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Financial Planning Analyst

2 months ago

Washington, Washington, D.C., United States Upstream USA Full time
Job Overview

Organizational Overview

Upstream USA is a rapidly expanding national nonprofit organization dedicated to providing equitable, patient-centered contraceptive care integrated into the healthcare system as a fundamental aspect of health services. Our vision is to create a future where all patients receive comprehensive screenings for their contraceptive needs and are offered unbiased, trauma-informed counseling delivered by skilled providers and support staff, adhering to best medical practices and evidence-based guidelines. We believe in empowering patients to access their preferred contraceptive methods at their convenience.

To achieve this, we collaborate with healthcare organizations, offering complimentary training, education, and technical support. Feedback from patients at Upstream-trained facilities consistently indicates that they feel valued and respected, successfully accessing their chosen contraceptive methods.

In response to the increasing demand for our services, Upstream has initiated a national expansion plan aimed at transforming contraceptive care in over 700 healthcare organizations across the United States, targeting 5 million patients of reproductive age by 2030. Our partnerships with more than 130 healthcare providers in nearly 40% of the country have already begun to integrate essential contraceptive services across various healthcare settings, including primary care.

Upstream primarily relies on philanthropic contributions and does not accept funding from pharmaceutical companies. Our budget has surged from $1.7 million six years ago to approximately $60 million in the upcoming year. Our initiatives have attracted attention from prominent publications, highlighting our impact in the field.

Position Overview

The Financial Planning Analyst will play a pivotal role in supporting Upstream's financial planning and analysis operations. Reporting directly to the Chief Financial Officer, this position is responsible for generating financial reports for stakeholders, including donors and organizational leaders. The analyst will also contribute significantly to the budgeting process, collaborating with managers across the organization. This role requires a detail-oriented problem solver with strong communication skills to facilitate cross-functional collaboration. As Upstream continues to expand its national influence, the Financial Planning Analyst should be a motivated contributor eager to embrace new challenges and pursue professional growth.

Key Responsibilities

  • Guide organizational leaders through the biannual budgeting process, including mid-year forecasts.
  • Prepare monthly and quarterly financial performance reviews with budget managers across departments.
  • Analyze and clarify discrepancies between actual financial outcomes and budget projections, synthesizing insights on departmental or financial operations.
  • Address inquiries from budget managers regarding financial reports, budgets, and spending variances.
  • Collaborate with Development and Accounting teams to prepare financial reports for Upstream's donors and investors, ensuring accurate data transfer into donor-specific formats.
  • Validate the accuracy of financial data across systems.
  • Assist in creating financial presentations for the Board of Directors and its finance committee.
  • Act as a valued partner within the Finance & Admin team and with budget managers across the organization.
  • Generate ad hoc and regular financial reports and analyses as required, utilizing spreadsheets, planning systems, and data visualization tools.
  • Enhance financial literacy and business acumen among staff by developing training materials and job aids.
  • Collaborate with Accounting to implement and communicate policy changes.
  • Support the Finance Manager and CFO with special projects as needed.
  • Identify opportunities to automate and streamline financial processes.
  • Assist in the implementation and rollout of financial planning and analysis systems and reports, including user training.
  • Perform additional duties as assigned.

Qualifications

Upstream values and promotes an inclusive work environment, encouraging individuals from diverse backgrounds to apply.

  • Bachelor's Degree in Finance, Accounting, Economics, Business, or a related field, with 1-2 years of financial analysis or accounting experience.
  • Proficient in Microsoft Office Suite, particularly Excel, PowerPoint, and Word; familiarity with G Suite is advantageous.
  • Experience with multidimensional finance data and financial planning software is preferred (e.g., Vena).
  • Familiarity with data visualization tools is a plus (e.g., Power BI).
  • Strong analytical, critical thinking, organizational, and problem-solving abilities.
  • Excellent interpersonal skills with effective communication capabilities.
  • Customer-service oriented, fostering positive relationships with colleagues.
  • Self-motivated with a proactive approach to responsibilities and professional development.
  • Strong work ethic and collaborative mindset.
  • A sense of humor and approachability.
  • Commitment to Upstream's mission of providing equitable, patient-centered contraceptive care as a fundamental healthcare service.

Additional Expectations

  • Compliance with Upstream USA's COVID-19 Vaccine Policy, requiring proof of vaccination or an approved exemption.
  • Availability for in-person meetings and functions as necessary.
  • Ensuring reliable home office setups for remote work, including access to phone and internet.
  • Participation in organizational training, team-building activities, and community engagement efforts.

Attributes

The ideal candidate will embody our core values:

  • Centering our mission: ensuring equitable, patient-centered contraceptive care as basic healthcare.
  • Building trust: demonstrating reliability, empathy, and confidence in each other's abilities.
  • Fostering an equitable, diverse, and inclusive culture: respecting individual backgrounds and experiences.
  • Bringing joy to our work: creating opportunities for celebration and connection.

Travel Requirements

This role may involve up to 10% business travel, including participation in organizational retreats and team meetings.

Benefits

Upstream USA offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability coverage, a 401K plan with matching contributions, generous time off policies, parental leave, professional development opportunities, and allowances for fitness and mobile phone expenses for eligible employees.

Compensation

The salary range for this position is competitive and will be determined based on various factors, including the role's scope, market analysis, candidate experience, and internal equity considerations.

Hiring Process

Candidates who progress through the initial review will have the opportunity to discuss their qualifications and experiences with a member of our talent acquisition team. Subsequent steps may include multiple rounds of interviews and a case study assignment.

Equity, Diversity, and Inclusion Vision

We aim to promote equity by addressing disparities within our organization and fostering a diverse workforce and inclusive culture.

Communities of Belonging

These employee resource groups support our equity, diversity, and inclusion initiatives, providing opportunities for leadership development and community engagement.

Commitment to Diversity

At Upstream, we embrace and celebrate diversity, striving to attract, develop, and retain exceptional talent while creating a rewarding work environment.