Financial Oversight Analyst, Network

UJA Federation of New York | New York, NY, United States

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Posted Date 8/18/2023

About the Organization:

UJA-Federation of New York is the largest local philanthropy in the world. For more than 100 years, we’ve brought New Yorkers together to solve some of the most pressing problems facing our community. Thanks to our network of hundreds of non-profits, we can leverage our expertise across any number of areas — including health and human services, arts and culture, and education — to care for Jews everywhere and New Yorkers of all backgrounds, respond to crises close to home and far away, and shape our Jewish future. Our reach extends from New York to Israel to nearly 70 other countries around the world, touching 4.5 million people each year.


Position Summary:

The Network Department is one leg of UJA-Federation’s planning division, Community Planning and External Relations (CPER). The Network Department focuses its efforts on sustaining and strengthening our interconnected network of partner agencies in the New York metropolitan area. With a special focus on UJA’s 60+ core partner agencies, the department provides general operating support, offers an array of supports to ensure healthy organizations, and works collaboratively with our closest partners and CPER colleagues to think expansively about how to sustain excellent organizations and meet the ongoing needs of an ever-evolving community.

The Financial Oversight Analyst works closely with colleagues in the Network Department of UJA-Federation of New York to monitor and analyze the financial conditions of our core partner agencies The position requires a strong knowledge of budgeting and analyzing financial data of non-profits; the ability to work well with UJA colleagues and staff at our agencies; and an approach to the work that is both broad (applying a sector-wide lens) as well as specific (understanding needs of individual agencies).

Major Responsibilities:

  • Gather, synthesize, and interpret financial information from both internal and external sources including Audited Financial Statements, 990 Filings, agency operating and capital budgets, and data gathered from fieldwork.
  • Create, maintain, and manage financial assessments for a portfolio of agencies, delivering timely information for improved insight and decision-making by UJA-Federation leadership.
  • Maintain working knowledge of UJA- Federation’s programs and priority funding areas and remain abreast of current research, activities, and trends in the philanthropic sector.
  • Develop and maintain relationships with external agency’s financial and executive management.
  • Develop and maintain relationships with colleagues in the CFO’s office.
  • Be an active participant in the development of solutions to issues raised.
  • Perform ad-hoc analyses and participate in projects as needed. Work closely and collaboratively with Director, Agency
  • Financial Management and other Network Department staff to support various lay committees.
  • Perform other related projects or work as required.


Qualifications and Competencies:

  • Bachelor’s Degree required.
  • 2-4 years of relevant work experience.
  • Superior quantitative and qualitative analytical skills, with a demonstrated ability to conduct thorough and objective analyses of finances and operations and strong attention to detail.
  • Understanding of GAAP accounting principles and the ability to dissect, analyze and interpret financial statements.
  • Strong financial modeling skills.
  • Proficient with Microsoft Office, specifically Excel and PowerPoint skills; ability to use data to develop charts, pivot tables, and graphs in Excel and construct presentations.
  • Experience actively participating and supporting projects, meetings, and teams in a productive and professional manner. Resourceful self-starter with ability to independently multitask and prioritize, often with time-sensitive and sometimes short deadlines.
  • Ability to adapt and work in a flexible, fluid, and evolving environment.
  • Strong interpersonal and communication skills, verbal and written; including the ability to effectively communicate to both technical and non-technical audiences, internal and external stakeholders.

Salary Information:

The annual salary for this role is $60,000-70,000.


Great Perks. Because We Appreciate Great Employees.


Time Off:

We offer a generous number of vacation days and have the Jewish holidays off as well. Fridays our offices close early (October to March at 3:00 pm and April to September at 4:00 pm). All so you can relax and recharge.


Health Care:

UJA provides a top-tier medical and dental plan, along with a flexible spending account. We also offer life insurance. And for a small cost you can take part in on-site yoga and exercise classes at our Manhattan office. Wellness matters to us.


Planning for Retirement:

UJA employees can enroll in a pension plan and tax deferred annuity.


Career Development:

Classes, workshops, and compelling speakers will keep you at the top of your game.



We come together as a staff to commemorate holidays (from Rosh Hashanah to MLK Day), volunteer at nonprofits, and celebrate our accomplishments together. (Our chocolate chip cookies are legendary!)


Some More (Yes, more!)

We also offer a backup childcare program. And a commuter benefit plan. So you can get to work and feel good about it.


Also, a lot of the times, we’re wearing jeans.

Salary60,000.00 - 70,000.00 Annual
Full Time
Job Location
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