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Senior Analyst, Finance

The Education Trust

The Education Trust

IT, Accounting & Finance
Washington, DC, USA
Posted on Thursday, April 18, 2024


The Education Trust (Ed Trust) seeks a Senior Finance Analyst in its Finance Division. The Senior Finance Analyst will join a staff who are committed to fulfilling our mission of closing opportunity gaps that disproportionately affect students of color and students from low-income backgrounds.

This role supports the Finance Department and the broader organization on budgeting and financial planning and analysis. This role will execute on complex tasks and projects to support financial reporting, planning, and budgeting processes, with primary responsibilities including tracking and analysis of financial data, as well as preparing and presenting related reports and materials. This role is ideal for a creative thinker who has the adeptness to work autonomously, to generate key insights, and to contribute to a mission-oriented organization dedicated to increasing equity in public education.

Ed Trust is committed to advancing policies and practices to dismantle the racial and economic barriers embedded in the U.S. education system. Through our research and advocacy, Ed Trust improves equity in education from preschool through college, engages diverse communities dedicated to equity and justice, and increases political and public will to build an education system where all students will thrive.

Available immediately and reporting to the Chief Financial Officer (CFO), this role is based in our Washington, DC office and is eligible for telework for up to 3 days per week per our current policy.


The responsibilities and objectives for the role include, but are not limited to, the following:

  • Collaborate with the CFO to prepare short-term and long-term financial plans, budget and financial reports, funder reports and other briefing materials
  • Analyze financial-related data, identify trends, and develop recommendations to improve the organization’s fiscal efficiency and health
  • Perform analysis of monthly financial results, including budget vs. actuals, run rates, etc.,
  • Develop data dashboards, multi-year financial forecasting models, and other planning tools
  • Conduct surveys, research, data analysis, and revenue and expense forecasting
  • Prepare financial reports and other ad hoc analysis for senior leadership and Board of Directors
  • Support the annual budget preparation and development process
  • Manage the Finance Department’s knowledge management system, including Teams channels, shared drive, intranet, etc.
  • Collaborate across teams on budgeting, development, grants management, and other activities


  • Shared belief in Ed Trust’s mission and a commitment to improving educational equity with a focus on racial equity
  • Dedication in contributing to and maintaining an equitable working environment
  • Willingness to receive and act upon, as well as provide, constructive feedback
  • Thorough understanding of budgeting, financial analysis and planning principles
  • Demonstrated ability to build financial models and other financial forecasting tools, and translate financial analysis into reports and presentations tailored to different audiences
  • Strong project management and time management skills
  • Excellent communication skills, both verbal and written
  • Critical thinking and analytical skills
  • Intellectual curiosity and ability to handle complexity
  • Capacity to set priorities, work on multiple time-sensitive tasks, and work effectively both individually and as part of a team
  • Meticulous attention to detail and follow-through
  • Continuous learner


The ideal candidate will possess the following qualifications and experience:

  • At least a bachelor’s degree in a finance-related field, such as business, accounting, mathematics or economics
  • Advanced knowledge and experience in Excel and PowerPoint (or similar software) for analysis
  • Demonstrated experience in nonprofit budgeting, financial reporting, planning, and analysis
  • Understanding of budgeting and accounting principles and practices, including generally accepted accounting principles (GAAP)
  • Experience using cloud-based or other accounting software to generate reports and analyze data


This position falls in Level C of our salary structure for our Washington, DC office., and the new hire salary range is $65,680 to $82,100. Offers will be commensurate with skills, experience, and internal equity.

The Education Trust prioritizes the health and well-being of its employees and, to that end, offers a highly competitive benefits package. Medical, dental and vision insurance are covered at 100% for the employee, with significant coverage also offered for spouses, domestic partners, and dependents. We provide sick leave, vacation leave, and personal leave, and we follow the federal government for most holiday closures. To ensure staff have synchronous opportunities for rest and renewal, the office is closed for a week-long summer break and a week-long winter break. Among other offerings, we provide an Employee Assistance Program at no cost to the employee, and a generous 7% contribution opportunity on a 403(b)-retirement plan.


At The Education Trust, the health and safety of our employees is of the utmost importance. As such, all Education Trust employees are required to be fully vaccinated and remain up to date on their vaccinations for COVID-19. New hires should be fully vaccinated and up to date on their COVID-19 vaccinations prior to their first day of work. Requests for accommodations due to medical or religious reasons will be reviewed by Human Resources.


The Education Trust is an equal opportunity employer and welcomes candidates from diverse backgrounds.

To apply: Please complete the application in ADP, including providing a resume and answering the short answer questions in lieu of a cover letter.