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Upstream USA · 1 day ago

FP&A Systems & Reporting Analyst - Reproductive Healthcare (Financial Analyst)

United States

Full-time

Remote

Entry, Mid Level

$80K/yr - $90K/yr

2+ years exp

Upstream USA is a national nonprofit that partners with healthcare organizations to improve contraceptive services. The FP&A Systems & Reporting Analyst plays a key role in managing financial systems, ensuring data integrity, and providing financial insights to support decision-making across the organization.

EducationHealth CareNon Profit

Growth Opportunities

Responsibilities

Drive the successful optimization/maintenance of current systems/reports and rollout of new FP&A systems and reports. This involves hands-on configuration, development of financial input forms, and leading end-user training to ensure organizational proficiency and system adoption

Manage data integrity and financial accuracy across all reporting cycles, including the monthly close, in FP&A systems. Rigorously review and reconcile data translation between core financial systems and finalized reports, actively investigating and resolving any discrepancies to ensure a consistent and reliable single source of truth

Champion continuous improvement by proactively identifying and implementing opportunities to automate, streamline, and simplify financial systems, modeling, and processes to drive greater efficiency and accuracy

Partner closely with the Accounting team as a key thought partner to not only jointly develop, implement, and communicate changes in financial policy and procedures, but also to streamline processes and identify opportunities for automation and efficiency within the finance function

Assist and guide leaders across the organization in development of budget and monitoring of spend against those budgets

Support twice a year budgeting cycle, including a mid-year reforecast

Lead the monthly and quarterly financial review process, facilitating discussions with budget managers across functions

Proactively engage with the Finance & Admin team and budget managers to offer strategic counsel and financial thought leadership

Conduct deep-dive variance analysis between actual financial performance and budget, ensuring discrepancies are thoroughly researched and documented by both the analyst and the responsible budget owners

Synthesize and aggregate findings to generate strategic insights that inform decision-making, identify operational trends, and drive continuous financial improvement

Generate timely and impactful financial reports and analysis (both recurring and ad hoc) that drive business decisions, utilizing advanced spreadsheet modeling, budget software (Vena), and Business Intelligence platforms (Power BI)

Prepare financial reports for Upstream donors and investors in collaboration with Development and Accounting teams ensuring accurate transfer of financial information into donor specific templates

Support the preparation and finalization of finance presentations for the Board of Directors and the Board’s finance committee

Embody FP&A’s role as primary financial point-of-contact across the organization, providing timely and accurate responses to all inquiries from budget managers and staff regarding financial reports, budgets, spending variances, and financial systems

Serve as a proactive Financial Partner and Resource to internal customers by developing and leading training and job aids. Focus on increasing financial literacy and business acumen across the organization to build confidence and ensure budget managers fully understand and take ownership of their spending and budget

Support the Sr. Finance Manager and CFO with special projects as needed

Additional duties as assigned

Qualification

Financial Planning & AnalysisData integrity managementAdvanced ExcelBusiness Intelligence (Power BI)BudgetingForecastingFinancial modelingVena softwareAnalytical skillsCustomer service orientationCommunication skillsInterpersonal skillsProblem-solving skillsTeam collaborationAdaptability

Required

Bachelor's Degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Science, or a closely related quantitative field and a minimum of 2-4 years of financial/data analysis and/or accounting experience

Advanced technical proficiency is essential, including expertise in Microsoft Excel (e.g., pivot tables, Power Query) and the rest of the Microsoft Suite

Must be able to rapidly adopt new software platforms, with experience in or a strong willingness to learn Google Workspace (G Suite), which is our primary platform

Proven ability to build, maintain, and audit robust financial models for budgeting, forecasting, and scenario planning

Strong analytical, critical thinking, organizational, and problem-solving skills

Exceptional ability to translate complex financial concepts and analysis into clear, concise, and professional communication for non-financial stakeholders

Possesses excellent interpersonal skills and ability to communicate effectively

Provides a customer-service oriented approach and develops positive, productive relationships with colleagues

Self-starter with an enthusiastic approach to responsibilities and professional growth

Strong work ethic, a collaborative team approach, and a proactive commitment to identifying and implementing process improvements

Demonstrates the ability to remain focused, adaptable, and solution-oriented in the face of challenges, setbacks, or ambiguity

Must be comfortable and able to participate in an on-camera culture during meetings

Preferred

Proficiency in data visualization and dashboard development using Business Intelligence (BI) platforms (i.e., Power BI) is highly desired

Experience working with multi-dimensional financial data and Financial Planning and Analysis (FP&A) processes, including proficiency in dedicated budgeting, forecasting, and reporting software (e.g., Vena) is strongly preferred