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Senior Financial Planning Analyst

Alliance Defending Freedom
Dallas3d ago
Seniority
Senior

About the role

<p><span style="font-family: georgia, palatino, serif;">Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our <a href="https://adflegal.org/about-us/careers/statement-of-faith/" target="_blank">Statement of Faith</a> to ensure we’re a fit for you.</span></p> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Locations:&nbsp;</strong><span style="color: rgb(0, 0, 0);">Dallas, TX</span></span></p> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Team Overview</strong></span></p> <p><span style="font-family: georgia, palatino, serif;"><span data-contrast="auto"><span data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">The Senior Financial Planning Analyst supports the organization’s strategic and financial&nbsp;</span><span data-ccp-parastyle="PC Body 12pt">objectives</span><span data-ccp-parastyle="PC Body 12pt"> by providing accurate financial forecasting, detailed analysis, and data-driven reporting. This position will collaborate closely with leadership across departments to support budgeting, long-range planning, and performance analysis. The Finance team’s effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization.</span></span></span></p> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Key Responsibilities</strong></span></p> <ul> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;"><span data-contrast="auto"><span data-ccp-parastyle="PC Body 12pt">Develop and </span><span data-ccp-parastyle="PC Body 12pt">maintain</span><span data-ccp-parastyle="PC Body 12pt"> detailed financial models to support annual budgeting, forecasting, and long-range financial planning.</span></span> </span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;"><span data-contrast="auto"><span data-ccp-parastyle="PC Body 12pt">Analyze financial performance,&nbsp;</span><span data-ccp-parastyle="PC Body 12pt">identify</span><span data-ccp-parastyle="PC Body 12pt"> trends, and provide actionable insights to senior leadership.</span></span></span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;"><span data-contrast="auto"><span data-ccp-parastyle="PC Body 12pt">Prepare monthly</span><span data-ccp-parastyle="PC Body 12pt">, </span><span data-ccp-parastyle="PC Body 12pt">quarterly</span><span data-ccp-parastyle="PC Body 12pt">, and annual</span><span data-ccp-parastyle="PC Body 12pt"> financial reports, including</span> <span data-ccp-parastyle="PC Body 12pt">variance analysi</span><span data-ccp-parastyle="PC Body 12pt">s, supporting documentation, and interpretation of results.</span></span></span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;"><em> </em>Partner with department leaders to develop operating budgets, monitor spending, and ensure alignment with strategic goals.</span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;">Support fundraising efforts by preparing financial schedules for funding proposals, and periodic reports for key institutional funders.</span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;">Identify financial risks and opportunities that may impact financial performance and recommend appropriate actions.</span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;">Provide continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools.</span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;">Ensure financial data integrity and consistency across reporting systems.</span></li> </ul> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Minimum Qualifications</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif; color: rgb(0, 0, 0);"><span class="TextRun SCXW200105061 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW200105061 BCX0" data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Bachelor’s degree in Finance</span><span class="NormalTextRun SCXW200105061 BCX0" data-ccp-parastyle="PC Body 12pt">, Accounting, Economics, or a related field</span><span class="NormalTextRun SCXW200105061 BCX0" data-ccp-parastyle="PC Body 12pt">.</span></span><span class="EOP SCXW200105061 BCX0" data-ccp-props="{}">&nbsp;</span></span></li> <li style="color: rgb(0, 0, 0); font-family: georgia, palatino, serif;"><span class="NormalTextRun SCXW180029584 BCX0">5+ years of experience in </span><span class="NormalTextRun SCXW180029584 BCX0">financial planning and analysis or similar field.</span></li> <li style="font-family: georgia, palatino, serif;" data-leveltext="" data-font="Symbol" data-listid="36" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span style="font-family: georgia, palatino, serif;" data-contrast="auto"><span data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Advanced Excel and financial modeling skills; experience with data visualization and dashboard development using BI tools.</span></span></li> <li style="font-family: georgia, palatino, serif;" data-leveltext="" data-font="Symbol" data-listid="36" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span style="font-family: georgia, palatino, serif;" data-ccp-props="{}"><span class="TextRun SCXW213347243 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW213347243 BCX0" data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Knowledge of GAAP and financial compliance standards.</span></span></span></li> <li style="font-family: georgia, palatino, serif;" data-leveltext="" data-font="Symbol" data-listid="36" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span style="font-family: georgia, palatino, serif;" data-ccp-props="{}"><span class="TextRun SCXW242442533 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW242442533 BCX0" data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Strong analytical, problem-solving, and critical-thinking skills.</span></span></span></li> <li style="font-family: georgia, palatino, serif;" data-leveltext="" data-font="Symbol" data-listid="36" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span style="font-family: georgia, palatino, serif;" data-ccp-props="{}"><span class="TextRun SCXW199158875 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW199158875 BCX0" data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences.</span></span></span></li> <li style="font-family: georgia, palatino, serif;" data-leveltext="" data-font="Symbol" data-listid="36" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span style="font-family: georgia, palatino, serif;" data-ccp-props="{}"><span class="TextRun SCXW109104733 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW109104733 BCX0" data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Strong organizational skills and attention to detail, with the p</span></span></span><span style="font-family: georgia, palatino, serif;" data-ccp-props="{}"><span class="TextRun SCXW254396468 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW254396468 BCX0" data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">roven ability to manage multiple priorities and meet deadlines in a dynamic environment.</span></span></span></li> </ul> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Preferred Qualifications</strong></span></p> <ul> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;" data-contrast="auto"><span data-ccp-parastyle="PC Body 12pt" data-ccp-parastyle-defn="{&quot;ObjectId&quot;:&quot;18865bac-e9c2-52f9-92c1-6a87f150fc22|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[469775450,&quot;PC Body 12pt&quot;,201340122,&quot;2&quot;,134233614,&quot;true&quot;,469778129,&quot;PCBody12pt&quot;,335572020,&quot;1&quot;,469777841,&quot;Gotham Book&quot;,469777842,&quot;Tahoma&quot;,469777844,&quot;Gotham Book&quot;,469769226,&quot;Gotham Book,Tahoma&quot;,268442635,&quot;24&quot;,469777843,&quot;Times New Roman&quot;]}">Experience with Power BI and Domo</span></span></span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;">Experience using Sage Intacct and Limelight software</span></li> <li style="font-family: georgia, palatino, serif;"><span style="font-family: georgia, palatino, serif;">Relevant professional certifications</span></li> </ul> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Pay &amp; Benefits</strong></span></p> <p><span style="font-family: georgia, palatino, serif;">At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year.</span></p> <p><span style="font-family: georgia, palatino, serif; color: rgb(35, 111, 161);"><strong>Want to Know More About ADF?</strong></span></p> <p><strong><iframe src="https://www.youtube.com/embed/van66FA4WEY?si=TNM22CBW4cgBPbFf" width="560" height="315"></iframe></strong></p>

Perks & benefits

  • 401k
  • Dental Insurance
  • Paid Time Off
  • Pension Matching

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