Financial Planning and Analysis Specialist

Posted 9 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
75K-79K Annually
Junior
Social Impact
The Role
Support grant budgeting, compliance, and FP&A activities across NDWA and Care in Action. Maintain budgeting/reporting tools, prepare forecasts and variance analysis, manage allocations and inter-entity transfers, and produce grant-related journal entries and reports while coordinating with program and development teams.
Summary Generated by Built In

Job Title: Financial Planning and Analysis Specialist

Position: Full-Time

Reports To: Director of Finance, NDWA

Direct Reports: none

Job Family: Confidential

Bargaining Unit: no

FLSA Status: Exempt

Salary: $75,377–$78,820

Work Location: Remote (U.S.-based); flexible, with in-person attendance as required

Target Start Date: As soon as possible

The National Domestic Workers Alliance (NDWA) is the leading national voice for dignity, respect, and recognition for domestic workers in the United States. NDWA was founded in 2007 by organizers and worker leaders in six cities representing nannies, house cleaners, and care workers, and now represents an alliance of more than 76 organizations across 22 states and 395,000 domestic workers nationally.

We envision a society where domestic work is valued as essential to our collective well-being, domestic workers are leaders in shaping the care sector, and domestic work jobs are good, economically secure jobs.

For over 15 years, we’ve worked to advance our mission by making domestic work visible. We’ve worked to pass policies that enable rights and higher wages for domestic workers across the country, changed public awareness and opinion about the dignity and value of care work, and built the capacity and leadership of domestic workers to organize and advocate for their rights.

We see the next era of our organization as an opportunity to move domestic work from newfound visibility towards transformation, and we’re ready to elevate care workers to the essential workers of the 21st-century economy.

We’re a multi-racial, multi-lingual organization building a powerful movement rooted in the human rights, dignity, and equality of domestic workers, care workers, immigrant women, and women of color.

Position Summary:

The National Domestic Workers Alliance (www.domesticworkers.org) organizes domestic workers in the United States for respect, recognition, and labor standards. Through leadership development, strategic campaigns, and alliance building, we are building a powerful movement for social and global justice.

The Financial Planning & Analysis Specialist supports grants management, financial forecasting, and budget administration for NDWA, serving as a liaison between Finance and Development. This role supports the management of grant budgets and compliance, support multi-year financial models and forecasts, coordinates financial operations across NDWA (501(c)(3)) and Care in Action (501(c)(4) and Super PAC), and maintains the organization’s in-house budgeting and reporting tools.

Primary Responsibilities:

Grants Management & Compliance

  • Support all NDWA grant budgets and reports to ensure high-quality, consistent data; serve as the key liaison between FP&A and Development on grant strategy.

  • Support the Director of Finance in financial tracking, reporting, and compliance for government, foundation, and private grants, ensuring funds are allocated correctly.

  • Monitor restricted vs. unrestricted funding to ensure proper fund release and accurate reporting to grantors.

  • Partner with Programs and Development to build budget templates aligned to funding proposals, detailing personnel allocation, OTPS, and indirect expenses in line with NDWA’s mission and vision.

  • Maintain a comprehensive filing system for grant agreements, reports, and key correspondence, including the TRNA file for revenue releases.

Financial Planning & Analysis

  • Assist with quarterly forecasts, budget variance analysis, and multi-year financial models to support strategic planning.

  • Support the development of FP&A in evaluating new funding opportunities, modeling complex budgets and assessing current revenue streams to identify the best scenarios for NDWA.

  • Assist in Preparing project budget proposals, budget-vs.-actual reporting, and carryover projections for institutional funders.

Cross-Entity Coordination (NDWA & Care in Action)

  • Work closely with the Director of Finance (Care in Action) to ensure seamless coordination between NDWA (501(c)(3)) and Care in Action (501(c)(4) and Super PAC).

  • Support inter-organizational transfers and cost-sharing allocations, ensuring compliance with legal and financial regulations while maintaining appropriate entity distinctions.

  • Work with the Director of Finance to Align budgeting, reporting, and financial policies across entities.

Financial Reporting

  • Prepare journal entries for grant-related expenses and reclassify transactions to the correct cost centers and expense categories.

  • Prepare monthly variance reports and lead quarterly check-in meetings with budget managers.

  • Coordinate with key personnel to revise budgets throughout the year and the life of each initiative, fostering collaborative grant oversight.

Budget & Systems Administration

  • Serve as support architect of the in-house budgeting and reporting tool, continuously improving its efficiency to adapt to new needs.

  • Manage staff allocation: update allocation percentages in Proliant and Financial Edge (including retroactive reclassifications) and maintain the budgeted staff allocation table for accurate forecasting.

