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About the Role
This role supports a function built on financial analysis, data infrastructure, and agency partnership. The Financial Analyst will build data systems, analytical tools, and agency relationships to strengthen organizations served by UJA.
Responsibilities
- Manage annual collection of financial data across UJA’s grantee portfolio, including audited statements, 990s, and operating budgets.
- Analyze financial health across the portfolio using a structured scorecard framework and flag emerging concerns.
- Conduct agency-level financial reviews and develop cohort or sector-wide summaries.
- Identify governance risk indicators through analysis of board structure, composition, and policy data.
- Support the rollout and ongoing maintenance of a tiered oversight framework across core partners, strategic partners, and other UJA-funded organizations.
- Support the operational infrastructure of UJA’s capacity-building work with core partners, including request intake, engagement records, budget tracking, consultant deliverables, and documentation.
- Use portfolio financial and governance data to surface capacity needs and candidate agencies for support.
- Prepare agency background materials for Director and outside experts to scope engagements.
- Track capacity-building engagements through completion and compile outcome data for reporting.
- Maintain regular, direct contact with agency finance and executive staff to deepen qualitative understanding of agency financial condition.
- Accompany lay leaders on site visits as a financial resource, helping translate agency financial health into accessible context.
- Help build dashboards and agency profiles serving multiple internal audiences.
- Partner with Operations to improve data collection systems, scorecard frameworks, and reporting.
- Support grantmaking analytics including GOS modeling, public funding tracking, and cross-CPER collaboration.
- Perform ad hoc analyses and support the Agency Oversight Committee.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 3–5 years of relevant financial analysis experience.
- Ability to read and interpret nonprofit financial statements (audited financials, Form 990).
- Excel proficiency (pivot tables, etc.).
- Familiarity with GAAP and nonprofit financial reporting.
- Experience with or interest in data visualization tools and AI-assisted data extraction and workflow automation.
- Excellent collaboration skills – both as a project lead and as a contributor.
- Strong communicator who can translate complex financials for non-financial audiences.
- Relationship-oriented, proactive, and comfortable managing multiple workstreams in a fast-paced environment.
- Genuine interest in UJA’s mission and the health of the Jewish communal sector.
Skills
- Financial analysis
- Data infrastructure
- Agency partnership
- Excel proficiency
- GAAP
- Nonprofit financial reporting
- Data visualization
- AI-assisted data extraction
- Workflow automation
- Collaboration
- Communication
- Relationship management
- Project management
Location
- New York
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Bachelor's degree
Salary/Compensations
- $75,000 to $85,000
About the Company
- UJA-Federation supports hundreds of nonprofits, large and small, to meet the needs of Jewish communities in New York, Israel, and around the world.
- The Network Department works to foster thriving institutions positioned to serve today’s populations and tomorrow’s emerging needs.
- Network provides funding and non-financial resources such as expert consultants, supportive professional networks, and cohort learning to ensure the organizational health and efficacy of our closest partners.
- The Network Department is one leg of UJA-Federation’s planning division, Community Planning and External Relations (CPER).
- With a special focus on UJA’s 60+ core partner agencies, the department provides general operating support, offers an array of supports to ensure healthy organizations, and works collaboratively with our closest partners and CPER colleagues to think expansively about how to sustain excellent organizations and meet the ongoing needs of an ever-evolving community.