Financial Analyst

| Austin

Who are we?

Personify is the leading solution provider that empowers the best constituent-focused organizations to succeed. Through our constituent engagement software and services, we help our clients better interact with their constituents at every touch point. After 20+ years of innovation within the industry and hundreds of successful outcomes, our clients have trusted us to be their primary technology partner.




Personify is looking for a Financial Analyst to add to our growing team in Austin, TX. The ideal candidate will have a degree in finance and 2+ years of professional experience as a financial analyst.


What you'll do


  • Internal and external financial & operational reporting.
  • Preparation of quarterly Board of Directors presentations.
  • Oversee and manage monthly rolling financial forecast and annual Budgeting process (P&L, BS, CFS).
  • Report weekly operational metrics across all different departments.
  • Compiling and analyzing financial information and trends.
  • Communication of results and formulating insights or recommendations.
  • Maintaining processes and reports to track key business metrics.
  • Analysis and interpretation of data.
  • Contribute to the enhancement of policies, procedures, and business practices that improve efficiency.
  • Developing and maintaining integrated financial plans and forecasts.
  • Helping internal teams understand the financial impact of business decisions with accompanying analytics.




  • Team player and ability to take initiative
  • Acute attention to detail
  • Bachelor’s degree required, Finance or Accounting concentration preferred
  • Prior experience in a financial analysis capacity; 2 to 5 years experience preferred
  • Strong knowledge of accounting and financial principles and budgeting practices
  • Strong analytical skills      
  • Advanced Excel and PowerPoint skills
Read Full Job Description
Apply now


6500 River Place Blvd Bldg, Austin, TX 78703

What are Personify, Inc. Perks + Benefits

Personify, Inc. Benefits Overview

A career at Personify not only allows you to deepen your skill sets, but you’ll be positively impacting our nonprofit clients who work to make the world a better place. When you invest your best in Personify, the best is given back to you. Our corporate benefits and culture is one of the most progressive in the industry and encourages a work/life balance. Each team member is given the opportunity to truly be their best self while also deepening the connections with their team members around them every day.

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Casual Dress
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences

Additional Perks + Benefits

The spirit of Personify is driven by people who are excited to help our clients change the world every day. Alone, we can only achieve so much but together we support, challenge and encourage each other to deliver market-leading innovation for some of the most impactful 501(c) nonprofit organizations across the country.

More Jobs at Personify, Inc.6 open jobs
All Jobs