Financial Planning & Analysis Specialist

Davita Inc.; Culver City (CA); Remote; USD 71,000 - 83,000; Full time

Job summary

A leading nonprofit organization is seeking a Financial Planning & Analysis Specialist to join their finance team. This position is remote and offers a competitive salary within a range of $71,500 - $82,220 yearly. Responsibilities include budgeting, financial analysis, and reporting, contributing directly to the organization's financial health and strategic decision-making. Ideal candidates possess strong accounting knowledge, advanced Excel skills, and a commitment to equity in mental health care.

Qualifications

• 3+ years of relevant financial experience required.
• Proficient in budget development and reporting.
• Ability to present complex financial information clearly.

Responsibilities

• Support preparation of agency budget and contract renewal.
• Analyze financial reports and forecasts monthly.
• Create and manage complex financial tracking worksheets.

Skills

Accounting principles

Financial analysis

Communication skills

Budget management

Analytical skills

Excel proficiency

Education

B.S. degree in Accounting or Finance

Tools

Excel

Power BI

Job description

Financial Planning & Analysis Specialist

Financial Planning & Analysis Specialist (Sepulveda Finance & Accounting)

This is a remote position. The pay range for this position is between $71,500 - $82,220 annually.

You have the option to elect to a 9/80 flex work schedule after the first six months of employment.

Didi Hirsch Mental Health Services has been a national leader in whole-person mental health, crisis care, and substance use services since 1942 and is home to the nation's first Suicide Prevention Center. We are a nonprofit organization providing care to about 270,000 people annually across our programs. Didi Hirsch has deep roots in community-based mental health and a commitment to providing culturally responsive services that are just and equitable. More than 1,000 dedicated employees and volunteers make Didi Hirsch's work possible.

Summary

As a Financial Planning & Analysis Specialist (internally referred to as a Financial Analyst), you will perform a variety of functions, including creating forecasts and conducting financial analyses. You will also provide actionable insights to support decision-making and contribute to the organization's financial strategy and planning.

Primary Duties

• Participates in the preparation of agency budget.
• Supports preparation of contract renewal packages including amendments and budget modifications.
• Prepares and analyzes operating and strategic plans, including monthly and quarterly forecasts.
• Designs complex worksheets and/or databases for tracking and reporting.
• Provides financial and technical expertise on projects requiring complex financial analysis.
• Produces monthly budget monitoring reports for corporate finance, explaining budget to actual variances.
• Prepares and publishes monthly operating management reports and attends financial review meetings.
• Assists in the preparation of financial statements, periodic and year end contract based cost reports
• Assists with financial reporting, preparation of supporting schedules and data analysis.
• Monthly expense monitoring and analysis.

Position Requirements

• B.S. degree in Accounting or Finance with three (3) plus years of relevant experience.
• Understanding of accounting principles and practices.
• Ability to create draw insights from reports and/or dashboards using reporting tools equivalent to Power BI is highly desirable.
• Intermediate knowledge of budget development/management, cost projections and reporting requirements.
• Advanced personal computer skills including preparation of complex Excel spreadsheets, routine word processing and preparation of presentations to a sophisticated audience.
• Communication skills and ability to build relationships and consensus both internally and externally.
• The ability to present ideas, information and viewpoints clearly both verbally and in writing.
• Effective oral and written communications skills.
• The analytical skills, experience and good judgment to present and explain financial analyses.
• A commitment to team objectives and Didi Hirsch philosophies.
• Ability to adapt to changing needs by acquiring new skills and knowledge.

Our Vision

A future where everyone has equitable access to care and is empowered to achieve optimal mental health and well-being.

Our Mission

Didi Hirsch provides compassionate mental health, substance use, and suicide prevention services to individuals and families, especially in communities where discrimination and injustice limit access.

Core Values

Excellence: We are constantly innovating, learning from the communities we serve, and applying the latest research to advance best practices. We uphold the highest ethical standards to ensure we are providing compassionate and excellent care.
Diversity & Inclusion: We value diversity of background, experience, and ideas, committing to a workforce representative of the communities we serve. We celebrate differences and prioritize creating a sense of belonging.
Equity: We are dedicated to maintaining equitable practices in our healthcare delivery and workplace culture, and we work to dismantle disparities and discrimination within both systems of care and society.
Well-Being: We are devoted to the well-being of our staff, volunteers, and communities, and believe healthy teams lead to healthy clients.
Advocacy: We advocate across all levels of government and use our voices to reduce barriers to care, including stigma, systemic racism, and parity across payers, with the goal of access to high-quality, integrated healthcare for all.
Community Engagement: We build partnerships in the community and across sectors to create a more inclusive and responsive mental health ecosystem and enhance greater accessibility to care and support.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.