Financial Planning and Reporting Analyst

:

Position: Financial Planning and Reporting Analyst

Location: Administration, Milpitas, CA ( Hybrid in-person/remote)

Employment Type: Regular Full Time, Exempt

Compensation: 85,000 to 95,000

Program Summary:

Immediately hiring a Financial Planning and Reporting Analyst to join our finance team. Reporting directly to the Controller, the analyst will be responsible for managing the annual financial planning process, interim budgeting activities, and monthly reporting.

Responsibilities:

Financial Reporting

• Generate accurate and timely monthly financial statements.
• Analyze financial data to identify key trends and variances.

Budget Management

• Generate department level budget vs actual reports.
• Collaborate with program managers to monitor financial performance, investigate variances, and provide insights to short term decision making.

Planning

• Work with key stakeholders across the organization to develop annual financial plans.
• Manage and update the models used in this process.

Grant and Fund Management

• Work closely with the development team to provide financial analysis and modeling for grant proposals.
• Track and report on the financial status of grants, ensuring compliance with funding requirements.
• Assist in the preparation of financial reports for grantors and donors.

Compliance

• Ensure compliance with relevant accounting standards, regulatory requirements, and organizational policies.
• Support the annual audit process by providing necessary documentation and explanations.

Process Improvement

• Identify and implement ongoing process improvements.

Minimum Qualifications:

Bachelor's degree in Finance, Accounting, or related field (Master's degree preferred).

Two years' experience as a financial analyst, preferably in the non-profit sector.

Skills, Abilities, and Knowledge:

Strong analytic and problem-solving skills.

Excellent communication and interpersonal skills, both written and verbal.

Detail oriented with a high level of accuracy.

Advanced proficiency with Microsoft Office tools (Excel, Word, PowerPoint).

Comfortable with financial transaction processing systems - knowledge of Blackbaud Financial Edge and Concur a plus.

Knowledge of non-profit accounting principles.

Other:

• Able to perform sedentary work;
• Ability to use keyboard and read computer screens for extended periods;

About HomeFirst Services:

Established in 1980, with 40+ years of experience, we are the premier Silicon Valley provider of homelessness services. We believe that everyone has the potential to get housed and stay housed. We relentlessly focus on eliminating barriers to housing and creating stability for everyone we serve.

HomeFirst Services serves more than 6,000 adults, veterans, families, and young adults each year at multiple locations from Gilroy to Menlo Park - all of Santa Clara County as well as southern San Mateo County.

Services include:

• Homelessness prevention
• Emergency and cold-weather shelters
• Comprehensive Veterans' Services
• Rapid Rehousing programs
• Bridge Housing Communities
• Emergency Interim Housing
• Affordable permanent housing
• Permanent Supportive housing
• Street-based outreach

Benefits of joining the HomeFirst team:

• Professional growth opportunities within the organization
• 100% medical coverage for employees with an opportunity to add dependents at a shared cost
• 401k match up to 4%
• 12 observed Holidays
• Generous PTO, accrual begin with 120 hours annually and increase with tenure
• 4 hours of Community Engagement provided annually
• Access to our Emergency Assistance Program (EAP) services
• Pet Insurance options available

EEO-HomeFirst Services is proud to be an Equal Opportunity and Affirmative Action employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state, and local law. Additionally, HomeFirst Services participates in the E-Verify program, as required by law.