Financial Analyst III
Posting Number: #1586
Position Title: Financial Analyst III
Closing Date: Until Filled
Location: Oakland, CA
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.
The Financial Analyst III provides high-level fiscal, analytical, and administrative support to the Bid and Proposal department. Working in close coordination with various PHI Central departments and teams including: Development, Senior Management and Finance, the Financial Analyst III is responsible for providing financial forecasting, budget development, proposal development support and data analysis related to high-priority funding opportunities. Reporting to the Director of Bid and Proposal, the Financial Analyst III will support in the development of budget-related tools and financial metrics, and reports to provide critical operational information to all stakeholders involved in the pre-award submission process.
Full salary range for this position: $80,043 to $118,302 per year. The typical hiring range for this position is from $80,043 (minimum) to $99,173 (midpoint), based on 100% FTE. The starting salary is determined based on the candidate’s knowledge, skills, experience, as well as budget availability.
Employment Type: Full Time
Essential Duties & Responsibilities
- Serves as department expert and lead for complex and strategic proposal budgets and financial analysis.
- Works in close coordination with Development team on PHI initiatives proposals serving as lead to develop budget, narrative, and related materials including coordinating with potential subrecipients to provide budget support.
- Works closely with Project Managers, Principal Investigators, and Administrators to analyze programmatic needs and provide budget recommendations for proposal and contract submissions.
- Works closely with programs on complex and/or new initiatives as requested to provide more in-depth budget review and support.
- Develops cost volumes including budgets and justifications using agency guidelines and soliciting text and other materials from program staff as required by proposal guidelines.
- Performs analyses. Develops ad-hoc financial reports as requested by Director, Senior Director of Grants and Contracts, Development, and Senior Management.
General Budgeting/Financial Support
- Provides back up support on complex budget negotiations and development for Director and during periods of surge.
- Establishes and maintains documentation of internal processes related to pre-award submission and budget development.
- Provides budget training to Bid and Proposal staff and Program Directors and Program Administrators, as needed.
Other Bid and Proposal Support
- Works with Bid and Proposal Specialists on complex proposals to develop final submission materials, communicates with funding agencies, and responds to agency requests for further information and budget revisions.
- Ensures compliance with all federal, state, local, and PHI regulations, policies and procedures.
- Reviews proposals and contracts/awards to ensure institutional compliance.
- Remains informed about federal grants policy, nonprofit best practices and state and federal law regarding nonprofit operations.
- Participates in interviews and oral presentations with the funder along with the Development Team on strategic PHI Initiatives. Supports the drafting of BAFO and competitive range responses as required.
- Performs other related duties as assigned or requested.
- 5 years of grants/contracts accounting, budget or financial experience, including:
- Experience in financial planning, reporting, and analysis; using knowledge of finance policies, practices, and systems. Familiarity with 2 CFR 200 and the FAR.
- Experience in developing large proposal budgets for grants, contracts, and/or cooperative agreements, pricing for IQCs/IDIQs, overall proposal development, report writing and contract negotiation.
- Bachelor’s degree in Accounting, Finance, Business or a related field, or substitute with 4 additional years of related experience.
- Experience in or knowledge of nonprofit and/or cost accounting, including sophisticated fund and grant accounting, compliance, and reporting.
- Fluency in writing budget justifications and preparing cost volumes, including best practices for writing about best value and cost realism.
- Ability to gather, organize, and perform financial analysis assignments with limited supervision.
- Excellent math skills.
- Strong reasoning and analytical skills.
- Advanced level in the use of Microsoft Office, especially Excel, and common desktop/web applications.
- Ability to handle multiple projects and prioritize projects with short deadlines.
- Excellent verbal and written communication skills.
- Experience presenting proposals to a funder in a BAFO, competitive range, or similar proposal stage.
- An effective team player with ability to relate well with others.
- Ability to be creative, resourceful, reliable, trustworthy, and discrete.
- Extensive experience with federal funding (USAID, NIH, DHHS) and contract negotiation.
FAIR LABOR STANDARDS ACT (FLSA) STATUS
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.
PHI WORKFORCE MANDATORY COVID-19 VACCINATION POLICY
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.
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: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf
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 Recruitment@phi.org.
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 Recruitment@phi.org.