Senior Financial Analyst, Financial Planning & Business Systems

The Center on Budget and Policy Priorities (CBPP) is a high-caliber strategic policy institute that informs and shapes public policies to reduce poverty, promote equity, and build opportunity, while also supporting efforts to ensure progressive fiscal policies that can support these investments. It has a national reputation for conducting rigorous research and analysis, developing evidence-based policy ideas and strategies, shaping a broad array of policy debates at the federal and state level, influencing policy outcomes on a range of critical issues, and advancing strong implementation through a variety of strategies. It focuses its efforts on improving the lives of people with low or moderate incomes and examines how policies affect particular groups, including people of color, immigrants, people with disabilities, and LGBTQ+ people. The Center is known for its unique capacity to blend rigorous, timely analysis with effective communications that enable policymakers and the media to make use of its work.

The Senior Financial Analyst, Financial Planning & Business Systems (SFA) performs a variety of financial activities including budgeting, forecasting, building financial models, assisting with financial planning, performing research and analysis, preparing reports, and assisting with close processes. The successful candidate will manage a portfolio of programs and projects and partner with internal staff to support financial management within program/project execution. The candidate will also serve as the internal Business Systems Analyst for Finance, which includes serving as the go-to Super User of Finance and Accounting systems.

This role reports to the Senior Director, Financial Planning & Analysis (SD) and is crucial in ensuring accurate financial analysis and information related to organization-wide financial reporting and monitoring of key performance metrics. Under the direction of the SD, the SFA will support the Director, Grants Compliance and Administration in ensuring accurate financial analysis and information related to tracking and reporting of foundation grants.


Business Systems
  • Serve as Accounting/Finance systems administrator
  • Understand and critically evaluate business needs against financial system capabilities and organizational capacity and make recommendations/lead efforts to resolve identified gaps
  • Serve as a critical team member for identification and implementation of budget, planning systems, and processes
  • Develop financial reports for senior leadership to highlight key business components and models that support current Center business strategies and goals
Financial Planning and Analysis
  • Provide budgetary and financial planning support to assigned program areas and participate in the compilation and review of the organization-wide budget
  • Produce timely month-end reports of financial performance variance analyses ensuring accuracy and completeness to include investigation, risk assessment, and explanation of financial statement line-item budget-to-actual expense variances
  • Lead preparation of the annual and mid-year budget materials for review by senior finance and executive leadership and approval by the board of directors
  • Research and prepare periodic financial analyses and/or reports, as needed
Grants Administration
  • Support preparation of grant budgets for inclusion in proposals for programs/projects in partnership with the Development team and the Director, Grants Compliance and Administration
  • Support creation of customized grant reports for funders, program/project directors, and senior management
  • Prepare supporting documentation for adjustments required to foundation grant budgets
  • Provide technical assistance and grant accounting support by preparing, importing and maintaining grant budgets in planning and forecasting software
  • Perform additional grant administration tasks, as needed and assigned by the Senior Director


  • Bachelor’s degree in Accounting or Finance
  • At least seven years of progressive experience developing, preparing, and monitoring organization and/or foundation grant budgets in a nonprofit environment. A graduate degree in Finance may be substituted for two years’ work experience.
  • Two to five years of demonstrated experience with administration of business systems and management reporting
  • Experience with Intacct and/or other accounting/financial systems is preferred
  • Strong mathematic aptitude and abilities
  • Strong attention to details and accuracy
  • Strong oral and written communication skills
  • A commitment to the Center’s mission to improve the well-being of low- and moderate-income people and advance racial equity as part of the Center’s work

The Center operates on a hybrid work schedule that includes at least two days per week in-person at our Washington, D.C. office.

This position reports to the Senior Director, Financial Planning & Analysis.

Terms of Employment: full-time, exempt.
Bargaining Unit Status: this is not a bargaining unit position.

Compensation: Salary commensurate with experience; excellent benefits, including three health insurance options, dental and vision care, life and long-term disability insurance, retirement, and generous vacation leave, sick leave, and holiday schedules.

Please upload a cover letter and resume. In your cover letter, please include a discussion of what draws you to the mission of the Center.

Please submit your application here.

The Center on Budget and Policy Priorities is an Equal Opportunity Employer that values and welcomes diversity in the workplace and strongly encourages all qualified persons to apply regardless of race, color, age, sex, marital status, sexual orientation, gender identity, gender expression, genetic information, credit information, pregnancy or parental status, family responsibilities, personal appearance, creed, military or veteran status, religion, ancestry or national origin, union activities, disability, or other status protected by applicable law.