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Financial Analyst/Strategist (Philanthropy)

Bellevue, WA
Since 2001 Hansell Tierney has been one of the premier staffing and recruiting companies in Seattle Washington. As a Certified Women’s Business Enterprise (WBE), Hansell Tierney was created to serve and staff Northwest companies by doing things the right way, not just the easiest. We strive to do better by partnering with candidates, treating your experience as one of our own, providing our candidates with interesting local opportunities, and handling every relationship with the highest level of customer service possible. Our business is built on the deep understanding of the job market and the ability to over-deliver on our promises.


We are currently helping our client, a family office and philanthropic organization, with their search for a Financial Analyst/Strategist.

Duration - Permanent / FTE
Location - Bellevue, WA

JOB SUMMARY:

The Financial Analyst supports our client's grantmaking and impact investing activities by analyzing financial data and creating financial models to inform decisions across the Philanthropy Team. The Financial Analyst serves as an informal advisor to members of the Philanthropy Leadership Team, including the President of Philanthropy and Executive Directors.
 
RESPONSIBILITIES:

Financial Analysis:
  • In partnership with the Grants Management Team, develop organization-wide standards for financial due diligence on potential grantees, informed by relevant industry standards and measures of financial sustainability, cost efficiency, and business model viability.
  • Work with members of the Philanthropy Team and potential grantees to conduct due diligence, review grant applications, evaluate cost and budget forecasts, and assess the financial health of organizations, with the goal of flagging and mitigating potential risks.
  • In partnership with the Grants Management Team, develop and implement a system for sourcing and conducting due diligence on potential impact investment opportunities, including preparing financial models and investment memos to inform the team’s decision-making.
  • Lead internal efforts to build skills across the Philanthropy Team in financial and quantitative analysis, including assessments of fixed and variable costs, revenue sustainability, and exposure to certain financial risks.
  • Keep apprised of financial management best practices in grantmaking, nonprofit accounting, and impact investing, and incorporate those perspectives into the work.
Strategic Initiatives:
  • Support the Director of Strategic Initiatives and the President of Philanthropy in organization-wide strategic planning efforts.
  • Develop and share strategic insights that are relevant to our client's grantmaking and to the broader philanthropic sector, both learning from and potentially informing best practices for grant-makers.
  • Conceptualize and partner on efforts to improve the financial stability and sustainability of select grantees and other strategic partners.
  • On an ad hoc basis, provide analytical support and contribute to special projects for the Philanthropy Leadership Team.

QUALIFICATIONS:

The ideal candidate for this role is a self-starter who shares a passion for our client's philanthropic mission and has demonstrated effectiveness in financial and quantitative analysis. The successful candidate will demonstrate careful attention to detail while being able to “zoom out” and translate complicated financial information into simple and actionable conclusions. The candidate should also offer a customer service mindset, be capable of adapting to change, and bring a strong sense of integrity to the role.
 
Additional qualifications include:
  • Exceptional quantitative, analytical, data gathering, and financial modeling skills.
  • Strong written communication skills, including the ability to communicate clear takeaways and insights to an executive-level audience.
  • Effective oral communicator with strong interpersonal skills when engaging one-on-one.
  • Ability to translate data into user-friendly reports, resources, and tools.
  • Multi-tasker with the ability to comfortably dive into a wide variety of tasks.
  • Ability to build trust and rapport with internal and external stakeholders.
  • Demonstrated understanding of the philanthropic sector and nonprofit accounting, preferred.
  • Fluency in the MS Office suite, particularly with Excel formulas and functions and PowerPoint presentations.
  • Bachelor’s degree required, preferably in finance, accounting, statistics, economics, business administration, or a related field. MBA or Masters’ degree in a related field is a plus, but not required.
  • 5-10 years of professional experience working in financial analysis, accounting, impact investing, or a related field.
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