Budget Analyst Salary in Oakland, CA

Position at Franklin Energy COMPANY SummaryAs a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working families, businesses, or local communities are left behind. To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 experts across the United States and Canada, with warehouses on both coasts. The organization's integrated in-house services provide deep personalization and insights, helping energy partners achieve their carbon-reduction and energy productivity goals. We believe the organization's most "precious resources" are its people. We pledge a relentless pursuit to embody a culture that acknowledges, recognizes, and infinitely seeks to understand the unique differences of its people. We are committed to creating employee experiences that continually attract and embrace a multiracial, multicultural, and multigenerational workforce that promotes outstanding performance and mirrors our diverse partnerships, clients and communities we serve. Position SummaryThe Regional Financial Analyst (}RFA") will partner with and support the Services Region, sales and financial teams with financial analysis and accounting activities including driving the budget, forecast, and actual monthly reporting processes, In addition, they will support the sales planning, performance and effectives analysis processes including detailed profitability analysis. Essential Duties and ResponsibilitiesThis list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.Completes and manages Planning, Budgeting, and Forecasting Reporting for Revenue, COGS, and Gross Margin for assigned region. Explains variances against actual results. Partner with operations and program management to develop detailed program plans that ensure contract performance, customer satisfaction, and maximize profitability. Identify and drive execution of cost reduction and initiatives across assigned program portfolio on an ongoing basis.Maintain and communicates weekly with Business Unit Management team trend and variance financial results and metrics.Reviews program contracts and Statements of Work in regards to invoicing, pricing and budgets Directly support costing and pricing processes for RFP's, throughout the negotiation process, and Post award/performance analysis Complete special Ad-hoc projects and reporting as requestedTake an active role in identifying and implementing process improvement initiatives on an ongoing basis.Pay Range: $86,000-$118,000+Position RequirementsEducation and ExperienceBachelor's degree from an accredited college or university, preferably in accounting or finance5+ years of experience required with a thorough understanding and knowledge of finance, cost accounting, budgeting, and analysis activities.Demonstrated ability to supervise professionals below and foster/maintain productive and effective relationships laterally and upward across the finance, operations, and sales organizations.Demonstrated experienced in contract accounting environment such as construction, contract R&D Engineering, or contract manufacturing. Demonstrated ability to develop and maintain strong working relationships with cross functional partners in program operations and finance functional areas. Demonstrated ability to partner with operations management leads to drive business performance improvement on an ongoing basis. Required Skills, Knowledge and Abilities Ability to analyze financial data and prepare reports and statements. Must be able to maintain confidentiality.Strong customer service and communication skills. Must be able to handle a wide work variety and work in a fast-paced environment.Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload. Proficient in Microsoft Office, (specifically Word, Excel and Outlook) and integrated ERP systems a must.Ability to communicate effectively, both verbally and in writing with customers, clients and employees.Ability to analyze and interpret data and solve practical problems.Experience with report creation and distributionLicenses & CertificationsValid driver's licenseTravel RequirementsWillingness to travel up to 10-15%Note: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.An Equal Opportunity EmployerFranklin Energy implements the use of dash cams inside their fleet of leased vehicles because the Company believes video surveillance devices (Dash Cams) promote the safety of employees as well as security within the company vehicles. The Company will not use video surveillance (Dash Cams) for any unlawful purpose including monitoring employees or giving the impression of monitoring. Our Dash Cam Policy applies to all employees of the Company and temporary agency employees, regardless of whether an employee or temporary agency employee may be driving or riding in Company Vehicles. The primary use of Dash Cams is to assist in the protection and safety of employees and property, prevention, and detection of criminal offenses such as vehicle vandalism and break-ins and staged-accident fraud, defense of legal claims, driver exoneration, and driver training and improvement.

