Manager of Financial Analysis

San Francisco, CA
Full Time
Experienced

Manager of Financial Analysis 
 

The Semi-monthly (per pay period) compensation for this position in FY24 is: 

$5585.66 per pay period

Location: San Francisco, CA  Department: Finance & Accounting Type: Regular, Full-Time, Exempt
Min. Experience: Mid-level 
 

Organizational Result: 

All people living in the San Francisco Bay Area are economically secure, rooted in vibrant communities and engaged in civic life.  

We Value: 

Anti-racism, Boldness, Equity, Racial Justice, and being Rooted in Community 

The following sections are designed based on the Results Based Leadership for Racial Equity Framework that the Foundation uses to accomplish our work. As a learning organization we expect staff to incorporate learning into their core work in addition to the tasks related to the functional position. All staff should expect to devote time to learning activities related to our values and skillset development. People managers should expect to spend a significant amount of time coaching, developing, and managing people with the balance of the time for all staff spent on relationship building internally and externally and achievement of outcome goals of role and foundation.  

Position Summary: 

The Manager of Financial Analysis supports SFF’s long term financial health and financial management by evaluating financial results, advising budget managers, developing financial models, assessing risks, and presenting results to support enterprise level decision making. This position does not currently manage people but it does manage projects, such as projecting the foundation’s spending plan, project managing elements of our budgeting and year-end processes, and supporting the implementation of a new budgeting software. The manager plays a key role in our financial planning processes, communications, and systems. 

Boundaries  

The FP&A team is responsible for all aspects of financial planning including designing and implementing the org-wide budgeting process, developing, and analyzing financial projections, training and advising colleagues on financial results, transferring assets between funds/accounts/budgets, creating resources to support staff’s financial management, and liaising with all departments across the organization. 

Authority   

This position reports to the Senior Director of Financial Planning & Analysis and collaborates extensively with the two Financial Analysts on the FP&A team. The FP&A team partners deeply with the other two teams within SFF’s Finance unit -- the accounting team and the Investments team – and this role interacts with colleagues in all departments across the organization. 

Tasks  

  • Designs and maintains clear and effective financial models, analyses, reports, and resources that showcase financial management and inform strategic decision making.  

  • Provides analytical expertise, technical support, and ongoing training to department budget managers and their assistants regarding their financial management questions and requests. 

  • Prepares and presents financial results, projections, and memos to various audiences spanning from new staff to our Board of Directors. 

  • Actively supports and provides guidance to our Financial Analysts with reviews, collaboration, coaching, etc. 

  • Develops operating cash flow forecasts for liquidity planning and prepares periodic journal entries to move assets. 

  • Monitors our financial systems and partners with Accounting, Operations, and other departments to ensure data integrity and accuracy of financial data.  

  • Develops, leverages and maintains documentation of our financial policies and procedures.  

  • Actively participates in process improvement conversations, team building projects, and other initiatives as requested. 

  • Participates and engages in cross-departmental activities that may be outside the incumbents' core work scope that are linked to the North Star of the organization.  

Competencies & Qualifications  

  • 5+ years working in finance/accounting, with experience in fund accounting and/or grants management being quite beneficial. 

  • Very strong analytical, customer-service, communication, presentation, time management, and project management skills. 

  • Excellent skills in Microsoft Office, with particularly advanced capabilities in Excel for creating financial models.  

  • Adept at developing strong cross-departmental partnerships with colleagues across a wonderfully diverse organization. 

  • Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, & Teams) and zoom.      

  • Ability to learn, navigate and manage online platforms, including Fluxx, Qlikview, grant making and CRM systems, Smartsheet, and Salesforce.   

  • Solutions-oriented, proactive, inquisitive, responsive, and conscientious team player with a growth mindset. 

  • Bachelor’s degree preferred. 


We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align exactly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.  

Compensation: The San Francisco Foundation offers a very competitive total compensation package including base compensation in alignment with our organizational budget size and rich medical and fringe benefits offerings. This position pays $5585.66 per pay period. You may read more about our compensation philosophy and benefits on the career page.  

Remote Work Policy: The Foundation has adopted a long-term hybrid in-person and remote work policy. Dedicated to its employee health and safety, The Foundation will continue to make decisions in accordance with San Francisco County and California mandates. Employees must reside or plan to relocate within the San Francisco Bay Area.     

Requesting Accommodations: The Foundation is committed to the full inclusion of all qualified individuals. As part of this commitment, The Foundation will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. 

The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply.   

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