Associate Director of Financial Analysis

Overview

An organization focused on improving government services through technology is seeking an Associate Director of Financial Analysis. This role supports the Philanthropy and Strategic Partnerships teams by developing sophisticated financial models of historical and future revenue and expenses, ensuring compliance with funder and stakeholder requirements.

This position reports to the Director of Finance and involves minimal travel (up to 5%). It is a remote role open to candidates residing full-time within the United States.

Responsibilities

Budgeting

• Support financial planning and reporting processes, including forecasts, annual budgets, and multi-year planning
• Maintain the financial planning and analysis solution
• Improve budgeting and accounting processes and promote financial literacy

Analysis and Reporting

• Provide financial analysis and insights to leadership to support strategic objectives and operational goals
• Support financial reporting aligned with funder and stakeholder requirements
• Prepare government grant invoices and drawdowns
• Track funds spent and forecast future spending against foundation grants, including preparing related reports
• Manage nonprofit fund accounting processes
• Maintain data models and track budget-to-actuals in the financial planning system

Financial Oversight

• Oversee the monthly close process, including tasks such as American Express report approvals, data cleaning, revenue entry, and other necessary support

Management

• Supervise and support direct reports (currently two financial analysts), fostering their professional growth
• Address interpersonal and cross-functional conflicts to maintain effective working relationships

Other Duties

• Perform additional tasks as assigned

Requirements

• Minimum 5 years of experience in accounting and financial planning
• Advanced Excel skills with hands-on experience in financial analysis and modeling
• Experience with Sage Intacct
• Background in nonprofit finance
• Familiarity with Limelight, Adaptive Planning, or equivalent financial planning and analysis software
• Ability to influence and manage expectations across organizational levels
• Forward-thinking mindset with strong project management and problem-solving skills
• Proven success collaborating with cross-functional teams

Preferred Qualifications

• Experience working in a startup environment

Compensation & Benefits

Salary

• Salary range: $108,503 to $132,825 annually, with offers targeting the midpoint of the second quartile based on market and geographic location

Benefits

• Laptop provided
• One-time $700 payment for remote work setup ($200 stipend plus up to $500 reimbursement)
• $50 monthly reimbursement for cell phone and/or internet
• $500 annual professional development stipend (prorated at hire), with up to $500 rollover per year (maximum $1,000)
• Training and opportunities to develop AI-related skills
• Retirement plan with 100% employer match on first 3% of contributions; additional 50% match on contributions between 3% and 5% after 3+ years of service
• At least one no-cost health insurance option for employee-only coverage
• Coverage of at least 80% of dependent health insurance costs
• Remote work across the United States with required availability for internal meetings between 10 AM and 3 PM Pacific Time
• Full-time schedule: 40 hours per week, Monday through Friday
• Open personal time off (manager approval required), minimum 14 paid holidays, and organizational closure from Christmas Day through New Year's Day
• Paid sick time up to 96 hours annually
• 17 weeks of paid parental and family leave
• 3 weeks of paid sabbatical after 5 years of service

Location

• Remote position
• Candidates must reside full-time within the United States

Equal Employment Opportunity

The organization is an equal opportunity employer and does not discriminate based on race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any other protected category under local, state, or federal law.

Union Status

This position is not covered by a Collective Bargaining Agreement with the organization's workers union, which is currently in effect.