Financial Analyst

The Semi-monthly (per pay period) compensation for this position in FY24 is: $3,813 per pay period

Organizational Result: 

All people living in the San Francisco Bay Area are economically secure, rooted in vibrant communities and engaged in civic life.

We Value: 

Anti-racism, Boldness, Equity, Racial Justice, and being Rooted in Community 

Position Summary: 

The Analyst position is an individual contributor role supporting key functional areas. Provides high level administrative support and/or leads areas of work, including budget processing and project management assistance towards execution of departmental activities. Prepares internal reporting and analysis. Provides support to teams and external stakeholders on content areas. 

Role 

The Financial Analyst: 

• Supports financial reporting, budgeting and forecasting needs of our staff, which includes: reviewing and analyzing financial budgets and reports, building and enhancing resources to support staff’s financial management, updating spending in our financial system, reconciliating data across systems, communicating cross-departmentally, and tracking processes to ensure accurate information in systems and reports 

• Prepares reporting for our Management Team, Finance Committee and Board of Trustees by developing analyses, financial reports, written summaries, and financial presentations, in partnership with colleagues 

• Provides analytical and portfolio monitoring support for the PRI program, and conducting additional ad hoc analysis for the Investments team 

• Offers ongoing analytical and technical support and advice to budget managers with their financial questions or requests 

• Helps to manage funds in our general ledger, which includes setting up new funds, adding and updating budgets, reviewing and analyzing fund balances, monitoring data quality, and reconciling information across the systems to ensure accurate integrations 

• Enhances reports and analytical offerings/tools in our financial systems to support user experience and adoption

Tasks

• Trains staff on financial systems and resources to increase financial understanding and alignment on results

• Actively participates in process improvement conversations, documentation of our financial policies and procedures, team building activities, and other projects as requested

• PRI Program: Manages borrower quarterly reporting process: send reminders; document submittal dates and completeness; confirm and record document covenant compliance; and input quarterly financials. Manage submittal of audits from borrowers and input financials. Manage non-loan PRIs: track deposit maturity dates and administer revinvestments and new investments. 

• Participates and engages in cross-departmental activities that may be outside the incumbents' core work scope that are linked to the North Star of the organization 

• Other responsibilities as relevant 

Competencies & Qualifications

• Associate/Analyst 2-4 years of relevant experience 

• 2 years experience in analytical roles is preferred (Finance, Accounting, and/or Operations)

• Strong analytical, interpersonal, technical, organization, and communication skills who enjoys both learning and teaching and providing warm customer service 

• Proficiency and enjoyment utilizing systems and adopting new technologies to improve processes and communications 

• Adept at building strong cross-departmental partnerships with colleagues across a wonderfully diverse organization 

• Detail-oriented, responsible, and conscientious team player who enjoys both working independently and collaborating with others

• Basic understanding of Accounting is preferred

• Credit underwriting experience is a plus, but not expected 

• Bachelor’s degree preferred 

Technical abilities and skills

• Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, Excel, & Teams) and Zoom

• High proficiency with Microsoft Excel (formulas, pivot tables, etc) 

• Ability to learn, navigate and manage online platforms, including PowerPlan, Fluxx, Salesforce, Blackbaud Financial Edge, and SmartSheets

We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align exactly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

Compensation: The San Francisco Foundation offers a very competitive total compensation package including base compensation in alignment with our organizational budget size and rich medical and fringe benefits offerings. This position pays $3,813 per pay period. You may read more about our compensation philosophy and benefits on the career page.

Remote Work Policy: The Foundation has adopted a long-term hybrid in-person and remote work policy. Dedicated to its employee health and safety, The Foundation will continue to make decisions in accordance with San Francisco County and California mandates. Employees must reside or plan to relocate to California if hired.

Requesting Accommodations: The Foundation is committed to the full inclusion of all qualified individuals. As part of this commitment, The Foundation will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact hr@sff.org. 

The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply.

PM21