SEIU UHW West
United Healthcare Workers West

Financial Analyst

Based in Oakland, CA

 

Position: Financial Analyst
Reports to: Assistant Finance Director
Classification: Full time, Salary Exempt - Confidential

Position Summary: 
The Financial Analyst supports the Finance Director, Vice President, Senior Staff and Officers on financial planning, analysis, investment portfolio management, budget coordination, and regulatory compliance. The analyst provides complex financial analysis and reporting on UHW transactions and of related entities. The analyst is responsible for analyzing, reviewing, and providing public or confidential reports of the financial transactions and operations in the financial systems for SEIU-UHW. 

The analyst collaborates with Executive Board, Executive Office, Research, Communications, Legal, Finance, Membership, and Information Systems teams to develop data models and analytic output to support our union mission. The analyst is responsible for making our financial data accurate, accessible, and useful in business decision making at any level. The Analyst is an integral part of the finance team and will work closely with the Finance Department Leadership team and Vice President in coordinating reporting to outside entities and internal stakeholders. 

Main Responsibilities:
Core Financial Functions

• Examine confidential financial records and prepare comprehensive reports for upper management, officers, board members, and Budget/other related committees of the Executive Board
• Conduct detailed analysis of confidential revenue, payroll, and operating expenses 
• Create and compile reports for outside regulators (DOL, IRS, State, etc.), on an as needed or urgent basis 
• Provide analytics on the data (reports, trends, comparisons, charts, etc.) that support the decision-making process to ensure adequate internal controls

Investment Portfolio Management

• Prepare investment and asset analysis reports
• Monitor, analyze and report performance of asset managers and consult with investment consultant
• Maintain and monitor UHW’s non-liquid assets (treasuries, bonds, etc.)
• Perform valuation analysis to determine current fair values

Budget Coordination and Forecasting

• Coordinate development of annual budget and ensure accuracy and integrity of budget data
• Provide staff support to Budget/Other related Committees of the Executive Board
• Develop and maintain spreadsheet templates and implement modifications
• Work with Accounting staff to create/update accounting system cost codes
• Produce and monitor budget-actual reports
• Calculate indirect cost rates and fringe benefits rates, identify material budget variances. 

Audit and Compliance Support

• Prepare audit schedules related to investments for annual financial audit
• Monitor and evaluate local liability and other insurance coverage
• Support annual audit and external accounting, banking, insurance, and payroll issues
• Stay current on accounting standards, guidelines, and applicable regulations 

Organizational Support

• Train staff in budget templates and UHW financial processes, procedures and tools
• Translate financial concepts for officers and staff without finance backgrounds
• Provide research and analysis on special projects as requested by the leadership team
• Troubleshoot to help divisions/departments with new finance / accounting challenges
• Support accounting staff in using financial software
• Support accounting system maintenance and new project implementation
• Will work on special projects as assigned 

Qualifications (Knowledge, Skills, and Abilities):
Education and Experience

• Bachelor’s degree in Accounting or Finance preferred
• 5+ years of experience in financial analysis and high volume of data analytics
• Experience in statistical analysis, database management, and financial research
• Minimum 3 to 5 years' experience in budgeting, financial reporting, and investment analysis

Technical Skills

• Familiarity with programming for data analysis (Python, SQL, etc.) – particularly useful for this position
• Strong with Excel and data visualization tools (Tableau, PowerBI, Spotfire, Adaptive, etc.)
• Experience in integrated ERP systems (Business Central 365, Dynamics, NetSuite, Sage, Oracle, Epicor, etc.) 
• Demonstrated experience with MS Office Suite, including expert level with Excel, Access, and Macro skills
• Strong work experience with computerized accounting systems; knowledge of Solomon a plus

Professional Skills

• Strong mathematical, analytical, and technical skills; highly organized and detail oriented 
• Ability to put information into comprehensible format for less technical employees
• Excellent communication skills, ability to work independently and as a team member, exercise good judgement to solve related problems and follow task through completion
• Experience training staff in budgeting, financial reporting and financial tools
• Ability to multi-task, work under deadlines, accommodate priority changes
• Self-motivated, driven by a desire to continuously improve performance and processes
• Ability to interact professionally with culturally and linguistically diverse staff and members
• Familiarity with a multi-office, organizational environment; non-profit experience preferred
• Excellent punctuality and attendance 
• Understanding and commitment to the mission of SEIU-UHW West

Physical Demands: 

• Ability to sit or stand at a computer for extended periods
• Work long and irregular hours including nights and weekends 
• Able to lift up to ten pounds and occasionally lift or move boxes with documents weighing up to 20 pounds
• Able to bend and stoop
• Occasional overnight travel may be required for training and/or work-related operational needs 

Compensation
This is a full-time, exempt position. Starting salary is $100,700. A generous benefit package is provided to full-time staff, including medical, dental, vision, LTD, Life, FSAs, and retirement benefits.

Application
SEIU-UHW is an affirmative action employer and encourages applications from all qualified candidates regardless of gender, gender identity, gender expression, race, ethnicity, age, sexual orientation, marital status, religion, or disability. 

To Apply:
Go to Jobs at SEIU-UHW.

The duties listed above are intended only as illustrations of the various types of work that may be performed Duties may vary depending on needs and can be assigned to other accounting and finance functions.