Financial Management Specialist II
1 week ago
WestEd is a diverse community of over 1,300 professionals dedicated to enhancing the lives of individuals across various stages of life. Our team comprises researchers, practitioners, consultants, and administrative experts who bring a wealth of experience and perspectives.
We engage in rigorous research, develop evidence-based strategies, and offer consulting services nationwide, focusing on both rural and urban settings to foster equitable outcomes for all.
As trusted collaborators in education, health, and justice, we empower communities and educational institutions to prioritize impactful solutions by asking critical questions, tailoring methodologies, and implementing best practices that cater to a wide array of stakeholder needs.
At WestEd, we firmly believe in the principles of diversity, equity, and inclusion, which are integral to our mission and operations. We strive to partner with our clients to identify and address disparities, uplift diverse voices, and guarantee equitable access to our resources and services.
Position Overview
The Financial Analyst II role is a pivotal mid-level position responsible for comprehensive financial and project management tasks within one of WestEd's divisions, reporting directly to a Senior Financial Analyst.
The responsibilities encompass data analysis, budgeting, financial modeling, reporting, accounting, cost control, and in-depth financial assessments. This position is primarily accountable for project-level budgeting, planning, forecasting, variance analysis, spend down, and financial reporting. Additionally, the Financial Analyst II will contribute to division-level financial projects and management initiatives.
Key Responsibilities
- Collaborate closely with Senior Financial Analysts to enhance data analysis and financial reporting, aligning with the agency's strategic and operational objectives.
- Design, prepare, and analyze both project-level and division-level financial reports, including variance analysis and consolidated reporting.
- Provide critical insights to the finance team to inform business decisions, identify issues, and recognize opportunities for ongoing quality enhancement.
- Develop and manage project budgets in partnership with Project Directors, ensuring thorough monthly budget reviews and forecasts.
- Create financial reports that emphasize key metrics supporting WestEd's strategic goals.
- Identify opportunities to streamline financial reporting processes and recommend system enhancements.
- Evaluate current business processes and propose improvements to enhance accuracy and efficiency across divisions.
- Prepare financial and contractual documentation for business proposals, ensuring clarity in financial guidelines for spending and billing.
- Support Project Directors in managing subcontracts and tracking deliverables, coordinating with Accounts Receivable for invoicing.
- Achieve proficiency in Business Intelligence software, Cognos, and budgeting systems like Adaptive Insight.
Qualifications
- Bachelor's degree or higher in finance/accounting with 3-5 years of relevant experience.
- Extensive knowledge of financial analysis, modeling, reporting, and budget management.
- Strong fiscal management skills, with a focus on improving business practices.
- Proficient in analyzing financial data using various tools.
- Ability to construct complex financial models and support strategic planning.
- Detail-oriented with a broad organizational perspective.
- Excellent interpersonal skills and the ability to work effectively in a diverse environment.
- Self-motivated and capable of leading projects while being a strong team player.
- Proficient in Microsoft Office, especially Excel, with experience in database querying and report writing.
- Interest in applying corporate practices within the non-profit sector.
Note: Visa sponsorship is not available for this position. Candidates must be authorized to work in the United States.
Salary and Benefits
The salary range for this position is $78,800 to $118,200, with typical hiring around $78,800 to $98,500, considering various factors such as education and experience.
In addition to the base salary, benefits include:
- 15% retirement contribution from day one
- Pre-tax Flexible Spending Accounts
- Health/welfare benefits effective the first of the month following hire
PTO: 3 weeks vacation (increasing to 4 weeks after the 4th year), paid holidays, and 12 days paid sick leave annually.
Life Insurance: valued at 3x gross salary.
We are committed to fostering a diverse workplace and offer various professional learning communities to support our mission of improving educational systems for children and families.
We look forward to welcoming individuals who share our vision of building better schools and communities.
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