The San Diego Workforce Partnership is the leader for innovative workforce solutions in San Diego County. We fund and deliver job training programs that enable all job seekers to develop the skills and knowledge needed for in-demand careers. Our vision is that every business in our region has access to a skilled workforce and every job seeker has access to meaningful employment. We seek to earn trust and inspire growth in every action we take.
The Senior Financial Analyst provides accounting, financial analysis, and compliance support for government (federal, state, county) and sponsored program grants/contracts/gifts. Responsibilities include providing a high level of customer service, review of expenditures for appropriateness, journal entries, production of monthly and quarterly analyses, reconciliation of revenues and expenses to budgets and forecasts, partnership and accountability with program and non-program executives, understanding of accounting principles to facilitate meetings with programs and departments, problem solving, and provision of proactive financial support and guidance to program managers.
This position also requires the ability to produce ad hoc reporting by utilizing large data sets, performs analysis for ROI, lease management, and support of capital planning where appropriate.
- Review, process, track, and forecast grant budgets and department budgets, as well as analyze expenditures in relation to requested funds.
- Perform extensive review of expenses
- Review financial reports for accuracy and ensure compliance with budgets and ensure reconciliation to the financial records.
- Review and evaluate all financial records and budget allocations.
- Ensure compliance with grant contracts, administrative guidelines, and Federal, State, and local regulations.
- Ensure all revenue is appropriately captured in the financial records and recovery of administrative costs are accurately recorded and reported.
- Develop monthly, quarterly, and annual financial reports for internal and external stakeholders and ensure they are accurate, reconciled to the General ledger and are provided to stakeholders in a timely manner.
- Oversee and direct all aspects of complex award management activities and provide oversight to internal customers, including monitoring and managing accounts, audits, evaluations and reporting.
- Recommend improvements, adaptations, or revisions in the accounting system and procedures.
- Intermediate to advanced understanding of accounting principles.
- Applies principles of accounting to analyze financial information and prepare financial reports.
- Perform financial analysis in spending on a monthly basis, identifying trends in expenses, and significant variances to budgets and other exceptions.
- Understanding of allocation methodologies for direct and indirect allocations.
- Leads or participates in various projects including process and/or system enhancements, rate development, and reporting process efficiencies.
- Other duties as assigned.
What You Bring
- Bachelors in Accounting, Finance, Business Administration or related field, or equivalent 6 years of work experience
- MBA preferred
- 5-7 years of intermediate Accounting or Financial experience
- Financial or grant management experience in a government, medical health care, or academic, or non-profit setting.
- Advanced Excel spreadsheet skills (to include pivot tables, dsums, vlookups, and macros) and financial modeling
- Experienced with the uniform guidance
- Proactive collaboration with internal customers and accounting team.
- Create actionable reporting for decision making
- Advanced understanding of data mining and analysis
- Ability to forecast trends, expenses and financial impacts to grants within requested funds
- Ability of create and maintain professional working relationships
- Ability to educate and ensure understanding of processes and/or concepts
- Self-starter with ability to assess priorities and meet deadlines
- Masters Degree in Accounting or Finance
- Experience with Accounting and Budgeting Software
- Working with Projects/Programs and non-program departments
- Producing actionable analyses
Engaging in inclusive, respectful relationships among colleagues, customers and community that foster the achievement of shared goals.
Driving quality, innovation and measurable outcomes through a customer-centered focus and a high-performance culture.
Strategic, efficient, effective use of resources to meet the evolving needs of our customers and community with the highest levels of integrity.
Taking responsibility for creating a culture where everyone is welcomed, heard, valued and empowered to fully participate and reach their full potential.
Prioritizing those who have been systemically denied opportunity through policies, priorities, practices, and behaviors that result in access to opportunity for ALL colleagues, customers and communities.
We Love to Take Care of Our Workforce Associates – We offer a great work environment, a culture that values individuality and inclusion, collaborative and innovative teams, and a competitive pay and benefits package. Our benefits include: PTO, PTO sell-back program. Generous employer paid benefits (platinum plans), company-paid learning and professional development program, pension plan and 457 retirement plan. Additional employee wellness work driven by diversity, equity and inclusion (DEI) and activities committees.
At the Workforce Partnership, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, and the work that we do in the communities we serve. We are proud to be an equal opportunity workplace for all. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Auxiliary aids and services are available upon request to individuals with disabilities.