Financial Analyst

Overview

Lifeworks is a nonprofit human service agency that provides advocacy, empowerment, and opportunity to adults with developmental and intellectual disabilities. This role offers competitive pay and benefits in a rewarding and supportive environment.

• Develop, monitor, and revise annual and multi-year organizational budgets in collaboration with department heads and executive leadership.
• Analyze trends in revenues and expenditures, ensuring that financial plans align with strategic objectives and funding realities.
• Conduct variance analyses and flag risks or opportunities for cost savings.
• Develop financial models and forecasts that anticipate revenue flows, expense trends, and cash reserves, considering the nonprofit volatility.
• Update and monitor cash flow projections, alerting leadership to anticipated shortfalls or surpluses.
• Produce dashboards and ad hoc reports for management, the board of directors, and external stakeholders.
• Prepare detailed financial reports for grantors and manage the budgeting and reporting cycle for restricted projects.
• Collaborate with the Vice President of Development & Communications on all financial areas of grants.
• Assist program managers in developing project budgets for grant applications and in monitoring project-level spending.
• Work collaboratively with program managers to ensure expenditures are aligned with project objectives.
• Monitor adherence to internal policies, donor restrictions, and external regulations, including IRS requirements for 501(c)(3) organizations if applicable.
• Provide analytical support for new initiatives, program expansions, and organizational pivots.
• Evaluate the financial viability of proposed projects and assist in scenario planning to help leadership make informed, mission-aligned decisions.
• Serve as a resource to colleagues, providing financial guidance, training, and support. Identify and recommend process improvements to enhance financial operations and reporting accuracy.
• Assists with related special projects as required. Other duties may be assigned.

• Experience working with individuals with /DD
• A Bachelor's degree or an Associate degree in a related field with two years of experience, or a high school diploma and five years of related work experience in Human Services.
• Must be able to pass fingerprint background check, CORI, DPPC, and driving background checks
• Valid Driver's License required
• Valid MAP certification is preferred
• Excellent verbal and written communication skills

• 403(B) matching up to 3%
• $2,000.00 Staff Retention Bonus after 1 year
• Health Insurance with 2 plan choices and a 75% employer contribution
• 4.4 weeks of Paid Time Off in your first year of employment
• Long-Term Disability insurance & Life Insurance free for employees
• Tuition reimbursement
• Flexible spending account

Lifeworks, Inc. believes diversity strengthens the value of our workplace and communities. We are proud to be an Equal Opportunity Employer.

This job profile identifies the general duties and minimum level of skills required to perform this job. It is not intended to represent a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned. The employee can be responsible for all other duties as assigned by supervisor. Employment at Lifeworks is on an at-will basis. This means that the employee or employer may terminate employment at any time, for any reason or for no reason and with or without prior notice.

Nothing in this job description or employee handbook creates an employment agreement, express or implied, or any other agreement between an employee and Lifeworks.