Senior Financial Analyst

Position Summary

This position reports to the Director, Financial Planning and Analysis within the Financial Planning & Analysis (FP&A) team at LISC.

This is an excellent opportunity to be part of the finance team at one of the largest Community Development Finance Institutions (CDFIs) in the country. The Corporate FP&A team at LISC supports the Chief Financial Officer and acts as a bridge between Finance, Lending, LISC Fund Management, and other national departments to conduct comprehensive analysis of LISC's operations and make strategic financial decisions. This position is ideal for candidates looking to apply their financial acumen to a mission-aligned role in the nonprofit sector.

The Senior Financial Analyst will work across LISC's multiple business segments and have the opportunity to gain an in-depth understanding of the full financial operations of the organization while primarily supporting strategic decisions related to LISC's impact lending and fund management activities. The Senior Financial Analyst will own the development and maintenance of key financial models, create and present material at cross-department and leadership meetings, and play a central role in producing LISC's annual corporate budget.

We are seeking an individual who has proven success working with complex financial models and interpreting financial analytics. High attention to detail and ability to work closely and communicate clearly with a variety of stakeholders across LISC is critical. The successful candidate will have exceptional interpersonal skills and the ability to work with individuals from a wide range of cultural and educational backgrounds. Extensive and advanced working knowledge of Excel is required.

Responsibilities

Financial Modeling and Presentation

• 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.

Budget and Forecasting

• 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.

Affiliate Businesses

• 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.

Qualifications

• 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.

Compensation

LISC provides a competitive salary ($85,457-$106,822) and excellent fringe benefits for this position.