Financial & Reporting Analyst


Job Type: Non-ministerial

Reports to: Director of Finance & Accounting

Position Description

The Financial & Reporting Analyst holds a critical and pivotal role in the Finance and Accounting Team by providing an added layer of review and insight on the organization's performance and sense of direction. This position, in close collaboration with the Director of Finance & Accounting and CFO, helps influence critical business decisions by analyzing metrics and fluctuations, designing reports and making recommendations to management.

Main Responsibilities

  • Preparation of various periodic financial reports and statements for internal & external needs
  • Generation of monthly & quarterly fluctuation analysis and review of comparative period results of operations and changes in balance sheet between periods
  • Periodic reconciliation bank balances and other accounts
  • Financial modelling, forecasting assistance in the creating of annual budget
  • Compliance & regulatory of reporting with various funding agencies
  • Adherence to internal accounting and operating controls
  • Creation of financial dashboard and financial reporting metrics on both consolidated and departmental/program level in collaboration with the Director of Program Analytics
  • Support to various departments, including marketing and sales, in reaching their goals through analysis
  • Increasing productivity by developing automated reporting/forecasting tools


  • One to three years of experience as a financial or business analyst
  • Bachelor’s Degree in Accounting/Finance highly preferred
  • Strong General Ledger experience
  • Non-profit work experience preferred
  • Analytical skills that allow for the development of data-driven reports
  • Demonstrated ability to manage time and prioritize projects to meet deadlines
  • Advanced Microsoft Excel to create pivot tables, graphs and charts
  • Strong written and verbal communication skills to effectively relate data to coworkers
  • Excellent critical thinking skills to help solve business problems and make decisions
  • Tendency to pay close attention to small details that could impact results
  • General knowledge of business operations, objectives, strategies, process and information flow
  • Excellent communication and presentation skills; be comfortable interacting with executive-level management