TRC Talent Solutions is seeking a Full Time Pension Payment Manager to join our Enterprise Client in the private education industry located in Oakland, CA. This role oversees the Financial Analyst Team's budget, objectives, schedules, and resource management. RESPONSIBILITIESLead operational effectiveness initiatives across the organization, conducting root cause analysis and implementing business process improvements.Manage, plan and administer business controls functions, including performance and quality assurance metrics, reporting, training and development, and communicationManages, through subordinate supervisors and technical leads, operational pension calculations and payments to retirees, which are diverse in scope and complexity.Deliver metrics and reporting, creating, and maintaining communication channels to ensure appropriate stakeholders receive accurate performance data in a timely mannerRepresent the Calculations and Payroll teams, and operational units of the organization to liaise with key stakeholders (e.g., management, Retirement Policy, HR Compliance, BIS, IT, other related business functions) and provide updates and presentations related to quality and performance management.Oversee divisional staff training, and employee goal setting. Ensure that effective knowledge management tools are implemented and utilized by staff.QUALIFICATIONSBachelor's degree: Finance, Accounting or related 5+ years of experience in managing pension operations for multi-state large organizations.3+ years of leadership experience, with a focus of developing and growing leaders of teams. Experience with payroll & benefits processing and auditing to remain compliant to include: 401(K), Pension, and Manual Calculations

Are you passionate about IT and have a knack for planning and data analysis? We have an exciting contract opportunity for you! As our IT Planning and Procurement, you'll be an essential part of daily operations, providing crucial support for IT business and planning initiatives, such as contract management and financial analysis!Responsibilities:Support with daily contract operations and provide IT business and planning support.Gather, analyze, and summarize data to prepare insightful reports and management presentations.Help with contract renewal analysis, ensuring cost-efficient planning for multi-year contracts.Keep our budgets on track with accurate financial data and regular status reports.Analyze actual spending and forecast to implement necessary changes and report to leadership.Provide financial analysis on portfolio cost variances, identifying and correcting discrepancies.Present data-driven insights to managers and directors to support decision-making.Develop and deliver communications like dashboards, PowerPoint decks, or summaries for IT management.Work with the data management team, building tools and assisting with Power BI reports and SAP to extract meaningful business intelligence reports.Help establish key business, financial, and performance metrics with IT and functional leadership.General business experience to thrive in this role.Preferred qualifications: Proficiency in Microsoft Office, including Visio, PowerPoint, and expert-level Excel skills.Experience structuring contract agreements.Familiarity with basic financial modelling or data management.Experience with ARIBA, ATRIUM, or similar toolsKnowledge of Power BI is a plus!???? Location: This is mostly remote! You'll visit the office based in Oakland 2-3 times per month ????If you're ready to make a difference with a dream team in a huge company, apply now and let's plan for a fantastic collaboration!

JOB TITLESr. Manager Fiscal SponsorshipREPORTS TODirector of IT and OperationsTIMELINEApplications accepted starting March 20, 2024Full-Time, Salary, ExemptHybrid, Required to be in office 1-2 days per weekCOMPENSATIONThe salary range for this position is $105,000 - $115,000.00 (dependent upon experience and qualifications)BENEFITSAverage of 13-15 Paid Holidays, plus a winter break.100% Employer Paid Health Insurance (employee only) Health/Vision/ Dental/ Life. EAP, Travel Assistance, and Health Advocate ProgramsSponsored 401K Plan (non-matched)Generous Vacation and Sick time accrualProfessional Development Budget for all staffWork/Life BalanceINSTRUCTIONSPlease read the following in order to avoid application delays:Applications will be reviewed immediately and candidates with the best fit will be contacted for interviews. Unfortunately, the volume of applications will prevent us from responding to all applications received. Please send application to [email protected] and with the following instructions:Subject: "Sr. Manager Fiscal Sponsorship" - First and Last NamePlease include: Cover Letter and ResumeABOUT THE ED FUND:Founded in 2003, the Oakland Public Education Fund leads the investment of community resources in Oakland public schools so that all students can learn, grow, and thrive. We do this by helping Oakland communities build and manage resources, partnerships, and public engagement essential to improving public education.Our WorkThe Oakland Public Education Fund is the only organization raising money for all Oakland public schools. Since 2003, we have helped raise over $200 million for schools and programs that help students thrive. We put the right tools in students' hands to give all kids the excellent education they deserve. We support all Oakland public schools with a focus on those furthest from opportunity, because kids who come to school with less need more. For more information, visit https://www.oaklandedfund.org/.WORK LIFE AT THE ED FUND:Opportunities for both personal development and professional growth;Flexible work schedule;Hybrid office and work from home environment;Staff outings, team-building activities, staff celebrations, and happy hours;The opportunity to make a direct, positive impact on Oakland public schools and programs serving our youth; and,Amazing networking opportunities with local leaders and businesses;The opportunity to make a direct, positive impact on Oakland public schools and programs serving our youth.ABOUT THE POSITION:As Sr. Manager of Fiscal Sponsorship, you will be responsible for managing and creating client services processes and systems and maintaining a smooth flow of information between internal teams at the Ed