Financial Analyst

River Partners•Colusa, CA

4h•$94,000 - $115,000•Remote

About The Position

The Financial Analyst is responsible for meeting Leadership team needs in analyzing financial and operational data, developing budgets and forecasts, comparing plan to actual results in-project and organizational performance, and identifying and presenting self-derived financial insights to leadership and program teams. This position partners closely with Finance, Operations, project managers, and organizational leadership to ensure accurate financial reporting, monitoring effective resource utilization, and responsible financial stewardship. This person will be comfortable working with complex data, enjoys identifying trends and solving problems, and can translate financial information into clear and actionable recommendations.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
Minimum of 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 system, Power BI and AI tools effectively, using them to generate self-refreshing reports, KPIs and dashboards.
Demonstrated ability to analyze large or complex datasets/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 support interactions with stakeholders inside and outside the organization
Ability to explain financial concepts clearly to individuals without a financial background.

Responsibilities

Support the CFO in developing and delivering long-term financial planning and organizational sustainability initiatives.
Respond accurately and rapidly to Leadership requests for development of annual operating budgets, organizational and regional roll-up project budget analysis, and financial forecasts by “line of business”, i.e. revenue and operating segments of River Partners.
At the request of Leadership, prepare financial models and scenario analyses to support organizational planning and strategic decision-making.
Work with Project Coordinators to monitor actual financial performance against budgets, forecasts and project plans and roll-up project plans by line of business, identifying and presenting significant variances.
Assist the CFO to develop 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 financial performance metrics at the organizational level.
As requested by Leadership Team, support financial analysis associated with new business development.
Support Advancement Program’s philanthropic needs for financial information past and future
Support workforce utilization and compensation planning by providing financial modeling and personnel cost analysis.
At Leadership request, prepare and maintain self-refreshing financial reports, dashboards, and management reports from data derived from our Vantage Point ERP.
Develop clear financial summaries that communicate complex information to both financial and non-financial audiences.
Assist the CFO to develop and monitor key performance indicators and financial metrics.
Assist the CFO and Finance Director with maintaining strong financial controls and accurate financial reporting.
Identify, present and deploy 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.
Ensure financial information is handled accurately, timely, confidentially, and in accordance with organizational policies.