Financial Planning & Analysis Generalist

Team: Finance

Position Details

  • Priority Deadline: March 8, 2024
  • Reports To: Senior Manager of Financial Planning and Analysis
  • Status: Full time position
  • Location: Remote with Occasional In-Person Meetings
  • Compensation: $60,900 - $70,000

Position Summary

Reporting to the Senior Manager of Financial Planning and Analysis (FP&A), the FP&A Generalist is responsible for supporting the FP&A team’s mission and goals. This position is based in the Finance Department and will support NEO’s funds and projects, including collaborative funds, fiscal sponsorship projects, and donor services projects. The FP&A Generalist will assist the FP&A team with all phases of financial management including budgeting, monthly reporting, reclasses and allocations. The ideal candidate is organized, reliable and motivated with prior experience in the nonprofit or public sector. The person in this role will work very closely with other team members at NEO Central and in program departments to ensure accurate grant financial management, requiring excellent communication skills and a collaborative approach. This position enjoys exposure to the entire financial management process and a variety of funding models due to the diversity of NEO’s funds and projects, whose focus areas range from civic engagement to racial equity to reproductive rights. Additionally, NEO and the Finance Department provide a supportive work environment with opportunities for growth due to the small core team.

Key Job Functions


  • Schedule budget meetings for all departments and program areas.
  • Support collaboration with program staff for the completion and submission of budget workbooks.
  • Support the FP&A team with the review and upload of budget workbooks once prepared.

Monthly Reporting

  • Prepare interim and final financial grant reports for funders.
  • Prepare monthly grant financial reporting packages for Collaborative Funds and Strategic Partnership projects.
  • Support the preparation of monthly financial reporting packages for Collaborative Funds and Strategic Partnership projects.
  • Create ad hoc financial reports for NEO’s funds and projects.
  • Upload grant budgets to NEO’s financial system, NetSuite.

Allocation & Re-class Journal Entries

  • Prepare monthly general ledger journal entries to accurately allocate the organization’s payroll expenses, including salaries, and tax & benefits.
  • Prepare reclassing journal entries on an ongoing basis to track grant expense spenddown for NEO’s funds and projects.

Systems & Data

  • Working with NEO’s Salesforce and grants management team, ensure integrity of grant record data in NEO’s financial system, NetSuite.
  • Create and run reports in NEO’s grants management system, Salesforce, to reconcile records with NetSuite and for other projects as needed.

Other Responsibilities

  • Support staff and assist with providing training on grant financial budgeting and reporting, including documenting process and drafting training materials.
  • Gather timesheet data for NEO and NEO AF employees.
  • Provide coverage and backup for the FP&A Team as needed.
  • Proactively suggest and implement process improvements for grants-related workstreams at NEO.
  • Other duties or special projects as assigned by the Senior Manager of FP&A and CFO.


The successful candidate will have prior experience or knowledge of nonprofit grants management, be proficient in Excel, and be comfortable working independently and managing competing deadlines. The requirements listed below are representative of the knowledge, skill, and/or ability required for a candidate to perform this job successfully.

  • Minimum of one to two years of financial management experience required.
  • High proficiency in Excel required.
  • Knowledge of nonprofit grant accounting and reporting (pre & post award) strongly preferred.
  • Prior experience in Salesforce or NetSuite a plus.
  • Knowledge of accounting principles and practices required, preferably in the nonprofit context.
  • Detail-oriented ability to work with financial data, spot trends, and ensure accuracy.
  • Strong analytical skills are essential.
  • Strong oral and written communication skills are essential.
  • Ability to work on multiple projects successfully, while maintaining collaborative relationships with other departments.
  • Bachelor’s Degree in Business, Accounting or Finance or a Bachelor’s combined with relevant work experience in Business, Accounting, or Finance strongly preferred; a combination of equivalent experience and education will also be considered.


Salary range for this position is $60,900 to $70,000 per year, depending on experience. NEO provides generous benefits, which includes medical, dental, vision, life, long term disability, and pet insurance. We also administer FSA, Commuter benefit, and 401k retirement plans and have generous Paid Time Off and an Employee Assistance Program (EAP).

Vaccine Requirement

NEO follows CDC guidance regarding staying up to date with COVID-19 vaccinations and boosters. Accordingly, and in order to ensure that the wellness and safety of our staff to the greatest extend possible, NEO requires the COVID-19 vaccination and boosters for all staff. Requests for medical and/or religious exemptions from the vaccination requirement will be considered on an individual basis.

Location Details

NEO Philanthropy has its headquarters in NYC and the Finance team is based in this office. NEO HQ has a hybrid work remote structure based on job function. It is our expectation that this role will be able to be fully remote, with in-person meetings required 2-3 times per year; however, staff will have the option to select a partially in-office schedule if they are based in NYC. This role will be expected to be available during the working hours 10a-4p EST.

Application Instructions


How to Apply:

Interested applicants should apply here. Please include a resume and cover letter for consideration. Applications submitted by March 8, 2024 will be considered. Only those whose applications are being considered will be contacted. No phone calls please.

NEO Philanthropy is committed to attracting, developing and retaining exceptional people, and to creating a work environment that is dynamic, rewarding and enables each of us to realize our potential. NEO Philanthropy’s work environment is safe and open to all employees and partners, respecting the full spectrum of race, color, religious creed, sex, gender identity, sexual orientation, national origin, political affiliation, ancestry, age, disability, genetic information, veteran status, and all other classifications protected by law in the locality and/or state in which you are working.


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