Senior Financial Analyst

3 days ago

San Francisco, California, United States WestEd Full time
About WestEd

WestEd is a non-profit organization dedicated to improving education, health, and justice systems. Our team of researchers, practitioners, and consultants work together to develop evidence-based solutions and provide consulting services to improve outcomes for individuals from infancy through adulthood.

Job Summary

We are seeking a Senior Financial Analyst to join our team in Division 1. The successful candidate will be responsible for financial and project management activities related to strategic business decisions. This includes data analysis, budgeting, financial modeling and reporting, variance analysis, accounting, cost control, and financial analysis.

Key Responsibilities
  • Work closely with Senior Leadership to optimize data analysis and financial reporting to support the agency's strategic, operational, and financial goals.
  • Design, create, prepare, and analyze financial reports and models, including variance and trend analysis, consolidated reporting, and analysis across the Division.
  • Develop, oversee, and manage Division and project budgets.
  • Responsible for monthly budget review and forecasting, including meeting with Senior Vice President and Vice Presidents for a detailed review of the revenue forecasts for their respective portfolios.
  • Develop financial reports to highlight key metrics of interest that support WestEd's business strategies and goals.
  • Work collaboratively with the Finance teams to review and develop key financial and budgetary initiatives to ensure successful implementation and compliance across the divisions.
  • Identify and recommend opportunities to streamline financial and informational reporting and provide recommendations regarding transactional system changes or upgrades to the Division Financial Manager.
  • Evaluate existing business processes and recommend improvements to increase accuracy and processing time and to gain consistency.
  • Prepare financial and contractual information required for business proposals from inception to submission.
  • Support and monitor the execution of new contracts. Work with clients and the WestEd Contracts Department to ensure that the financial guidelines for spending and billing are clear.
  • Responsible for supporting Project Directors in the proper financial management of external consultants/subcontracts, including, but not limited to, reviewing invoices, confirming the accuracy of financial information in contractual agreements, and more.
  • Serve as a liaison between Project Directors and the WestEd Accounting team to ensure project billing/invoicing is accurate and up to date.
Requirements
  • Bachelor's degree or higher in finance/accounting and 5-7 years of relevant work experience.
  • Extensive and in-depth knowledge of and experience with financial analysis, financial modeling and reporting management of financial databases, accounting, budget management and development, and financial systems/applications.
  • Strong fiscal management skills and experience, including reviewing and improving business practices and processes.
  • Ability to structure and perform complex financial models and data queries to support strategic business planning, financial-based decisions, and practices with adherence to WestEd financial policies and Generally Accepted Accounting Principles (GAAP).
  • Ability to review and analyze financial information using various financial and audit tools.
  • Must be accurate, detail-oriented, and yet be able to view financial information from a broad organizational perspective.
  • Demonstrated professional maturity and organizational political astuteness combined with tact, diplomacy, common sense, sound judgment, and confidentiality.
  • Strong interpersonal skills with the ability to work in a diverse work environment and various levels of management.
  • Must be a strong individual contributor as well as an effective team member and project leader.
  • Must be a self-starter, an independent thinker, action-oriented and self-motivated.
  • Fluency and expert-level skills with Microsoft Office, particularly Excel, Word, and PowerPoint. Experience with database querying and report writing is a plus.
  • Customer service attitude and approach to working with internal/organizational clients as well as external parties.
  • Interest in applying corporate business practices to the non-profit sector within an organization whose mission is to improve the educational systems that serve children and families.
  • Experience with Salesforce, Cognos, and Adaptive reporting and budgeting software is a plus.
  • Familiarity and experience with fiscal management for federal contracts, grants, and cooperative agreements are a plus.

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