Senior Financial Analyst

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country.

Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF).

Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

Inclusiv is seeking a Senior Financial Analyst to join our finance team during an exciting period of growth and impact. Reporting directly to the VP of Finance, this role will play a key part in shaping the organization’s financial strategy through analysis, budgeting, and reporting.

If you are a proactive, detail-oriented professional with a knack for financial modeling and a desire to contribute to a mission-driven organization, this may be the role for you.

The ideal candidate should live within commuting distance of the New York City office and be able to work on-site in the local office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote).

Key Responsibilities

• Lead and refine the organization’s annual budgeting, reforecasting, and grant financial modeling processes, creating "what-if" scenarios to support decision-making.
• Develop and integrate KPIs into financial models, while benchmarking KPIs against plan.
• Prepare and present monthly financial performance reports, identifying and explaining key drivers of variances.
• Analyze and verify cost allocations (direct and indirect), headcounts, membership dues, investments, and grants to ensure accurate financial reporting.
• Collaborate with the Controller and accounting team to ensure journal entries align with budget categories and are consistently applied.
• Monitor grant spending to ensure alignment with budgeted resources and funder guidelines, particularly for the CCIA grant, which spans multiple departments.
• Partner with the VP of Finance and department heads to conduct regular budget reviews, offering insights and recommendations for managing grant and program finances.
• Prepare quarterly investor reports, ensuring clarity and accuracy.
• Support the integration and ongoing development of financial planning tools (e.g., Vena) to enhance automation and reporting.
• Identify opportunities for improving financial systems, tools, and processes to increase efficiency and control.
• Lead ad hoc financial projects, providing critical insights to support organizational growth and decision-making.

Qualifications

• Passion for Inclusiv's mission to support low- and moderate-income communities in achieving financial independence.
• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 3-4 years of progressive experience in finance, accounting, budgeting, or forecasting, ideally in a fast-paced environment.
• Advanced Excel skills include financial modeling, with proficiency in functions like Sumifs, VLOOKUP’s, pivot tables, and visualization techniques (e.g., charts, graphs).
• Strong grasp of financial statement analysis, with the ability to identify anomalies and ensure data integrity.
• Ability to balance attention to detail with a strategic, big-picture perspective.
• Strong analytical and problem-solving skills, with a continuous improvement mindset.
• Tech-savvy, familiar with financial systems and willingness to learn new software tools.
• Experience with grants and federally sponsored programs is preferred.
• Loan and investment analysis experience is a plus.
• Knowledge of GAAP accounting and experience with FundEZ, ADP, and Vena is an advantage.
• Strong interpersonal and communication skills, with the ability to work cross-functionally and build relationships across departments.
• Have authorization to work in the U.S.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities.

We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts.

It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.