Strategic Finance Analyst

Self-Help

3d

About The Position

WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies. We are seeking a Strategic Finance Analyst to join our team! WHAT you'll do: Conduct financial and operational assessments of existing vendors and service providers to ensure strong value for members and alignment with the Self-Help’s strategic goals. Perform cost benefit, Return on Investment, and contract performance analyses to support decisions on renewals, renegotiations, or discontinuations. Support financial analysis related to mergers, partnerships, and other strategic initiatives, including ad hoc modeling and due diligence support. Maintain concise records of approved pricing assumptions, break-even expectations, and key sustainability drivers for major initiatives to support post-implementation financial monitoring. Prepare clear recommendations and present findings to senior leaders and relevant committees. Independently back‑test assumptions used by Self-Help teams in financial models, forecasts, and strategic proposals. Identify key drivers of variance between projected and actual results and recommend improvements to forecasting methodologies and financial models. Maintain documentation of assumptions, methodologies, and validation outcomes for internal governance. Support post-implementation financial reviews to assess whether implemented pricing, volumes, and cost structures align with approved financial assumptions and sustainability expectations. Identify material variances between approved financial assumptions and actual operating results, and summarize impacts to sustainability, break-even expectations, and funding alignment. Analyze loan product pricing relative to cost of funds, competitive benchmarks, and profitability expectations. Develop and maintain pricing models that support sustainable growth, member value, and financial sustainability. Partner with lending and product teams to ensure pricing aligns with risk management practices and market conditions. WHAT You’ll NEED: Bachelors degree in finance, data analytics, accounting, business or related field preferred and 2 years of experience in finance, consulting, data analytics, or financial planning and analysis. Masters degree or advanced certification (CFA Charterholder, CPA, FRM) and 4+ years of experience preferred. Advanced Microsoft Excel skills Strong data analysis skills, including the ability to extract, transform, and analyze data from various source systems and databases Strong commitment to the organization’s mission of creating economic opportunity for underserved communities. Demonstrated initiative, follow through, and strong customer service orientation. Excellent communication skills and the ability to build strong working relationships. Keen attention to detail and strong organizational skills. Ability to effectively plan and prioritize work to meet deadlines. Proactive mindset and ability to learn new systems quickly. Ability to adapt to changing priorities and work beyond normal hours when needed. Ability and willingness to demonstrate Self-Help’s Core Values: Mission Before Self Service With Excellence Embracing & Promoting Change Results Not Credit Diversity as a Strength Financial Sustainability for Mission Impact If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you! Click the “apply now” button to apply!

Requirements

• Bachelors degree in finance, data analytics, accounting, business or related field preferred and 2 years of experience in finance, consulting, data analytics, or financial planning and analysis.
• Advanced Microsoft Excel skills
• Strong data analysis skills, including the ability to extract, transform, and analyze data from various source systems and databases
• Strong commitment to the organization’s mission of creating economic opportunity for underserved communities.
• Demonstrated initiative, follow through, and strong customer service orientation.
• Excellent communication skills and the ability to build strong working relationships.
• Keen attention to detail and strong organizational skills.
• Ability to effectively plan and prioritize work to meet deadlines.
• Proactive mindset and ability to learn new systems quickly.
• Ability to adapt to changing priorities and work beyond normal hours when needed.
• Ability and willingness to demonstrate Self-Help’s Core Values: Mission Before Self Service With Excellence Embracing & Promoting Change Results Not Credit Diversity as a Strength Financial Sustainability for Mission Impact

Nice To Haves

• Masters degree or advanced certification (CFA Charterholder, CPA, FRM) and 4+ years of experience preferred.

Responsibilities

• Conduct financial and operational assessments of existing vendors and service providers to ensure strong value for members and alignment with the Self-Help’s strategic goals.
• Perform cost benefit, Return on Investment, and contract performance analyses to support decisions on renewals, renegotiations, or discontinuations.
• Support financial analysis related to mergers, partnerships, and other strategic initiatives, including ad hoc modeling and due diligence support.
• Maintain concise records of approved pricing assumptions, break-even expectations, and key sustainability drivers for major initiatives to support post-implementation financial monitoring.
• Prepare clear recommendations and present findings to senior leaders and relevant committees.
• Independently back‑test assumptions used by Self-Help teams in financial models, forecasts, and strategic proposals.
• Identify key drivers of variance between projected and actual results and recommend improvements to forecasting methodologies and financial models.
• Maintain documentation of assumptions, methodologies, and validation outcomes for internal governance.
• Support post-implementation financial reviews to assess whether implemented pricing, volumes, and cost structures align with approved financial assumptions and sustainability expectations.
• Identify material variances between approved financial assumptions and actual operating results, and summarize impacts to sustainability, break-even expectations, and funding alignment.
• Analyze loan product pricing relative to cost of funds, competitive benchmarks, and profitability expectations.
• Develop and maintain pricing models that support sustainable growth, member value, and financial sustainability.
• Partner with lending and product teams to ensure pricing aligns with risk management practices and market conditions.

Benefits

• Competitive nonprofit compensation, based on experience, plus a generous benefits package.
• Compensation ranges for each position are based on local market rates and will be determined by geography, role, and experience.
• Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
• Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.
• Our national foot-print means we offer strong benefits and opportunities across the country.
• Our inclusive collegial culture means that no matter where you're located, you're part of a shared mission.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level