Fund, our external partners, and the tools we use to collaborate. The role includes systems building and maintenance and administrative support for fiscally sponsored projects (FSPs) in the field of education, including client request tracking, data entry and management, grants management, contract management, and documentation.Reports to the Ed Fund's Director of IT & Ops in coordination with the Fund Development department. In addition to your departmental team members, you'll work closely with the teams whose work represents the other aspects of our fiscal sponsorship services: finance, fund development, and human resources. To maximize the value of our knowledge and expertise to our clients, Salesforce is our technology of choice to manage service delivery and information sharing. Your work will regularly involve interfacing with clients, funders, and other third parties who support our work and our systems.DUTIES AND RESPONSIBILITIES: Strategic Leadership: In partnership with the Director of IT & Ops and the Ed Fund's Executive Leadership Team, develop and implement a comprehensive strategy for the fiscal sponsorship program aligned with the organization's mission and goals.Financial and Grants Management: In partnership with accounting staff and finance analysts, ensure that projects complete budgeting, receive accurate and timely financial reporting, and comply with all charitable grants and donations. Ensure adherence to financial best practices and legal requirements. Support clients with grant stewardship, ensuring timely and proper spend down of restricted funds and timely completion of all grant deliverables. Work with the Development team to provide sustainable grant support and fundraising capacity building.Project Selection: create and manage a process to identify and select projects eligible for fiscal sponsorship, evaluating their alignment with the organization's mission and impact potential.Capacity Building: In partnership with other departments, create a plan to provide technical assistance and capacity-building support to sponsored projects, fostering their organizational development and sustainability.Relationship Management: Cultivate and maintain strong relationships with sponsored projects, community partners, funders, and stakeholders. Represent the organization at relevant community events and forums.Collaboration: Work closely with the Ed Fund's Executive Team Operations to integrate fiscal sponsorship into a broader community development strategy.Monitoring and Evaluation: Establish metrics and key performance indicators to assess the impact and effectiveness of fiscal sponsorship initiatives. Contribute to our team's commitment to continuous improvement by ensuring the integrity of our data and information in Salesforce and collaborating with your team members on efforts to develop useful procedures for our clients.REQUIRED QUALIFICATIONS: Minimum of 3-5 years of experience in nonprofit leadership, philanthropy, financial management, or related fields.Bachelor's degree in nonprofit management, education, finance, business administration, or a related field. Master's degree preferred. Education requirements can be waived with significant industry experience.Strong understanding of community development principles and practices.Excellent communication, interpersonal, and leadership skills.Familiarity with the Oakland community is a plus.A team player is a must.Candidates with a proven track record in successfully managing fiscal sponsorship or similar programs will be preferred.This role requires a TB clearance and the ability to pass a background check (Livescan fingerprinting).A Smartphone is required for multi-authentication with various Ed Fund applications. This hybrid schedule requires this role to report to the office at least once a week. EQUAL EMPLOYMENT OPPORTUNITY DISCLOSURE:The Oakland Public Education Fund is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We also know that great candidates can bring skills to The Ed Fund that we haven't thought of just yet, and who won't fit everything we've described above. If this is you, don't hesitate to apply. Tell us what unique contributions you can offer. We are dedicated to improving our organization and know that part of it means to better reflect the people we serve. We are committed to diversity and building an inclusive environment for people of all backgrounds and ages and we especially encourage members of traditionally underrepresented communities to apply, including women, people of color, LGBTQ people and people with disabilities.

Position at Franklin Energy COMPANY SummaryAs a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working families, businesses, or local communities are left behind. To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 experts across the United States and Canada, with warehouses on both coasts. The organization's integrated in-house services provide deep personalization and insights, helping energy partners achieve their carbon-reduction and energy productivity goals. We believe the organization's most "precious resources" are its people. We pledge a relentless pursuit to embody a culture that acknowledges, recognizes, and infinitely seeks to understand the unique differences of its people. We are committed to creating employee experiences that continually attract and embrace a multiracial, multicultural, and multigenerational workforce that promotes outstanding performance and mirrors our diverse partnerships, clients and communities we serve. Position SummaryThe Regional Financial Analyst (}RFA") will partner with and support the Services Region, sales and financial teams with financial analysis and accounting activities including driving the budget, forecast, and actual monthly reporting processes, In addition, they will support the sales planning, performance and effectives analysis processes including detailed profitability analysis. Essential Duties and ResponsibilitiesThis list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.Completes and manages Planning, Budgeting, and Forecasting Reporting for Revenue, COGS, and Gross Margin for assigned region. Explains variances against actual results. Partner with operations and program management to develop detailed program plans that ensure contract performance, customer