Financial Analyst

Description

POSITION TITLE: Financial Analyst   

PROGRAM/LOCATION: Administration - San Luis Obispo / Santa Barbara County 

POSITION SUMMARY:

Reporting directly to the Finance Director, the Financial Analyst upholds and promotes the organization’s trauma informed philosophy in all duties performed.  This position is responsible for assisting with planning, directing, and coordinating the fiscal and operational management of the organization. They must uphold the financial integrity of the organization by following proper accounting policies and procedures and maintaining all finance records. This position will primarily support Santa Barbara County programs and Vocational services and requires regular in-person work in both San Luis Obispo and Santa Barbara Counties, including at least 2 days per week at Santa Barbara County program locations.

HOURS/ SALARY EMPLOYEE PERKS:

Full-time, non-exempt position. 40 hours per week. Anticipated hiring range is $36.75-$40.00. Includes a generous individual benefits package that includes health, dental, vision, life, 403b retirement (with up to a 5% employer match) paid vacation/holiday time, paid sick time and a variety of helpful employee perks as well. (*Full Salary Schedule $36.75-$44.75 per hour). 

EMPLOYEE PERKS:

A few of our helpful employee benefits include membership discounts to various local fitness centers. We offer years of service gift cards to businesses of your choice. We offer gift cards for walking, biking, or carpooling to work as well as 20% discount for shopping at our Growing Grounds Downtown Store/Nursey/ Farm. We host two employee appreciation events for employees and their families yearly. We practice Trauma Informed Care Principles, Guidelines for Collaborative Conversations, and encourage the use of pronouns. We mindfully promote equality, respect and diversity of race, gender, sexual orientation, religion, ethnicity, national origin, and all the fascinating characteristics that make us different! TMHA is also a pet friendly workplace (upon approval)!

ORGANIZATION DESCRIPTION:

Transitions – Mental Health Association is a leading non-profit agency committed to providing comprehensive mental health services and support to individuals and families by inspiring hope, growth, recovery and wellness in our communities.  TMHA has decades of experience with teams of compassionate staff. TMHA is a driving force in improving mental health and wellness in our communities and a supportive and inclusive work environment that values diversity and individual contributions. 

MISSION STATEMENT:

Transitions Mental Health Association is a nonprofit organization dedicated to eliminating stigma and promoting recovery and wellness for people with mental illness through work, housing, community and family support services.  

RESPONSIBILITIES AND DUTIES:

1. Develop detailed budgets for contract/grant proposals, ensuring alignment with funder guidelines and organizational objectives.

2. Monitor and adjust budgets throughout the contract/grant lifecycle to accommodate changes and ensure effective fund utilization.

3. Prepare budget modifications and contract amendments as needed.

4. Collaborate with program managers to forecast cash flow needs, prevent budget overruns, and ensure accurate coding of revenue and expenses.

5. Track spending against budgets, providing variance analysis and recommending corrective actions, as needed.  Support Finance Director on personnel requests by programs.

6. Coordinate with program managers to ensure accurate allocation of expenses and timely draw down of funds.

7. Provide training and support to program managers regarding contract/grant regulations.

8. Perform monthly reviews, prepare detailed financial reports, forecasts, and analysis.

9. Prepare and submit timely financial reports to funders, adhering to contractual obligations and regulatory standards.

10. Prepare and submit timely invoices and reimbursement requests.

11. Assist in the preparation of cost allocations and monitor sub-recipients as necessary.

12. Maintain accurate records of contract/grant expenditures, ensuring compliance with Generally Accepted Accounting Principles (GAAP) and government regulations.  Ensure all transactions are recorded accurately and on a timely basis.

13. Perform month-end and year-end close procedures, including journal entries and account reconciliations for assigned accounts and cost centers.

14. Manage accounting for restricted and unrestricted funds, ensuring compliance with donor restrictions and reporting requirements.  Track and recognize deferred revenues according to GAAP, and release revenues from restriction on a monthly basis. 

15. Prepare and file required federal, state, and local reports, such as sales tax returns, personal property tax, etc.  Support preparation of 990, 1099’s, welfare exemptions, etc.

