Job Description

Senior  FP&A Analyst  

Location:  Virtual  

Organization: Union for Reform Judaism  

Employment  Type: Full Time, Benefits Eligible , MNGT, Exempt    

Department:  Business Strategy & Management / Finance  

Reporting   to: Assistant Director, Finance/FP & A Manager  

Start  Date: ASAP  

Salary  Range: $90 ,000 - $100 ,000  plus competitive benefits package   

The Role  

The Union for Reform Judaism (URJ) is  seeking a proactive, detail-oriented Senior FP&A Analyst with strong financial acumen, clear communication skills, and fluency in financial systems. This is a senior individual contributor role with advanced subject matter  expertise and cross-organizational influence.   This role supports URJ’s mission by ensuring financial resources are stewarded responsibly and aligned with organizational priorities.  

In this role, you will lead budgeting, forecasting, and financial analysis for assigned program areas while serving as a steward of URJ’s financial planning system (Vena). You will partner closely with program leaders to translate financial results into clear, actionable insights that strengthen decision-making, stewardship, and accountability across the organization.   This position requires independent judgment, advanced financial modeling skills, systems fluency, and the ability to connect operational activity to  accurate forecasts and strategic choices.  

What You Will Do  

Budgeting & Forecasting  

You will develop,  maintain , improve , and help lead the  budgeting and  planning processes that guide annual and multi-year financial performance.  

• Partner with program teams to build annual and multi-year budgets and projections.  

• Maintain rolling forecasts that reflect the latest assumptions and operational realities.  

• Review and assess departmental submissions for accuracy, policy alignment, and financial logic, and surface issues or adjustments needed to strengthen the final plan.   

• Support leadership in evaluating trade-offs and resource allocation decisions during annual and multi-year planning.  

Financial Analysis  

You will deliver  timely ,  accurate analysis that supports operational decisions and long-term planning.  

• Lead monthly variance analysis and identify  trends and  key drivers behind performance changes.  

• Develop return on investment , sensitivity, and scenario models to support planning, trade-off decisions, and strategic conversations.  

• Integrate grant and fundraising expectations into spending forecasts and long-range plans.  

• Translate analysis into recommendations, not just reports.  

Planning System (Vena) Support & Data Integrity  

You will help ensure Vena  remains a reliable, well-structured system of  record   for planning and analysis.  

• Serve as a senior contributor to Vena system design, including data structures, mappings, drivers, templates, and workflows.  

• Partner with senior Finance leadership to ensure system design supports organizational planning needs.  

• Monitor data integrity across Vena, Intacct, and fundraising systems and drive  timely resolution of discrepancies in partnership with Finance Operations and Accounting.   

• Manage version controls ,  workflow rollovers , and  contribute to enhancement cycles that improve efficiency .  

Stakeholder Support & Communication  

You will strengthen financial ownership and understanding across the organization.  

• Serve as the primary FP&A partner to assigned program teams.  

• Act as a thought partner to program leaders, helping them understand  financial implications of programmatic choices.  

• Present financial performance, budget expectations, and forecast updates in clear, plain language.  

• Train program teams   on how  to use Vena reports and financial tools effectively and strengthen their financial ownership and accountability through focused training and guidance.  

• Help build repeatable, scalable processes that improve organizational planning maturity .  

Who You Are  

You are an analytical finance professional who brings structure and clarity to complex information. You take initiative, quickly  identify patterns, risks, and opportunities, and continuously seek ways to improve processes and systems. You are comfortable working across models, systems, and data sources and communicating financial concepts in accessible, actionable language. You balance precision with speed, exercise sound judgment when priorities shift, and stay focused on enabling better decisions across the organization.  

Keys to Success (the must-haves) 

• Financial Excellence :   Create  accurate ,  timely budgets and forecasts that program teams can rely on.   Deliver clear, insight-driven analysis that informs decisions and planning.  

• Systems & Data Stewardship :   Maintain clean, consistent data in Vena, aligned with Intacct and fundraising systems.   Troubleshoot issues proactively and reduce the need for rework by FP&A leadership.  

• Communication & Partnership :  Communicate financial information in plain language that is accessible and actionable.   Build trust and strengthen financial ownership across program teams.  

• Judgment & Prioritization :  Bring structure and clarity to ambiguous or shifting environments.   Manage multiple priorities with composure,  balancing   accuracy and timeliness.   Raise questions early and offer recommendations ,  not just numbers.  

• Team-Oriented, Growth-Minded Approach: Operate with a strong sense of collective responsibility and shared success. Actively support teammates and cross-functional partners in a variety of ways as needed, understanding how financial decisions, timing, and follow-through impact others. Work collaboratively rather than in silos, bring patience and perspective as the organization continues to evolve, and approach  change with steadiness and adaptability.  M aintain a forward-looking mindset focused on learning, continuous improvement, and strengthening systems over time.  

Required  Qualifications  

• Bachelor’s degree  or equivalent  in Finance, Accounting, Economics, or related field.  

• 5+ years of experience in FP&A, budgeting, or financial analysis.  

• Strong Excel modeling skills (pivot tables, lookups, scenario modeling, and driver-based builds).  

• Ability to translate complex financial concepts to non-financial audiences.  

• Proven ability to work independently and with members of  the Business Management & Strategy team , manage competing priorities, and meet deadlines.  

Preferred Experience  

• Vena Solutions (budgeting/forecasting platform).  

• Sage Intacct or similar accounting systems .  

• Power BI, Tableau, or other data visualization tools.  

• Experience with grant-funded or nonprofit budgeting.  

• Familiarity with CRM–finance integrations (Salesforce, Classy, etc.).  

• Understanding of GAAP and fund accounting principles.  

About Us  

Every team member at the Union for Reform Judaism (URJ) plays an essential role in our mission to create a whole, just, and compassionate world. Our team is creative, thoughtful, and innovative. Each member of the team is empowered to make meaningful contributions to achieving our shared goals. Our diverse team is made up of individuals with different skills and backgrounds and every team member is willing to take risks as well as take action to develop and create big ideas for the future of the Reform Movement. While this position focuses on a particular area of work, every team member is a vital part of our overall success.   

The Union for Reform Judaism (URJ) provides vision and voice to build strong communities that, together, transform the way people connect to Judaism and change the world. We acknowledge that due to racism, ableism, homophobia, and other forms of oppression, that our communities are not whole until everyone experiences a sense of belonging within the Jewish community. As the largest Jewish movement in North America, we stand for a Judaism that is inclusive and reflective of a wide range of identities and accept the responsibility of dismantling oppression both inside and outside of our communities. Through camping, youth experiences, programs, information sharing, and networking opportunities, our over 850 congregations and 14residential camps create opportunities for our communities to enhance their capacity to build and expand community, engage in meaningful and authentic Jewish life, deepen Jewish learning, energize worship, pursue social justice and develop inspired leadership. Together, our employees and stakeholders, are creating Reform Judaism of today.  

Application Process  

Apply  o nline and  include a one-page cover letter along with your resume, outlining your skills and experience and how you meet the essential functions and qualifications of the position.  Final candidates may be asked to complete a short case study.   We look forward to hearing from you!    

The URJ strives to be a welcoming and inclusive environment that  acknowledges diversity as a critical strength . We promote strenuous policies and practices of equal opportunity and diversity, equity, and inclusion. It is our  objective to recruit, hire, and  retain the most qualified individuals including those of any race, color,  religion, gender , sexual orientation or identity, national origin, age, disability, veteran status, or any other characteristic or status protected by applicable federal, state, or local law. Our equal employment philosophy applies to all aspects of employment, including recruitment, compensation, benefits, training, promotions, transfers, job benefits, and terminations. The URJ encourages applications from women, people of color, persons with disabilities, individuals who identify as LGBTQIA+, and other often underrepresented groups.  

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