Financial Analyst at CNY Community Foundation | NY, US | Rezi

Financial Analyst at CNY Community Foundation

Financial Analyst

CNY Community Foundation · NY, US

Today

Financial Analyst

CNY Community Foundation · NY, US

18 hours ago
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About the Role

The Financial Analyst supports the financial administration, analysis, reporting, and compliance infrastructure for Central New York Innovation & Growth Initiative, Inc. (CNYIGI) workforce solution funding orders. This role monitors and reconciles federal workforce solution funding orders, analyzes budget-to-actual performance, validates financial data, supports funding award workflows, and maintains audit-ready financial records.

Responsibilities

  • Support CNYIGI leadership with ensuring full monitoring and reporting compliance associated with all federally awarded workforce solution funding orders.
  • Monitor strategic partners and sub-intermediaries against approved workforce solution funding order budgets by collecting and reviewing financial information and supporting documentation.
  • Track and analyze budgeted versus actual intermediary expenses and workforce solution funding order activity, identifying material variances and trends.
  • Reconcile financial activity to approved budgets, funding orders, partner documentation, invoices, reimbursements, advances, and other applicable supporting records.
  • Prepare financial schedules, summaries, and analyses to support CNYIGI reporting, management decision-making, and audit readiness.
  • Regularly access and use the designated workforce data system (WDS) database to enter data and review reports on awarded workforce solution funding order performance indicators and budget line items.
  • Assist in preparing for all annual audits of CNYIGI relating to the Intermediary Agreement.
  • Maintain complete, audit-ready files and compliance documentation supporting direct funding agreement.
  • Ensure documentation is accurate, current, and properly stored to meet retention and audit standards.
  • Administer workflow solution funding order processes supporting the receipt, review, and pay-over of workforce solution funding orders to strategic partners.
  • Coordinate administrative steps required for approvals, payment processing, and file completion.
  • Support CNYIGI leadership with preparing all monthly, quarterly, semi-annual, and annual reports due to the client(s) and funding source(s).
  • Maintain data collection forms, version control, submission and approval logs, filing confirmations, and approval records associated with funding orders and related documentation.
  • Ensure consistent naming conventions, folder structures, and archival practices are followed for long-term accessibility and compliance.
  • Compile and maintain documentation required for the Intermediary Information Form and overall agreement record retention.

Requirements

  • High attention to detail with strong file management, documentation, and version control habits.
  • Experience supporting financial and programmatic reporting cycles, reconciliation, data validation, and multi-step approval workflows.
  • Strong organizational and communication skills; ability to manage multiple deadlines with accuracy.
  • Strong computer proficiency, including Microsoft Office with particular strength in Excel and experience working with financial data.
  • Willingness to learn all appropriate Community Foundation software.
  • Commitment to advancing the vision of diversity, equity and inclusion established by CNYCF Board.
  • A deep interest in and commitment to philanthropy and the work of the Central New York Community Foundation.

Skills

  • Financial analysis
  • Accounting
  • Budgeting
  • Financial operations
  • Federal award administration
  • State award administration
  • Program operations
  • Compliance support
  • File management
  • Documentation
  • Version control
  • Financial reporting
  • Programmatic reporting
  • Reconciliation
  • Data validation
  • Multi-step approval workflows
  • Organizational skills
  • Communication skills
  • Microsoft Office
  • Excel
  • Financial data analysis

Location

  • Central New York

Work Type

  • Full-time
  • Hybrid

Experience Level

  • 5 or more years of experience in financial analysis, accounting, budgeting, financial operations, or a related field

Salary/Compensations

  • $75,000 - $80,000

Benefits

  • Health insurance
  • Annual vacation
  • Sick & safe leave
  • Twelve paid holidays
  • Term life insurance
  • Disability insurance
  • Parking
  • 401(k) retirement savings program with employer contribution and match
  • Optional flex spending accounts

About the Company

  • Central New York Innovation & Growth Initiative, Inc. (CNYIGI) is a workforce solution.
  • Central New York Community Foundation (CNYCF) is an organization committed to philanthropy.