Senior Financial Specialist – Financial Planning and Projects jobs in United States
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Louisiana Public Health Institute · 4 hours ago

Senior Financial Specialist – Financial Planning and Projects

Louisiana Public Health Institute is dedicated to improving lives in communities across Louisiana and the nation. The Senior Financial Specialist will utilize their analytical and finance skills to support strategic direction through financial planning, analysis, and reporting.

Health CareHealth DiagnosticsMedical
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Work & Life Balance
Hiring Manager
Sheila Dickerson, MBA
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Responsibilities

Prepare annual operating budgets, including program- and grant-level budgets
Develop and maintain rolling forecasts and financial models
Perform budget-to-actual variance analysis and prepare clear narrative explanations
Support scenario modeling and ad hoc financial analysis for leadership
Assist with preparation of internal management and board-ready financial materials
Develop and maintain grant and project budgets
Monitor grant spending, burn rates, and funding timelines
Prepare grant and project billing calculations and supporting documentation
Produce funder-required financial reports in accordance with grant agreements
Identify potential compliance risks and escalate issues as appropriate
Support cost allocation and tracking across programs and funding sources
Prepare monthly and quarterly financial reports for departments and programs
Maintain dashboards, schedules, and reporting templates
Ensure consistency and accuracy of financial data across reports
Translate financial data into clear, actionable insights for non-finance staff
Partner with program and department leaders to support financial understanding and accountability, including training
Provide close-related schedules and reports to the Assistant Controller
Support audit and monitoring requests related to grants and program finance
Collaborate with finance teammates to improve budgeting, reporting, and grant workflows
Aid Assistant Controller in conducting finance trainings with other LPHI teams
Support Assistant Controller in the creation of finance manuals to document internal processes and training manuals available to non-finance teams
Other duties as assigned

Qualification

Financial Planning & AnalysisGrant & Project FinanceReporting & Data AnalysisMicrosoft ExcelNonprofit Accounting StandardsBudget PreparationVariance AnalysisFinancial ModelingOralWritten SkillsTime ManagementProject ManagementEmotional IntelligenceTeam Collaboration

Required

Bachelor's degree in Accounting or Finance with a minimum of five (5) years experience financial analysis, grant finance, non-profit accounting, invoicing and collections, and completing and supporting program and organizational budget development
Knowledge of nonprofit accounting standards
Experience in managing local, state, and federal government grant programs; and philanthropic foundation grants
Experience preparing budgets, forecasts, and variance analysis
Experience submitting invoice packets to external partners or clients
Excellent reasoning and analytical skills
Strong oral and written skills
Demonstrated capacity and ability to lead and manage projects
Excellent time management and organizational skills, with careful attention to detail
Advanced knowledge and use of Microsoft Excel (e.g. financial modeling, pivot tables, formulas)
Proficiency in Microsoft Word and Power Point
Sound and strategic judgment, ability to solve problems, and nimbleness in adapting to changing circumstances
Demonstrated ability to manage multi-faceted projects and perform well under pressure
Ability to work with diverse personalities with a wide variety of backgrounds and experiences

Preferred

Commitment to public health and achieving health equity
Experience in managing government and philanthropic foundation grant programs
Experience documenting financial policies and procedures
Experience working with restricted funding and cost allocation
Experience in web-based accounting and financial planning software
Experience supporting audits or funder financial reviews
Ability to work in a team-based environment, and an orientation to the work that recognizes and values the contributions of all team members
Ability to collaborate effectively and build strong, positive relationships with colleagues and partners, both internal and external to LPHI
Exceptional emotional intelligence, including interpersonal skills and experience working with individuals and groups from diverse backgrounds
Demonstrated learning orientation
Ability to champion innovation and changes within an organization
Demonstrated ability to deliver with excellent quality and impact
Ability to apply systems thinking and act strategically
Desire to support the development of individuals and team

Company

Louisiana Public Health Institute

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Louisiana Public Health Institute is a public health institute provide the services for public health and tobacco prevention.

Funding

Current Stage
Growth Stage

Leadership Team

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Stephanie Brooks
Executive Coordinator to the CEO
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Ava Zebrick
Patient Partner & Consultant
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Company data provided by crunchbase