Financial Analyst

Lifelong is a community health organization on a mission to make health and food accessible. We remove barriers to health with relentless compassion so that no one faces illness and injustice alone.

We lead with heart. Our respect for people drives our mission. For 40 years, Lifelong has fought health inequities so that everyone has the opportunity to thrive. Our comprehensive services include food and nutrition, healthcare navigation, aging and disability support, and connection to housing and other vital resources.

Position Overview:

The Financial Analyst plays an important role in helping Lifelong achieve its strategic initiatives, providing valuable insights and analysis to support decision-making and financial planning. This is a high visibility role that will require someone who can partner with stakeholders across all levels of the organization. The Financial Analyst will play a crucial role in supporting our budgeting, forecasting, and reporting cadences and in facilitating data-driven analysis. This position reports to and works closely with the CFO and is a member of the Finance team. 

This regular, full-time, exempt, non-union role is based in the Georgetown neighborhood of Seattle, with onsite presence required 08:30AM - 5PM Monday - Friday for the duration of the introductory period. Following a successful 90 days of employment, the position may be hybrid-remote with the expectation to be on-site at least three days per week (Tuesday - Thursday).

Essential Duties:

Financial Reporting & Analysis

• Perform monthly budget-to-actual analyses for departments, programs, and contracts, identifying and researching significant variances.
• Prepare recurring and ad hoc financial reports, analyses, and supporting schedules for the CFO, leadership team, and Board reporting needs.
• Analyze financial results and historical trends to support organizational financial monitoring.

Budgeting & Forecasting Support

• Support the Agency's annual budgeting process through data gathering, analysis, forecasting, and budget preparation.
• Prepare contract budgets, financial projections, and revenue and expenditure forecasts under the direction of the CFO.
• Assist budget owners in understanding budget performance and forecasting assumptions.

Financial Systems & Data Integrity

• Develop and maintain financial models, analytical tools, and reporting solutions to improve the accessibility and usefulness of financial information.
• Collaborate with Finance team members to research, reconcile, and resolve data discrepancies and reporting issues.
• Support the enhancement and automation of financial reporting and forecasting processes.

Collaboration & Execution

• Coordinate effectively with Finance staff, program leaders, and other stakeholders to meet reporting deadlines and support Agency operations.
• Manage multiple assignments independently while maintaining a high level of accuracy, organization, and attention to detail.
• Perform other duties and special projects as assigned.

Core Competencies:

• Intermediate to advanced level Excel skills 
• Strong analytical skills with extreme attention to detail 
• Ability to formulate recommendations and interpret financial data 
• Ability to collaborate and explore alternative solutions 
• Excellent verbal and written communication skills 
• Ability to organize thoughts and ideas into understandable terminology 
• Ability to work independently on multiple projects and communicate status of projects to key decision makers on a proactive basis 
• Uses initiative and sound judgment in carrying out responsibilities within the framework of departmental policies and procedures 
• Be curious 

Education & Experience:

• Bachelor's degree in Business, Accounting, or Finance preferred, or combination of related education and work experience  
• Minimum of three (3) years of relevant experience including financial planning and analysis and/or budgeting, preferably in a not-for-profit environment 

Work Environment:

• Any offer of employment is contingent upon passing a criminal background check. Some programs may require additional background checks or frequency.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. 
• This position operates in a professional office environment and requires extended periods of sitting at a desk and working on a computer. Occasional standing, walking, and light lifting of up to 20 pounds may be required to support office or event needs. The role may also involve occasional attendance at events or activities that take place outside of normal office settings or standard business hours.

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About Lifelong:

Lifelong is a community health organization committed to removing barriers to health with relentless compassion so that no one faces illness and injustice alone.

We lead with heart. Our respect for people drives our mission. For 40 years, Lifelong has fought health inequities so that everyone can have the opportunity to thrive. Our comprehensive services include food and nutrition, healthcare navigation, aging and disability support, and connection to housing and other vital resources.

We are looking for passionate, dedicated people to join our talented team and make real, meaningful changes in the daily lives of those living with chronic and life-threatening illnesses in their community. Lifelong offers exceptional benefits, including paid time off, medical and dental coverage in addition to a balanced work-life integration.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Lifelong, we are dedicated to building a diverse, equitable, inclusive and authentic workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

EEO Statement:

Lifelong is committed to creating an accessible, supportive environment and experience that recognizes diversity and cultural competence as integral components of what we do.

We are an Equal Employment Opportunity Employer and as such, we do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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DISCLAIMER: INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are an integral part of a compensation system, effective performance review system, related promotion, transfer, layoff, etc. decisions.

All descriptions have been reviewed to illustrate the job functions and basic duties, in addition to peripheral tasks or that could generally be considered as other duties as assigned.

In no instance, however, should the duties, responsibilities and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills and abilities included have been determined to illustrate the minimal standards required to successfully perform the positions.

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Employment Eligibility Verification: Lifelong participates in E-Verify. For more information about your rights and responsibilities under E-Verify and federal employment eligibility verification requirements, please review the Notice of E-Verify Participation and Right to Work notices.