Senior Financial Analyst

First Book

. Prepare and analyze monthly, quarterly, and annual internal financial reports across revenue, inventory, and program operations .

Posted 10/12/2026full-timeUnited StatesSenior💰 $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong command of GAAP and financial modeling. Proficient in advanced Excel and SQL, capable of translating complex data into actionable insights while collaborating cross-functionally with various departments.

Highest-signal resume keywords

Financial AnalysisBudgeting And ForecastingAdvanced Excel ProficiencyGAAP KnowledgeSQL Data-Querying

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingCost AllocationData AnalysisJournal EntriesBalance Sheet ReconciliationVariance AnalysisTrend AnalysisCost/Benefit AnalysisScenario ModelingActivity-Based Costing

Soft Skills

Strong Communication SkillsAnalytical MindsetCross-Functional CollaborationOwnership And Accountability

Tools & Technologies

ERP SystemsSalesforceTableauPower BIGoogle Sheets

Industry Keywords

Financial ReportingInventory ManagementProgram OperationsManagement ReportingOperational Efficiency

Tech Stack

Tools & technologies

ERPSQLTableau

About the role

Key responsibilities & impact

Prepare and analyze monthly, quarterly, and annual internal financial reports across revenue, inventory, and program operations
Support management reporting related to Marketplace activity, donated inventory, grants, and operating performance
Provide recurring and ad-hoc departmental reporting support for Operations, Supply Chain, Development, and Program teams
Analyze trends, variances, and key financial drivers and communicate findings to leadership
Build recurring and ad hoc reporting on cost-to-serve and margin/subsidy by program
Support annual operating budget and rolling forecast processes
Prepare financial models and supporting schedules
Calculate and maintain true unit costs across product lines and distribution channels
Develop and maintain overhead/indirect cost allocation methodology
Track performance relative to plan across revenue streams, inventory margins, and operating expenses
Support new program and partnership evaluation with cost/benefit and breakeven analysis
Support scenario modeling related to pricing, margin analysis, and program investments
Collaborate with department leaders to improve budget adherence and operational efficiency
Serve as a Finance resource for ERP/accounting platforms and inventory systems
Support system enhancements, integrations, and reporting automation initiatives
Test system updates and validate data integrity between financial and operational systems
Maintain documentation of reporting processes and system controls
Identify system gaps preventing full-cost visibility and work with Finance and IT to close them
Report directly to the CFO and partner with Accounting, Operations, Supply Chain, Development, and IT

Requirements

What you’ll need

5+ years of progressive experience in financial analysis, accounting, FP&A, or financial systems roles
Strong working knowledge of GAAP and financial statement structure
Experience preparing journal entries and balance sheet reconciliations
Experience supporting month-end close, management reporting, and budgeting/forecasting processes
Advanced Excel proficiency, including complex formulas, pivot tables, lookups, and financial modeling
Bachelor’s degree in Finance, Accounting, Economics, or related field required
Experience building activity-based costing, unit economics, or full-cost allocation models from the ground up
Ability to analyze large data sets, identify discrepancies, and translate data into actionable financial insights
Advanced Excel/Google Sheets modeling skills
Strong SQL or equivalent data-querying ability
Experience supporting system implementations, upgrades, or process automation initiatives
Familiarity with CRM and reporting platforms such as Salesforce, Tableau, Power BI, or similar tools preferred
Strong analytical mindset
Strong communication skills and ability to explain financial concepts clearly to non-finance partners
Ability to work cross-functionally with Accounting, Operations, IT, and Revenue teams
High degree of ownership and accountability; comfortable operating with minimal oversight
Must submit a resume and cover letter through First Book’s approved platform
Relocation assistance is not provided

Benefits

Comp & perks

Medical and dental insurance coverage
Life insurance and Accidental Death and Dismemberment (AD&D) coverage
Paid vacation and sick leave
12 paid holidays annually
401(k) retirement plan with employer matching contributions
Employer-provided parking stipend (Washington, DC)