ABOUT FIRST BOOK
First Book is a leading nonprofit social enterprise dedicated to removing barriers to quality education for children in need. Through innovative public–private partnerships and a national network of more than 600,000 educators, program leaders, and community organizations, First Book has distributed over 250 million books and educational resources to under-resourced communities. Our work spans e-commerce (First Book Marketplace), research and insights (First Book R&I), and tailored program development (First Book Accelerator), all designed to elevate the voices and needs of educators serving children in low-income communities.
ABOUT THE ROLE
The Senior Financial Analyst is a key member of the Finance team, supporting financial planning, reporting, inventory analysis, and month-end close processes within a complex nonprofit operating environment. Reporting directly to the CFO, this role plays an important part in ensuring accurate financial reporting across earned revenue, donated inventory, grants, and programmatic activity.
This position partners closely with Accounting, Operations, Supply Chain, Development, and IT to provide financial insights, support inventory valuation and reconciliation processes, and strengthen reporting systems that inform strategic decision-making.
WHAT YOU’LL OWN
Financial Reporting & Departmental Support
- Prepare and analyze monthly, quarterly, and annual internal financial reports across revenue, inventory, and program operations.
- Support management reporting related to Marketplace activity, donated inventory, grants, and operating performance.
- Provide recurring and ad-hoc departmental reporting support for Operations, Supply Chain, Development, and Program teams.
- Analyze trends, variances, and key financial drivers and communicate findings clearly to leadership.
- Build recurring and ad hoc reporting that gives the CFO and executive team a real-time-enough view of cost-to-serve and margin/subsidy by program.
Budgeting, Forecasting and Financial Modeling
- Support the annual operating budget and rolling forecast processes, including preparation of financial models and supporting schedules.
- Calculate and maintain true unit costs across product lines and distribution channels.
- Develop and maintain an overhead/indirect cost allocation methodology that fairly assigns shared costs across programs and channels.
- Assist in tracking performance relative to plan across revenue streams, inventory margins, and operating expenses. Support new program and partnership evaluation with cost/benefit and breakeven analysis before co