Financial Data & Systems Analyst at CCOF
Remote — full-time
We are looking for a Financial Data & Systems Analyst to join our Finance and Accounting team and support our mission-driven work. This role is ideal for someone who combines strong financial and accounting knowledge with data analytics, systems thinking, and a drive to improve how information and processes work across an organization. The Financial Data & Systems Analyst will work closely with the CFO and cross-functional teams to strengthen financial reporting, budgeting, forecasting, grant tracking, data analytics, and financial systems. Key responsibilities include preparing financial reports and dashboards, analyzing trends and variances, supporting the annual budget process, monitoring grant and restricted-fund activity, improving data quality and reporting, supporting system integrations and automation, and identifying opportunities to streamline workflows and reduce manual processes. We are looking for someone who is analytical, highly organized, detail-oriented, and comfortable working across financial and operational systems. The ideal candidate can identify problems, ask the right questions, evaluate information, recommend practical solutions, and independently move projects forward. Experience with financial or ERP systems, reporting and data tools, nonprofit or grant accounting, systems integrations, and process improvement is highly valued. This is a full-time, salaried exempt position reporting to the Chief Financial Officer. This is a United States-based remote position, operating on a Pacific Time Zone work schedule. Essential Responsibilities: Lead Financial Reporting, Budgeting, and Strategic Analysis Prepare financial reports, dashboards, budget-to-actual reports, forecasts, models, and analyses for management, executive leadership, committees, and the Board. Analyze revenue, expenses, reserves, cash flow, liquidity, operating results, financial trends, variances, and risks. Support the annual budget process, including templates, data consolidation, assumptions, scenario modeling, cost allocations, and reporting. Prepare schedules that support intercompany reporting, management reporting, grant reporting, and functional expense reporting. Build and maintain dashboards using approved spreadsheet, ERP, CRM, reporting, business intelligence, or data visualization tools. Create visual reports for revenue, expenses, budget-to-actuals, grant spending, cash flow, reserves, AR aging, AP obligations, indirect cost recovery, staffing trends, certification activity, and Foundation activity. Automate recurring reports to reduce manual preparation time and improve consistency. Maintain documentation for dashboards, including data sources, refresh schedules, definitions, and assumptions. Support grant and restricted fund reporting, including budget-to-actual tracking, allowable cost analysis, reimbursement support, cost share/match tracking, indirect cost calculations, and funder reporting schedules. Track grant spending by c