Senior Financial Analyst

Job Description

Title: Senior Financial Analyst

Department: Finance

Job Type: Regular Full-time

Location: Remote

FLSA Status: Exempt

Reports To: Vice President of Finance

Positions Reporting to this Position: None

Travel Requirements: Up to 5%

Job Classification: Specialist

Centering Healthcare Institute

Centering Healthcare Institute imagines a U.S. healthcare system that offers not just medical interventions, but combats isolation and builds communities, empowers and educates patients, and serves as a partner to connect the most vulnerable with resources that contribute to overall health. We are driven to create a future where the risk of preterm birth, the inequities of Black women dying from pregnancy related causes and the disparities in early childhood are greatly reduced - so that every child has the potential to enjoy future life chances, social and economic opportunities and overall well-being.

With more than two decades of experience working closely with healthcare providers from all sectors, we have developed, championed, and spread access to the Centering group care model. Our team provides implementation support to guide healthcare practices through every step of the system redesign to build a foundation for a successful, sustainable practice. We have developed curricula and patient materials, and our facilitation training offers a variety of skill-building and interactive learning activities that prepare facilitators to lead engaging relationship-centered groups. We offer practice management, support tools, and site accreditation for model fidelity and quality assurance. We are engaged in advocacy efforts for payment reform and community outreach to achieve the Quadruple Aim of better health, better care, lower cost, and provider satisfaction. Leadership, innovation, and collaboration are at the heart of our success.

The role

The Senior Financial Analyst is a proactive problem solver, supporting all levels of the organization with navigating financial challenges and improving operational efficiencies. The role works closely with department heads, budget managers, and the executive team to ensure that financial resources are allocated effectively to support our mission-driven goals. This role oversees the financial planning of the organization (and its programs and initiatives), and manages complex financial models and projects from inception to completion, all while collaborating across functional teams to deliver effective results and solutions.

Primary duties include implementing a business partner model with department heads and budget managers; training and building the capacity of budget managers; reviewing past and present financial performance; conducting variance analysis; forecasting annual financial statements; producing and managing long-term (3- to 5-year) financial models; co-leading the annual budget process with the VP of Finance, and advising leadership on financial trends and operational improvements. Working closely with the development team, the Senior Financial Analyst supports the creation of funding proposals, grant budgets, and financial reporting to donors. This role will also engage with the broader administrative teams to identify operational issues, develop solutions, and implement cross-team processes that support both programmatic and financial goals, all while maintaining a focus on driving financial sustainability and ensuring strong financial controls and compliance. The Senior Financial Analyst also supports the broader finance team initiatives and projects, including monthly close, annual audit, 990 and system implementations or migrations.

This position belongs to the Specialist Job Classification. As such, it requires specialized knowledge or experience in a particular field. Specialists handle tasks and projects that require specific expertise, collaborate with their supervisor, and provide support within their area of specialization. They are essential in bringing depth and proficiency to their respective areas, contributing significantly to the team's success.

Responsibilities

• Building and maintaining strong, positive relationships across the organization, especially with department heads and budget managers.

• Acting as a fiduciary steward, ensuring alignment between programmatic goals and financial sustainability.

• Implementing and maintaining strong financial controls, adhering to organizational policies and non-profit accounting standards.

• Supporting financial planning by aligning resources with the strategic goals of the organization.

• Leading the financial planning and analysis processes, including annual budgeting, forecasting, and reporting, with a focus on minimizing risk and maximizing the efficient use of resources.

• Training, and building capacity of, budget managers to more effectively manage their budgets and achieve optimal financial results; this includes supporting other finance teammates with facilitating training for budget managers on other finance topics (using AP systems, grants management, etc.).

• Working closely with the Development Team to support the creation of grant proposals and budgets and to respond to donor requests for financial reporting, ensuring financial sustainability and alignment with donor interests.

• Providing data-driven insights from budget variances, as well as strategic recommendations to improve financial performance.

• Preparing and delivering regular financial reporting and analysis to Executives, focusing on key insights and actionable outcomes.

• Communicating financial results and translating complex financial data effectively to non-finance colleagues through clear presentations, visuals, and dashboards; building a robust library of financial resource material.

• Contributing to continuous improvement initiatives in finance and operations, driving process optimization.

• Additional duties as assigned by the VP of Finance.

• Additional duties reasonably related to those required for a role at the Specialist job classification level.

Qualifications, Skills & Competencies

• 5+ years of finance and/or accounting experience within a non-profit organization; preferred experience at a non-profit organization(s) with complex business or operating models and earned income generated from product or service delivery;

• Bachelor's degree in Finance, Accounting, or a related field; advanced degree preferred;

• Strong knowledge and experience in financial modeling, budgeting, and financial reporting;

• Strong analytical, and problem-solving skills;

• Excellent organizational skills and attention to detail;

• Comfort with uncertainty and ambiguity in both work settings and processes, as well as in financial and operating scenarios;

• Outstanding interpersonal, teamwork, and collaboration skills;

• Ability to communicate well both in written and verbal communication;

• Demonstrated experience as an administrator of financial planning systems (Sage Intacct Planning, Workday Adaptive Planning, etc.) preferred;

• Proficient in both Microsoft Office and Google apps, as well as demonstrated experience with various finance and accounting systems; Salesforce experience preferred;

• Demonstrated ability to maintain the highest ethical standards, including confidentiality and handling sensitive situations and information with the utmost discretion and diplomacy;

• Commitment to ideals of justice, equity, diversity, and inclusion; and to fostering a human-centered, psychologically safe, anti-oppressive work culture and to anti-racist principles and learning.

• Commitment to upholding our core values of Accountability, Diversity & Equity, Partnership, Data-Driven decision-making, and Community.