Senior FP&A Analyst

ORGANIZATIONAL OVERVIEW

The Jewish Community Federation and Endowment Fund (the Federation) of San Francisco, the Peninsula, Marin and Sonoma Counties is a philanthropic catalyst, connecting Bay Area Jews – of all ages, backgrounds, and perspectives – to the power we have as a community to improve the world. We partner with donors, organizations, and foundations to address the pressing issues facing our community and develop innovative strategies that result in a deep and lasting impact.

Our vision is a vibrant, connected, and enduring Jewish community that is a force for good locally, in Israel, and around the world. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), and tikkun olam (repairing the world).

The Federation seeks highly motivated individuals with a variety of skill sets to build the next generation of Federation engagement. We are especially interested in forward-thinking, collaborative, and open-minded candidates who are willing to take risks, possess a high level of integrity, and model a positive attitude that inspires confidence.

POSITION SUMMARY 

Under the direction of the Finance Manager, the Senior Financial Planning Analyst will have budgeting and reporting responsibilities, as well as perform financial analyses as requested to support decision-making throughout the organization. He/she will support Federation personnel from a financial perspective as they administer the programs of the Federation. In addition, this position will maintain financial databases, build and maintain forecast models, and ensure that the reporting structure and format reflect the organization’s strategic point of view.

ESSENTIAL FUNCTIONS OF THE POSITION

• Performs quantitative analysis of operational and financial data
• Builds and manages financial databases by organizing and analyzing a wide range of data sources
• Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information
• Evaluates new projects and investment opportunities by comparing them with each other
• Builds budgets and forecasts of future company performance
• Builds and maintains a corporate financial model that details the entire company’s operations and projects future performance
• Performs ad hoc analysis for executives as required

CHARACTERISTICS

• Inquisitive
• Detail-oriented
• Self-motivated
• Good at managing internal stakeholders
• Strong communicator
• Well-versed in Excel and PowerPoint
• High attention to detail

EDUCATION OR TRAINING EQUIVALENT 

• Bachelor's degree in Accounting, Finance, or related field required; (CPA or advanced degree is a plus)
• Minimum of  5 years of experience with report generation, analysis, and financial systems; experience in both Financial Planning & Analysis (FP&A) and Accounting teams preferred

QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)

• Strong analytical and problem-solving skills
• Solid project management experience
• Advanced Excel modeling skills required
• Strong in developing graphs, charts, and presentations
• Strong interpersonal skills, including written and oral communication skills
• Strong track record of managing deliverables from multiple parties to meet challenging deadlines
• The ability to self-motivate in a fast-paced, work-oriented environment
• Comfort working individually and in a team environment
• Comfort working in a small team, “get your hands dirty” environment

TO APPLY

Please send a copy of your resumé with a cover letter. 

Salary commensurate with experience. Excellent benefits—medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.