Our client, a leading nonprofit organization, is hiring a Business Analyst & FP&A Functional Expert for a full time, direct hire opportunity within their company. This Business Analyst will report to the Director of Budget Services to provide essential support implementation and management of FP&A.
- Location: San Francisco, CA (preferred) or Washington DC
- Hybrid: 2 days/week onsite
- Salary Range: $95-140,000/year + full benefits
- Type: Full time, direct hire, W2
Position Duties and Responsibilities:
We are seeking a highly motivated, driven, and intellectually curious Business Analyst to join our team. In this role, you will collaborate with cross-functional teams to support a wide range of analytical tasks, contributing directly to our FP&A systems transformation roadmap. You will play a critical role in implementation, driving key initiatives, identifying opportunities for process improvements, and ensuring the successful execution of projects that enhance our financial processes. The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to translate complex data into actionable insights that support strategic decision-making. This position will report to the Director of Budget Services and works closely with the Director of Business Information Services.
Technical Skills:
- Monitor and administer FP&A module leveraging skills with business systems and applications design, integrations, and configuration
- Provide FP&A support to the finance team, budget users, and leadership
- Work with stakeholders to gather and analyze requirements for system changes, business process changes, and new reports
- Utilize FP&A business intelligence tools to design and build reports and dashboards for team members and end users
- Support data integration from various systems and flat files
- Able to validate, analyze, and slice large sets of data
- Provide technical support and troubleshooting for FP&A application
- Advanced Excel formula skills
- Support team members to enhance user experience with the FP&A tool and reports
Financial Business Analyst Skills:
- Use FP&A, ERP, BI, excel, Cognos reporting and other enterprise application tools to prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting
- Use of scenario and sensitivity analysis to forecast possible outcomes facilitates using this information to create key metrics for monitoring
- Work on corporate projects and initiatives that impact the entire organization
- Develop and continually improve budgeting, financial projections, and operating forecasts
- Partner with the accounting team during the close process, which includes reviewing the organization's general ledgers, and providing P&L and Cash variance explanations to budget and forecasts
- Identify areas for revenue opportunities and cost improvements
- Serve as Finance liaison to the organization by working closely with them in understanding their business, supporting their initiatives, and general financial inquiries
- Identify and research variances regarding forecast, budget, and prior-year expenses
- Assist in automating the consolidated reporting process
- Conduct necessary account and system reconciliations
- Review financial reports, presentations, and other management reporting needs
- Additional responsibilities as assigned
Requirements:
Education and Experience:
- Bachelor’s degree in accounting, Finance, or Business Systems, or 5+ years of related experience or certifications.
- 3 + years experience as a functional expert with multi-dimensional FP&A modeling tools like Unit4, Anaplan, TM1, or Adaptive Planning.
- 3+ years of experience in creating reports and dashboards with FP&A BI tools.
- Experience and knowledge of SQL and data warehousing data integration are preferred.
Skills and Abilities:
- Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex data, identify trends, and make data-driven recommendations. Excellent Excel and Excel formulas skills.
- Systems skills: Experience with business systems and applications design, monitoring, support, and configuration and strong knowledge of accounting/financial/operational principles, budgeting, and forecasting.
- Communication Skills: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely to various audiences.
- Stakeholder Management: Demonstrate ability to collaborate with and manage relationships with diverse stakeholders, including technical teams and senior staff.
- Attention to Detail: Strong attention to detail, committed to accuracy and quality in all work outputs.
- Process Improvement Mindset: Experience in identifying process inefficiencies and implementing improvements to enhance productivity and efficiency.
- Adaptability and Learning Agility: Ability to quickly learn new concepts, systems, and tools. Willingness to adapt to changing priorities and environments.
- Experience providing training or leading presentations a plus.
- Problem-Solving Orientation: Proven ability to think critically and creatively to address complex challenges and develop effective solutions.
- Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and projects simultaneously, meeting deadlines and maintaining high standards.
Job ID# 80584
