Financial Analyst

Bay Area Community Resources • Novato, CA

2d • $120,000 - $130,000 • Hybrid

About The Position

Job Title: Financial Analyst Location: San Francisco Bay Area (Hybrid. Remote work with required attendance at occasional in-person meetings and events.) Reports To: CFO Pay Range: $120,000 - $130,000 Benefits: 16 paid BACR Holidays, generous paid time off benefits Medical, dental, vision, mental health/wellness benefit, hospital indemnity, life insurance, flexible spending account (transit, medical, dependent), 403b program, pet insurance, WellHub Professional Development opportunities Key Responsibilities Support the development and coordination of the organization’s annual budget in collaboration with Finance leadership and program teams. Assist with financial forecasting, multi-year financial planning, and reforecasting processes throughout the fiscal year. Prepare monthly and quarterly financial reports, including budget-to-actual analysis and variance explanations for leadership and program managers. Analyze revenue, expenses, and program financial performance to identify trends, risks, and opportunities. Develop financial models and scenario analyses to support strategic planning and operational decision-making. Partner with Program Managers to monitor project and grant budgets and identify potential budget variances. Assist in reviewing program expenditures to ensure alignment with approved budgets and organizational financial policies. Support financial reporting for grants and contracts in collaboration with the Project Accounting team. Develop and maintain financial dashboards, reporting tools, and data visualizations to support data-driven decision-making. Maintain financial models, reporting templates, and analytical tools used by the Finance department. Collaborate with the Accounting team to ensure alignment between financial analysis, general ledger data, and financial reporting. Identify opportunities to improve financial reporting processes, data quality, and reporting automation. Prepare ad-hoc financial analyses and reports requested by Finance leadership and executive management. Assist in preparing financial materials and presentations for leadership and board meetings. Support financial analysis and modeling for organizational strategic initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• Minimum 3–5 years of experience in financial analysis, budgeting, or financial planning.
• Experience working with financial data and reporting systems.
• Experience with enterprise financial systems such as Workday Financial Management preferred.
• Strong financial analysis and modeling skills.
• Advanced proficiency in Microsoft Excel (pivot tables, financial models, data analysis).
• Strong analytical thinking and problem-solving ability.
• Ability to translate financial information into clear insights for non-financial stakeholders.
• Strong organizational and time management skills.
• Ability to manage multiple projects and deadlines.
• Excellent written and verbal communication skills.
• High attention to detail and commitment to data accuracy.

Nice To Haves

• Experience working in nonprofit or mission-driven organizations.
• Familiarity with nonprofit financial structures including restricted and unrestricted funding.
• Experience with financial dashboards and data visualization tools (Power BI, Tableau, etc.).
• Experience supporting budgeting and strategic planning processes.

Responsibilities

• Support the development and coordination of the organization’s annual budget in collaboration with Finance leadership and program teams.
• Assist with financial forecasting, multi-year financial planning, and reforecasting processes throughout the fiscal year.
• Prepare monthly and quarterly financial reports, including budget-to-actual analysis and variance explanations for leadership and program managers.
• Analyze revenue, expenses, and program financial performance to identify trends, risks, and opportunities.
• Develop financial models and scenario analyses to support strategic planning and operational decision-making.
• Partner with Program Managers to monitor project and grant budgets and identify potential budget variances.
• Assist in reviewing program expenditures to ensure alignment with approved budgets and organizational financial policies.
• Support financial reporting for grants and contracts in collaboration with the Project Accounting team.
• Develop and maintain financial dashboards, reporting tools, and data visualizations to support data-driven decision-making.
• Maintain financial models, reporting templates, and analytical tools used by the Finance department.
• Collaborate with the Accounting team to ensure alignment between financial analysis, general ledger data, and financial reporting.
• Identify opportunities to improve financial reporting processes, data quality, and reporting automation.
• Prepare ad-hoc financial analyses and reports requested by Finance leadership and executive management.
• Assist in preparing financial materials and presentations for leadership and board meetings.
• Support financial analysis and modeling for organizational strategic initiatives.

Benefits

• 16 paid BACR Holidays
• generous paid time off benefits
• Medical, dental, vision, mental health/wellness benefit, hospital indemnity, life insurance
• flexible spending account (transit, medical, dependent)
• 403b program
• pet insurance
• WellHub
• Professional Development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees