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Staff Financial Analyst

Location: Los Gatos, California

Date Posted: 28 Jul, 2025


Job Summary
The Staff Financial Analyst supports the Finance team, management, and regional teams by preparing detailed financial analyses, monitoring project and regional expenditures, and contributing to fiscal planning and reporting. This role plays a critical part in evaluating financial performance and supporting decision-making through accurate forecasting, budgeting, and feasibility analysis.

Key Responsibilities
  1. Assist Finance and Agency Regional teams in evaluating and monitoring project and regional expenditures and reports
  2. Conduct financial analyses using current and historical data to understand and explain costs and revenues
  3. Support the development of fiscal feasibility analyses for proposed programs and projects
  4. Research and prepare financial and resource management reports for planning and internal cost control
  5. Provide analytical support and recommendations to Agency leadership based on financial data
  6. Collaborate on budget development and narrative preparation for the Request for Proposal (RFP) process
  7. Support the creation of forecasts for projects and regional operations
  8. Assist in designing systems for automating financial reports and integrating them with the primary accounting/finance system
  9. Analyze fiscal and budget components, including direct and indirect cost allocations
  10. Perform other duties as needed to support departmental or business requirements

Core Competencies
  1. Strong attention to detail
  2. Initiative and reliability; meets deadlines consistently
  3. High level of confidentiality
  4. Ability to work collaboratively in a team environment
  5. Proficient research and analytical skills
  6. Comfortable working with financial systems and tools

Job-Specific Competencies
  1. Analytical Thinking – Ability to interpret data and provide actionable insights
  2. Attention to Detail – Accuracy in calculations, reporting, and documentation
  3. Manages Multiple Priorities – Effective time and workload management
  4. Initiative – Takes ownership of tasks and proactively seeks solutions
  5. Research – Gathers relevant financial and operational data to support business needs

Required Qualifications
  1. Bachelor’s degree in Business, Accounting, Finance, or a related field
  2. 2–3 years of progressively responsible experience in financial analysis, budgeting, or accounting
  3. Equivalent education and relevant work experience may be considered in lieu of a degree

Education: Bachelors Degree