Senior Financial Analyst

2 weeks ago


San Francisco, United States WestEd Full time

Employer Industry: Educational Consulting

Why consider this job opportunity:

  1. Salary up to $135,000
  2. 15% contribution toward retirement effective on day 1 of employment
  3. Comprehensive health/welfare benefits effective the first of the month following the hire date
  4. Generous PTO: 3 weeks’ vacation (increases to 4 weeks beginning in the 4th year), paid holidays, and 12 days paid sick leave per year
  5. Opportunities for annual merit-based performance increases and annual incentives
  6. Professional development opportunities and a mentorship program

What to Expect (Job Responsibilities):

  1. Collaborate with Division Senior Leadership to optimize data analysis and financial reporting to support strategic goals
  2. Design, prepare, and analyze financial reports and models, including variance and trend analysis
  3. Manage Division and project budgets, including overseeing Financial Analysts and Operations staff
  4. Conduct monthly budget reviews and forecasts in collaboration with senior management
  5. Serve as a liaison between Project Directors and the Accounting team to ensure accurate project billing

What is Required (Qualifications):

  1. Bachelor’s degree or higher in finance/accounting with 5-7 years of relevant work experience
  2. Extensive knowledge of financial analysis, financial modeling, accounting, and budget management
  3. Strong fiscal management skills with experience in reviewing and improving business processes
  4. Ability to perform complex financial models and data queries adhering to financial policies and GAAP
  5. Fluency in Microsoft Office, especially Excel, Word, and PowerPoint; experience with database querying is a plus

How to Stand Out (Preferred Qualifications):

  1. Experience with Salesforce, Cognos, and Adaptive reporting and budgeting software
  2. Familiarity with fiscal management for federal contracts, grants, and cooperative agreements
  3. Strong customer service attitude toward internal and external clients
  4. Interest in applying corporate practices to the non-profit sector, particularly in education
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