Financial Analyst II

Posting Number: #308-20

Position Title: Financial Analyst II

Closing Date: Until Filled

Location: Remote - CA

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Position Summary

The  Financial Analyst II will provide overall financial support to the Tracing Health Program, including the Director of Finance and Administration and the Senior Finance Analyst, by generating financial reports including projections and analyses.  The Financial Analyst II will also review expense coding, develop budgets, reconcile budget discrepancies, and troubleshoot problems as required. This position will also prepare/process invoices, assist in preparing budgets and financial reports, and assist SFA in maintaining budget trackers.

Essential Duties & Responsibilities

  • Provide fiscal management support to the Director of Finance and Administration (DFA) and Senior Finance Analyst (SFA).
  • Develop and maintain Excel budget spreadsheets for expenditure tracking and forecasting including performing monthly reconciliation.
  • Download monthly financial reports from PeopleSoft and review for accuracy.
  • Verify appropriate expense coding and authorization for expenditures.
  • Analyze and initiate general journal entries and budget line item transfers.
  • Research problems, reconcile discrepancies, and compose correspondence.
  • Process and monitor all phases of subcontract and consultant agreements from inception, tracking expenditures, and budget comparisons.
  • Process subcontract and consultant invoice and monitor subcontract and consultant budgets.
  • Provide budget reporting to directors and Principal Investigator within the program that have relevant contract management responsibilities for the Tracing Health Program.
  • Assist in managing year-end spend down of remaining contract funds.
  • Assist the Senior Finance Analyst (SFA) in ensuring that program employees are charging time and effort to appropriate codes on their timesheets.
  • Review contract terms to ensure familiarity with invoice and budget requirement.
  • Research and compile appropriate procurement documentation for vendors.
  • Provide expertise in PHI finance policies and procedures and communicate those to program staff as appropriate.
  • Compile invoice supporting documents to funders including program-related expense documentation.
  • Assist with special projects within Tracing Health Program requiring finance support.

Minimum Qualifications

  • Bachelors’ Degree in related field or Associates Degree plus 2 additional years of related experience in Accounting/Financial field.
  • Minimum 4 years of accounting, budget or financial experience.
  • Experience in financial planning, reporting, and analysis; with knowledge of finance policies, practices, and systems.
  • Ability to gather, organize, and perform financial analysis assignments with limited supervision.
  • Excellent math skills.
  • Strong reasoning and analytical skills.
  • Proficient in the use of Microsoft Office and common desktop/web applications.
  • Ability to handle multiple projects and prioritize projects with short deadlines.
  • Excellent verbal and written communication skills.
  • Ability to be an effective team player with ability to relate well with others.
  • Ability to be creative, resourceful, reliable, trustworthy, and discrete.

Desired Qualifications

  • Experience with government funding.

Important Information

  • This is a Full-Time (40 hours) position.
  • This is a Remote-CA, time-limited position that is expected to last until approximately August 2021.

The Public Health Institute is committed to a policy that provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and to make all employment decisions so as to further this principle of equal employment opportunity. To this end, the PHI will not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and will take affirmative action to ensure that applicants are offered employment and employees are treated during employment without regard to these characteristics.

To apply for any position, you must create an account on the Public Health Institute’s job application site. After creating your account, you may search the open positions and apply for the specific position that interests you. Please note, mailed and emailed applications will not be accepted.

We’re so pleased the Public Health Institute is an organization you would like to work with. Do you have questions about this opportunity? If so, email our recruitment team at

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