FP&A Systems & Reporting Analyst – Reproductive Healthcare
Upstream USA
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $80,000 - $90,000 per year
About the role
- Drive the successful optimization/maintenance of current systems/reports and rollout of new FP&A systems and reports. This involves hands-on configuration, development of financial input forms, and leading end-user training to ensure organizational proficiency and system adoption.
- Manage data integrity and financial accuracy across all reporting cycles, including the monthly close, in FP&A systems. Rigorously review and reconcile data translation between core financial systems and finalized reports, actively investigating and resolving any discrepancies to ensure a consistent and reliable single source of truth.
- Champion continuous improvement by proactively identifying and implementing opportunities to automate, streamline, and simplify financial systems, modeling, and processes to drive greater efficiency and accuracy.
- Partner closely with the Accounting team as a key thought partner to not only jointly develop, implement, and communicate changes in financial policy and procedures, but also to streamline processes and identify opportunities for automation and efficiency within the finance function.
- Assist and guide leaders across the organization in development of budget and monitoring of spend against those budgets
- Support twice a year budgeting cycle, including a mid-year reforecast
- Lead the monthly and quarterly financial review process, facilitating discussions with budget managers across functions.
- Proactively engage with the Finance & Admin team and budget managers to offer strategic counsel and financial thought leadership.
- Conduct deep-dive variance analysis between actual financial performance and budget, ensuring discrepancies are thoroughly researched and documented by both the analyst and the responsible budget owners.
- Synthesize and aggregate findings to generate strategic insights that inform decision-making, identify operational trends, and drive continuous financial improvement.
- Generate timely and impactful financial reports and analysis (both recurring and ad hoc) that drive business decisions, utilizing advanced spreadsheet modeling, budget software (Vena), and Business Intelligence platforms (Power BI).
- Prepare financial reports for Upstream donors and investors in collaboration with Development and Accounting teams ensuring accurate transfer of financial information into donor specific templates
- Support the preparation and finalization of finance presentations for the Board of Directors and the Board’s finance committee.
- Embody FP&A’s role as primary financial point-of-contact across the organization, providing timely and accurate responses to all inquiries from budget managers and staff regarding financial reports, budgets, spending variances, and financial systems.
- Serve as a proactive Financial Partner and Resource to internal customers by developing and leading training and job aids. Focus on increasing financial literacy and business acumen across the organization to build confidence and ensure budget managers fully understand and take ownership of their spending and budget.
- Support the Sr. Finance Manager and CFO with special projects as needed.
- Additional duties as assigned
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Science, or a closely related quantitative field and a minimum of 2-4 years of financial/data analysis and/or accounting experience.
- Advanced technical proficiency is essential, including expertise in Microsoft Excel (e.g., pivot tables, Power Query) and the rest of the Microsoft Suite. Must be able to rapidly adopt new software platforms, with experience in or a strong willingness to learn Google Workspace (G Suite), which is our primary platform.
- Proficiency in data visualization and dashboard development using Business Intelligence (BI) platforms (i.e., Power BI) is highly desired.
- Proven ability to build, maintain, and audit robust financial models for budgeting, forecasting, and scenario planning.
- Experience working with multi-dimensional financial data and Financial Planning and Analysis (FP&A) processes, including proficiency in dedicated budgeting, forecasting, and reporting software (e.g., Vena) is strongly preferred.
- Strong analytical, critical thinking, organizational, and problem-solving skills
- Exceptional ability to translate complex financial concepts and analysis into clear, concise, and professional communication for non-financial stakeholders.
- Possesses excellent interpersonal skills and ability to communicate effectively
- Provides a customer-service oriented approach and develops positive, productive relationships with colleagues
- Self-starter with an enthusiastic approach to responsibilities and professional growth
- Strong work ethic, a collaborative team approach, and a proactive commitment to identifying and implementing process improvements.
- Sense of humor and affability
- Interest in and commitment to Upstream’s mission to ensure that equitable, patient-centered contraceptive care is basic healthcare.
Benefits
- medical, dental, vision, life insurance
- long and short term disability
- 401K with a match
- generous vacation, personal, sick and holiday time off
- parental leave
- professional development
- fitness and cell phone allowance for all full time employees and part time employees who work a minimum of 24 hours per week
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisdata analysisbudgetingforecastingfinancial modelingvariance analysisdata integrityreportingautomationprocess improvement
Soft skills
analytical skillscritical thinkingorganizational skillsproblem-solving skillscommunication skillsinterpersonal skillscustomer service orientationcollaborative team approachself-starterproactive commitment