Budget and Data Analyst

Sierra Health Foundation and the CenterSierra Health Foundation is a private philanthropy with a mission to invest in and serve as a catalyst for ideas, partnerships and programs that improve health and quality of life in Northern California. The foundation is committed to improving health outcomes and reducing health disparities in the region through convening, educating and strategic grant making. Sierra Health Foundation has a broad definition of health, believing there is much more to health than health care. It is influenced by factors that include socioeconomic conditions, environment, education, income, and individual behavior choices. The foundation also believes in the need for health and racial equity and racial justice. Reducing health disparities is a key factor in striving toward better health for all and reflects the foundation''s dedication to ensuring that people throughout its funding region have the opportunity to lead healthy lives. Sierra Health Foundation established The Center at Sierra Health Foundation to advance its commitment to strengthening community capacity to engage in policy development, planning, and implementation efforts that seek to address the health needs of California''s underserved populations. The Center works to promote health, racial equity, and racial justice in communities throughout California with local, state, and national partners. With strategy, creativity and ongoing collaboration, The Center strives to eradicate health inequities across the state. Learn more at and .Sierra Health Foundation is an Equal Opportunity Employer.SUMMARY: The Budget Analyst is responsible to advise management in the creation, development, analysis, implementation, and adaptation of budgetary matters and financial management policy. ESSENTIAL DUTIES Assists in the development of the organization''s overall budget document, and at the departmental level, providing advice and analysis to increase the efficiency of the organization''s spending.Assists in the creation and further development of the budget preparation manual, budget policies and procedures manual, and other documents as needed.Creates monthly reports for the executive management team; assists with or produces other reports as requested.Assists Assistant Controller by conducting various surveys, research, data analysis, cost-benefit analyses, and expenditure and revenue forecasting. Assists with projecting future financial needs and collaborates with Assistant Controller and other management personnel to prepare long-term financial plans, and other budget and financial reports.Makes recommendations to improve organization''s fiscal efficiency based on interpretation and organization of financial information. Presents budget analysis and recommendations to upper-level management at the beginning of each budgetary cycle.Analyze monthly department budgeting and accounting reports to maintain expenditure controls.Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.Direct the preparation of regular and special budget reports.Summarize budgets and submit recommendations for the approval or disapproval of funds requests.Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to organization''s policies.Executes transactions within the integrated budget and accounting system, which may include contract payment vouchers, budget data entry, appropriation revisions, and salary and budget imports. Oversees and compares departmental expenditures to original budget.Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.Attends and actively participates in committees, professional groups, and seminars to stay current regarding new developments and trends in budgeting and finance.Provides information and answers to departments regarding budgets, forecasts, surveys, financial trends, and other requested data. Performs other related duties as assigned. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibility.QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EDUCATION AND/OR EXPERIENCE A Bachelor''s Degree in business or related field.One to four years work in a financial institution, foundation or endowment in accounting; experience with a nonprofit organization preferred. At least one year of experience involving the analytical research and reporting of complex financial data or any combination of relevant experience and education. Sage Intacct experience preferred.Strong Project Management skills.CERTIFICATES, LICENSES, REGISTRATIONSMust have a current valid driver''s license and be insurable under the Foundation''s insurance policy. Must have a reliable vehicle to perform various in-field tasks.LANGUAGE SKILLS Excellent written and oral communication skills.Ability to read, analyze and interpret general business correspondence, contract language, technical procedures and governmental regulations.Ability to write business correspondence. Ability to effectively present information and respond to questions from executive staff, governmental bodies/boards, staff and the PUTER SKILLS Must be proficient in Windows, Microsoft Office (advanced Excel knowledge), Outlook, database software, general ledger software, Adobe Acrobat, Laser Fiche and internet use. Knowledge of SAGE Intacct and Adaptive is preferred.OTHER SKILLS AND ABILITIES Thorough understanding of accounting and budgeting principles and practices, statistical methodology, generally accepted accounting principles, and generally accepted auditing standards. Thorough understanding of the principles of financial analysis and economics.Basic understanding of and ability to conduct cost-benefit analysis.Ability to skillfully perform detailed statistical analyses of budget activities.Ability to prepare and present clear, concise administrative and financial reports.Ability to work independently and complete work on schedule.Ability to interpret financial data contained in reports and ledgers.Ability to develop and maintain cooperative working relationships with various employees, vendors, stakeholders, and other interested personnel. Values differences and actively seeks to promote a team environment that values, encourages, and supports differences. Knowledge of federal and state tax laws and guidelines for nonprofit organizations.Must have a general understanding of the grant making process.Must have a general knowledge of non-profit IRS tax status compliance regulations.Requires a high level of interpersonal skills to handle sensitive and confidential situations and documentation.Must have exceptional problem-solving abilities.Must have knowledge of office administration procedures and the use of and operation of standard office equipment.Must be able to work independently and within a team on special nonrecurring and ongoing projects.BENEFITS AND COMPENSATION Sierra Health Foundation and The Center provide a generous benefits package, which includes Medical, Dental, Vision, Life and AD&D, Short-Term and Long-Term Disability, as well as an Employee Assistance Program and a discount program called Working Advantage. Retirement benefits are provided through our 401(k), which includes employee matching. Details of these programs will be shared during the hiring process. Compensation is $70,000 annually.

Created: 2025-09-06