Location: 315 North Racine Avenue Chicago, IL 60607
Work Schedule: Monday through Friday, normal business hours
- This position offers a hybrid based model of 2 days remote and 3 days onsite
Position SummaryThe Senior Financial Analyst serves as a strategic business partner responsible for transforming financial, operational, workforce, and business data into actionable insights that support organizational decision-making and performance improvement. This role combines financial planning and analysis (FP&A), business intelligence, forecasting, reporting, and data analytics to help leaders make informed decisions that advance organizational goals.
The ideal candidate is a highly analytical professional who leverages technology, automation, and data-driven methodologies to improve financial performance, forecasting accuracy, operational efficiency, and overall business effectiveness.
Essential Responsibilities
Financial Planning & Analysis- Lead annual budgeting, forecasting, long-range financial planning, and scenario modeling activities.
- Develop, maintain, and enhance financial models to support decision-making.
- Conduct variance analyses and identify key financial and operational performance drivers.
- Perform pricing, contract, and strategic financial analyses to support organizational initiatives.
- Monitor financial performance and provide recommendations to improve outcomes.
Business Partnership & Decision Support- Serve as a trusted advisor to executive leadership, directors, managers, and operational teams.
- Partner with business leaders to evaluate financial performance, operational effectiveness, and strategic opportunities.
- Translate complex financial and operational information into meaningful recommendations.
- Support organizational planning efforts through data-driven analysis and strategic insight.
Data Analytics & Reporting- Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.
- Analyze financial, workforce, operational, and service delivery data to identify trends, risks, and opportunities.
- Create executive-level reports, presentations, and financial summaries.
- Present analytical findings in a clear and concise manner to both financial and non-financial audiences.
Technology, Automation & Business Intelligence- Utilize approved analytics, reporting, automation, and AI-enabled tools to enhance reporting and decision support processes.
- Identify opportunities to automate recurring reporting, data preparation, reconciliation, and analytical workflows.
- Support reporting and business intelligence platforms, including ERP systems, Power BI, SQL-based reporting tools, and other approved technologies.
- Ensure data accuracy through validation, reconciliation, documentation of methodologies, and adherence to data governance standards.
Process Improvement & Strategic Initiatives- Identify and implement opportunities to improve financial, analytical, and reporting processes.
- Participate in cross-functional initiatives designed to enhance organizational performance and operational efficiency.
- Support grant budgeting, contract analysis, funding proposals, and other strategic projects.
- Stay informed on industry trends, emerging technologies, analytics practices, and finance transformation initiatives
Qualifications
Required- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, Information Systems, or a related field.
- Minimum of 3-5 years of experience in financial planning and analysis, finance, reporting, business analytics, or decision support.
- Advanced proficiency in Microsoft Excel, including financial modeling and analysis.
- Experience utilizing reporting tools, data analytics platforms, automation solutions, or AI-enabled technologies to improve business processes and decision-making.
- Strong analytical, problem-solving, organizational, and communication skills.
- Ability to manage multiple priorities and work effectively across departments.
Preferred- Experience in healthcare, behavioral healthcare, nonprofit, or human services organizations.
- Experience with ERP systems, Power BI, Power Query, SQL, Tableau, Copilot, ChatGPT, Claude, workflow automation, predictive analytics, or similar tools.
- Experience developing dashboards, KPIs, data governance processes, and reporting solutions.
- MBA, CPA, CMA, Power BI Certification, Data Analytics Certification, or other relevant professional credential.
Knowledge, Skills & Abilities- Strong financial analysis, forecasting, and modeling capabilities.
- Ability to interpret complex data and translate findings into actionable business recommendations.
- Excellent written and verbal communication skills.
- Strong business acumen and strategic thinking ability.
- Demonstrated analytical curiosity and continuous learning mindset.
- Ability to work effectively with stakeholders at all levels of the organization.
- Knowledge of data quality, reporting controls, and performance measurement methodologies.
- Ability to utilize technology and emerging tools responsibly while maintaining data integrity and confidentiality.
Compensation (based on experience and credentials):- $80,000-90,000 annually
- Gateway Foundation conducts annual reviews including merit increases.
Benefits at Gateway Foundation:Health and Wellness:- Medical, dental, and vision insurance for employees and dependents
- Employee wellness program promoting health and fitness and offering cash-saving premiums
- Employee assistance programs focused on mental health
Financial wellbeing:- 403(b) Retirement Plan with 3% employer match
- Short-term and Long-term Disability and Life and AD&D Insurance paid for by Gateway
- Flexible Spending Accounts for medical and dependent care
- Public Service Loan Forgiveness (PSLF)
Flexibility and time off:- 18 paid time off days per year - accrual rates increase with years of service
- 9 paid company holidays
- Work-life-balance
Personal Development:- Training & Development Programs
- Tuition Reimbursement - up to $5,250 per calendar year
- eLearning access to online courses that provide CEU's and job-related training
- Clinical Supervision: Formal and informal guidance
