
• Prepare quantitative analysis to support strategic decisions related to operating and fund affiliates.
• Perform additional duties as required.

Requirements

• Bachelor’s degree from an accredited college or university in business, finance, economics, accounting, or related field is required.
• 6-8 years of progressive experience in corporate finance, accounting, banking, consulting, or related fields is required. Experience in the field of community development is preferred.
• Excellent financial analytical skills. Deep understanding of financial modeling for borrowing and lending funds.
• Fluency in financial statement analysis and synthesizing complex financial concepts for presentations.
• Vision, energy, excellent oral and written communication skills, and a strong work ethic.
• Excellent judgment, integrity, and professionalism.
• Fluency in Microsoft Office suite, including Microsoft Excel, PowerPoint, and Word required.
• Experience with Workday Adaptive financial planning software is a plus.

Benefits

• Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being;
• Disability Insurance: Long-term and short-term coverage for peace of mind;
• Retirement Savings: Secure your future with our 401(k) and 403(b) plans;
• Generous Holidays: Enjoy ample time off to recharge and celebrate;
• Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance;
• Tuition Assistance: Pursue your educational goals with support from our tuition assistance program;
• Referral Program: Earn rewards for referring qualified candidates to join our team;
• Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.