16. Support the various audits by providing documentation and explanations upon request.

17. Participate in agency efforts toward open and empathetic communication by practicing both individually and in team meetings, the Collaborative Communication Guidelines in order to facilitate clear, empathetic and person-centered communication. 

18. Work to understand and implement trauma-informed practices in all services and activities.

19. Assume other duties and responsibilities as assigned by the Finance Director.

JOB ENVIRONMENT:

1. Moderate, physical activity; occasional driving; may include moving or lifting up to 50 lbs.

2. This position is performed on the 2nd floor of a building that does not have an elevator or ramp access. Employee is required to access the 2nd floor workspace by using stairs as part of their regular job duties. Applicants should be able to perform the essential functions of this position, with or without reasonable accommodation. 

3. Involves moderate risks that require safety precautions and the risk of exposure to potentially intense situations. 

4. Standard office environment.  May occasionally work from home.    Position requires regular in-person work in both San Luis Obispo and Santa Barbara Counties, including at least 2 days per week at Santa Barbara County program locations.

Requirements

MINIMUM REQUIREMENTS:

1. Five to eight years accounting experience with at least three years of billing and accounts receivable, accounts payable, inventory, fixed assets, account reconciliations, month-end and year-end closing entries, preparation of financial statements, and preparation of monthly budget vs actual reports.  Five years of experience in nonprofit accounting, i.e. contract/grant budgeting preferred.

2. Graduation from an accredited four-year college or university with a bachelor’s degree in business administration, accounting or similar major required.

3. Excellent Microsoft Excel skills required.  Experience with SageIntacct and Paylocity software systems a plus.  Ability to learn and adapt to new software programs.

4. Employee is required to access the 2nd floor workspace by using stairs as part of their regular job duties. Applicants should be able to perform the essential functions of this position, with or without reasonable accommodation. Must be proficient in Microsoft Windows, Word and PowerPoint.  Knowledge of Microsoft Outlook a plus.

5. Must type 45wpm, perform 10-key by touch. Must possess knowledge of standard business document styles.  

6. Strong interpersonal skills, collaborative work style and strong oral, written, and communication skills. 

7. Well defined organizational and time management skills. 

8. Ability to work independently and flexibly

9. Ability to handle intense situations, display good judgment and decision-making skills, and remain calm and clearheaded under pressure. 

10. Able to work effectively with a variety of people and personality types regardless of age, ethnicity, race, religion, sexual orientation, gender identity/expression or socio-economic level

11. Ability to possess and maintain good physical and mental health.  

12. Ability to work well within a team and maintain a professional, respectful attitude in the workplace.

13. Ability to be willing to work with supervisor oversight and direction. 

14. Attendance is an essential function of this job that requires face-to-face interaction with clients and/or other employees.

15. Ability to mindfully promote equality and respect diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all of the other fascinating characteristics that make us different.

16. Demonstrate the ability to successfully deliver culturally responsive services

17. Knowledge of the various dimensions of diversity, including mental health, gender, race and ethnicity. 

18. Must use reasonable precaution in the performance of one’s duties and adhere to all applicable safety rules and practices while acting in such a manner as to assure at all times, maximum safety to one’s self, fellow employees, clients, and other persons contacted through TMHA business

19. Conditions of employment include: 

• Must be at least 18 years of age; possess a valid CA Driver’s License, at least 2 years driving experience, reliable transportation, May be required to utilize personal vehicle and auto insurance.  Position requires regular in-person work in both San Luis Obispo and Santa Barbara Counties, including at least 2 days per week at our Santa Barbara County program locations.

• Must comply with a TB assessment (possibly a TB test if needed to confirm a negative tuberculosis result) and receipt of a criminal record clearance through fingerprinting.  

• Must be able to successfully complete First Aid and CPR training.

PHYSICAL DEMANDS:

1. Seeing

2. Hearing

3. Speaking

4. Reading

5. Stooping/Bending

6. Moving around office

7. Moving between offices/locations

8. Driving

9. Lifting/carrying heavy items

10. Sit or stand at a desk for long periods

11. Computer use for long periods

12. Using hands/fingers