Benefits Data Trust

  • Financial Analyst

    Posted Date 3 months ago(9/18/2018 3:41 PM)
  • Overview

    Benefits Data Trust (BDT) is a national not-for-profit that seeks to strengthen its financial analytic capacity in order to inform strategic business decisions.  BDT has grown dramatically over the last several years in its core business across 6 states and has begun to diversify service offerings.  BDT seeks a Financial Analyst to assist leadership and the entire organization with the development of decision-making models, programmatic and annual budgets, forecasts, risk management, and mid- and long-range financial models. The Financial Analyst will analyze and report financial information and suggest improvements in operations and practice.  The Financial Analyst will report to the Director of Finance.


    • Assist with the development of annual budgets, periodic forecasts for revenues and expenditures, mid- and long-range financial models
    • Work with executive team to structure financial reporting to the strategic goals of the business
    • Maintain financial data architecture by ensuring that the chart of accounts matches the needs for managerial and financial accounting
    • Maintain key models used in decision making and risk management; support regular review of these models by the leadership team
    • Devise methods for improved cost accounting so that program performance can be assessed financially
    • Work with data science team to democratize access to financial information through our business intelligence software
    • Prepare, review, and distribute monthly financial reports to business units and cost centers and support leadership team in using this information for planning and correcting
    • Prepare program budgets in coordination with multiple departments—and especially the development team
    • Support strategy and development teams with pricing (and product) recommendations
    • Develop, maintain, and distribute ad-hoc reports and recurring models as needed
    • Other duties, as assigned


    • Bachelor’s Degree in finance, accounting, business analytics, or closely related field preferred
    • Three plus years of Financial Analysis experience required
    • Advanced knowledge of Microsoft Excel required; familiarity with business intelligence software preferred
    • Healthcare or for-profit experience strongly preferred
    • Proven track record of working with large groups or teams to implement changes resulting from financial analysis
    • Highly detail-oriented and capable of analyzing data with creativity and innovation in mind
    • Knowledge of financial forecasting and diagnosis, corporate finance,ratio analysis, and decision science
    • Ability to manage multiple projects simultaneously and collaboratively
    • Solid understand understanding of cash- and accrual-based accounting
    • Outstanding presentation, reporting, and communication skills


    About BDT

    Benefits Data Trust (BDT) is a national not-for-profit organization committed to transforming how individuals in need access essential benefits and services. BDT envisions an efficient, cost-effective health and human services system that proactively connects individuals and families to the supports they need so that people are healthier and more economically secure, and communities are stronger. Through direct service delivery and systems change, BDT works to improve health, social, and economic outcomes and streamline the benefits enrollment process.


    BDT employs 160 employees in Philadelphia, and provides enrollment assistance in Colorado, Maryland, New York, North Carolina, Pennsylvania, and South Carolina. Since its inception in 2005, BDT has submitted over 650,000 benefits applications for low-income households across the country, securing over $7 billion in benefits for food, healthcare, housing and other services that help move individuals and families toward financial stability. BDT now submits more benefit applications each year than any other entity in the nation. Research and evaluations have found BDT’s targeted outreach and enrollment assistance to be highly cost-effective. BDT also works with government agencies to assist them in adopting policies and practices proven to streamline benefits enrollment, and BDT partners with leading researchers to document the impact of benefits access and cost-effective outreach and enrollment strategies. 



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