Financial Planning Analyst

2 weeks ago

San Francisco, California, United States Glide Full time
About GLIDE:

GLIDE is a nationally recognized organization committed to social justice, focusing on addressing systemic inequalities, creating pathways out of poverty and crisis, and transforming lives. Through a comprehensive range of services, advocacy efforts, and an inclusive community, GLIDE empowers individuals, families, and children to achieve stability and thrive.

GLIDE is at the forefront of tackling some of society's most pressing challenges, including poverty, housing instability, and issues of racial and social justice. The mission of GLIDE is to foster a radically inclusive, just, and loving community dedicated to alleviating suffering and breaking the cycles of poverty and marginalization.


Position Overview:

The Financial Planning Analyst plays a vital role in financial planning and analysis, coordinating the collection of statistical data to generate insightful financial reports. This position ensures the accurate and timely submission of contract and grant billings, supporting the CFO and Senior Director while working under the guidance of the contract fiscal manager.


Key Responsibilities:

Financial Planning and Risk Management (50%):

  • Assist the CFO in the annual budget planning cycle.
  • Contribute to the preparation of monthly financial reports.
  • Compile statistical data and service units to evaluate financial performance.
  • Track commercial and general liability insurance, maintaining a roll-forward schedule.
  • Update and manage third-party contracts, including memoranda of understanding and agreements.
  • Coordinate with insurance brokers for timely renewals and issuance of Certificates of Insurance as required by contracts.

Contracts Fiscal Management (50%):

  • Submit accurate and timely billings to government contracts and private grant funding agencies monthly.
  • Update FTE tracking and grant/contract matrices.
  • Monitor expenses against authorized spending and budgetary line items.
  • Validate service units, statistics, and metrics in collaboration with program managers to meet revenue goals.
  • Process billing entries into the accounting system.
  • Compile documentation supporting billing requirements.
  • Collaborate with internal teams, including finance/accounting, program, and development departments.
  • Perform additional tasks as needed to support GLIDE's funding opportunities and manage grant and contract budgets.

Minimum Qualifications:

Bachelor's degree in business administration, finance, or economics, with a preference for accounting. Proficiency in Excel, including graphs, tables, and visual presentations. Ability to understand basic principles of obligations, contracts, accounting concepts, and government audits. Highly motivated, organized, detail-oriented, and proficient in mathematical and budget planning. Proven ability to manage multiple projects and meet deadlines. Excellent oral and written communication skills, adaptable to various circumstances. Ability to work independently and under supervision. Professionalism, discretion, and a high level of accuracy are essential, along with an embrace of the ONE GLIDE philosophy.

Compensation for this position ranges from $75,000 to $85,000 annually. This is a non-exempt role covered by a collective bargaining agreement. GLIDE is committed to competitive and equitable compensation, utilizing data from comprehensive pay surveys and analyzing nonprofit sector trends to attract and retain top talent.

GLIDE is proud to be an equal opportunity employer, dedicated to identifying and developing the skills and leadership of individuals from diverse backgrounds. We strongly encourage applications from people of color, differently abled individuals, and members of the LGBTQ+ community.


Work Environment:

GLIDE's facilities are designed to be welcoming and accessible to the community and clients, fostering an open-door policy.

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