Senior Associate, Financial Planning and Analysis
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Job Description
FP&A Associate managing financial data for non-profit organization using advanced Google Sheets and Excel skills. Collaborating with accounting and program teams for budgeting and financial reporting.
Responsibilities:
- Collate and consolidate organizational annual budgets, project budgets, and forecasts
- Support quarterly and monthly forecasting and re-forecasting exercises
- Conduct variance analysis (budget vs actuals) and submit timely reports to management
- Prepare cash flow projections at organizational and project levels
- Build and maintain dynamic FP&A trackers by linking multiple Google Sheets / Excel files
- Convert accounting data into project-wise, donor-wise, and cost-center-wise reports
- Generate periodic management dashboards and financial summaries
- Support data collection and financial reporting for internal and external stakeholders
- Maintain project expenditure trackers aligned with funder budgets
- Develop and maintain complex Google Sheets / Excel-based financial models and trackers
- Link accounting data, budget sheets, payroll data, and procurement data into unified reports
- Create automated templates for: Budget vs Actual reports, Donor and project utilization reports, Monthly finance snapshots for leadership
- Ensure accuracy and consistency across multiple sheets and data sources
- Improve existing trackers and identify opportunities for automation and simplification
- Support teams in following standardized financial trackers and SOPs; provide training when needed
- Act as the key liaison between accounting team, budget holders, and program teams
- Ensure expenses are correctly mapped to projects and budgets
- Support compliance with funder requirements and internal policies
- Assist in monitoring incoming and outgoing funds from a planning perspective
- Work closely with the accounting team to ensure financial data is ready for FP&A reporting
- Support adherence to reimbursement, travel, procurement, and finance policies
- Assist in preparing utilization reports and expenditure statements for funders
- Strengthen financial management systems and reporting processes at GBL
- Create documentation and training material for financial tracking and reporting processes
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field.
- Minimum of five years of experience in FP&A / financial reporting / budgeting roles.
- Advanced proficiency in Google Sheets and MS Excel (must-have)
- Linking multiple sheets and workbooks
- Advanced formulas, pivot tables, lookups, data cleaning
- Building automated and dynamic reports
- Strong analytical and problem-solving skills
- High attention to detail and data accuracy
- Ability to translate financial data into meaningful insights and reports
- Comfort working with accounting data and financial systems
- Ability to work independently and coordinate across teams
Benefits:
- Insurance
- Travel allowance
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