Sr. Financial Services Analyst

About the role

Our East Bay nonprofit client is seeking an experienced Sr. Financial Services Analyst to join a finance organization in Oakland, California on a long‑term contract basis. The role focuses on forecasting, performance analysis, development deal support, and executive‑level reporting while partnering closely with finance leadership and cross‑functional teams. The ideal candidate brings strong analytical judgment, advanced financial modeling capability, and the ability to translate complex results into clear business insights. The engagement is onsite with a 9/80 schedule.

Responsibilities

• Build and refine financial trend analyses that surface performance patterns, business risks, and emerging opportunities across multiple operating areas
• Produce rolling forecasts and longer-range planning models by working closely with department leaders to validate assumptions and align projections
• Prepare thorough variance commentary that explains shifts against budget, prior periods, and forecast expectations, including the business drivers behind material changes
• Track critical financial and operating indicators and escalate notable developments to finance leadership with timely recommendations
• Evaluate development opportunities and capital investments through financial modeling, return analysis, and due diligence support to guide decision‑making
• Review transaction performance after closing by comparing actual results with original underwriting expectations and identifying key gaps
• Support quarterly earnings preparation, board‑level materials, and ad hoc analyses for senior leadership, ensuring information is accurate, concise, and decision‑ready
• Contribute to finance process improvements by assisting with system enhancements, strengthening data management practices, and identifying opportunities to automate reporting workflows

Requirements

• 10+ years of experience in financial analysis, financial planning, or corporate finance roles with increasing responsibility
• Demonstrated expertise in financial modeling, forecasting, and trend analysis within a complex business environment
• Strong background in variance analysis, financial reporting, and ad hoc analytical support for leadership teams
• Experience assessing investment, development, or capital project economics, including risk and return considerations
• Advanced ability to work with large datasets and apply data mining techniques to generate meaningful business insights
• Excellent written and verbal communication skills, with the ability to create clear narratives and executive‑ready presentation materials
• Proven ability to operate independently, manage multiple priorities, and collaborate effectively with cross‑functional stakeholders

Benefits

• Medical, vision, dental, and life and disability insurance available to contract/temporary professionals
• Eligibility to enroll in the company 401(k) plan for hired contract/temporary professionals

Pay

$55‑65 DOE

Schedule

Onsite with a 9/80 schedule