Financial Analyst

About the role

The Financial Analyst will help to maintain sustainability by expertly executing organization's day-to-day financial operations (financial reports, models, projections, analyses, and grant management and compliance) as well as providing leverage and analytical support to assist with a variety of strategic initiatives.

Responsibilities

• Develop a deep understanding of the organization's funding models, state and federal education funding sources, key expense drivers, and optimization opportunities.
• Support the school and central office annual budget process, including support in the creation of initial budgets and collaboration with operations and finance managers and other central office leadership.
• Support the use and development of Green Dot's budgeting and modeling tools, including Adaptive Insights.
• Review monthly financials and provide recommendations based on trends and analysis.
• Work with operation and finance managers to refine monthly forecasts and to develop tools to share monthly financial information with stakeholders.
• Work with the Finance team to develop and improve interactive multi-year projection models consisting of income statements, balance sheets, and cash flows on an individual school as well as organization-wide level.
• Lead and participate in annual continuous improvement projects.
• Collaborate across central office departments to support budgets and projections for public and private funding.
• Develop reporting tools to better support schools and central office departments in tracking grant funded expenditures and grant funded personnel.
• Perform other duties as assigned.

Qualifications

• 1-3 years of work experience in a fast-paced, high-capacity work environment with a strong background in analytics and project management.
• A bachelor's Degree or higher from an accredited college or university in a related field.
• Highly motivated and self-driven; curious to understand, driven to problem solve and tenacity to follow through.
• An excellent ability to develop and manage financial models (VBA skills a plus) that provide actionable data and can be maintained and improved by staff.
• Experience with and proficiency in Microsoft Excel, PowerPoint and Word.
• Able to drive strategic decisions with a mix of financial and operational data analysis.
• Creative and thoughtful about how to manage financial behavior.
• Able to maintain positive relations with colleagues at all levels-including central office staff and school-site administrators and staff.
• Able to simultaneously manage multiple projects, while maintaining a firm grasp of individual project details; meeting and/or exceeding project goals with the highest quality.
• A high level of personal responsibility, a growth mindset, and an A+ work ethic.
• Dependable, humble, have a sense of humor and a rock-solid commitment to Green Dot's mission and the communities we serve.

Benefits

• Full-time employees are eligible to participate in Green Dot’s benefit plans, effective on the first of the month following their date of hire.
• No-cost premium (for employee only) and low-cost premium (for entire family) HMO option via Anthem Vivity - a network that includes some of the best hospitals in the nation (Cedars Sinai, Huntington Memorial, Torrance Memorial, UCLA and more).
• Medical PPO and EPO options (visit https://mygreendotbenefits.benefitseasy.net for more information)
• Dental and vision care coverage (100% employer-paid options)
• 401(k) match
• Employee Assistance Program (100% employer-paid)
• Life and AD&D Insurance (100% employer-paid)
• Optional Term Life & AD&D Insurance
• Short- and Long-Term Disability Insurance (100% employer-paid)
• Flexible Spending Accounts (health and dependent care)
• Monthly parking for Central Office-based employees (100% employer-paid)
• Optional California Parking Cash-Out program for Central Office-based employees
• Wellness programs and resources
• Financial planning/coaching access
• Potential for remote work opportunities (occasional or recurring)
• Potential for annual performance-based compensation increases
• Potential for annual bonuses
• Potential for stipend work opportunities
• Approved family care and/or medical leave (unpaid)