Financial Project Analyst

New York, NY
870/Finance
01/11/2022
New York, NY
Depends on Experience 
Full Time

About The Conference Board

Founded in 1916, The Conference Board is the member-driven think tank that delivers trusted insights for what’s ahead. Our agenda is simple: to help leaders navigate the biggest issues facing business and better serve society. We believe in innovative approaches that make you think- and act- differently. And everything we do reflects the input of our members and their real-world challenges. 

We do this by delivering business insights. We connect senior executives across industries and geographies to share ideas, and our experts create fact-based research and consensus-driven policy statements to help leaders address their most important business issues.

Because we are independent, non-partisan, and non-profit our work is trusted. If you learned it at The Conference Board you can count on it.


What it’s like to work here:

While it’s serious work to operate a global business think tank, it’s also fulfilling — and fun! Our people enjoy what they do and know their ideas matter. 

We encourage everyone to take personal ownership for outcomes: we collaborate, share a purpose and commit to each other and to our Members. It’s all about doing our very best - which means we succeed as our Members succeed - together we improve society.


The Conference Board invites all interested and qualified candidates to apply for employment opportunities. If you are an individual with a disability in need of assistance with our online application system and would like to request a reasonable accommodation,  please email Susan Fahey at Susan.Fahey@conference-board.org or call at 212-339-0323. Please indicate your full name, contact information and the specific accommodation needed.

Position Summary

The Financial Projects Analyst contributes technical and administrative support in the planning and carrying out company-wide plan procedures including monthly forecasting and communicating results to management;  assisting with monthly accrual entries for various departments during the monthly closing process; assist with entering invoices into Concur, and provide backup for wire entry and review; assist with invoice collections and provide additional ad hoc support for various projects and reporting as required.

Reporting Relationship

The Financial Projects Analyst reports to the Corporate Controller.

Principal Direct Activities

  • Prepare analysis of monthly, quarterly and annual operating and financial results.
    • Support multiple research centers, including preparing monthly analyses used in operational review meetings, annual plan and monthly forecasts. Review and analyze actual results compared to plan and forecasts , providing explanations of any variances or unusual items.
    • Track and analyze Grants & Contracts, impacting multiple departments,  including coordinating the monthly release of income.
    • Review financials with business units providing guidance to identify and resolve potential issues.
  • Assist in the preparation of The Conference Board's forecast.
    • Provides support for data compilation, analysis and interpreting of financial information.
    • Train staff in the use of online accounting reports – how to understand and make decisions as it relates to their business unit.
    • Answers inquiries from managers concerning revenue/expense charges including but not limited to making corrections as necessary.
  • Develops and maintains plan monitoring models and coordinates production of the formal reporting.
    • With the senior finance staff, directs and assists all departments in the preparation and implementation of the Board's fiscal plan. 
    • Participates in the process of establishing and maintaining the annual plan within our accounting system. 
    • Trains staff in use of plan/forecast system.
    • Coordinates and provides staff assistance concerning planning/forecasting on a project level.
  • General ledger responsibilities
    • Review coding of payment requests, receipts and invoices.
    • Prepare and record monthly standard and adjusting closing entries as appropriate.
    • Assist in reviewing month end entries for accuracy.
    • Assist in the monthly review of financial results and compare against budget/forecast, analyzing and investigating variances.
    • Prepare monthly reconciliations for select accounts including the operating cash account, accounts payable and payroll accounts.
  • Completes other tasks as assigned by the Corporate Controller.

Desired Qualifications and Requirements

  • Bachelor's degree, in a accounting/finance related area.
  • Minimum of 3-5 years of related business experience in finance/accounting.
  • Financial planning and analysis experience.
  • Strong computer skills, particularly in Excel and PowerPoint.
  • Good verbal and written communication skills.
  • Well organized, with thorough knowledge of data management tools including customer relationship databases, spreadsheets, etc. and the use of information available in databases and on the internet