Senior Financial Analyst
About Us: Caminar is a leading behavioral health organization that supported over 48,000 youth and adults across six counties in Northern California and the San Francisco Bay Area last year.
Caminar's mission is to build strength and stability through comprehensive mental health and substance use treatment and wrap-around services delivered through evidence-based, whole-person care. The organization was founded in 1964, and our vision is to be a BEACON of SAFETY, COMPASSION, and FULFILLMENT, supporting all those in our communities who need it most.
Caminar values diversity. People of all races, ethnicities, countries of origin, faiths, abilities, sexual orientations, and gender identities are welcome here. To learn more, please visit www.caminar.org.
Position Description: Under the supervision of the Controller and in strong partnership with the CFO, performs actual to budget analysis, strong support of annual budgets, tracking and analysis of key performance indicators, routine and ad hoc analysis to support executive and director level decision making and board of directors' presentation preparation.
Essential Duties & Responsibilities:
- Strategic Planning: Contribute to the development of financial strategies and long-term plans in alignment with the organization's goals.
- Executive Reporting: Prepare and present financial reports and analysis to senior management, offering strategic insights and recommendations.
- Forecasting and Budgeting: Support the annual budgeting and forecasting processes, collaborating with various departments and providing financial guidance.
- Financial Modeling: Develop and maintain complex financial models to analyze scenarios, support decision-making, and assess potential investments.
- Performance Metrics: Prepare monthly financial packages and monitor key performance indicators (KPIs) to measure the financial performance and health of the organization.
- Cost Optimization: Identify opportunities for cost optimization and operational efficiencies through in-depth analysis of financial data.
- Cross-Functional Collaboration: Collaborate with cross-functional teams across finance and including operations, marketing, and sales, to provide financial insights and support decision-making.
- Grants and Program: Support grant budget development and monitoring. Analyze program financial performance and funding utilization, partner with Controller, Accounting team, and operational leaders on financial stewardship.
- Systems and Process Improvement: Improve reporting automation and financial processes, enhance data quality and business intelligence capabilities, support ERP and reporting system optimization.
- Analyze actual-to-budget results and provide actionable recommendations in partnership with Controller, accounting team, operational leaders.
- All other special projects, ad-hoc analyses and duties as assigned.