[Hiring] Financial Planning and Analysis Specialist @NDWA

Role Description

The Financial Planning & Analysis Specialist supports grants management, financial forecasting, and budget administration for NDWA, serving as a liaison between Finance and Development. This role supports the management of grant budgets and compliance, supports multi-year financial models and forecasts, coordinates financial operations across NDWA (501(c)(3)) and Care in Action (501(c)(4) and Super PAC), and maintains the organization’s in-house budgeting and reporting tools.

Primary Responsibilities

• Grants Management & Compliance
  • Support all NDWA grant budgets and reports to ensure high-quality, consistent data; serve as the key liaison between FP&A and Development on grant strategy.
  • Support the Director of Finance in financial tracking, reporting, and compliance for government, foundation, and private grants, ensuring funds are allocated correctly.
  • Monitor restricted vs. unrestricted funding to ensure proper fund release and accurate reporting to grantors.
  • Partner with Programs and Development to build budget templates aligned to funding proposals, detailing personnel allocation, OTPS, and indirect expenses in line with NDWA’s mission and vision.
  • Maintain a comprehensive filing system for grant agreements, reports, and key correspondence, including the TRNA file for revenue releases.
• Financial Planning & Analysis
  • Assist with quarterly forecasts, budget variance analysis, and multi-year financial models to support strategic planning.
  • Support the development of FP&A in evaluating new funding opportunities, modeling complex budgets and assessing current revenue streams to identify the best scenarios for NDWA.
  • Assist in preparing project budget proposals, budget-vs.-actual reporting, and carryover projections for institutional funders.
• Cross-Entity Coordination (NDWA & Care in Action)
  • Work closely with the Director of Finance (Care in Action) to ensure seamless coordination between NDWA (501(c)(3)) and Care in Action (501(c)(4) and Super PAC).
  • Support inter-organizational transfers and cost-sharing allocations, ensuring compliance with legal and financial regulations while maintaining appropriate entity distinctions.
  • Work with the Director of Finance to align budgeting, reporting, and financial policies across entities.
• Financial Reporting
  • Prepare journal entries for grant-related expenses and reclassify transactions to the correct cost centers and expense categories.
  • Prepare monthly variance reports and lead quarterly check-in meetings with budget managers.
  • Coordinate with key personnel to revise budgets throughout the year and the life of each initiative, fostering collaborative grant oversight.
• Budget & Systems Administration
  • Serve as support architect of the in-house budgeting and reporting tool, continuously improving its efficiency to adapt to new needs.
  • Manage staff allocation: update allocation percentages in Proliant and Financial Edge (including retroactive reclassifications) and maintain the budgeted staff allocation table for accurate forecasting.
  • Maintain accounting codes (e.g., program and project ID) and the chart of accounts across systems; partner with the Tech team to ensure integration and data synchronization between Financial Edge, Martus, and all reporting systems.
  • Support the Director of Finance and Deputy Controller during the annual budgeting process, ensuring alignment with organizational financial goals.
• Other Duties
  • Assist in preparing written financial policies, procedures, and training materials for all budgeting and software processes.
  • Participate in cross-training across the Finance Department.
  • Maintain the security and confidentiality of sensitive data with a high degree of professionalism.
  • Perform other duties as assigned by the Director of Finance and VP of Finance.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field (or equivalent coursework and experience).
• 1-2 years of nonprofit financial management experience, with extensive grant management, budget planning, and financial compliance for 501(c)(3) organizations.
• Working knowledge of GAAP, nonprofit audit requirements, and financial reporting for funders.
• Proficiency in Excel (including advanced functions), Financial Edge, Salesforce, and Google Workspace; comfort working across accounting software systems.
• Strong analytical, organizational, and written and verbal communication skills, with rigorous attention to detail.
• Commitment to growth and professional development.
• Alignment with NDWA and Care in Action’s mission, vision, and values, and an understanding of the issues facing low-wage workers, immigrant communities, and women of color.
• Experience working in a multi-entity environment, preferred.
• Interest in deepening knowledge of accounting and GAAP, preferred.

How to Apply

Please apply directly to the job posting and send Resume, and cover letter, tailored to the job. Applications, reviewed on a rolling basis, will only be accepted electronically, and solicitations to individual staff are unlikely to be responded to.

Equal Employment Opportunity

NDWA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.