80 applicants

Company

Original Job Post

WestEd · 6 days ago

Senior Financial Analyst

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $135K/yr

5+ years exp

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Comp. & Benefits

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Responsibilities

Work closely with the Division’s Senior Leadership to optimize data analysis and financial reporting.

Design, create, prepare, and analyze financial reports and models.

Develop, oversee, and manage Division and project budgets.

Responsible for monthly budget review and forecasting.

Develop financial reports to highlight key metrics supporting business strategies and goals.

Identify opportunities to streamline financial reporting and provide recommendations for system changes.

Prepare financial and contractual information for business proposals.

Support the execution of new contracts and manage subcontracts.

Track submission of deliverables and prepare invoices tied to project deliverables.

Qualification

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Financial AnalysisFinancial ModelingBudget ManagementAccountingFinancial SystemsFiscal ManagementData AnalysisFinancial ReportingGAAPFinancial PoliciesAudit ToolsProfessional MaturityMicrosoft OfficeDatabase QueryingReport WritingProblem-SolvingInterpersonal SkillsTeamworkSelf-MotivatedCustomer ServiceSalesforceCognosAdaptive reportingBudgeting softwareFederal contractsContracting rules

Required

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 skill with Microsoft Office, particularly Excel, Word, and PowerPoint. Experience with database querying and report writing is also desired

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