Sr. Financial Analyst

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, Sk