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About the Role

This role supports strategic decision-making through financial planning, analysis, and reporting, evaluating financial performance, developing forecasts and budgets, and providing insights for leadership to drive business growth and efficiency. It also involves supporting revenue cycle reporting and initiatives, and conducting financial analysis for new services and program feasibility, aligning with Franciscan values of compassion and care.

Responsibilities

Lead financial planning processes, including budgeting, forecasting, and long-term planning.
Analyze financial results, identify trends, and explain variances against forecasts.
Develop and maintain financial models for business decisions and investment opportunities.
Partner with cross-functional teams to provide financial insights and recommendations.
Prepare monthly, quarterly, and annual financial reports for leadership.
Conduct scenario analysis and risk assessments for strategic initiatives.
Improve financial processes, reporting tools, and data accuracy.
Support executive presentations and board reporting materials.
Ensure compliance with internal policies and external financial regulations.
Provide backup for general accounting duties, including monthly close procedures, account reconciliations, fixed asset tracking, monthly investment activity, and financial report creation/editing.
Provide backup for accounts payable duties, including collecting/tracking payments, running profit/loss reports, making bank deposits, distributing/processing invoices, and reconciling vendor statements.
Complete accurate, thorough, and legible reports and documentation.
Efficiently enter and retrieve required data and information using electronic database systems.
Understand and follow organizational programs, policies, and procedures.
Participate in regular training and development opportunities.
Participate in relevant meetings supporting team communication and program capacity.
Collaborate with others to achieve team success.
Manage stress and pressure situations calmly and responsively.
Maintain capacity to control reactions and be aware of behavioral impact on others.
Consistently demonstrate integrity while working and representing St. Anthony’s.
Practice direct, respectful, open, and honest communication with colleagues.
Proactively seek support from team members or management.
Demonstrate cooperation with coworkers, management, and the community.
Treat all guests with empathy, dignity, and respect.
Seek to understand others' perspectives and experiences.
Work across cultures, cultivating an openness to learning about unfamiliar cultures.

Requirements

5-8 years of financial analysis experience within an organization with at least 100 employees and $25M in annual expenditure.
Strong knowledge of financial modeling, forecasting, budgeting, and data analysis.
Advanced proficiency in Excel.
Experience with financial ERP systems and BI tools (Tableau preferred).
Excellent analytical, problem-solving, and critical-thinking skills.
Strong communication skills with the ability to present complex data clearly.
High attention to detail and ability to manage multiple priorities.
Discretion with confidential documents and data.
Initiative and ability to work independently with minimal supervision.
Excellent interpersonal, listening, oral, and written communication skills.
Ability to be polite, diplomatic, and firm.
Ability to set limits and practice professional boundaries with guests, volunteers, donors, and coworkers.
Ability to be punctual, reliable, cooperative, and team-oriented.
Desired experience working in a non-profit or community-based social service agency with people experiencing homelessness or poverty.
Commitment to St. Anthony Foundation Statement of Values and a desire to work for a social services agency serving the poor.

Skills

Financial modeling
Forecasting
Budgeting
Data analysis
Excel (Advanced proficiency)
Financial ERP systems
BI tools
Tableau (preferred)
Analytical skills
Problem-solving
Critical-thinking skills
Communication skills
Attention to detail
Multiple priorities management
Confidential data handling
Independent work
Interpersonal skills
Listening skills
Oral communication
Written communication
Diplomacy
Professional boundaries
Teamwork
Stress management
Integrity
Cross-cultural competence

Location

San Francisco

Work Type

Full-time

Experience Level

5-8 years of experience

Salary/Compensations

$95,545-$115,543

About the Company

Founded in 1950, St. Anthony's is the most comprehensive safety net service center in San Francisco.
Directly provides food, clothing, medical care, addiction recovery services, access to technology, job training, and other critical resources to the community.
Supports and is supported by thousands of San Franciscans daily.
Aims to create a future where all people flourish.
Has a diverse workforce, welcoming all ethnicities, faith backgrounds, and worldviews.
Proudly Catholic, with Franciscan identity at the core of its mission.
Upholds the dignity and value of the human person and lifts the spirits of those in need to help create a society in which all persons flourish.

Equal Opportunity

People of color, differently-abled people, LGBT, and individuals with lived experience are strongly encouraged to apply.
St. Anthony's is an Equal Employment Opportunity Employer.
Values diversity of culture, thought, and lived experiences.
Seeks talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws.