Financial Analyst

ORGANIZATION OVERVIEW   

Founded in 1948, the San Francisco Foundation is one of the nation’s largest community foundations — a grantmaking public charity dedicated to improving life within a specific local region. Our mission is to mobilize resources and act as a catalyst for change to build strong communities, foster civic leadership, and promote philanthropy in the San Francisco Bay Area. 

Summary: 

The Financial Analyst will be a key member of the Financial Planning & Analysis 'FP&A' team. This FP&A team is responsible for all aspects of financial planning including designing and implementing the annual org-wide budgeting process, developing and analyzing financial projections, training and advising colleagues on financial results, transferring assets between funds, accounts and budgets, creating resources to support financial management, and liaising with all departments across the organization. The FP&A team partners with the other two teams within SFF’s Finance unit, which are the Accounting team and the Investments team. 

Position Scope and Responsibilities:  

• Support the financial reporting, budgeting, and planning needs of our staff, with a particular focus on Projects and Initiative teams, 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, and building deep familiarity with our initiatives and projects  

• Help 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  

• Build relationships across the organization and train staff to support understanding and alignment on financial results and plans 

• Assist with the annual budget process and quarterly reporting to our Board of Trustees by providing detailed analyses, financial reports, written summaries, cross-departmental communication, and financial orientations to staff  

• Collaborate extensively with the Manager of Financial Analysis and other Financial Analyst on projects and cross training  

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

• Participate and engage 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 

Qualifications: 

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

• Strong analytical, interpersonal, organization, and communication skills who enjoys both learning and teaching  

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

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

• Proficiency utilizing systems and adopting new technologies to improve processes and communications. (Position will frequently interface with PowerPlan, Financial Edge, Fluxx, Salesforce, etc.) 

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

• Bachelor’s degree 

• This is a 3-year grant funded position, in which an extension beyond then will depend on funding 

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:  Commensurate with background and experience in addition to a very competitive benefits package.  

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