Financial Analyst II

Posting Number: #1576

Position Title: Financial Analyst II

Closing Date: Until Filled

Location: Oakland, CA

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The Public Health Institute (PHI) is an independent, nonprofit organization dedicated to promoting health, well-being, and quality of life for people throughout California, across the nation and around the world. As one of the largest and most comprehensive public health organizations in the nation, we are at the forefront of research and innovations to improve the efficacy of public health statewide, nationally, and internationally.


Position Summary

Reporting to the Controller, the Financial Analyst II will maintain the general ledger including preparation of journal entries, reconciliation of accounts, and reconciliation to sub-ledgers. This position will also support the monthly invoice process, monthly closing, and annual financial audit.

Full salary range for this position: $73,813 to $107,089 per year. The typical hiring range for this position is from $73,813 (minimum) to $90,451 (midpoint), based on 100% FTE. The starting salary is determined based on the candidate’s knowledge, skills, experience, as well as budget availability.


Essential Duties & Responsibilities

General Ledger

  • Manage the general ledger. Perform postings to the accounting system. Responsible for preparing or reviewing journal entries.
  • Prepare monthly balance sheet account reconciliations and monthly accruals, including bank reconciliations.
  • Assist in the month-end and year-end closing.
  • Assist in the recording of transactions and tracking of foreign bank accounts.
  • Assist with revenue analysis and balance transfers as requested.
  • Analyze program financial statements and report any overspent activities to the G&C team.
  • Analyze project indirect cost rate calculation and make true-up entries as necessary and system updates as needed.
  • Responsible for welfare exemption and property tax returns – 571L Forms for all applicable counties.
  • Assist in the preparation of applicable sales and use tax returns.
  • Track the over 90 days outstanding AP and Payroll checks and contact the vendor and work with the AP department to reissue the check to the vendor and file the fund to the different State unclaimed Property.
  • Work with the Controller to ensure a timely and well-managed annual audit process.
  • Support the Controller to ensure accurate and timely filed annual tax returns.
  • Assist Controller with accurate and timely generation of financial reports.


  • Process Cost reimbursement invoices.
  • Support the Controller to ensure accurate and timely filed annual tax returns.


  • Provide backup to Accounts Payable and Accounts Receivable Managers.
  • Assist with funder invoicing as needed.
  • Provide accounting assistance, support, and training to administrative and program staff.
  • Identify workflow and process improvements and engage in implementation.
  • Become an expert on PeopleSoft and provide support to staff.
  • Perform other duties as assigned.


Minimum Qualifications

  • Minimum 4 years of related experience in Accounting or Finance.
  • Bachelor’s degree in accounting, Finance, Business, or other related field; or substitute with four additional years of relevant experience.

Other Qualifications

  • Experience in financial planning, reporting, and analysis.
  • Excellent in analyzing and reconciling financial data and generating financial reports.
  • Thorough knowledge of finance policies, practices, and systems.
  • Ability to gather, organize, and perform financial analysis assignments with limited supervision.
  • Ability to present information clearly and concisely both in writing and verbally.
  • Broad understanding of General Ledger account analysis.
  • Familiarity with ERP software (PeopleSoft experience preferred).
  • Proficient in the use of Microsoft Office and common desktop/web applications.
  • Demonstrated initiative and problem-solving skills.
  • Excellent oral and written communication skills.
  • Ability to work as a member of a team and to establish effective working relationships with coworkers and management.
  • Good computer skills, including Microsoft Word, Excel, Access, Outlook, and the Internet.
  • Some experience with federal audit and compliance requirements for non-profits preferred.
  • Resource Planning (ERP) software. PeopleSoft preferred.



This position is classified as exempt based on the job duties. However, based on the FTE, salary level of the employee, or federal/state/local laws, the employee may be classified as nonexempt.



Per the PHI Workforce Mandatory COVID-19 Vaccination Policy, it is a condition of employment for all domestic based employees to be fully vaccinated for COVID-19, unless they are granted a reasonable accommodation under applicable law.

New hires need to provide proof of full vaccination prior to their start date or apply for an exemption/accommodation within three business days after their start date. Depending on the circumstances, new hires who do not comply with this Policy, or who cannot be reasonably accommodated, will either have their employment suspended or terminated. Candidates who are non-compliant will have their offers rescinded.

EEO Statement

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.

For further information regarding Equal Employment Opportunity, copy and paste the following URL into your web browser:

ADA Statement:

The Public Health Institute is committed to providing access and reasonable accommodation in its services, programs, activities and employment for individuals with disabilities. To request disability accommodation in the application process, contact the Recruitment Team at least 48 hours in advance at


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

Find out more about the benefits of working at PHI.

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