Lead Financial Strategist

2 weeks ago


La Puente, California, United States Heluna Health Full time

About Heluna Health:

Heluna Health is a prominent non-profit organization dedicated to enhancing community health initiatives aimed at improving population well-being. We are committed to establishing benchmarks in delivering extensive programs and support services that foster population health. Our collaborations with academic institutions, governmental bodies, foundations, and private entities enable us to provide a variety of services, including contract and grant management, human resources assistance, and financial services.

Position Overview:

  • Assist in the preparation of the annual consolidated budget with a focus on headquarters expenditures.
  • Develop comprehensive forecasts throughout the fiscal year.
  • Generate monthly, quarterly, and annual financial statements, including variance and trend analysis.
  • Conduct profitability assessments for existing and prospective projects.
  • Create documentation for annual audits and tax submissions.
  • Contribute to the formulation of a five-year strategic financial plan.
  • Support the generation of financial budgets and reporting.
  • Maintain financial models, dashboards, and reports to evaluate performance metrics.
  • Perform ad hoc financial analyses and address management inquiries.
  • Enhance financial reporting and analytical processes.
  • Ensure compliance with reporting requirements and maintain accuracy in filings.

Required Qualifications:

Education: A Bachelor’s degree in finance or accounting is required; an MBA is preferred.

Experience: A minimum of five years in financial planning and analysis is essential.

Essential Skills:

  • Proficient in financial modeling and analytical techniques.
  • Advanced skills in Excel, including pivot tables, formulas, VLOOKUP, and graphical representations.
  • Familiarity with GAAP, Uniform Guidance, and ERP accounting systems.
  • Experience in the non-profit sector is advantageous.

Physical Requirements:

  • Various frequencies of standing, walking, sitting, handling, and reaching.
  • Occasional climbing, crawling, kneeling, and bending.
  • Ability to lift and carry up to 10 lbs.
  • Ability to push or pull up to 25 lbs.
  • Constant visual attention is required.

Work Environment:
A general office setting with controlled temperature.

EEOC Statement:
Heluna Health is an equal opportunity employer and values diversity in the workplace.



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