Senior Financial Analyst

The David & Lucile Packard Foundation; Los Altos (CA); On-site; USD 89,000 - 117,000; Full time

Job summary

The David & Lucile Packard Foundation seeks a Senior Financial Analyst to lead FP&A efforts, collaborating with program staff and management. You will oversee budgeting, forecasting, and data-driven analyses, driving dashboards and management reporting to support strategy and decision-making.

You will bring 5+ years of related experience, strong Excel skills, and proficiency with planning systems and BI tools.

Qualifications

• BA degree in Finance/Accounting or data analytics with some education in Finance/Accounting.
• 5+ years of related work experience.
• Experience with budgeting and financial analyses across multiple data systems.
• Advanced Microsoft Excel skills with complex formulas and data manipulation.
• Experience building dashboards and reports in financial planning systems.

Responsibilities

• Lead FP&A efforts including budgeting and forecasting for programs and management.
• Create and maintain custom financial analyses and dashboards.
• Drive data mining and management reporting to inform strategy and decision making.
• Support improvement projects and cross-functional collaboration across teams.

Skills

Budgeting

Forecasting

Financial modeling

Data analysis

Dashboard creation

Project management

Education

BA degree in Finance, Accounting, Business, or data-analytics

Tools

Adaptive Insights

Tableau

Power BI

Job description

ABOUT THE DAVID AND LUCILE PACKARD FOUNDATION

We work with people and communities to create enduring solutions for just societies and a healthy, resilient natural world. Over our nearly 60-year history, we have worked with thousands of organizations and leaders in the U.S. and worldwide to advance progress in the critical areas of science, ocean and land conservation, climate change, women's reproductive health and rights, and the well-being of children, families, and communities. At a time of multiple, intertwined crises globally and here in the U.S., the Packard Foundation began in 2021 a long-planned review of our grantmaking strategies. The first step of our process was to rearticulate our vision and mission, reexamine our organizational values, and create a strategic framework that builds on and honors the Packard Foundations past while advancing justice and equity in all that we do.

ABOUT THE POSITION

Reporting to the Finance Manager, the Senior Financial Analyst will contribute to the Foundation’s success by leading FP&A efforts working with our Program staff and management. Key areas of responsibility include budgeting, forecasting, custom financial analyses, improvement projects, data mining/dashboard creation and management reporting.

COMPENSATION

$89,000 USD to $117,000 USD annually

Experience

• BA degree preferably in Finance, Accounting, Business, or a data-analytics field with some education in Finance/Accounting
• 5+ years of related work experience

Knowledge, Skills, and Abilities

• Finance-related work experience, including budgeting and financial analyses using complex combinations of financial and non-financial data from multiple systems
• Technology implementation/improvement project experience
• Analytical and financial modeling skills
• Strong quantitative and analytical skills. Ability to synthesize insights from diverse sources of information and can independently translate a concept into a solution
• Advanced Microsoft Excel skills including pivot tables, advanced lookups, advanced IF statements and other complex formulas/automated data manipulation
• Experience with Adaptive Insights or other financial similar planning system, including building custom reports and dashboards
• Experience with Tableau or Power BI or similar data analytics software as a builder/designer
• Strong project management skills and ability to contribute to or lead part of a multi-functional team