Senior Financial Planning Analyst

Our vision is that every person has the opportunity to learn, work, and thrive in all aspects of life.

To achieve our vision, we are committed to dismantling racism and advancing equity, diversity, and inclusion so we can help people reach their fullest potential through our education, job placement, and career pathway services. We do our work with great gratitude for the community donations, purchases, and partnerships that make our mission possible.

Position Summary: The Senior Financial Planning Analyst is responsible for full-charge financial planning and budgeting/forecasting for the organization, as well as the preparation and analysis of financial records needed for decision-making. The work draws upon and requires a thorough knowledge of the fundamental theories, principles and terminology of accountancy and finance.    

Essential Duties and Responsibilities: The Senior Financial Planning Analyst responsibilities Includes the following and other duties as assigned:

Lead on preparation of the Long Range Financial Plan

• Lead on preparation of the Organization’s strategic long range financial plan and annual operating and capital budget (Temp Restricted Funds, Grants, Indirect Cost, Retail, Operations, Admins) Monitor and analyze monthly operating results against budget (variance analysis) & prepare forecast when needed, provide training to management and monthly support

Assist in preparing monthly and annual financial reports

• Assist in audits and helps ensure compliance with local, state, and federal reporting requirements ( Lead on Single Audit, CARF, Organizational Audit, Lead on Indirect Cost) Prepare Federal Income Tax return (Form 990) Prepare Annual Indirect Cost Proposal Prepare Annual and Monthly GII Data Prepare Monthly and Annual US Census reports

Support with departmental Financial Accounting

• Provide support to management and operating personnel by interpreting financial information, explaining accounting principles, and enforcing established accounting policies and practices
• Provide support to management and operating personnel with a knowledge from Business Analyst (Retail and Operation knowledge) – reporting, data analysis Lead on department’s technology support, upgrades and development – Administrator of Reporting and Budgeting software.
• Lead on new technology implementations
• Prepare bank reconciliations and other general ledger account reconciliations
• Assist the Finance team’s management in a variety of routine and special projects, as needed
• Prepare Annual Common Area Maintenance reconciliations
• Assist with Year End Closing Procedures and Analyze Trial Balance
• Member of Risk Management Team, Treasury Team and Insurance Team

Qualifications/Basic Job Requirements:

• Bachelor’s degree in Accounting, Business Administration or related field, CPA or MBA preferred.
• At least 4 years of progressive and related experience, or a combination of education and experience.
• Demonstrate cultural competence; specifically, awareness, attitude, knowledge, willingness and skills to work effectively with a culturally and demographically diverse population.
• Exceptional analytical, judgment, decision-making and communications skills.
• Superior coaching, leadership and interpersonal skills, including the ability to build understanding and consensus.

We Have You Covered! Benefits Offered:

• M/V/D & Life Insurance for you and your dependents
• 401(k) Retirement Plan
• Vacation (1-4 Years: 80 hours annually)
• 10 paid Holidays annually
• 8 days prorated sick leave annually
• Access to Childcare Benefits through WeeCare
• Parental leave covered by sick/vacation hours
• All employees receive merchandise discounts
• We strongly believe in promoting from within, and have multiple avenues for career growth

Cultural Competency: Ability to work in a diverse organization. Ability to work on a team and willingness to roll up one’s sleeves to get the job done.

Language Skills: Ability to read and interpret hard data and metrics. Ability to write creatively and articulately with an emphasis on tact and diplomacy. Ability to effectively present information and respond to questions from auditors, internal employees, and other outside analyst as required.

Mathematical Skills:  Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Basic algebraic skills and the ability to apply concepts such as fractions, percentages, ratios, and proportions to practical accounting matter are required. Ability operating 10-key calculator required. Ability to apply concepts of basic algebra when working on spreadsheets. Ability to create and manage departmental budget.

Computer Skills and Abilities:  To perform this job successfully, an individual should have intermediate or advanced knowledge of Microsoft Office products, specifically Word, Microsoft Teams, Power Point and especially Excel. Examples of Excel include pivot tables, formulas, worksheet linking, templates and v-lookup. Having knowledge in budgeting and long-range planning software (Forecaster and Prospero a plus). Ability to learn new technology and software related to the job (Microsoft D365 (a plus), ReQlogic, and Great Plains Dynamics. Additionally ability to work with Smart Sheets for project planning and management. 

Other Skills and Abilities: Comprehensive understanding of GAAP principles and all aspects of financial planning & analysis. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Certificates, Licenses, Registrations:  Washington State Driver’s License required, CPA license or MBA preferred.

Other Qualifications: Self-motivated; resourceful, creative; high integrity; problem solver; looks to resolve issues; positive can-do approach; and ability to build effective working relationships.

Physical Demands: While performing the duties of this job, the employee is regularly required to sit, talk, hear and type. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Work Environment: The noise level in the work environment is usually moderate.

Work Schedule: Monday-Friday, 40 hours per week. 8:00 am - 4:30 pm. Thirty-minute lunch.

Must be able to work non-standard hours on occasion.