Financial Analyst, Reporting & Analytics
Foundation For The Carolinas
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Charlotte, NC
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Not Applicable
Posted March 28, 2026
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Responsibilities
Responsibilities
- Prepare and distribute monthly, quarterly, and annual financial reports for management, Board, and external stakeholders
- Analyze financial results, variances, trends, and key performance indicators, with a focus on fund, program, and grant-level reporting
- Develop dashboards and ad hoc analyses to support strategic planning, budgeting, and forecasting
- Support preparation of financial statements in accordance with GAAP and nonprofit accounting standards (FASB ASC 958)
- Fund, Grant & Program Accounting
- Track and report on restricted and unrestricted funds, endowments, grants, and donor-designated contributions
- Monitor grant budgets and expenditures to ensure compliance with donor, grantor, and regulatory requirements
- Partner with Program and Development teams to provide accurate financial information related to program performance and funding utilization
- Assist with allocation methodologies for shared costs across programs and funds
- Budgeting & Forecasting
- Support annual budgeting and multi-year financial planning processes
- Maintain forecasts and scenario analyses reflecting funding changes, program growth, and operational needs
- Provide budget-to-actual reporting and recommendations for corrective actions as needed
- Systems, Data & Process Improvement
- Maintain and enhance financial reporting tools, templates, and dashboards
- Ensure data integrity across financial and donor systems
- Identify opportunities to improve reporting efficiency, automation, and data visualization
- Document financial reporting processes and support system implementations or upgrades
Not Met Priorities
What still needs stronger evidence
Requirements
- Document financial reporting processes and support system implementations or upgrades
- 3–5+ years of financial analysis, reporting, or accounting experience
- Demonstrated experience with restricted funds, grants, and program-level reporting
- Technical Skills & Systems
- Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, lookups, financial modeling)
- Experience with nonprofit or fund accounting systems, such as
- Sage Intacct
- Blackbaud Financial Edge NXT
- NetSuite (Nonprofit edition)
- QuickBooks Nonprofit
- Familiarity with budgeting and forecasting tools (e.g., Adaptive Insights, Anaplan, or similar)
- Experience with reporting and visualization tools such as Power BI, Tableau, or equivalent
- Working knowledge of donor and grant management systems (e.g., Blackbaud Raiser’s Edge, Salesforce NPSP) a plus
- Understanding of GAAP, nonprofit accounting standards (ASC 958), and internal controls
- Ability to synthesize complex financial information and communicate it clearly to non-financial stakeholders
- High level of integrity and discretion when handling confidential information
Preferred Skills
- Prior experience in a nonprofit, foundation, or fund-accounting environment strongly preferred
- Blackbaud Financial Edge NXT
- Working knowledge of donor and grant management systems (e.g., Blackbaud Raiser’s Edge, Salesforce NPSP) a plus
Education
- (Not required) – Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred
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Description
OUR MISSION | REMARKABLE IMPACT
Remarkable impact is the heart of Foundation For The Carolinas ’ mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies, and organizations who partner with us to amplify the power of giving.
HOW YOU’LL ADVANCE OUR MISSION | POSITION OVERVIEW
The Financial Analyst, Reporting & Analytics supports the financial stewardship of the Foundation by producing accurate, timely, and insightful financial reports and analyses. This role partners closely with Finance, Programs, Development, and Leadership to ensure transparency, compliance, and data-driven decision-making across the organization. The ideal candidate brings strong accounting knowledge, advanced financial reporting skills, and the ability to translate complex financial data into clear, actionable insights.
YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES
Financial Reporting & Analysis
Prepare and distribute monthly, quarterly, and annual financial reports for management, Board, and external stakeholders
Analyze financial results, variances, trends, and key performance indicators, with a focus on fund, program, and grant-level reporting
Develop dashboards and ad hoc analyses to support strategic planning, budgeting, and forecasting
Support preparation of financial statements in accordance with GAAP and nonprofit accounting standards (FASB ASC 958)
Fund, Grant & Program Accounting
Track and report on restricted and unrestricted funds, endowments, grants, and donor-designated contributions
Monitor grant budgets and expenditures to ensure compliance with donor, grantor, and regulatory requirements
Partner with Program and Development teams to provide accurate financial information related to program performance and funding utilization
Assist with allocation methodologies for shared costs across programs and funds
Budgeting & Forecasting
Support annual budgeting and multi-year financial planning processes
Maintain forecasts and scenario analyses reflecting funding changes, program growth, and operational needs
Provide budget-to-actual reporting and recommendations for corrective actions as needed
Systems, Data & Process Improvement
Maintain and enhance financial reporting tools, templates, and dashboards
Ensure data integrity across financial and donor systems
Identify opportunities to improve reporting efficiency, automation, and data visualization
Document financial reporting processes and support system implementations or upgrades
Requirements
Education & Experience
Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred
3–5+ years of financial analysis, reporting, or accounting experience
Prior experience in a nonprofit, foundation, or fund-accounting environment strongly preferred
Demonstrated experience with restricted funds, grants, and program-level reporting
Technical Skills & Systems
Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, lookups, financial modeling)
Experience with nonprofit or fund accounting systems, such as
Sage Intacct
Blackbaud Financial Edge NXT
NetSuite (Nonprofit edition)
QuickBooks Nonprofit
Familiarity with budgeting and forecasting tools (e.g., Adaptive Insights, Anaplan, or similar)
Experience with reporting and visualization tools such as Power BI, Tableau, or equivalent
Working knowledge of donor and grant management systems (e.g., Blackbaud Raiser’s Edge, Salesforce NPSP) a plus
Understanding of GAAP, nonprofit accounting standards (ASC 958), and internal controls
Core Competencies
Strong analytical and problem-solving skills with exceptional attention to detail
Ability to synthesize complex financial information and communicate it clearly to non-financial stakeholders
High level of integrity and discretion when handling confidential information
Strong organizational skills with the ability to manage multiple priorities and deadlines
Collaborative, service-oriented mindset with a commitment to the Foundation’s mission
Salary Description
$79,000+/year depending on experience
Description
OUR MISSION | REMARKABLE IMPACT
Remarkable impact is the heart of Foundation For The Carolinas ’ mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies, and organizations who partner with us to amplify the power of giving.
HOW YOU’LL ADVANCE OUR MISSION | POSITION OVERVIEW
The Financial Analyst, Reporting & Analytics supports the financial stewardship of the Foundation by producing accurate, timely, and insightful financial reports and analyses. This role partners closely with Finance, Programs, Development, and Leadership to ensure transparency, compliance, and data-driven decision-making across the organization. The ideal candidate brings strong accounting knowledge, advanced financial reporting skills, and the ability to translate complex financial data into clear, actionable insights.
YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES
Financial Reporting & Analysis
Prepare and distribute monthly, quarterly, and annual financial reports for management, Board, and external stakeholders
Analyze financial results, variances, trends, and key performance indicators, with a focus on fund, program, and grant-level reporting
Develop dashboards and ad hoc analyses to support strategic planning, budgeting, and forecasting
Support preparation of financial statements in accordance with GAAP and nonprofit accounting standards (FASB ASC 958)
Fund, Grant & Program Accounting
Track and report on restricted and unrestricted funds, endowments, grants, and donor-designated contributions
Monitor grant budgets and expenditures to ensure compliance with donor, grantor, and regulatory requirements
Partner with Program and Development teams to provide accurate financial information related to program performance and funding utilization
Assist with allocation methodologies for shared costs across programs and funds
Budgeting & Forecasting
Support annual budgeting and multi-year financial planning processes
Maintain forecasts and scenario analyses reflecting funding changes, program growth, and operational needs
Provide budget-to-actual reporting and recommendations for corrective actions as needed
Systems, Data & Process Improvement
Maintain and enhance financial reporting tools, templates, and dashboards
Ensure data integrity across financial and donor systems
Identify opportunities to improve reporting efficiency, automation, and data visualization
Document financial reporting processes and support system implementations or upgrades
Requirements
Education & Experience
Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred
3–5+ years of financial analysis, reporting, or accounting experience
Prior experience in a nonprofit, foundation, or fund-accounting environment strongly preferred
Demonstrated experience with restricted funds, grants, and program-level reporting
Technical Skills & Systems
Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, lookups, financial modeling)
Experience with nonprofit or fund accounting systems, such as
Sage Intacct
Blackbaud Financial Edge NXT
NetSuite (Nonprofit edition)
QuickBooks Nonprofit
Familiarity with budgeting and forecasting tools (e.g., Adaptive Insights, Anaplan, or similar)
Experience with reporting and visualization tools such as Power BI, Tableau, or equivalent
Working knowledge of donor and grant management systems (e.g., Blackbaud Raiser’s Edge, Salesforce NPSP) a plus
Understanding of GAAP, nonprofit accounting standards (ASC 958), and internal controls
Core Competencies
Strong analytical and problem-solving skills with exceptional attention to detail
Ability to synthesize complex financial information and communicate it clearly to non-financial stakeholders
High level of integrity and discretion when handling confidential information
Strong organizational skills with the ability to manage multiple priorities and deadlines
Collaborative, service-oriented mindset with a commitment to the Foundation’s mission
Salary Description
$79,000+/year depending on experience