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Lead Financial Strategist

2 months ago

San Diego, California, United States SAN DIEGO WORKFORCE PARTNERSHIP INC Full time
Position Overview

The San Diego Workforce Partnership is a pioneer in delivering innovative workforce solutions across San Diego County. We are dedicated to funding and implementing job training initiatives that empower all job seekers to acquire the essential skills and knowledge required for thriving careers. Our mission is to ensure that every business in our region has access to a proficient workforce, while every job seeker can find meaningful employment. We strive to build trust and foster growth in every action we undertake.

Role Summary

Under the supervision of the VP of Finance, the Lead Financial Strategist plays a crucial role in providing financial analysis and compliance support for various government and sponsored program grants, contracts, and donations. Key responsibilities encompass generating regular financial reports for funding bodies, delivering exceptional service to both internal and external stakeholders, scrutinizing expenditures for appropriateness, managing journal entries, producing monthly and quarterly financial analyses, reconciling revenues and expenses against budgets and forecasts, and ensuring accountability with program executives. This role also necessitates a solid understanding of accounting principles to facilitate discussions with various departments, problem-solving capabilities, and the provision of proactive financial support to program managers. Additionally, the ability to generate ad hoc reports utilizing extensive data sets, conduct ROI analyses, manage lease agreements, and support capital planning initiatives is essential.

Key Responsibilities

  • Evaluate, process, monitor, and project grants and departmental budgets, while analyzing expenditures in relation to allocated funds.
  • Reconcile grant accounting records through meticulous examination of drawdowns and cash flow monitoring for relevant grants.
  • Conduct thorough reviews of grant expenses to ensure alignment with budgetary constraints and funder regulations.
  • Prepare accurate financial reports for assigned funders, ensuring compliance with approved budgets and reconciliation with financial records.
  • Guarantee adherence to financial compliance with grant contracts, administrative guidelines, and federal, state, and local regulations.
  • Ensure all grant revenues are accurately recorded in financial statements and that cost recovery is properly documented and reported.
  • Assist the VP in developing monthly, quarterly, and annual financial reports for stakeholders, ensuring accuracy and timely delivery.
  • Collaborate closely with all departments to ensure financial processes and services are executed efficiently and in compliance with applicable regulations.
  • Perform financial analyses on grant spending monthly, identifying trends and significant variances against budgets.
  • Support complex award management activities, including account monitoring, audits, evaluations, and reporting.
  • Understand allocation methodologies for both direct and indirect costs.
  • Recommend enhancements or revisions to financial systems and procedures.
  • Lead or participate in various projects aimed at process improvements and reporting efficiencies.
  • Perform additional related duties as assigned.

Qualifications

  • Bachelor's degree in accounting, finance, business administration, or a related field, or equivalent experience of six years.
  • Six to eight years of experience in accounting, finance, or grant management within a nonprofit or governmental context.
  • Advanced proficiency in Excel, including pivot tables, formulas, and financial modeling.
  • In-depth knowledge of GAAP accounting principles and familiarity with Uniform Guidance.
  • Proactive collaboration skills with internal departments and accounting teams.
  • Ability to create actionable analyses and reports for informed decision-making.
  • Advanced data mining and analytical skills.
  • Capacity to forecast trends and financial impacts on grants.
  • Ability to foster professional relationships and educate others on processes and concepts.
  • Self-motivated with strong organizational skills and attention to detail.
  • Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.

Preferred Qualifications

  • Master's degree in accounting or finance.
  • Experience in both profit and nonprofit sectors within a complex environment, with a comprehensive understanding of fund accounting.
  • Familiarity with financial software such as Abila MIP, ADP, Questica Budget, DOMO, and Salesforce.
  • Ability to identify and implement process improvements.
  • CPA or CMA certification.

Our Core Values

Collaboration: Fostering inclusive and respectful relationships among colleagues, customers, and the community to achieve shared objectives.

Excellence: Committing to quality, innovation, and measurable outcomes through a customer-centered approach and a high-performance culture.

Stewardship: Utilizing resources strategically and effectively to meet the evolving needs of our customers and community with integrity.

Inclusion: Taking responsibility for creating a culture where everyone feels welcomed, heard, valued, and empowered to reach their full potential.

Equity: Prioritizing opportunities for those historically denied access through equitable policies and practices.

Employee Benefits: We provide a supportive work environment, a culture that values diversity and inclusion, collaborative teams, and a competitive compensation and benefits package, including PTO, employer-paid benefits, professional development programs, and retirement plans.

We are committed to celebrating diversity and ensuring equal opportunity for all applicants and employees, regardless of race, color, religion, gender, national origin, disability status, or any other characteristic protected by law.