Senior Financial Analyst

At the Monterey Bay Aquarium, we are passionate about creating an inclusive workplace that celebrates and values diversity. We firmly believe that having a team of diverse backgrounds and voices, working together, increases our capacity to serve our visitors and fulfill our mission. We welcome people from all walks of life into our team and strongly encourage people of color, LGBTQ individuals, veterans, and people with disabilities to apply.

Please make sure you read the following details carefully before making any applications.

This role can support remote, hybrid or onsite work types, as well as flexible scheduling.

Job Summary :

Under limited supervision, support the Aquarium’s financial operations by assisting in the analysis and modeling of revenue streams, expenses, and overall financial performance. Report to the Director of Financial Planning & Analysis and collaborate with the Senior Financial Analyst, accounting team, and diverse Aquarium departments year-round. Demonstrate financial management leadership through monthly analysis, forecasting support, delivering training to enhance financial literacy, and providing budget leadership within assigned units. Support the management and optimization of financial systems to enhance data accuracy, reporting capabilities, and operational efficiency. Collaborate with finance colleagues to lead the development and updating of finance policies and procedures, creating training modules to promote staff understanding and compliance. Conduct periodic reviews to ensure the Aquarium adheres to financial and operational policies. Support the preparation of reports and presentations for leadership and Board members. Perform other duties as required.

Core Activities :

• Take ownership of the financial planning and analysis function by :
• Delivering the Annual Budget : Oversee the end-to-end development and delivery of the annual budget, ensuring alignment with organizational goals and financial objectives.
• Driving Revenue and Expense Excellence : Lead comprehensive evaluations of revenue streams to identify growth opportunities while developing precise expense models to enable accurate forecasting and effective budget creation.
• Empowering Strategic Decisions : Deliver high-impact analyses of financial performance to guide strategic initiatives and organizational success.
• Provide financial leadership to assigned units :
• Identify areas of concern by conducting in depth financial analysis; recommend options for course corrections
• Guide and assist in the preparation and maintenance of annual budgets and forecasts to anticipate future financial performance and requirements.
• Support compliance with organizational policies, donor requirements, and regulatory standards in all financial activities, and provide compliance and financial literacy training as needed.
• Deliver essential technical systems support to ensure the smooth operation and accuracy of financial systems, addressing issues and optimizing processes as needed.
• Identify gaps in current financial policies and procedures, create new policies to address them, and maintain existing policies.
• Develop and deliver training modules designed to enhance the financial skills essential for Aquarium budget managers, in collaboration with the finance team. These modules will equip them to effectively perform budgeting, project management, and ensure compliance with Aquarium financial policies.
• Assist in creating Board packages by conducting financial analysis, preparing variance narratives, and generating ad hoc reports for the Board. Collaborate with the Board team to organize file names and document order, ensuring the seamless assembly and distribution of the finance package for review by the Finance Committee and Board of Directors.

Preferred Knowledge, Skills & Abilities (KSAs) :

Physical Requirements to Perform Essential Job Functions :

Annual Compensation Range :

84,600-$104,000 USD annually. Starting rate will vary based on previous experience and relevant skills / knowledge set.

Education

Preferred : Technical / other training

Preferred : Bachelors

Preferred : Associates

Preferred : High School

PDN-9e26d0ad-6af9-4f1c-ac11-cab5bf6731ae

Salary : $84,600 - $104,000