Financial Analyst

Lifelong is a community health organization on a mission to make health and food accessible. We remove barriers to health with relentless compassion so that no one faces illness and injustice alone.

We lead with heart. Our respect for people drives our mission. For 40 years, Lifelong has fought health inequities so that everyone has the opportunity to thrive. Our comprehensive services include food and nutrition, healthcare navigation, aging and disability support, and connection to housing and other vital resources.

Position Overview:

The Financial Analyst plays an important role in helping Lifelong achieve its strategic initiatives, providing valuable insights and analysis to support decision-making and financial planning. This is a high visibility role that will require someone who can partner with stakeholders across all levels of the organization. The Financial Analyst will play a crucial role in supporting our budgeting, forecasting, and reporting cadences and in facilitating data-driven analysis.

This position reports to and works closely with the CFO and is a member of the Finance team.

This regular, full-time, exempt, non-union role is based in the Georgetown neighborhood of Seattle, with onsite presence required 08:30AM - 5PM Monday
- Friday for the duration of the introductory period. Following a successful 90 days of employment, the position may be hybrid-remote with the expectation to be on-site at least three days per week (Tuesday
- Thursday).Essential Duties:

Financial Reporting & Analysis Perform monthly budget-to-actual analyses for departments, programs, and contracts, identifying and researching significant variances.

Prepare recurring and ad hoc financial reports, analyses, and supporting schedules for the CFO, leadership team, and Board reporting needs.

Analyze financial results and historical trends to support organizational financial monitoring.

Budgeting & Forecasting Support Support the Agency's annual budgeting process through data gathering, analysis, forecasting, and budget preparation.

Prepare contract budgets, financial projections, and revenue and expenditure forecasts under the direction of the CFO.Assist budget owners in understanding budget performance and forecasting assumptions.

Financial Systems & Data Integrity Develop and maintain financial models, analytical tools, and reporting solutions to improve the accessibility and usefulness of financial information.

Collaborate with Finance team members to research, reconcile, and resolve data discrepancies and reporting issues.

Support the enhancement and automation of financial reporting and forecasting processes.

Collaboration & Execution Coordinate effectively with Finance staff, program leaders, and other stakeholders to meet reporting deadlines and support Agency operations.

Manage multiple assignments independently while maintaining a high level of accuracy, organization, and attention to detail.

Perform other duties and special projects as assigned.

Core Competencies:

Intermediate to advanced level Excel skills

Strong analytical skills with extreme attention to detail

Ability to formulate recommendations and interpret financial data Ability to collaborate and explore alternative solutions

Excellent verbal and written communication skills

Ability to organize thoughts and ideas into understandable terminology

Ability to work independently on multiple projects and communicate status of projects to key decision makers on a proactive basis

Uses initiative and sound judgment in carrying out responsibilities within the framework of departmental policies and procedures

Be curious

Education & Experience:

Bachelor's degree in Business, Accounting, or Finance preferred, or combination of related education and work experience

Minimum of three (3) years of relevant experience including financial planning and analysis and/or budgeting, preferably in a not-for-profit environment

Work Environment:

Any offer of employment is contingent upon passing a criminal background check. Some programs may require additional background checks or frequency.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

This position operates in a professional office environment and requires extended periods of sitting at a desk and working on a computer. Occasional standing, walking, and light lifting of up to 20 pounds may be required to support office or event needs. The role may also involve occasional attendance at…