Job Description:

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.

Required Qualifications

Education & Experience

• 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.

Skills & Competencies

• 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.

Preferred Qualifications

• 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.

Above is the pay range for this position that we reasonably expect to pay. Individual compensation is based on various factors including experience/education, skillset, and geographic location.