Sr. Financial Analyst

ROLE SUMMARY:

The Senior Financial Analyst is responsible for tracking the company's financial performance against annual budgets and established contracts with various Government and private agencies. This position is responsible for helping senior management make tactical and strategic decisions by providing periodic financial analysis reports. The Senior Financial Analyst helps measure the effectiveness of various programs by comparing overall revenue relative to program costs/expenditures through regular reporting.

CORE COMPETENCIES:

• Advanced financial analysis, forecasting, and budget development
• Government and public-sector funding experience (county, state, federal contracts) especially with LA County DMH.
• Strong knowledge of nonprofit accounting, cost reporting, and audits
• Ability to manage complex data sets and translate them into clear, actionable reports
• Proficiency in financial systems, Excel modeling, and dashboard reporting
• High attention to detail with strong internal controls and compliance mindset
• Ability to work cross-functionally and support senior leadership with strategic insights

This position will have the following core responsibilities:

• Invoicing/Billing, Budget in partnership with CFO
• Budget to Actual Analysis in partnership with CFO and Controller
• Fiscal Program Audit lead
• Fiscal K Compliance and Administration
• Support programs with creating plan of action
• FTE Analysis
• Training Finance & Program Staff
• Sub Recipient Monitoring

ESSENTIAL FUNCTIONS:

• Prepares the reporting and invoicing for contracts from varies government & private agencies. Submits reports and invoices by required deadlines
• Analyzes and evaluates contract and grant budgets for correct calculation of expenditure categories such as salaries, percent of effort, salary adjustment increases, fringe benefits, indirect costs, materials, equipment, etc.
• Reviews and monitors contract expenditures against approved budgets. Researches and explains budget variances, if any
• Meets regularly with program managers and staff to share information to ensure timely, accurate billing of all budgeted funds and to identify budget modification if needed
• Assists in preparing contract modification & renewals based on input from all involved parties.
• Codes all payments to the appropriate Grant/Contract cost centers
• Monitors and follows up on cash collection statuses for all contracts
• Records and reconciles daily cash activity and bank statements
• Manages and maintains full-cycle A/P, A/R and G/L account reconciliations
• Analyzes and explains variances to A/P, A/R and G/L
• Assists with entering and reconciling credit card summary statements
• Records and classifies transactions accurately using appropriate accounting segments
• Performs month end closing entries
• Assists the Controller with year-end financial audit or contract monitoring review
• Completes ad hoc analysis reporting and requests from the Chief Financial Officer
• Performs other tasks as assigned.

REQUIRED QUALIFICATIONS:

A Bachelor’s degree in in finance, accounting, economics, or related field is required. Three (3) to five (5) years of experience working in an Accounting department (preferably at a non-profit organization) are required.

CONDITIONS OF EMPLOYMENT:

Employee may be asked to pursue additional training when it is determined to be in the best interest of the Company. Employee must have the ability to use a personal vehicle with the required insurance coverage to complete the essential duties of their job and conduct agency business. Employee must maintain a valid California driver’s license and clean driving record that meets Wellnest’s insurance carrier’s criteria for liability coverage. In keeping with Company policy for all employees, the successful applicant must also complete a test for TB, and fingerprint clearance by the Department of Justice.

WORKING CONDITIONS:

Employee regularly works in an office environment. Employee may be required to work flexible, evening and/or weekend hours for time-sensitive projects.

REASONING ABILITY: 

• Ability to effectively present information and respond to questions from clients, office personnel, other employees and the general public
• Demonstrates a full understanding of all aspects of the Company balance sheet and income statement
• Fully proficient in all aspects of Microsoft Office Suite, particularly in Excel (Pivot Tables)
• Knowledge of Federal, County or City Funding sources
• Ability to analyze budgetary line items for compliance with budget guidelines
• Ability to read, analyze and interpret manual and office documents
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
• Ability to define problems, gather, transcribe and post data, analyze, synthesize and classify information, and draw valid conclusions where only limited standardization exists
• Ability to work independently and with others - including other employees, clients and members of the public - in face-to-face and telephonic contexts
• Ability to multi-task, establish priorities and manage time, meet deadlines and perform duties under time constraints
• Ability to be flexible and adapt to changing work demands
• Maintain high level of concentration and attention to detail for extended periods of time
• Ability to respond effectively to sensitive inquiries or complaints
• Maintain a high level of ethical and professional standards in accordance with agency and community policy

PHYSICAL DEMANDS:

• Ability to talk or hear in order to give and receive information and instructions.
• Ability to stand, walk, sit, use hands to finger, handle or feel objects, tools or controls
• Ability to reach with hands and arms.
• Ability to use computer keyboard up to 75% of the day.
• Visual acuity, ability to adjust focus and peripheral vision for work on a laptop or other computer equipment.
• Lift and/or move up to 25 pounds.
• Able to use telephone, office copier, calculator, fax machine, computer printer and scanner, or other equipment as required.

This description is only intended to illustrate the duties, responsibilities and requirements for it.  It is not intended, nor should it be interpreted to describe each and every duty the employee may be required to perform.

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Wellnest does not discriminate against any client, parent/guardian, employee or community member on the basis of actual or perceived ancestry, age, color, disability, gender, gender identity, gender expression, nationality, race or ethnicity, religion, sex, sexual orientation, or association with a person or group with one or more of these actual or perceived characteristics.

Due to restrictions from DHCS, Wellnest, as a health care provider, is unable to employ anyone on a DHCS exclusionary list or database. Applicants will be asked to confirm within the application process whether they are subject to an exclusion.