UJA-Federation supports hundreds of nonprofits, large and small, to meet the needs of Jewish communities in New York, Israel, and around the world. At the center of this ecosystem are UJA’s 63 core partner agencies serving communities and individuals across the five boroughs, Westchester, and Long Island. The Network Department works to foster thriving institutions positioned to serve today’s populations and tomorrow’s emerging needs. Network provides funding and non-financial resources such as expert consultants, supportive professional networks, and cohort learning to ensure the organizational health and efficacy of our closest partners.
The Network Department is one leg of UJA-Federation’s planning division, Community Planning and External Relations (CPER). 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.
This is a unique opportunity to work at the intersection of financial analysis, data infrastructure, and agency partnership. The Financial Analyst supports a function built on two inseparable responsibilities: knowing what is happening financially across UJA’s core partner network and acting on that knowledge in ways that strengthen the organizations we serve. The Analyst plays a central role in building the data systems, analytical tools, and direct agency relationships that make this possible.
The Analyst also supports UJA’s capacity-building work with core partners, helps prepare the agency analysis that informs where support is directed, and supports data analysis.
Major Responsibilities:
- Manage annual collection of financial data across UJA’s grantee portfolio (criteria for those included in the collection to be developed). Collected information includes audited statements, 990s, and operating budgets. Manage submission and a centralized document repository.
- Analyze financial health across the portfolio using a structured scorecard framework; flag emerging concerns for Director review and escalation.
- Conduct agency-level financial reviews and develop cohort or sector-wide summaries, as needed.
- Identify governance risk indicators through analysis of board structure, composition, and policy data.
- Support the rollout and ongoing maintenance of a tiered oversight framework across core partners, strategic partners, and other UJA-funded organizations.
- Support the operational infrastructure of UJA’s capacity-building work with core partners — request intake, engagement records, budget tracking, consultant deliverables, and documentation.
- Use portfolio financial and governance data to surface capacity needs and candidate a