Financial Analyst

River Partners•Chico, CA
•Remote

About The Position

The Financial Analyst supports River Partners’ leadership by analyzing financial and operational data, developing budgets and forecasts, comparing plans with actual project and organizational performance, and presenting financial insights to leadership and program teams. The role partners closely with Finance, Operations, project managers, and organizational leadership to support accurate reporting, effective resource utilization, and responsible financial stewardship. The analyst supports long-term financial planning and organizational sustainability, prepares budgets and forecasts by line of business, and develops financial models and scenario analyses to inform planning and strategic decisions. The position also analyzes project and grant financial performance, supports workforce and compensation planning, and prepares financial reports, dashboards, and summaries for financial and non-financial audiences. Working with the CFO and Finance Director, the analyst helps maintain financial controls and reporting accuracy, improve budgeting and forecasting processes, document financial procedures, and support year-end activities and audits. The role is remote in Northern California and is classified as full-time exempt.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • At least 5 years of progressively responsible experience in financial analysis, accounting, budgeting, or a related financial role.
  • Strong knowledge of accounting, financial reporting, budgeting, forecasting, and variance analysis.
  • Advanced proficiency with Microsoft Excel and PowerPoint, including formulas, pivot tables, data analysis, financial modeling, and presentations.
  • Ability to learn and master complex software systems and tools, including DelTek Vantage Point ERP, Power BI, and AI tools, and use them to generate self-refreshing reports, KPIs, and dashboards.
  • Demonstrated ability to analyze large or complex datasets or semantic models and communicate meaningful conclusions.
  • Strong attention to detail and commitment to accuracy.
  • Excellent organizational, analytical, and problem-solving skills.
  • Ability to manage multiple priorities and meet deadlines in a dynamic work environment.
  • Strong written and verbal communication skills and ability to interact with stakeholders inside and outside the organization.
  • Ability to explain financial concepts clearly to people without a financial background.

Responsibilities

  • Support the CFO in developing and delivering long-term financial planning and organizational sustainability initiatives.
  • Prepare annual operating budgets, organizational and regional project-budget analyses, and forecasts by line of business in response to leadership requests.
  • Prepare financial models and scenario analyses to support organizational planning and strategic decision-making.
  • Work with Project Coordinators to compare actual financial performance with budgets, forecasts, and project plans; identify and present significant variances.
  • Assist the CFO with projections for revenue, expenses, cash flow, staffing, and other key financial metrics.
  • Analyze historical financial data to identify trends, risks, and opportunities.
  • Analyze project profitability, cost recovery, indirect costs, and other organizational financial performance metrics.
  • Support financial analysis for new business development when requested by the Leadership Team.
  • Support the Advancement Program’s need for past and future financial information.
  • Support workforce utilization and compensation planning through financial modeling and personnel cost analysis.
  • Prepare and maintain self-refreshing financial reports, dashboards, and management reports using data from the Vantage Point ERP.
  • Develop clear financial summaries that communicate complex information to financial and non-financial audiences.
  • Assist the CFO in developing and monitoring key performance indicators and financial metrics.
  • Assist the CFO and Finance Director in maintaining strong financial controls and accurate financial reporting.
  • Identify, present, and implement opportunities to streamline financial reporting, budgeting, and forecasting processes.
  • Support the development and documentation of financial procedures and best practices.
  • Assist the Finance Director with year-end financial activities, audits, and other projects as needed.
  • Handle financial information accurately, promptly, confidentially, and in accordance with organizational policies.

Benefits

  • Ample holidays and paid time off.
  • Alternative work week schedule.
  • Flexible location and hours.
  • Health insurance.
  • Up to 4% 401(k) match on the employee’s contribution.
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