Business Financial Analyst *

BUSINESS FINANCIAL ANALYST

Full-time (40-hours/week) position under the general direction of the Director Finance.  Responsible for coordinating and executing the budget process (capital and operating), financial analysis, cost accounting and decision support functions for Five Acres.  This position will develop reports/information products and provide analysis that supports organizational decision making through high-level analysis, reporting, research and effective use of data generated from various sources.  This position will be called on to work collaboratively with other Managers as well as with Executive level staff.

Position responsibilities include, but are not limited to:

  • Work collaboratively with Program Leadership and Senior Leadership teams to relate financial planning and analysis, contract maximization, risk assessment, revenue forecasting, and operational excellence.
  • Responsible for contract review activities.  Demonstrate an understanding of compliance and compliance related issues as outlined in the contracts. Maintain current contracts in Contracts Database. Update contract files with any addendums and correspondence and disseminate the information as needed.
  • Establish and maintain reports for internal and external stakeholders. Provide financial guidance and recommendations for Program Leadership and Senior Leadership through a reporting process regarding departmental fiscal performance and monitoring. Maintain and verify financial accuracy for internal and external reports (i.e. Blackbaud Income Statement, Program dashboard, Report Server, e3). Adapt and adjust resources as needed based on gathered data.
  • Establish and maintain relationship with external Contractor demonstrating agency values and mission. Provide reports during audits of internal record keeping and tracking of financial, budget and contract compliance standards. 
  • Develop and maintain the budget in collaboration with Program Leadership and Senior Leadership staff. Review and analyze fiscal performance data, including productivity trends. Develop a plan in consultation with Leadership teams in cases of significant deviation either through census, expenditures or other contract changes. Provide financial guidance and recommendations to support Leadership teams in making the programmatic and financial shifts as needed. Develop departmental systems to gather data, provide feedback and build effective teamwork. Work with Leadership team to measure and achieve strategic goals and strategic plan implementation.
  • Develop and implement systems to monitor and assess staff productivity. Include staff productivity in the annual budget process and report productivity monthly to Leadership teams for monitoring contract utilization and maximization.  Provide a summary report for the annual staff evaluation to supervisor. 
  • Work with Leadership teams as a financial "Coach" and data expert to assist and guide the department towards strategic objectives. Generate a plan, in consultation with the Program Director, for continuous quality departmental performance. Provide timely, ongoing and proactive feedback on performance, budget and contract maximization to Leadership teams. Provide support to Human Resources and Leadership teams to analyze staffing needs as they relate to the budget, contract compliance, risk assessment, and contract maximization.
  • Responsible for the coordination of financial information tracked by this position and the other performance analysts for all agency wide reporting.  This includes, but is not limited to the Balanced Scorecard, Summit Meetings and the annual budget.
  • Collaborate with Director of Finance to assess and improve current processes to ensure a more systematic and efficient processes within the department. This includes collaboration with "data source" departments such as IT, Accounting and Research to ensure a more streamlined way of gathering accurate data.
  • Manage special projects as assigned by the Director of Finance.

Position requirements include, but are not limited to:

  • Bachelor's Degree in Finance or related field preferred.
  • 3-5 years related work experience as Business Financial Analyst preferred
  • Strong personal computer skills including data entry, transmission of data, formatting of routine accounting reports, preparation of spreadsheets, and word processing.
  • Advanced knowledge of Microsoft Excel 2010-2016 including the use of Lookups, Pivots and Macros,
  • Ability to calculate accurately and efficiently, including ten-key skills by touch.
  • Ability to be flexible and work in a changing environment.
  • Effective communication skills, both oral and written.
  • Ability to work independently and make mature business decisions
  • Ability to work as team member and collaborate with various levels of staff to achieve common agency objectives and task

Location: Pasadena, CA