Financial Analyst

Exploratorium; San Francisco (CA); On-site; USD 90,000 - 95,000; Full time

Job summary

The Exploratorium in San Francisco is seeking a Financial Analyst to partner with senior management and multiple departments, owning budgeting, forecasting, and financial planning across the organization. You will lead cross-functional processes, develop financial models, and provide strategic guidance to improve performance against budget and long-range plans.

The role reports to the Director of Financial Planning & Analysis and requires advanced Excel skills, experience with enterprise

Qualifications

• BA/BS degree in finance, accounting, business or closely related field.
• 5 years of financial planning, budgeting, forecasting, and management of financial programs in a nonprofit or complex organization.
• Experience guiding annual budget development and long-range financial planning for multiple departments.
• Advanced Excel skills and proficiency with Microsoft Office and Google Workspace.
• Experience administering enterprise financial planning software and data tooling.
• Strong communication and ability to influence across levels of the organization.
• Experience with Workday Adaptive Planning as an administrator is preferred.
• Ability to maintain data integrity and develop financial models and dashboards.

Responsibilities

• Lead annual budgeting and quarterly forecasting for assigned divisions.
• Prepare budget and forecast packages with narratives and variance analysis.
• Provide independent oversight of costs across departments.
• Create financial models for high-visibility projects.
• Identify risks and opportunities and advise senior leadership.
• Ensure data integrity and prepare presentation-ready financial reports.
• Partner with department heads to guide budget decisions and strategy.
• Serve as administrator for Workday Adaptive Planning and governance.
• Lead financial planning meetings with department leadership.

Skills

Advanced Excel

Budgeting

Forecasting

Financial modeling

Communication

Education

BA/BS degree in finance, accounting, business or closely related field

Tools

Workday Adaptive Planning

Power BI

Tableau

Salesforce

SQL

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full-Time/Regular San Francisco, CA, US

Salary Range: $90,000.00 To $95,000.00 Annually

SUMMARY

The Financial Analyst is a key partner in achieving the Exploratorium’s mission and vision by providing financial guidance, support, and analysis to senior management and multiple departments within the organization. The Financial Analyst serves as a primary financial planning authority for assigned departments and leads cross-functional finance processes across the organization. The Financial Analyst exercises independent judgment and management-level authority over financial modeling, planning methodologies, and system administration within their portfolio of responsibility. The Financial Analyst brings their interest in both details and big picture concepts to communicate financial performance compared to budget, short-term and long-term business performance in their areas of responsibility, and other financial analysis as needed. The Financial Analyst owns financial planning infrastructure and stewards execution across departments. This position reports to the Director of Financial Planning & Analysis.

ESSENTIAL FUNCTIONS

• Own and lead the annual budgeting and quarterly forecasting processes for assigned divisions.
• Work with Financial Analyst peers to prepare budget and forecast packages, including explanatory narratives, variance analysis, and presentation materials.
• Provide independent financial oversight across cost centers and departments within assigned portfolio.
• Create financial models for specific high-visibility projects or scenarios to facilitate operational or strategic decision-making.
• Identify financial risks and opportunities and provide strategic recommendations to department and senior leadership.
• Review data at the cost center/project level, division/consolidated group level, and organization level; ensure integrity of the submitted data.
• Improve financial outcomes by analyzing results, monitoring variances, identifying trends, and recommending actions to budget owners.
• Prepare presentation-ready financial reports, charts, tables, written summaries, and other materials.
• Acts as a financial business partner to department heads and senior managers, guiding budget decisions and financial strategy for assigned portfolios.
• Serves as the financial planning authority for assigned departments, providing independent recommendations to senior leadership on budget, forecast, and long-range planning decisions.
• Research and resolve inquiries for assigned departments and/or functional areas.
• Lead personnel cost tracking and payroll variance analysis.
• Support the Director of FP&A in the development and maintenance of long range financial plan.
• Convene and lead financial planning meetings with department leadership to align assumptions, timelines, and resource strategies.
• Serve as institutional administrator and functional owner of Workday Adaptive Planning, responsible for system governance, reporting architecture, access controls, and continuous improvement.
• Manage special projects and other duties as assigned.

MINIMUM QUALIFICATIONS

• BA/BS degree in finance, accounting, business or closely related field
• 5yearsof progressively responsible experience in financial planning and analysis, budgeting, forecasting, and institutional or departmental financial management; experience in a complex nonprofit, museum, higher education, or similarly matrixed organization preferred
• Demonstrated experience guiding annual budget development, regular forecasting, and long-range financial planning processes for multiple departments, programs, or business units
• Advanced Excel skills; strong working knowledge of Microsoft Office Suite and Google Workspace applications
• Advanced knowledge/ownership of software administration and experience in administration of enterprise financial planning systems
• Proven ability to develop, maintain, and interpret complex financial models, scenario analyses, and management reports to support strategic planning, resource allocation, and operational decision-making
• Strong attention to detail combined with sound judgment and the ability to maintain a broad institutional perspective
• Self-motivated with the ability to work effectively with minimal direction and manage multiple projects; adeptness at working on both solo projects and team projects
• Excellent verbal and written communication skills
• Demonstrated ability to build effective working relationships and influence decision-making across all levels of the organization, including guiding budget managers and departmental leaders through planning and forecasting processes
• Proven ability to interpret financial information formanagers, directors, and non-finance stakeholdersand work collaboratively all levels of the organization
• Demonstrated discretion, professionalism, and sound judgment in handling confidential and sensitive financial information

PREFERRED QUALIFICATIONS

• Experience working in a non-profit organization; understanding of non-profit financials and accounting practices
• Experience working in Workday Adaptive Planning, especially work experience as an Administrator
• Familiarity with business intelligence and data visualization tools (e.g. MS Power BI or Tableau)
• Experience with SQL/database report building, particularly in Salesforce

PHYSICAL REQUIREMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position is based in San Francisco, California, with staff expected to work on site a designated number of days per week based on department requirements
• Ability to work at acomputerand view a monitor for extended periods of time.
• Ability to use standard office equipment, including a computer, keyboard, telephone, printer and copier
• Ability to lift,carry, push or move materials up to 20 pounds
• Ability to occasionally bend, reach, stoop, and move throughout the workplace

APPLICATION DEADLINE

This position is open until filled

This is a regular, full-time (37.5 hours per week), exempt non-union position that includes benefits. The salary for this position is $90,000 to $95,000 DOE. Applicants must be authorized to work in the US. We are unable to sponsor or take over sponsorship of employment Visa at this time.

The Exploratorium is proud to be an equal opportunity employer and values diversity, inclusion and respect. We welcome and strongly encourage applicants from all backgrounds. All qualified applicants will receive consideration for employment.