Overview
Senior Financial Planning Analyst Jobs in Everett, WA at Workforce Snohomish
Title: Senior Financial Planning Analyst
Company: Workforce Snohomish
Location: Everett, WA
Join our Mission: Building Economic Resilience in Snohomish County.
As a 501(c)(3) non-profit and the fiscal agent for the Future Workforce Alliance, we lead the region in creating pathways to prosperity by connecting job seekers with high-demand careers and helping local businesses find the talent they need to thrive. We work collaboratively to connect people to jobs, businesses to a trained workforce, and individuals to the education and training necessary to further their careers. Our goal is to advance the economic health of Snohomish County for both job seekers and businesses. We offer a competitive benefits package—including a 403(b) retirement plan with company contribution, comprehensive healthcare, and generous paid time off—all while providing you the chance to do work that lifts households, strengthens families, and builds a more resilient economy for our entire community.
Role Summary/Objective
The Senior Financial Planning Analyst role is responsible for maintaining and enhancing our nonprofit organization’s budget and forecast models, providing accurate and timely financial insights to support strategic decision making.
In addition to core financial planning and analysis responsibilities, this position supports complex accounting processes, prepares monthly financial reports, assists with audits and monitoring, and works closely with program and finance staff to ensure compliance with federal, state, and private funding requirements. The role requires strong analytical capabilities, advanced Excel proficiency, and a solid understanding of accounting principles within a grant-funded environment
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Budgeting, Forecasting & Financial Analysis
- Maintain organizational consolidated budget model.
- Participate in the annual budgeting process.
- Update and manage monthly financial forecasts.
- Develop and maintain financial dashboards.
- Create and manage the organization’s cash flow forecast.
- Use advanced Excel skills to continuously enhance and update budget and forecast models, ensuring timely, accurate, and efficient financial reporting.
- Develop and present financial performance metrics to leadership, including but not limited to budget-to-actuals, dashboards, KPIs, and variance analyses that support strategic and operational decision-making.
- Continuously improve the automation of the financial and reporting process; redesign key financial processes and procedures when necessary.
Accounting & Financial Reporting
- Prepare monthly financial statements, grant reports, and variance analyses.
- Maintain general ledger accuracy by reviewing transactions for coding, allowability, and completeness.
- Prepare and/or oversee complex journal entries, including GL imports and allocations.
- Assist in the setup and review of new vendors and customers, ensuring accurate system entry and proper documentation.
Grants Management, Compliance, Audit & Monitoring Support
- Understand, review, and analyze grant backup documentation, cost allocations, and supporting schedules for accuracy and compliance on budget usage, allowable costs, forecasting, and financial reporting requirements
- Track funder requirements, program income, restricted funding, etc.
- Support in the preparation of financial schedules, backup documentation, and support in annual audits, federal/state monitoring, and/or site visits.
- Assist with the financial components of subrecipient monitoring processes.
Required Skills/Abilities
- Advanced Excel skills are mandatory and will be assessed during the interview process (pivot tables, complex formulas, lookups, etc.).
- Solid experience in budgeting, forecasting, and financial analysis.
- Thorough understanding of finance and accounting principles.
- Strong financial acumen.
- Knowledge of GAAP and FASB standards.
- Ability to work independently, manage multiple priorities, and meet deadlines.
- Strong communication skills, including the ability to explain financial concepts to non-finance program staff.
Preferred Skills/Abilities
- Nonprofit and fund accounting experience.
- Knowledge of federal grant compliance (2 CFR 200 Uniform Guidance).
- Experience with MIP Fund Accounting or other nonprofit accounting systems.
- Experience creating financial dashboards or data visualization tools.
Education and Experience Requirements
- Bachelor’s degree in accounting, finance, or related field.
- Minimum 4 years of experience in financial planning and analysis or related finance function.
