Financial Planning and Analysis Analyst
Description
Position Title: Financial Planning and Analysis Analyst
Program/Dept: Agency Administration/ Finance & Accounting
Reports to: Financial Planning and Analysis Manager
Classification: Regular, Full Time, Exempt
Salary Range: Salary range starting at 77k + DOEE + Full Benefits Package
Program/Dept: Agency Administration/ Finance & Accounting
Reports to: Financial Planning and Analysis Manager
Classification: Regular, Full Time, Exempt
Salary Range: Salary range starting at 77k + DOEE + Full Benefits Package
Agency Description: Caminar is founded in San Mateo, California, in 1964, Caminar’s thriving programs and services serve more than 14,000 individuals annually across San Mateo, Santa Clara, San Francisco, Solano, and Butte Counties. Our nonprofit organization’s portfolio of behavioral health and supportive services empowers and supports individuals and families to move toward resilience, wellness, and independence. And, we are expanding our capacity to address the increasingly complex needs of individuals and families.
Position Description: Under the supervision of the FP&A Manager, performs financial planning and analysis for management to make appropriate decisions, plan and facilitate budget development and forecasting updates, supports the development and ongoing maintenance of monthly and quarterly financial reports, and supports the analytical analysis of financial results related to individual departments and Caminar as a whole.
Essential Duties & Responsibilities:
- Support FP&A team with annual budget development for the agency and in coordination with program managers
- Support FP&A team with county contract budget development and budget modifications in coordination with program managers
- Support all city/county billings and resolve any billing related issues with counties and program managers as needed
- Facilitate the actual vs budget analysis each month inclusive of Key Performance Indicator (KPI)
- Facilitate KPI and financial metric dashboard updates each month
- Meet at least quarterly with program managers to review financial statements and ensure the programs are optimizing the budgets
- Assist with Request for Proposal (RFP)
- Assist with county cost reports
- Prepare various ad-hoc analysis and reports to support management in making appropriate decisions and trade off.
- Prepare and review complex journal entries, accounts receivables and revenue entries
- To improve financial processes and procedures and work closely with program managers and staff
- Support monthly reports to management and board
- Other requests as needed
Requirements, Qualifications, Skills & Abilities:
- Must be passionate about Caminar's mission.
- Bachelor’s degree in Accounting, Finance, or Business Administration from an accredited institution.
- 1-3 years of prior experience with GL accounting. Duties require broad conceptual judgment, analytical abilities, and the ability to deal with complex accounting issues including GAAP and FASB Requirements.
- Knowledge of non-profit fund accounting.
- Excellent computer skills in a Microsoft Windows environment including email and Internet navigation required. Experience with FP&A and Data Visualization tools (i.e. Microsoft Dynamics Business Central, Power BI, Sage MIP, etc.) strongly preferred.
- Inquisitive mindset to help understand and articulate Caminar’s performance and key drivers influencing financial results.
- Ability to maintain a high level of confidentiality, a professional demeanor and to represent the organization positively.
- Must demonstrate acceptable level of maturity, good judgment, and emotional stability.
- Problem solving—proactively identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
- Customer Service—manages difficult customer situations, responds promptly to customer needs and solicits customer feedback to improve service.
- Oral and written communication—speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings. Completes written progress notes and other formal communications skillfully and professionally.
- Quality management—looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.
- Planning/organizing—prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
- Adaptability—adapts to changes in the work environment, manages competing demands, and can deal with frequent change, delays, or unexpected events.
- Dependability—is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance.
- Safety and security—actively promotes and personally observes safety and security procedures and uses equipment and materials properly.
- Must be a dynamic self-starter with demonstrated ability to work independently on special projects.
We've Got You Covered
Medical, Dental, and Vision
Health coverage choices to fit you and your family’s needs. A zero-cost option for employee only and generous contributions to employee and dependent premiums.
Health coverage choices to fit you and your family’s needs. A zero-cost option for employee only and generous contributions to employee and dependent premiums.
Flexible Spending Account
Receive tax savings on out-of-pocket health care costs.
Receive tax savings on out-of-pocket health care costs.
Employee Wellness Program
We’ll reimburse you for a portion of your gym/fitness dues.
We’ll reimburse you for a portion of your gym/fitness dues.
Life, Long-term Disability,and AD&D Insurance
Provided at no cost to our full-time employees. Includes an option to purchase additional life coverage for both employees and dependents.
Provided at no cost to our full-time employees. Includes an option to purchase additional life coverage for both employees and dependents.
Paid Time Off
We offer twelve paid holidays and a generous sick and vacation benefit.
We offer twelve paid holidays and a generous sick and vacation benefit.
401(K) Retirement Savings Plan
We offer options for both pre-tax and post-tax (Roth) contributions.
The plan also offers an employer match on eligible employee deferrals at one year of service.
We offer options for both pre-tax and post-tax (Roth) contributions.
The plan also offers an employer match on eligible employee deferrals at one year of service.
Commuter Benefits
Commuting to work each day can be expensive. Receive tax savings on your commuting costs!
Commuting to work each day can be expensive. Receive tax savings on your commuting costs!
Employee Assistance Program
For whatever issue you might face, our Life Assistance Program offers free, confidential assistance at no cost to you.
For whatever issue you might face, our Life Assistance Program offers free, confidential assistance at no cost to you.
Caminar is a leader in providing innovative client-oriented mental health services. We are an equal opportunity employer. Please visit our web site at www.caminar.org