Senior Financial Analyst

St. Anthony's Foundation; San Francisco (CA); On-site; USD 95,545 - 115,543; Full time

Job summary

St. Anthony's Foundation is seeking a Senior Financial Analyst in San Francisco, responsible for financial planning, analysis, and reporting. The ideal candidate will assist leadership in strategic decision-making and ensure compliance with financial regulations.

This position demands 5-8 years of financial analysis experience, strong Excel skills, and excellent communication abilities. St. Anthony's values diversity and encourages applicants from all backgrounds to apply.

Join us in supporting a mission that uplifts our community and promotes social justice.

Qualifications

• Strong knowledge of financial modeling and data analysis.
• Ability to present complex data clearly.
• Experience working in a non-profit or community-focused environment.

Responsibilities

• Lead financial planning processes and manage budgets.
• Analyze financial results and explain variances.
• Develop financial models for business decisions.

Skills

Financial analysis

Budgeting

Forecasting

Excel proficiency

Data analysis

Communication skills

Education

5-8 years' experience in financial analysis

Tools

Excel

Tableau

Job description

St. Anthony Foundation
150 Golden Gate Ave
San Francisco, CA 94102, USA

Description

Salary Range $95,545-$115,543

Workdays Monday-Friday

Work Hours 8 AM-4:30 PM

About St. Anthony’s

Founded in 1950, St. Anthony's is the most comprehensive safety net service center in San Francisco, directly providing food, clothing, medical care, addiction recovery services, access to technology, job training, and other critical resources to the community. Every day we support and are supported by thousands of San Franciscans. Everyone who comes through our doors joins the St. Anthony's team and helps us create a future where all people flourish.

The Senior Financial Analyst (SFA) plays a key role in supporting strategic decision-making through financial planning, analysis, and reporting. This role involves evaluating financial performance, developing forecasts and budgets, and providing insights for leadership to drive business growth and efficiency. In addition to core financial planning and analysis responsibilities, the Senior Financial Analyst supports revenue cycle reporting and initiatives and conducts financial analysis for new services and program feasibility. In the spirit of our Franciscan values and heritage, our team provides compassion and care daily. As a steward of healing and social justice, you are expected to meet the following duties:

Essential Duties and Responsibilities

Program Administration and Operations

• Lead financial planning processes, including budgeting, forecasting, and long-term planning.
• Analyze financial results, identify trends, and explain variances against forecasts.
• Develop and maintain financial models to support business decisions and investment opportunities.
• Partner with cross-functional teams to provide financial insights and recommendations.
• Prepare monthly, quarterly, and annual financial reports for leadership.
• Conduct scenario analysis and risk assessments to guide strategic initiatives.
• Improve financial processes, reporting tools, and data accuracy.
• Support executive presentations and board reporting materials.
• Ensure compliance with internal policies and external financial regulations.
• Provide backup with general accounting duties, including, but not limited to, monthly close procedures, account reconciliations, fixed asset tracking, monthly investment activity, and creating and editing financial reports.
• Provide backup with accounts payable duties, including, but not limited to, collecting and tracking payments, running profit and loss reports, making bank deposits, distributing and processing invoices, and reconciling vendor statements.
• Complete accurate, thorough, and legible reports and documentation, and efficiently enter and retrieve required data and information using electronic database systems.
• Understand and follow the organization's programs, policies, and procedures.
• Participate in regular training and development opportunities to increase personal capacity to apply innovative approaches to daily workflows, service delivery, and position functions.

Teamwork

• Participate in relevant meetings supporting team communication and the program's capacity to fulfill organizational goals and mission.
• Collaboratively work with others to achieve team success.
• Manage stress and pressure situations calmly and responsively. Maintain the capacity to control reactions and to be aware of how their behavior or responses can impact others.
• Consistently demonstrate integrity while working and representing St. Anthony’s.
• Practice direct, respectful, open, and honest communication with their colleagues. Proactively seeks support from team members or management.
• Demonstrate cooperation with coworkers, management, and the community at large.
• Treat all guests with empathy, dignity, and respect. Seek to understand the other person's perspective and experience.
• Demonstrated ability to work across cultures, cultivating an openness to learning about cultures not familiar to oneself.

Minimum Qualifications

• 5-8 years' experience in financial analysis within an organization with at least 100 employees and $25M in annual expenditure.
• Strong knowledge of financial modeling, forecasting, budgeting, and data analysis
• Advanced proficiency in Excel; experience with financial ERP systems and BI tools (preferred Tableau)
• Excellent analytical, problem-solving, and critical-thinking skills
• Strong communication skills with the ability to present complex data clearly
• High attention to detail and ability to manage multiple priorities
• Extreme attention to detail and strong analytical skills.
• Courage to work with confidential documents and data, with appropriate discretion in sharing that data
• Initiative and ability to work independently with regular peer-interaction but minimal supervision
• Excellent interpersonal, listening, oral, and written communication skills are required
• Ability to be polite, diplomatic, and firm. Can set limits and practice professional boundaries with guests, volunteers, donors, and coworkers
• Ability to be punctual, reliable, cooperative, and stay team-oriented.
• Experience working in a non-profit or community-based social service agency with people experiencing homelessness or poverty desired.
• Commitment to St. Anthony Foundation Statement of Values and a desire to work for a social services agency serving the poor.

St. Anthony’s has a diverse workforce, welcoming all ethnicities, faith backgrounds and worldviews. We are also proudly Catholic. Our Franciscan identity is at the core of our mission, namely to uphold the dignity and value of the human person and lift the spirits of those in need to help create a society in which all person's flourish.

People of color, differently-abled people, LGBT, and folks with lived experience are strongly encouraged to apply.

St. Anthony's is proud to be an Equal Employment Opportunity Employer. We value diversity of culture, thought, and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws.

Equal Opportunity Employer
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.