What are the responsibilities and job description for the Financial Planning & Analysis Analyst position at CFS?
Job Title: Financial Planning & Analysis Analyst
Position Overview
The Financial Planning & Analysis Analyst will play a critical interim role supporting financial operations at a large nonprofit healthcare organization during a period of transition. This position is designed for an experienced finance professional who can step in quickly, absorb knowledge through a brief shadowing period, and independently lead key FP&A functions.
The Financial Planning & Analyst will report directly to the CFO and work closely with leadership to ensure continuity across forecasting, budgeting, and month-end processes.
Key Responsibilities
The Financial Planning & Analysis Analyst will be responsible for the following:
Financial Planning & Analysis Analyst (FP&A)
Top Functional Priorities
The successful Financial Planning & Analysis Analyst will meet the following criteria:
Required
The Ideal Financial Planning & Analysis Analyst Is
Position Overview
The Financial Planning & Analysis Analyst will play a critical interim role supporting financial operations at a large nonprofit healthcare organization during a period of transition. This position is designed for an experienced finance professional who can step in quickly, absorb knowledge through a brief shadowing period, and independently lead key FP&A functions.
The Financial Planning & Analyst will report directly to the CFO and work closely with leadership to ensure continuity across forecasting, budgeting, and month-end processes.
Key Responsibilities
The Financial Planning & Analysis Analyst will be responsible for the following:
Financial Planning & Analysis Analyst (FP&A)
- Lead monthly forecasting processes and support annual budgeting cycles
- Perform month-end close activities (approximately 1 week per month)
- Conduct variance analysis and partner with functional leads to explain performance
- Develop and maintain financial models for scenario planning and decision support
- Analyze program-level financial performance and funding utilization
- Prepare financial dashboards, KPI reports, and leadership summaries
- Track revenue trends, expenses, and identify cost-saving opportunities
- Assist with financial statements, reconciliations, and reporting requirements
- Ensure compliance with GAAP and nonprofit accounting standards
- Support audit preparation, including coordination with external auditors and 990 filings
- Contribute to cash flow forecasting and financial system improvements
- Provide financial insights to support leadership decision-making
- Assist with grant reporting and fundraising financial data needs
- Drive improvements in financial processes, systems, and reporting tools
- Act as a hands-on contributor who can adapt to shifting priorities
- Start: Thursday 5/7/26
- Schedule: 8:00 AM – 5:00 PM (flexible)
- Overtime is expected
Top Functional Priorities
- Monthly forecasting, reporting, and month-end close (~25%)
- Budgeting support and financial planning (~50%)
- Variance analysis and cross-functional collaboration (~25%)
The successful Financial Planning & Analysis Analyst will meet the following criteria:
Required
- 4 years of FP&A or related finance experience
- Strong Excel skills (advanced functions required)
- Experience with forecasting, budgeting, and financial analysis
- Ability to quickly learn systems and operate independently
- Experience with nonprofit accounting
- Familiarity with NetSuite or similar financial systems
- Exposure to audit support and compliance processes
The Ideal Financial Planning & Analysis Analyst Is
- Adaptable and comfortable in fast-paced, changing environments
- Hands-on and willing to jump in wherever needed
- Able to take direction and translate data into actionable insights
- Comfortable working extended hours during busy financial cycles
- A strong communicator who can collaborate with non-financial stakeholder
Salary : $94,100 - $116,700