College Track · 1 month ago
Senior Financial Planning & Analysis Analyst
Oakland, California
Full-time
Onsite
Mid, Senior Level
$101K/yr - $126K/yr
5+ years expCollege Track is a comprehensive college completion program that supports students in overcoming obstacles to achieve a bachelor's degree and meaningful careers. The Senior Financial Planning & Analysis Analyst will provide analytical insight and financial support to guide strategic decision-making and ensure accurate financial analysis across the organization.
EducationTraining
Responsibilities
Manages and updates monthly financial forecasts and performance metrics
Partners cross-functionally to design, enhance, and interpret performance dashboards and KPIs that elevate organizational transparency, enable data-driven decisions, and strengthen accountability across teams
Assists in ongoing maintenance, report building, dashboard(s) and administration of the budgeting and forecasting system
Works closely with Accounting staff to take part in the close process including loading actuals into forecasts
Leads personnel-related financial planning and analytics by partnering with HR to model headcount, compensation, and benefits; tracking vacancy savings and labor distribution; and ensuring staffing decisions are financially sustainable, strategically aligned, and connected to organizational capacity and program impact
Prepares annual financial plan in conjunction with input from all budget owners
Ensures budgeted expenses are documented and supported, properly calendared and in line with the organization’s overall strategic plans and program model
Works with department heads to ensure budgeted goals are met; coordinates budget revisions and ensures communication to department heads
Proactively analyzes and interprets trends impacting operations, cash flow, and capital investments; identifies risks and opportunities, and partners with stakeholders to develop data-driven solutions
Builds strong, solution-oriented partnerships with budget owners by responding promptly to needs while holding teams accountable to financial goals, timelines, and policies.Recommends improvements and develops strategies to improve overall department effectiveness and efficiency
Conducts ad-hoc analyses and projects that inform decision-making, promote financial stewardship, and support the effective use of resources toward organizational goals
Qualification
Required
Bachelor degree in Finance, Accounting, Mathematics or related field
Minimum 5 years of progressive experience in financial planning and analysis
Familiarity with fundamental accounting processes and rules
Demonstrated analytical proficiency in data research and evaluation
Expert knowledge of MS Excel and database skills
Technologically adept, with experience managing or optimizing financial systems and tools
Agility and the capability to think strategically while executing tactically within in a lean and resource-constrained environment
Exceptional communication skills with demonstrable ability to write effectively, speak persuasively, and listen attentively
Superior organizational and project management skills with strong affinity for detail
Illustrated dedication to meeting requirements of internal and external customers
Uses sound judgment to prioritize and meet deadlines, copes well with change, and maintains composure under pressure
Is accountable for results, approaches obstacles proactively and looks for ways to resolve issues
A consummate learner who is interested in being a vested, positive member of the team
High level of self-awareness, humility, and emotional intelligence
Preferred
MBA a plus
Benefits
Access to extensive benefits centered around three core areas of wellness: health care, work-life balance, and financial security
Up to 23 discretionary time off days (Sick and Vacation)
23 paid office closures and holidays in your first year of employment
Company
College Track
College Track is a national college completion program that empowers students from underserved communities to graduate from college.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Umpqua Bank Charitable Foundation
2023-06-12Grant
Leadership Team
Shirley M. Collado
President & CEO, College Track
Jessica Rubie
Chief Of Staff - Office of the President & CEO
Recent News
San Francisco Chronicle
2025-10-14
Company data provided by crunchbase