First 5 LA

Financial Planning and Analysis Analyst

Employment type
Full Time
about 1 month ago
Los Angeles

Reports To: Manager Financial Planning and Analysis

Salary Grade: 16

FLSA Status: Exempt

Division: Administration

Department: Finance



The Financial Planning & Analysis Analyst is responsible for providing the organization with budget monitoring, financial analysis and monitoring, and for supporting procurement-related Finance duties.


The Financial Planning & Analysis should visibly demonstrate the adopted organizational values of collaboration, integrity, respect, accountability, purpose, shared leadership and learning in the execution of their key areas of responsibility:

Key Areas of Responsibility:

  • Budget Monitoring
  • Financial Analysis and Monitoring
  • Procurement


Essential Duties:

Budget Monitoring

  • Provides project management support to keep budget process progressing, including following up with internal stakeholders on budget requirements, justifications and information required for annual and mid-year budgeting process
  • Works with immediate supervisor and key stakeholders preparing budget to actual variance analyses, identifies trends, and supports with the development of corrective budget action plans
  • Works with immediate supervisor and key stakeholders to understand cost drivers for both programs and operations


Financial Planning and Analysis

  • Partners with program and organization partners to identify risks and opportunities to the business
  • Provides status of financial condition by collecting, interpreting, and reporting financial data to managers throughout the organization
  • Analyzes current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures, highlighting trends and analyzing causes of unexpected variance; elevates to Manager, FP&A for resolution
  • Prepares and monitors monthly actual and forecast processes including expense, capital budget and cash flow forecasts and analysis
  • Runs monthly and yearly financial analytics such as the monthly and year-end financial reporting package
  • Provides insights into the organization’s financial performance, including expense run-rates, trends, variance analysis, forecasts and project costs
  • Performs ad hoc analysis and assists in building financial models to support management business decisions


Procurement Support

  • Prepares and tracks organization’s  Agreement-Contract Requisitions
  • Reviews budgets for consent calendar
  • Reviews ACRs and provides feedback, as appropriate
  • Issues vendor and agreement numbers
  • Supports the organization’s commitment to diversity and inclusion, and values a diversity of perspectives
  • Adheres to policies and procedures to ensure alignment with State regulations, local ordinances and First 5 LA directives
  • Keeps apprised of all laws, regulations, statutes, rules and policies affecting First 5 LA and Proposition 10
  • Supervises contractors and consultants, as needed
  • Collaborates both internally and with external stakeholders to capture, synthesize and share learning and knowledge outcomes from the ongoing execution of all activities as necessary

Other duties and responsibilities may be assigned. The duties and responsibilities listed are designed to provide typical examples of the work performed; not all duties and responsibilities assigned are included here, nor is it expected that all similar positions will be assigned every duty and responsibility.


Knowledge, Skills & Abilities:

Organization-wide Competencies

  • Commitment to organizational mission and values: Mission-driven and self-directed, with a demonstrated passion for First 5 LA’s work to strengthen families and improve child outcomes; strives to model organizational values through daily actions and behaviors
  • Possesses Customer-Focused Mindset: Is aware of and considers relevant internal and external stakeholders and their needs (customers); identifies solutions to be responsive to stakeholder needs; considers impact when executing daily tasks
  • Collaborative: Collaborates with peers to drive results in alignment with organizational and operational goals in support of the organization’s mission; is able to work in cross-functional teams; is able to establish and maintain effective working relationships with co-workers, public officials and the general public
  • Communicates Effectively: Communicates effectively both written and oral; demonstrates active listening and comprehension; selects and uses appropriate communication methods to keep others appropriately informed; able to tailor messages appropriately to various audiences
  • Demonstrates Integrity and Judgment: Follows through on commitments letting others know of his/her true intentions; ensures decision-making or recommendations are fact-based and others understand the decision/recommendation before moving forward; considers the relative costs and benefits of potential actions to choose the most appropriate one
  • Demonstrates Critical Thinking: Applies critical thinking, logic and reasoning to effectively think through problems and information; identifies relative strengths and weaknesses of options, solutions or approaches
  • Demonstrates Strategic Thinking: Considers issues and relationships relevant to achieving long range goals or vision; identifies alternatives based on logical assumptions, facts, available resources, constraints, and organizational values to layout several points of view on a course of action to accomplish goals


Job Specific Competencies

  • Role Specific Content: Demonstrated knowledge of business analytics tools; strong quantitative skills; ability to interpret financial data including financial statements, key financial ratios, valuation models and techniques; experience managing multiple fund sources with complex restrictions
  • Content Knowledge: Competent in required job skills and knowledge; ability to learn and apply new skills; ability to learn how to operate new systems quickly; demonstrated ability to set priorities, establish clear expectations and execute identified projects; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; knows how to use technology tools to effectively manage and expedite processes; uses resources effectively
  • Planning and Organization and Project Management: Works in an organized manner with strong attention to detail; prioritizes and plans work activities; ability to effectively manage overlapping projects and deadlines; ability to work under pressure, meet deadlines and adjust to changing priorities; uses time efficiently; plans for additional resources; integrates changes smoothly; sets goals and objectives; ability to manage high performance projects



  • Minimum of five years of related experience in finance analysis and planning, consulting or strategic planning within a public company, grant making organization, university or similar industry preferred



  • Bachelor’s degree from an accredited college or university in finance, economics, analytics, statistics, financial analysis, accounting, mathematics, public administration or a related field preferred
  • Advanced degree a plus


Computer Skills:

  • Proficient computer skills (Word, Outlook, Power Point, Access)
  • Advanced Excel and PowerPoint Skills (VLOOKUP, Pivot Tables, SUMIF, Text to Columns, Charts, etc.)
  • Ability to use widely supported internet browsers


Certificates, Licenses and Registrations:

  • Valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions
  • Valid automobile liability insurance


Travel Requirements:

  • This position requires travel locally, statewide and nationally as needed



Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee will sit, talk, hear and use hands up to 2/3 of the time. The employee will stand and walk up to 1/3 of the time. The employee is routinely required to carry and/or lift up to 10 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

To apply