Job Description
Description Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture and believes each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.
Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply! Relay Core Competencies - Focus on Strengths
- Prioritize Informed Action
- Communicate Clearly
- Champion Disability Inclusion
- Build Supportive Relationships
JOB SUMMARY The Financial Analyst is responsible for supporting the organization's budgeting, forecasting, financial modeling, and analysis efforts. This role partners closely with the Director of Finance and department leaders to deliver timely, data-informed insights that drive strategic and operational decision-making. The position is ideal for a highly analytical and motivated finance professional looking to grow into a future FP&A Manager role.
ESSENTIAL FUNCTIONS
Financial Planning & Budgeting
- Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions.
- Prepare quarterly forecasts and conduct scenario modeling.
- Maintain and improve budget templates, planning tools, and reporting dashboards.
Financial Analysis & Reporting
- Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders.
- Develop and maintain financial models to support initiatives and investment decisions.
- Create and distribute internal financial reports and performance scorecards.
Cross-Functional Business Support
- Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements.
- Act as a finance partner to department leaders, supporting initiatives with financial impact analysis.
Systems & Process Improvement
- Contribute to ongoing enhancements in reporting systems and financial workflows.
- Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse).
Other
- Assist with monthly and quarterly financial presentations and board reporting as needed.
- Support financial audits and ensure GAAP-compliant reporting standards are upheld.
Requirements MINIMUM QUALIFICATIONS
- Bachelor's degree in finance, Accounting, Economics, or a related field.
- 4-6 years of experience in financial planning & analysis, corporate finance, or business analysis.
- Demonstrated experience supporting organization-wide budgeting and forecasting processes.
- Experience preparing financial reports and variance analyses for departmental or executive review.
- Experience with pricing analysis
- Proficiency in Microsoft Excel, including pivot tables, lookups, and model-building.
- Familiarity with ERP and financial systems, with a strong preference for NetSuite and Abila MIP.
- Ability to work effectively across diverse teams, including operations, program leaders, and administrative functions.
- Strong alignment with Relay Resources' mission and values, including a commitment to disability inclusion, equity, and continuous improvement.
- Ability to operate with a high degree of accountability and independence in a flexible and remote-friendly environment.
- Excellent verbal and written communication skills, with an ability to translate financial information into clear, actionable insights.
PREFERRED QUALIFICATIONS
- Familiarity with business intelligence tools like Tableau or Power BI.
- Exposure to nonprofit or mission-driven organizations.
- Demonstrated ability to translate complex financial data into business insights.
- Effective communicator who can engage both technical and non-technical audiences.
KNOWLEDGE, SKILLS, AND ABILITIES
- Advanced Excel and financial modeling capabilities.
- Knowledge of financial reporting standards and GAAP.
- Problem-solving and critical thinking skills.
- Ability to manage multiple priorities and meet tight deadlines.
- Team player with strong interpersonal and collaboration skills.
- Commitment to Relay Resources' values: Justice, Equity, Strengths, Impact, and Growth.
SCOPE & ACCOUNTABILITY
Performs duties with moderate supervision and growing autonomy. Prepares work that is reviewed by senior staff for accuracy and clarity.
SUPERVISORY RESPONSIBILITY
None, but may mentor junior cross-functional staff members on projects as needed.
WORK ENVIRONMENT & PHYSICAL DEMANDS
- Office environment
- Hybrid work schedule
- Must be able to attend periodic in-person meetings
Job Tags
Work at office, Remote work, Flexible hours,