Financial Analyst

Role purpose

Budgeting and financial analysis

• Coordinate program budgeting and strategic planning, develop procedures, assist budget participants, analyze data, and recommend actions aligned with program goals.
• Monitor budgets, expenditures, and variances; analyze trends and assist with forecasting and funding needs.
• Prepare monthly, quarterly, and annual financial reports.
• Track grant allocations and spending, review program efficiency, and recommend decisions based on funder goals and financial viability.
• Analyze accounting records and recommend allocations within budget limits.
• Develop revenue and expense analyses, projections, reports, presentations, annual budgets, and monthly forecasts.
• Assist with grant application and annual program budgets, advise Program Directors, and ensure financial records are accurate.

Collaboration and service

• Maintain working relationships and public relations, facilitate interdepartmental teamwork, and provide exceptional customer service to clients and families.

Qualifications

• Bachelor's or master's degree in Business Administration, Accounting, Finance, Economics, or a related field.
• Four years of related financial analysis experience with a bachelor's degree, or two years with a master's degree.
• Proficiency with Microsoft Office products.
• Driver's license with a clear record and daily access to a vehicle.
• Must be willing and available to travel to various locations as business needs dictate.
• SAGE experience and prior nonprofit or social service employment are preferred.

Compensation

• Annual salary range is $65,000–$71,000.