Financial Planning and Analysis (FPA) Associate
Girls Who Invest, United States

New York, NY (Hybrid - in office 2-3 days per week)

Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women and non-binary investors, change-makers, and leaders. To date, GWI has reached more than 2,500 people in just eight years, and of our alumni working full-time, 70% have stayed in the industry.

GWI does this through tuition-free education programs for first and second-year college students. Beyond our programs, GWI provides career advisory services, community building, and support for our alumni at all stages in their careers, with a focus on long-term professional development, retention, and advancement.

We believe, and evidence-based research shows, that advancing diverse investors brings unique and previously excluded perspectives to the industry and leads to higher performance. To learn more, visit GirlsWhoInvest.org.

The Financial Planning and Analysis (FPamp;A) Associate will report to the Chief Operating Officer of Girls Who Invest and is a key new role designed to develop financial forecasts, analyze variances and other data, develop and present organizational insights, and create top-notch reporting materials that will help drive key decision-making across the organization. In partnership with the Operations team, this role will manage the annual budget process and any long-range financial planning, track performance against budget, and update forecasts throughout the year. Additionally, the FPamp;A Associate prepares and presents materials to communicate organizational results to the leadership team, Board of Directors, and any relevant external stakeholders.

Requirements

Budgeting and Financial Analysis

• Drive and project manage the annual budgeting process, collaborating with senior leadership and cross functional teams to ensure alignment with proposed strategies/annual plans.
• Create accurate and detailed financial forecasts to support strategic decision-making.
• Track and analyze variances between budgeted and actual financial performance, providing and implementing suggested solutions for improvements and other learnings.
• Analyze data and provide strategic insights for cross division and ad hoc analyses including select revenue tracking and analysis for Partnerships.

Reporting and Project Management

• Prepare and present comprehensive financial reports that provide a holistic view of GWI’s financial health.
• Support GWI’s data analytics broadly, particularly data related to organizational impact and cross-team analytics.
• Prepare and present comprehensive presentations for internal and external stakeholders and key meetings/plans including data visualization, analytics, and background research.
• Manage the Quarter End process and ensure timely delivery of materials for the Audit and Finance Committee meetings of the Board including:
• Collecting relevant data across the organization and performing financial analyses.
• Creating all reports and Board presentations.
• Working across all parts of the organization to gather needed materials, information, and sign offs of final documents.
• Create and provide financial reports to grantors, demonstrating the effective use of funds and compliance with grant requirements.
• Lead identification and support for high-impact special projects across the entire organization to improve processes, reporting and data.

Professional Experience

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA a plus.
• Three to five years of relevant work experience; experience in financial services, management consulting, or corporate financial planning and analysis preferred.
• Strong proficiency in financial modeling and analysis including ability to understand the details, gleam insights big and small, and develop recommendations from data.
• Excellent organizational and project management skills and demonstrated ability to prioritize and manage numerous projects at once as they evolve and change.
• Strong communication and presentation skills (verbal and written) and experience translating complex ideas into clear, easy-to-understand concepts.
• Significant experience with Google Suite, Excel (including expert analysis, organizing, and formatting skills), and PowerPoint; experience with Salesforce and project management software preferred.

Desired Skills

• Demonstrated ab

Job Rewards and Benefits