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Sr. Financial Analyst

Job Details

University Park - 3031 - Los Angeles, CA
Full Time
$81,172.00 - $93,347.00 Salary


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.



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 Chief Financial Officer, the Senior Financial Analyst assists with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as required. They will work closely with program managers, directors, and executive management across the agency, serving as the key liaison between finance and programs.



  • 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.



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 finance experience is required. Experience in a non-profit organization is preferred.
  • Must have proven experience creating financial forecasts.

Knowledge, Skills, and Abilities:

  • A strong commitment to advancing Wellnest’s mission.
  • Deep familiarity working with multiple funding sources, including local, State, and federal.
  • federal government contract performance.
  • Demonstrates a full understanding of all aspects of the Company balance sheet and income statement
  • A high-level understanding of financial and cost reporting principles and practices.
  • 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 implementing systems and processes
  • Effective written and oral communication skills with the ability to clearly convey information at all levels of the organization.
  • 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 from clients, office personnel, other employees, and the general public
  • 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 a 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


  • Annual Salary Range: $81,172 – $93,347
  • Wellnest offers a personalized benefits package from available medical, dental, and vision coverage plans and employer-paid life insurance.
  • Wellnest employees benefit from an employer-sponsored 401(k) company match of up to 4% and profit-sharing contribution benefit of up to 5%.