Manager of Financial Management and Data Analysis

Arabella Advisors seeks a Finance Manager to be a vital member of Partner Solutions (PS), leading the department’s financial reporting and analysis function within a fast-paced, innovative and growing firm. This position will expand and manage PS’s Financial Management & Analysis function and includes enhancing existing processes, refining budget management, and improving forecast practices.

The Manager, Financial Management and Data Analysis will manage Partner Solutions’ financial reporting and analysis. Reporting to the Head of Operational Excellence, they will be responsible for monthly management reporting, cash forecasts, budgeting, and analysis to support the department’s understanding of its current financial position and optimal path forward. The candidate must be able to analyze P&L, balance sheets, and cash flows, and compare variances to actual results with respect to KPIs.


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Essential Responsibilities
Financial Management
Coordinate activities related to PS’s annual budget and monthly forecasting process.
Ensure PS’s annual operating budget and financial processes align with and support the department’s goals.
Manage PS’s finance function and activities including department’s financial management, reporting and analysis, and financial consolidation.
Evaluate budget and financial requests within PS. Perform budget analysis and make recommendations to support budgetary decision-making.
Participate in strategic cross-teams planning to help drive the department’s efficiency, effectiveness, and continuous improvement models.
Lead finance-focused process improvement projects across PS.
Act as primary liaison with corporate finance team.

Financial Data Analysis
Collaborate on various initiatives with the revenue and pricing and profitability team leads.
Work in close partnership with revenue management teams to establish and track progress against goal and spending triggers.
Partner with the Head of Operational Excellence and Corporate Finance to develop and maintain Partner Solutions’ annual budget and revised forecast models.
Forecast financial needs throughout the year.
Identify, flag, and analyze financial and budgetary risks

To Be Successful in This Role, You’ll Need
Bachelor’s degree in finance, accounting, or related field is required (MBA, CFA, or CPA a plus).
At least 3-5 years of experience in financial analysis is required.
To be an inquisitive problem solver with robust financial and analytical skills;
To be able to take initiative, work independently, and collaboratively and manage effectively in a high growth and fast-paced environment;
Advanced proficiency with Excel for data analysis and developing templates;
To be adept at written and verbal communication skills and have strong business acumen;
To be able to manage multiple concurrent projects;
An ability to simplify and explain complex financial concepts to non-financial stakeholders;
Strong knowledge of various business and financial data software.

Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work

Working with Us
The preferred location for this position is Washington, DC. In addition, this position can be hybrid in Durham, NC or Chicago, IL or Remote from the following states/district: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, Vermont, Washington State, or Wisconsin. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment.

We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.

We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.

About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.

About Arabella’s Partner Solutions Team
The Partner Solutions Team provides operations and back-end services and support to fiscally sponsored projects housed at multiple 501(c)(3) and 501(c)(4) nonprofit organizations. Projects range from new and innovative public interest organizations to donor collaborative initiatives to grants administration programs and cover a diverse range of focus areas. Candidates are highly encouraged to research fiscal sponsorship prior to better understand the complex infrastructure and role of our team.

Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.

Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.

Annual Pay Ranges for This Position:

Durham: $63,000 - $71,000
Chicago: $66,000 - $75,000
DC: $70,000 - $80,000

All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours volunteer leave, 8 weeks parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities

How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.

Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.
We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.

While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.

We will review applications as they are received and look forward to hearing from you.


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  • Nadira Fant
    published this page in Job Board 2024-04-23 10:22:29 -0400