The Role
The Senior Financial Analyst will support the CFO by leading financial planning, analysis, and reporting. Responsibilities include budgeting, forecasting, presenting financial insights, mentoring junior analysts, and collaborating with departments for financial accountability.
Summary Generated by Built In
Senior Financial Analyst
Options For All, Inc. seeks a Senior Financial Analyst in San Diego, CA.
ESSENTIAL FUNCTIONS
- Act as a strategic partner to the Controller/CFO by utilizing planning and forecasting insights to identify long-term growth opportunities, support strategic initiatives, and inform high-level decision-making.
- Lead the development and execution of long-range financial plans, annual budgets, and quarterly forecasts across departments and business units.
- Analyze and interpret complex financial and operational data to identify trends, risks, and opportunities.
- Drive monthly reporting processes, including variance analysis against budget and forecast, and communicate findings to senior & executive leadership.
- Prepare executive, board-level, and external stakeholder presentations.
- Own and enhance financial models for scenario planning, program expansion, cost optimization, and investment evaluations. Support enterprise-wide strategic initiatives through financial analysis and modeling.
- Act as financial business partner to department leaders, assisting in budget ownership and accountability. Lead or support implementation and optimization of financial planning software, tools, and dashboards.
- Mentor junior financial analysts and provide guidance on data analysis best practices. Collaborate with accounting to support accurate monthly close processes and ensure alignment of actuals to forecast.
- Manage ad hoc projects and strategic financial requests from the Executive Team.
- Ensure the integrity of financial data and participate in internal control process improvements.
- Assist with audit preparation and documentation as needed.
- Analyze and summarize key financial and operational KPIs and present actionable insights in a visually compelling manner.
ESSENTIAL JOB REQUIREMENTS
Education
- Master’s degree or foreign academic equivalent in Finance, Economics, International Business, or related field
Experience
- 2 years of experience in the job offered or related occupation in financial planning and analysis at a nonprofit organization.
- Must have experience with:
- 1)Financial grants reporting and non profit finance
- 2)Financial reporting tools and data visualization- Power BI, Tableau, or Google Looker Studio
- 3)GAAP, budgeting, forecasting, and variance analysis
- 4)Building and maintaining complex financial models
- 5)FP&A tools such as NetSuite, Vena, or Adaptive Insights.
Salary
$92,227.00 per year
Work Hours
- 9:00 a.m. to 5:00 p.m.
- 5 day 40 hr/wk.
Work Location
- Options For All, Inc.
- 4250 Pacific Hwy, Ste. 125 San Diego, CA 92110
Candidates can email resumes to [email protected], or apply at https://optionsforall.org/careers/ with job. Reference# VV101. EOE.
Skills Required
- Master's degree in Finance, Economics, or related field
- 2 years experience in financial planning and analysis
- Experience with financial grants reporting for nonprofits
- Proficiency in financial reporting tools and data visualization
- Understanding of GAAP, budgeting, forecasting, and variance analysis
- Experience building and maintaining complex financial models
- Familiarity with FP&A tools such as NetSuite or Adaptive Insights
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Options For All is a non-profit organization dedicated to creating and supporting opportunities for adults with disabilities to live, work, and enjoy life in their community with dignity and respect.
