Senior Financial Analyst

On Lok Dedicated to The Care of Elders

On Lok is a not-for-profit organization founded in the early 1970s by a group of citizens concerned about the plight of elders and the lack of long term options in the community. On Lok serves as the administrative arm of a group of five affiliated non-profit organizations. Its functions include research and development, human resources, fundraising, and management information systems. We understand the importance of a system that works together. Your expertise, drive, and passion can help us carry out our mission to improve lives and advance healthcare. Join our team of leaders to begin a rewarding career.

POSITION SUMMARY The Senior Financial Analyst analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. This position is a key liaison and resource to several functional areas of On Lok, providing financial analytics and consultation on complex program and functional activities, budget policies and procedures, financial modeling, and reporting to align, inform, and support strategic initiatives.

The Senior Financial Analyst is a self-starter who can:

• Analyze large volumes of data
• Develop complex models and analytical tools
• Accurately complete tasks subject to tight deadlines
• Deal with uncertainties
• Prioritize and manage multiple assignments

DUTIES & RESPONSIBILITIES

FINANCIAL PLANNING & REPORTING PROCESSES

• Support the annual and multi-year financial planning activities by anticipating business changes and spotting trends, getting stakeholders aligned on material inputs, completing input models, and ensuring all planning and reporting data is accurately reflected in financial systems.
• Own the technical side of the planning process as the software subject matter expert.
• Support the quarterly board reporting processes, including financial statement preparation, forward-looking projections, and written analyses.
• Support the establishment of cost accounting frameworks and processes to ensure accurate tracking of recurring costs.
• Help design new reports and dashboards, simplify processes, accelerate automation, and enhance analytics and business support to deliver financial results to senior management efficiently.

FINANCIAL ANALYTICS - MODELING & DASHBOARDS

• Develop qualitative and quantitative financial analyses for key internal clients, including senior management; participate and support ad-hoc special projects and requests as needed.
• Use financial modeling and analytical tools to forecast the impact of business changes.
• Develop complex financial models and complete ad hoc projects as assigned.
• Maintain exceptional quality assurance standards via consistent data validation.
• Track variances between budgets, projections, and results to identify differences and recommend improvements.
• Ensure financial transactions maintain compliance with organizational and regulatory policies, standards, and controls.

BUDGET PREPARATION

• Prepare budget vs. actual analyses and meet with budget holders monthly to discuss department-level financial statements.

OTHER

• Engage cross-functional partners across the organization as needed.
• Assist finance management and other team members as necessary.
• Build value-added relationships with key stakeholders and become a trusted partner to budget owners.
• Assume a team lead role for the work group.

QUALIFICATIONS

• Education: Bachelors Degree in finance, accounting, or business management required. MBA preferred.
• Experience: A minimum of 7 years progressive experience in financial analysis and/or accounting required.
• Skills:
• Strong interpersonal and communication skills and the ability to work collaboratively with others.
• Strong understanding of corporate finance, GAAP accounting, and cost accounting.
• Advanced knowledge of Microsoft Office Suite, emphasis on Excel, Word, and PowerPoint.
• Detail-driven and excellent organizational, analytical, and problem-solving skills.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• A drive to understand the core issues and determination to uncover the solution.
• Able to implement complex financial models and analyze large volumes of data.
• Preferred:
• 2 years in a non-profit and/or healthcare industry.
• Experience with Oracle financial systems.
• Experience with PACE organizations or managed healthcare is a plus.

On Loks Employee Benefits (eligible for any position for 20 hr/wk or more):

• Medical, Dental, and Vision coverage
• Retirement Savings Plan (403b) and Term Life/AD&D Insurance
• Flexible Spending Account
• Commuter Checks
• MLA scholarships
• Employee Assistance Program (EAP)
• Pet Insurance and additional discounts
• Holidays (10 per year)
• Vacation time, sick leave, and long-term disability insurance

Your final compensation offer will be determined based on factors such as skills, experience, education, and licensure/certifications. The pay range is expressed as an hourly rate regardless of FLSA status. Exempt positions are paid salaried and are not subject to overtime.

Pursuant to the San Francisco Fair Chance Ordinance and state and federal laws, including federal PACE requirements at 42 CFR 460.64a & 460.68a, we will consider for employment qualified applicants with arrest and conviction records.

On Lok is an equal opportunity employer committed to a diverse and inclusive workforce. All applicants will receive consideration for employment without regard to sex (including pregnancy), race, religion, color, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, disability, medical condition, genetic information, marital status, age, military or veteran status, or any other legally protected status.

If you require reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and/or to receive other terms, privileges, or benefits of employment, please contact Talent at talent@onlok.org.