Financial Analyst III bei Communities Foundation of Texas
Communities Foundation of Texas · Dallas, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Dallas
About Communities Foundation of Texas
The mission of Communities Foundation of Texas (CFT) is to improve the lives of all people in our community by investing in their health, wealth, living, and learning. CFT works to accomplish this by growing community giving, expanding community impact, and advancing community equity. With a vision of building thriving communities for all, CFT works locally and across the state with many individuals, families, companies, foundations, and nonprofits through a variety of charitable funds and strategic grantmaking initiatives. CFT professionally manages more than 1,300 charitable funds and has awarded more than $2.6 billion in grants since its founding in 1953.
CFT is committed to serving and understanding donor needs, expertly handling complex gifts, wisely managing charitable funds, and leveraging its community knowledge to increase charitable impact, in addition to powering several initiatives including the W. W. Caruth, Jr. Fund at CFT, the Center for Business Impact, Educate Texas at CFT, Emerging Leaders in Philanthropy at CFT, GiveWisely, and CFT’s North Texas Giving Day. CFT’s North Texas Giving Day raised more than $70 million in 2024 to help over 3,200 North Texas nonprofits and has raised more than $560 million throughout its 16-year history. Learn more at CFTexas.org.
Your role
The Financial Analyst III provides advanced financial analysis, reporting, and modeling to support strategic decision-making. This role partners with leaders across departments to deliver insights into financial performance, identify trends, and drive process improvements. This role also provides financial analysis, reporting, and modeling to support the Foundations program-related investments (PRIs).
What you’ll do
- Develop, analyze, and maintain complex financial models to support forecasting, long-range planning, and strategic decision-making
- Prepare monthly, quarterly, and annual financial reports with variance analysis and actionable insights
- Evaluate financial performance to identify risks/opportunities
- Develop financial models for potential PRI opportunities, including cash flow projections, risk/return assessments, and impact considerations
- Monitor PRI portfolio performance, track repayment schedules, and prepare variance analysis
- Lead improvements in PRI reporting processes, ensuring accuracy, compliance, and transparency
- Conduct scenario and sensitivity analyses
- Support the preparation of presentations and materials for executive leadership and board committees
- Ensure compliance with internal policies and external regulations.
- Ad Hoc projects, as assigned
Experience you bring
- Bachelor’s degree in finance, Accounting, Economics, or related field (Master’s/MBA preferred)
- 3-5 years of progressive financial analysis or corporate finance experience
- Prior non-profit or program-related investment experience, a plus
- Advanced proficiency in Excel and financial modeling; experience with NetSuite, Salesforce, and Power BI a plus
- Strong analytical, problem-solving, and critical thinking skills
- Excellent communication skills, with the ability to distill complex data into clear and actionable insights
- Ability to manage multiple priorities and deliver results in a fast-paced environment
- Effectively model and demonstrate CFT’s core competencies which include Collaboration, Impact and Problem Solving, Integrity and Accountability, Learning, and Internal and External Service
Disclaimer: The above sections contain representative examples of job duties that might be performed by employees assigned to this classification. CFT is a dynamic organization, and the environment can be fluid. Roles and responsibilities may be altered to accommodate changing conditions and objectives as well as to tap into the skills and experience of its employees. Accordingly, employees may be asked to perform duties that are outside the specific work that is listed. This is not an exhaustive list of all responsibilities, duties and/or skills required of all employees within this class.
Accommodations: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position
