Financial Analyst

Overview

This Financial Analyst role supports leadership needs by analyzing financial and operational data, developing budgets and forecasts, comparing plan to actual results, and identifying and presenting self-derived financial insights to leadership and program teams.

The position works closely with Finance, Operations, project managers, and organizational leadership to ensure accurate financial reporting, monitor resource utilization, and support responsible financial stewardship. The ideal candidate is comfortable with complex data, enjoys identifying trends and solving problems, and can translate financial information into clear, actionable recommendations.

• FLSA Status: Full-Time Exempt
• Reports to: Chief Financial Officer (CFO)
• Location: Northern California, Remote
• Pay Range: $94,000.00 to $115,000.00 annually

Responsibilities

• Support the CFO in developing and delivering long-term financial planning and organizational sustainability initiatives.
• Respond accurately and rapidly to leadership requests for:
  • Annual operating budgets
  • Organizational and regional roll-up project budget analysis
  • Financial forecasts by “line of business” (revenue and operating segments).
• At leadership request, prepare financial models and scenario analyses to support organizational planning and strategic decision-making.
• Work with Project Coordinators to monitor actual financial performance against budgets, forecasts, and project plans; roll up project plans by line of business and identify and present significant variances.
• Assist the CFO to develop projections for revenue, expenses, cash flow, staffing, and other key financial metrics.
• Analyze historical financial data to identify trends, risks, and opportunities.

Project & Grant Financial Analysis

• Analyze project profitability, cost recovery, indirect costs, and other financial performance metrics at the organizational level.
• As requested by the leadership team, support financial analysis associated with new business development.
• Support advancement program philanthropic needs for financial information past and future.
• Support workforce utilization and compensation planning with financial modeling and personnel cost analysis.

Reporting & Data Analysis

• At leadership request, prepare and maintain self-refreshing financial reports, dashboards, and management reports using data derived from the Vantage Point ERP.
• Develop clear financial summaries that communicate complex information to both financial and non-financial audiences.
• Assist the CFO to develop and monitor key performance indicators and financial metrics.

Financial Controls & Process Improvement

• Assist the CFO and Finance Director with maintaining strong financial controls and accurate financial reporting.
• Identify, present, and deploy opportunities to streamline financial reporting, budgeting, and forecasting processes.
• Support the development and documentation of financial procedures and best practices.
• Assist the Finance Director with year-end financial activities, audits, and other projects as needed.
• Ensure financial information is handled accurately, timely, confidentially, and in accordance with organizational policies.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum of 5 years of progressively responsible experience in financial analysis, accounting, budgeting, or a related financial role.
• Strong knowledge of accounting, financial reporting, budgeting, forecasting, and variance analysis.
• Advanced proficiency with Microsoft Excel and PowerPoint, including formulas, pivot tables, data analysis, financial modeling, and presentations.
• Ability to learn and master complex software systems and tools, including:
  • DelTek Vantage Point ERP system
  • Power BI
  • AI tools, to generate self-refreshing reports, KPIs, and dashboards.
• Demonstrated ability to analyze large or complex datasets/semantic models and communicate meaningful conclusions.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines in a dynamic work environment.
• Strong written and verbal communication skills, including the ability to support stakeholder interactions inside and outside the organization.
• Ability to explain financial concepts clearly to individuals without a financial background.

Preferred Qualifications

• None stated.

Compensation & Benefits

• Exempt position
• Pay Range (Annual): $94,000.00 to $115,000.00
• Benefits package includes:
  • Ample holidays and paid time off
  • Alternative work week schedule
  • Flexible location and hours
  • Health insurance
  • Up to 4% 401(k) match on your contribution

Equal Opportunity Statement

An Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, national origin, sex, sexual orientation, genetic information, gender identity, religion, age, status as a protected veteran, status as an individual with disability, or any other protected group status or non-job-related characteristic as directed by law.