ABOUT WELLNEST
Founded in 1924, Wellnest has always been on the leading edge of mental health and supportive services for children and families. Wellnest helped to pioneer early intervention programs for the 0-5 population, intensive services for at-risk children and families, skills-based mental health services for young adults 16-25, and an inventive collaboration with primary care providers, bringing mental health professionals on-site in community settings. Wellnest’s Socially Integrated Service Model is designed to address the whole child, from 0-25, the entire family, and their communities. We blend evidence-based clinical practices to address the effects of trauma; youth development programs and TAY housing to enable children and youth to develop coping skills, self-esteem and stability; and family support services to build on family strengths to promote thriving futures. We work in partnership with the family and engage the larger community—particularly schools and other youth service providers—because we recognize that children need functional families and healthy communities to thrive.
ROLE SUMMARY
The Senior Financial Analyst will be the driving force behind ensuring that all programs under their oversight align with established processes and controls. Reporting to the Controller, the Senior Financial Analyst assists with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models and revenue projections with scenarios for maximizing public and private funding contracts through direct clinical services aka Direct Service Expectation (DSE), and performs other fiscal research and analysis as required. The Sr. Financial Analyst will work closely with the Chief Program Officer, Divisional Directors, Program Managers, Human Resources, IS Support Manager and data management staff, serving as a key liaison between finance and programs.
ESSENTIAL RESPONSIBILITIES
- Manages government and foundation grants/contracts and budgets.
- Builds and manages financial reporting capabilities, dashboards, and key performance indicators to provide Executive Leadership with regular updates and key insights on financial and operational performance to help drive business decisions.
- Assists with the preparation, monitoring, and revision of annual budgets and financial forecasts. Collaborates with senior leadership to ensure alignment with strategic goals.
- Provides business partnership, financial planning, and analytics across the agency
- Serves as a liaison between government funding agencies and program management in order to meet fiscal and compliance requirements.
- Collaborates and coordinates with department and program management to develop or revise budgets and refunding applications throughout the year.
- Monitors and compares revenues, expenses, amounts billed, payments received, payroll labor distributions, cost allocations, revenue and expense accruals to budgets to ensure compliance.
- Conducts monthly and ad hoc financial analyses and projections to assess financial opportunities and address challenges as they arise.
- Performs other duties as assigned.
QUALIFICATIONS
Education and Experience:
- A bachelor’s degree in Business Administration, Accounting, Finance, or other related field from an accredited college or university is required.
- Two to four years of financial and data analytic experience is required. Experience in a non-profit organization is preferred.
- Must have proven experience creating financial models, revenue projections and weekly productivity reports showing budgeted target revenues to actual revenues.
Knowledge, Skills, and Abilities:
- A strong commitment to advancing Wellnest’s mission.
- Deep familiarity working with multiple funding sources, including local, state, and federal government contracts as well as private contracts with managed care plans.
- Demonstrates a full understanding of all aspects of the financial reporting, including balance sheet and income statement preparation and analysis.
- A high-level understanding of fiscal management, cost and earned revenue reporting,
- Advanced Microsoft Excel modeling and analytics skills (Pivot Tables). Proficiency with Microsoft Office suite (i.e., MS Word, PPT, and Outlook).
- Ability to research and find answers to unknown variables.
- Comfortable in recommending and implementing systems and processes changes.
- Effective written and oral communication skills with the ability to clearly convey information.
- Ability to develop and maintain productive working relationships with staff and other stakeholders to effectively complete essential job responsibilities.
- Demonstrate cultural competence and sensitivity with diverse groups across lines of race, ethnicity, religion, sexual orientation, class, ability, gender, and other identifiers.
- Ability to effectively present information and respond to questions and inquiries from executive leadership, administrative and program management.
- Ability to analyze budget line items in compliance with budgetary guidelines.
- Ability to read, analyze, and interpret data information
- 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.
- Ability to work independently and with others.
- 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 a high level of ethical and professional standards in accordance with agency policies,
APPLICATION PROCESS
To apply, please visit www.wellnestla.org and submit your application with your resume. Only candidates who are selected for an interview will be contacted.
