Financial Planning & Analysis Analyst

Description

• Prepare and present financial reports, forecasts, and models that provide leadership with actionable insights for decision-making and resource allocation.
• Act as a subject matter expert on financial performance, helping leadership understand the impact of expenditures, contracts, benefits, and operational decisions on the Agency’s fiscal position.
• Coordinate annual budget development, working with program managers, property staff, and leadership to ensure accurate and timely submissions.
• Apply statistical analysis techniques (e.g., regression, extrapolation, time-series modeling) to identify financial trends, risks, and opportunities. Conduct scenario and sensitivity analyses to assess the impact of policy changes, funding fluctuations, or economic shifts.
• Analyze financial transactions, expenditures, and variances (e.g., employee benefits, vendor costs, program budgets) to identify trends, explain changes, and assess cost drivers.
• Build and maintain dashboards and reports to support program staff and executive management.
• Collaborate with program managers, HR, and other departments to ensure accurate cost allocations, explain financial outcomes, and support operational planning.
• Contribute to process improvements in financial analysis, reporting, and reconciliation practices to strengthen organizational efficiency and accountability.

Requirements

• Proven ability to interpret complex financial data and communicate findings clearly to both technical and non-technical audiences.
• Bachelor’s degree in Accounting, Finance, Economics, or related field required; advanced degree or certification (CPA, CMA, CGFM, CFA) preferred.
• Strong knowledge of accounting principles and general ledger operations, with demonstrated ability to apply accounting understanding to financial analysis.
• Advanced proficiency in Microsoft Excel; experience with enterprise financial systems and data visualization tools is highly desirable.
• 3–5 years of progressively responsible experience in financial analysis, planning, or accounting; government or nonprofit experience strongly preferred.
• Strong analytical and critical thinking skills, with attention to detail and accuracy.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.

Benefits

• Generous Paid Time Off Package: 12 paid holidays, 3 floating holidays, 2 weeks of vacation, plus 80 hours of Supplemental Leave per year
• Free Downtown Parking subsidy for eligible employees
• CalPERS Pension Retirement: Secure your future with a robust retirement plan. CalPERS is the largest public pension fund in the US.
• Comprehensive Health Benefits: Free Medical and Dental insurance for full family (through CalPERS) and free vision insurance for up to Employee +1
• Tuition Reimbursement up to $5,250/year: SHRA is also a qualified employer for the Public Service Loan Forgiveness (PSLF) program.
• Professional Development opportunities
• Alternate 9/80 Work Schedule: Enjoy a two-week schedule of nine 9-hour days with every other Friday off, giving you more long weekends to relax and maintain work-life balance.

Training + Development

Interview process

Visa Sponsorship

Security clearance