Senior Financial Analyst

Essential Duties & Responsibilities

• Strategic Planning: Contribute to the development of financial strategies and long-term plans in alignment with the organization's goals.
• Executive Reporting: Prepare and present financial reports and analysis to senior management, offering strategic insights and recommendations.
• Forecasting and Budgeting: Support the annual budgeting and forecasting processes, collaborating with various departments and providing financial guidance.
• Financial Modeling: Develop and maintain complex financial models to analyze scenarios, support decision-making, and assess potential investments.
• Performance Metrics: Prepare monthly financial packages and monitor key performance indicators (KPIs) to measure the financial performance and health of the organization.
• Cost Optimization: Identify opportunities for cost optimization and operational efficiencies through in-depth analysis of financial data.
• Cross-Functional Collaboration: Collaborate with cross-functional teams across finance and including operations, marketing, and sales, to provide financial insights and support decision-making.
• Grants and Program: Support grant budget development and monitoring. Analyze program financial performance and funding utilization, partner with Controller, Accounting team, and operational leaders on financial stewardship.
• Systems and Process Improvement: Improve reporting automation and financial processes, enhance data quality and business intelligence capabilities, support ERP and reporting system optimization.
• Analyze actual-to-budget results and provide actionable recommendations in partnership with Controller, accounting team, operational leaders.
• All other special projects, ad-hoc analyses and duties as assigned.

Qualifications & Skills

• Technology: Experience with MS Business Intelligence solutions including the ability to create simple reports.
• Education: Bachelor's degree in finance, Accounting, Economics, or a related field. Advanced degrees (e.g., MBA, CFA) preferred.
• Experience: 5 years' experience in financial analysis roles, with a focus on strategic financial planning and analysis.
• Behavioral Health, Health Care and Non-profit experience is preferred.
• Leadership Skills: Demonstrated leadership experience, including the ability to lead and inspire a team of financial professionals.
• Analytical Expertise: Advanced analytical skills, including proficiency in financial modeling and data analysis tools.
• Communication Skills: Excellent communication skills, with the ability to convey complex financial information to executive leadership and non-financial stakeholders.
• Strategic Thinking: Ability to think strategically and contribute to the development and execution of the organization's financial strategy.
• Adaptability: Flexibility to adapt to changing priorities and contribute effectively in a dynamic business environment.
• Ethical Conduct: Adherence to high ethical standards and integrity in financial analysis and reporting.

Essential Requirements

• Must be able to meet and receive a criminal records clearance, as required by Title XXII, other licensing regulations, and Caminar practices.
• This position may require limited, occasional, or frequent driving. If required, a valid California driver's license, a reliable personal vehicle, and current personal auto insurance is required by law. In addition, an MVR sufficient to obtain and maintain insurability under agency auto liability policies are all essential job requirements.
• Must be able to pass post offer, pre-employment medical and drug tests as required under State Community Care Licensing regulations and/or agency policies.
• If applicable, a personal cell phone with reliable service and a data plan to use for business purposes.
• May be required to obtain and maintain First Aid and CPR certification.