Financial Analyst

Job Type

Full Time




2001 Addison Street
United States


Financial Analyst

The Financial Analyst is a new position reporting directly to the COO/CFO.  This role will be the linchpin for budget and management reporting and a key analytic resource that supports the organization as it grows. This position is expected to evolve as the organization matures. The right candidate will be able to roll-up their sleeves, dig into the details, try something new, and have the ability to think ahead by identifying risks and opportunities.


Primary Duties and Responsibilities 

The Financial Analyst will perform the following duties as assigned:

  • Develop and prepare the annual operating budget, project budgets, and high-level Board budgets. This includes creating templates, providing analysis and comparisons to prior years, working with managers to make budget trade-offs, and making funding recommendations.
  • Create monthly, quarterly and annual reporting for the Board, senior management, and other stakeholders. Ensure data integrity from all input sources, understand and communicate budget variance analyses, cashflow and financial forecasting.  
  • Develop dashboards and key indicators. Report on project spending and project milestones. Gather and analyze information from a variety of sources including the accounting systems, managers, outside contractors and consultants.
  • Provide budgets and other financial support for grant and funding applications.
  • Track and manage grants and funder reporting.
  • Serve as the point of contact for questions on budgets, management reporting and forecasting. Proactively communicate with all parties to ensure understanding and accuracy of information provided.
  • Complete ad hoc financial analyses including identifying cost-saving opportunities and process improvements as well as cost/benefit analyses of alternative strategic actions.
  • Review and ensure the integrity of monthly accounting close and financial reporting. Help prepare audit work papers, liaise between the auditors and the outside accounting firm.
  • Process payroll and aid in pay check runs bimonthly.
  • Additional support as required.

Desired Knowledge and Experience

  • Bachelor’s Degree, preferably in business, finance, or accounting, with at least three years of relevant experience or a Master’s Degree in Business Administration.
  • Demonstrated experience with creating budgets and forecasts, analyzing and communicating variances verbally and in writing.
  • Skilled in financial analysis techniques such as creating projections, cost/benefit analysis, key indicators, and identifying cost-saving opportunities.  
  • Excellent Excel skills (pivot tables, scenario planning, lookups, charting, data imports and exports).
  • Understand accrual accounting, basic GAAP Principals, and can create and extract information from accounting systems.

What will set you apart

  • Passion for data integrity and getting things right. Talent related to seeing trends, identifying and investigating outlier information, and employing cross-checks.
  • Service orientation that goes the extra mile. This person should enjoy being an indispensable resource to senior management, staff, Board, and outside stakeholders. An “I’ll find out” attitude. 


KRRC offers a competitive salary that is commensurate with experience and benefits package. The position will be based in Berkeley, CA. Periodic day and over-night travel in California and Oregon may be required.

Professional Level


Minimum Education Required

4-year degree

How To Apply

Candidate must be legally authorized to work in the United States without immigration or work visa sponsorship.

CEA Recruiting is assisting KRRC with this search. To be considered for this position, interested candidates must follow the link below to submit a resume, cover letter, and salary requirements through CEA’s job portal. Please direct all applications and inquiries to CEA Recruiting. The position will remain open until filled.

KRRC is an Equal Opportunity Employer.