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Financial Data Analyst




February 29, 2024

About the organization


Aspen Institute

Organization type

Social Impact Organization

In A Nutshell


Hybrid Washington, DC, USA



Job Type


Experience Level


Deadline to apply

February 29, 2024

Lead on publishing and managing monthly, quarterly, and annual financial reports for programs across the Aspen Institute.


  • Work directly with the Director of Fiscal Reporting & Learning to create system-driven reports for programs’ monthly, quarterly, and annual reporting
  • Develop, deploy, and maintain reports using Planful, Netsuite, and F9
  • Understand complex financial data and processes to define reporting and dashboard requirements that support financial analysis, financial reporting, and financial audit response needs.
  • Creatively visualize data in a variety of formats to provide relevant insights to Analysis team, Program staff, and Senior Leadership.
  • Monitor automated processes and reports for accuracy and completion; contribute to process improvement
  • Develop and maintain cooperative working relationships with Finance & Accounting, ITS, FP&A system users, and staff using FP&A system
  • Collaborate, communicate with, and support Financial Analysis team and Operational Accounting to develop meaningful financial reports for their assigned programs or departments
  • Work with Financial Managers to collect final, analyzed reports with narrative to store for reference and audit-purposes
  • Work closely with Financial Services Unit to ensure the accuracy of forecasting
  • Develop and maintain financial/operational reports/models, create new reporting tools, and perform special projects as assigned.
  • Identify and effectively communicate work plans, risks, and issues to the Director of Fiscal Reporting & Learning and team.
  • Assist new team members with training on financial reporting
  • Work independently and with team members as appropriate to complete assigned activities.


  • BA/BS in fields of business administration, accounting, finance, business administration, or equivalent working experience in relevant fields with upward tracking record; a background in a non-profit, research or academic setting is strongly preferred
  • Minimum of 2-3 years’ working experience, excellent verbal and written communication, project and planning skills
  • Experience in comprehensive 360 financial reporting
  • Experience in creating effective Dashboards for various levels of leadership is highly desirable
  • Excellent skills of Excel, PowerPoint, and other Microsoft applications
  • Experience with Tableau, Microsoft Power BI or similar BI reporting tool a plus
  • Knowledge of standard accounting & budget principles and implementation in non-profit organizations are essential
  • Knowledge of database software is helpful
  • Strong technical, analytical, and problem-solving skills; Ability to pick up new technologies quickly
  • Attention to details; proven ability to work efficiently under pressure
  • Works well in a team environment, creative thinker, and quick learner

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