Senior Financial Planning Analyst

SUMMARY / OBJECTIVE

The Senior Financial Planning Analyst role is responsible for maintaining and enhancing the organization’s budget and forecast models, providing accurate and timely financial insights to support strategic decision making.

In addition to core financial planning and analysis responsibilities, this position supports complex accounting processes, prepares monthly financial reports, assists with audits and monitoring, and works closely with program and finance staff to ensure compliance with federal, state, and private funding requirements. The role requires strong analytical capabilities, advanced Excel proficiency, and a solid understanding of accounting principles within a grant-funded environment

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Budgeting, Forecasting & Financial Analysis

• Maintain organizational consolidated budget model.
• Participate in the annual budgeting process.
• Update and manage monthly financial forecasts.
• Develop and maintain financial dashboards.
• Create and manage the organization’s cash flow forecast.
• Use advanced Excel skills to continuously enhance and update budget and forecast models, ensuring timely, accurate, and efficient financial reporting.
• Develop and present financial performance metrics to leadership, including but not limited to budget-to-actuals, dashboards, KPIs, and variance analyses that support strategic and operational decision-making.
• Continuously improve the automation of the financial and reporting process; redesign key financial processes and procedures when necessary

Accounting & Financial Reporting

• Prepare monthly financial statements, grant reports, and variance analyses.
• Maintain general ledger accuracy by reviewing transactions for coding, allowability, and completeness.
• Prepare and/or oversee complex journal entries, including GL imports and allocations.
• Assist in the setup and review of new vendors and customers, ensuring accurate system entry and proper documentation.

Grants Management, Compliance, Audit & Monitoring Support

• Understand, review, and analyze grant backup documentation, cost allocations, and supporting schedules for accuracy and compliance on budget usage, allowable costs, forecasting, and financial reporting requirements
• Track funder requirements, program income, restricted funding, etc.
• Support in the preparation of financial schedules, backup documentation, and support in annual audits, federal/state monitoring, and/or site visits.
• Assist with the financial components of subrecipient monitoring processes.

REQUIRED SKILLS / ABILITIES

• Advanced Excel skills are mandatory and will be assessed during the interview process (pivot tables, complex formulas, lookups, etc.).
• Solid experience in budgeting, forecasting, and financial analysis.
• Thorough understanding of finance and accounting principles.
• Strong financial acumen.
• Knowledge of GAAP and FASB standards.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong communication skills, including the ability to explain financial concepts to non-finance program staff.

PREFERRED SKILLS / ABILITIES

• Nonprofit and fund accounting experience.
• Knowledge of federal grant compliance (2 CFR 200 Uniform Guidance).
• Experience with MIP Fund Accounting or other nonprofit accounting systems.
• Experience creating financial dashboards or data visualization tools.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Bachelor’s degree in accounting, finance, or related field.
• Minimum 4 years of experience in financial planning and analysis or related finance function.

WORK ENVIRONMENT

Work is typically performed sitting at a computer desk. Workdays and hours are subject to need and availability to ensure operational coverage throughout the work week. However, daily demands may require occasional early arrivals, late departures, extended hours, as well as weekend or holiday work.

PHYSICAL DEMANDS

Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions. As necessary, a physical abilities assessment may be conducted to determine the capabilities of the employee.

• Prolonged periods sitting at a desk and working on a computer.
• Lift up to 20 pounds.

TRAVEL REQUIRED
Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected.

EEO STATEMENT

Workforce Snohomish provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

OTHER INFORMATION:

• Our organization is not able to offer or assume sponsorship for employment visas (including H-1B, OPT, CPT, or TN). Valid U.S. work authorization is required for employment.
• No relocation costs covered.
• Upon offer of employment successful completion of a background check will be required.