  • Maintain accounting codes (e.g., program and project ID) and the chart of accounts across systems; partner with the Tech team to ensure integration and data synchronization between Financial Edge, Martus, and all reporting systems.

  • Support the Director of Finance and Deputy Controller during the annual budgeting process, ensuring alignment with organizational financial goals.

Other Duties

  • Assist in preparing written financial policies, procedures, and training materials for all budgeting and software processes.

  • Participate in cross-training across the Finance Department.

  • Maintain the security and confidentiality of sensitive data with a high degree of professionalism.

  • Perform other duties as assigned by the Director of Finance and VP of Finance.

Skills

  • Very strong attention to detail and exceptional digital organization skills.

  • Ability to interpret and communicate financial information clearly to non-financial budget managers.

  • Ability to manage time and work independently in a deadline-driven, remote environment.

  • Excellent customer service and interpersonal skills.

  • Ability to prepare clear, concise written policies and procedures, and to train others effectively.

Qualifications & Experience

  • Bachelor’s degree in finance, accounting, or a related field (or equivalent coursework and experience).

  • 1-2 years of nonprofit financial management experience, with extensive grant management, budget planning, and financial compliance for 501(c)(3) organizations.

  • Working knowledge of GAAP, nonprofit audit requirements, and financial reporting for funders.

  • Proficiency in Excel (including advanced functions), Financial Edge, Salesforce, and Google Workspace; comfort working across accounting software systems.

  • Strong analytical, organizational, and written and verbal communication skills, with rigorous attention to detail.

  • Commitment to growth and professional development.

  • Alignment with NDWA and Care in Action’s mission, vision, and values, and an understanding of the issues facing low-wage workers, immigrant communities, and women of color.

  • Experience working in a multi-entity environment, preferred

  • Interest in deepening knowledge of accounting and GAAP, preferred

How to Apply: Please apply directly to the job posting and send Resume, and cover letter, tailored to the job. Applications, reviewed on a rolling basis, will only be accepted electronically, and solicitations to individual staff are unlikely to be responded to.

NDWA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

NDWA is a union employer; this position is a senior management position.

NDWA participates in the E-Verify program and is an Equal Opportunity Employer.

Skills Required

  • Bachelor's degree in finance, accounting, or related field (or equivalent coursework and experience)
  • 1-2 years nonprofit financial management experience with grant management, budget planning, and compliance for 501(c)(3) organizations
  • Working knowledge of GAAP, nonprofit audit requirements, and financial reporting for funders
  • Proficiency in Excel including advanced functions
  • Proficiency in Financial Edge
  • Experience with Salesforce and Google Workspace
  • Experience managing staff allocation and accounting codes across systems (Proliant, Martus, Financial Edge) and integrating reporting systems
  • Very strong attention to detail and exceptional digital organization skills
  • Ability to interpret and communicate financial information to non-financial budget managers
  • Ability to manage time and work independently in a deadline-driven, remote environment
  • Excellent customer service and interpersonal skills
  • Experience working in a multi-entity environment
  • Interest in deepening knowledge of accounting and GAAP
  • Alignment with NDWA and Care in Action's mission, vision, and values
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Year Founded: 2007

What We Do

The National Domestic Workers Alliance (NDWA) is a non-profit organization and leading voice for dignity and fairness for millions of domestic workers in the United States. Founded in 2007, it works to win respect, recognition, and labor protections for nannies, housekeepers, and caregivers. NDWA organizes workers, provides leadership programs, and advocates for policy changes and legislation to improve working conditions and economic security.

Similar Jobs

Rochester Institute of Technology Logo Rochester Institute of Technology

Financial Planning, Analysis, & Reporting Specialist III

Artificial Intelligence • Information Technology • Robotics • Design
In-Office
Rochester, NY, USA
4000 Employees
66K-90K Annually

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Inside Sales Representative

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
9 Locations
40000 Employees
45K-100K Annually

Wipfli Logo Wipfli

Architect

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
3000 Employees
117K-158K Annually

Wells Fargo Logo Wells Fargo

Personal Banker Croton

Fintech • Financial Services
Hybrid
Croton-on-Hudson, NY, USA
205000 Employees
23-31 Hourly

Similar Companies Hiring

Camber Thumbnail
Fintech • Healthtech • Social Impact
New York, New York
90 Employees
Sailor Health Thumbnail
Healthtech • Social Impact • Telehealth
New York City, NY
20 Employees
Playground (tryplayground.com) Thumbnail
Kids + Family • Payments • Social Impact • Software
New York City, New York
80 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account