Lead Financial Strategist

2 weeks ago

Seattle Washington, United States YMCA of Greater Seattle Full time

Position Overview:
Our Commitment to Inclusivity

The YMCA of Greater Seattle actively fosters an environment free from discrimination and injustice. We are committed to dismantling institutional and systemic barriers that lead to oppression and inequality.

We hold ourselves accountable to marginalized communities by creating equitable and sustainable environments where social justice is integrated into every aspect of our operations, and by engaging with our communities in a culturally sensitive and respectful manner.

Role Summary

The Lead Financial Strategist is crucial in steering financial planning, analysis, and strategic decision-making within the organization.

This role encompasses a wide array of financial responsibilities, including the synthesis of intricate data, performing comprehensive analyses, and delivering actionable insights to assist key stakeholders.

Utilizing advanced financial modeling techniques, the Lead Financial Strategist plays a vital role in budgeting, forecasting, and reporting processes while ensuring adherence to regulatory standards.

By collaborating with cross-functional teams, this position promotes a culture of financial accountability and ongoing enhancement, ultimately contributing to the organization's sustained success.


This role presents a distinctive opportunity to significantly influence the organization's financial performance and strategic trajectory, fostering growth, innovation, and value creation.

If you are a driven finance professional with a zeal for analysis, strategic thought, and achieving results, we encourage you to consider joining our vibrant team as a Lead Financial Strategist.

Benefits of Working at the YMCA:

- Membership to the YMCA of Greater Seattle for you and your household

- Comprehensive Medical, Dental, Vision, and Life insurance

- Retirement plan with generous employer contributions

- Complimentary access to mental health resources

- Rapidly accruing paid time off (PTO)

- Discounts on eligible YMCA of Greater Seattle childcare and day camp programs

Key Responsibilities:
Financial Planning and Analysis (FP&A)

- Develop and oversee financial models to facilitate budgeting, forecasting, and strategic planning initiatives.

- Evaluate financial performance, discern trends, and relay insights to management for informed decision-making.

- Assist in crafting financial reports, presentations, and variance analyses for stakeholders.

Budgeting and Forecasting:
- Partner with department leaders to formulate annual budgets and long-term financial forecasts.

- Monitor budget versus actual performance, investigate discrepancies, and recommend corrective actions.

- Continuously refine budgeting and forecasting processes to enhance precision and efficiency.

Financial Reporting
- Generate monthly, quarterly, and annual financial reports in accordance with GAAP and regulatory standards.

- Ensure the accuracy and integrity of financial data through thorough reconciliation and review processes.

- Communicate financial outcomes and key metrics to stakeholders, including senior management and external parties.

Cost Analysis and Management:
- Analyze cost drivers and trends to uncover opportunities for cost savings and efficiency enhancements.

- Support decision-making related to pricing, program/service profitability, and resource allocation.

- Implement cost control measures and assess their effectiveness over time.

Financial Modeling and Analysis:
- Construct complex financial models to assess business scenarios, investment opportunities, and strategic initiatives.

- Conduct sensitivity analyses and scenario planning to evaluate risks and uncertainties.

- Present findings and recommendations to senior management to facilitate strategic decision-making.

Capital Budgeting:


- Assess capital expenditure proposals and investment opportunities through financial modeling and discounted cash flow analysis for specific capital projects and expenditures.


Business Partnering and Stakeholder Management:
- Act as a trusted advisor to business units by providing financial insights, analysis, and support for business needs.

- Collaborate with cross-functional teams to drive performance improvement initiatives and achieve business objectives.

- Build and maintain effective relationships with internal and external stakeholders to promote communication and collaboration.

Ad hoc Analysis and Special Projects:
- Conduct ad hoc financial analyses to address specific business inquiries or challenges.

- Lead or contribute to special projects such as process enhancements, system implementations, or strategic initiatives.

- Provide support to management for presentations, meetings, and other strategic activities as required.

Other duties as assigned.

Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related field.

- Eight years of experience in financial analysis, accounting, or management consulting.

- Proven experience in financial analysis, budgeting, and forecasting, ideally within a corporate finance or FP&A context.

- Advanced proficiency in financial modeling, data analysis, and Microsoft Excel; familiarity with financial systems (e.g., ERP, BI tools) is preferred.

- Strong analytical mindset, attention to detail, and problem-solving skills, with the ability to distill complex information into actionable insights.


Excellent communication and interpersonal skills, with the capacity to effectively collaborate with diverse stakeholders and present findings to senior management.


Ability to thrive in a fast-paced, dynamic environment, managing competing priorities and deadlines while maintaining a high level of accuracy and professionalism.

Commitment to upholding ethical standards, integrity, and confidentiality in all financial activities.

PREFERRED POSITION ATTRIBUTES AND SKILLS
- M.B.A. degree or CPA certification.

- Knowledge of and previous experience with diverse populations (language, culture, race, physical ability, sexual orientation, etc.).

- Ability to speak any language in addition to English may be beneficial.

You'll be a great fit for the YMCA of Greater Seattle if you:

- Thrive in a collaborative environment

- Are highly adaptable

- Exhibit strong ownership and work ethic

- Are a proficient problem solver who can think on your feet

- Truly enjoy serving others

- Appreciate being part of a team that values each other as individuals and enjoys working together

- Seek to ensure that your work contributes to building a better, stronger community for all


At the YMCA of Greater Seattle, we are an inclusive organization dedicated to nurturing the potential of youth, promoting healthy living, and fostering social responsibility.

We also prioritize the wellbeing of our employees and offer a complimentary Y membership as a benefit of employment.


Become a leader on our team at the YMCA of Greater Seattle, where we encourage a continuous learning environment and career advancement opportunities.

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