Senior Financial Analyst

GENERAL SUMMARY :

The Financial Analyst supports the financial management, reporting, and strategic planning functions of The American Legion National Headquarters. This position plays a vital role in ensuring the organization's financial health, transparency, and accountability align with its not-for-profit mission of serving veterans, their families, and communities.

The Analyst will provide in-depth budgeting, cost, and financial performance analysis across programs and divisions. The Analyst will leverage data analytics and visualization tools such as Power BI to support informed decision-making by national leadership. The ideal candidate brings strong technical proficiency, analytical rigor, and an understanding of nonprofit finance, including restricted funds, grants, and programmatic cost allocation.

ESSENTIAL FUNCTIONS :

• Budgeting & Forecasting :

Develop, manage, and monitor annual operating and capital budgets in collaboration with division directors; provide ongoing forecasts and variance analysis to ensure fiscal discipline and alignment with The American Legion's strategic objectives.

Prepare and present accurate monthly, quarterly, and annual financial statements, dashboards, and reports for executive management, commissions and committees and division; ensure compliance with GAAP and nonprofit reporting standards.

Conduct detailed cost and benefit analyses of programs, events, and initiatives to measure impact and financial efficiency. Provide recommendations for optimizing resource allocation.

Develop advanced financial models—including Monte Carlo simulations and sensitivity analyses—to evaluate funding strategies, investment scenarios, and long-term sustainability.

Build and maintain Power BI dashboards that integrate data from Dynamics 365 and other financial systems to deliver real-time insights into performance metrics, membership trends, and fund utilization.

Partner with Finance, Development, Programs, and Operations teams to ensure timely, accurate financial planning and reporting. Provide analytical support for grants, scholarships, and trust-fund activities.

Enhance financial processes and reporting automation within Dynamics 365 to improve accuracy, efficiency, and decision support for leadership and governance bodies.

REPORTING RELATIONSHIP (reports directly to) : National Treasurer

MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS

Education / Technical Knowledge :

Additional Skills Needed :

Experience :