satisfaction, and maximize profitability. Identify and drive execution of cost reduction and initiatives across assigned program portfolio on an ongoing basis.Maintain and communicates weekly with Business Unit Management team trend and variance financial results and metrics.Reviews program contracts and Statements of Work in regards to invoicing, pricing and budgets Directly support costing and pricing processes for RFP's, throughout the negotiation process, and Post award/performance analysis Complete special Ad-hoc projects and reporting as requestedTake an active role in identifying and implementing process improvement initiatives on an ongoing basis.Position RequirementsEducation and ExperienceBachelor's degree from an accredited college or university, preferably in accounting or finance5+ years of experience required with a thorough understanding and knowledge of finance, cost accounting, budgeting, and analysis activities.Demonstrated ability to supervise professionals below and foster/maintain productive and effective relationships laterally and upward across the finance, operations, and sales organizations.Demonstrated experienced in contract accounting environment such as construction, contract R&D Engineering, or contract manufacturing. Demonstrated ability to develop and maintain strong working relationships with cross functional partners in program operations and finance functional areas. Demonstrated ability to partner with operations management leads to drive business performance improvement on an ongoing basis. Required Skills, Knowledge and Abilities Ability to analyze financial data and prepare reports and statements. Must be able to maintain confidentiality.Strong customer service and communication skills. Must be able to handle a wide work variety and work in a fast-paced environment.Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload. Proficient in Microsoft Office, (specifically Word, Excel and Outlook) and integrated ERP systems a must.Ability to communicate effectively, both verbally and in writing with customers, clients and employees.Ability to analyze and interpret data and solve practical problems.Experience with report creation and distributionLicenses & CertificationsValid driver's licenseTravel RequirementsWillingness to travel up to 10-15% Pay Range: $86,000-$108,000+Note: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.An Equal Opportunity EmployerFranklin Energy implements the use of dash cams inside their fleet of leased vehicles because the Company believes video surveillance devices (Dash Cams) promote the safety of employees as well as security within the company vehicles. The Company will not use video surveillance (Dash Cams) for any unlawful purpose including monitoring employees or giving the impression of monitoring. Our Dash Cam Policy applies to all employees of the Company and temporary agency employees, regardless of whether an employee or temporary agency employee may be driving or riding in Company Vehicles. The primary use of Dash Cams is to assist in the protection and safety of employees and property, prevention, and detection of criminal offenses such as vehicle vandalism and break-ins and staged-accident fraud, defense of legal claims, driver exoneration, and driver training and improvement.

Everlaw is looking for a Senior Financial Analyst - Revenue to join our Finance team. As a key member of the FP&A Team, you'll be responsible for planning and forecasting revenue, analyzing customer data, reporting top-line metrics, and supporting GTM teams. You will also work across Finance on month end close processes to enhance our workflow and systems in line with company growth. This role will actively participate in annual budgeting, planning, and our rolling forecast. Reporting to the Director of FP&A, you'll have the opportunity to roll up your sleeves to help scale an organization that is doing meaningful work in the industry, valuing truth and helping our users discover it. At Everlaw, our mission is to promote justice by illuminating truth. Our company culture is open and vibrant, and we're committed to the professional growth of our team members, offering an annual learning and development stipend and regular check-ins with managers regarding career goals. If you're looking for a place that values passion, integrity, thinking big, and a desire to learn, we'd love to hear from you! Think you're missing some of the skills and are hesitant to apply? We do not believe in the 'perfect' candidate and encourage you to apply if you feel you can bring value to our team. Getting started We want you to feel like part of the team early on! Our onboarding process will integrate you into the company with informative sessions on our product, policies, processes, and team structure and goals. We're excited for you to learn, grow, and contribute right away! We trust that you'll bring experience and knowledge that will uplift and uplevel the team, but we don't expect you to know everything on Day 1. In your role, you'll... Own revenue model; including development, ongoing enhancements and maintenance to drive accuracy Proactively mine customer data to analyze behavior to provide key insights to management as well as how we can better model our revenue Work closely with GTM to improve our bookings forecast accuracy and cost of acquisition efficiency Report on top-line unit economics and (SaaS) metrics to senior leadership, providing insightful discussion on emerging trends Work closely with Enterprise Systems to design and map revenue activity to support revenue modeling, analysis, and overall reporting Lead the development of revenue models in our Adaptive planning application Assist with the preparation of materials for the Board and company leadership Understand, participate in, and help streamline month end close processes Partner with GTM Strategy & Operations to support ad hoc analysis Support ad hoc modeling and reporting requests About you You have a Bachelor's degree You have experience working with large and unstructured datasets to extract insights and suggestions You are familiar with SaaS metrics and financial reporting, ARR, NDR, etc. You have at least four years of progressive experience in private and/or public company roles You have strong Google Sheets and/or Microsoft Excel skills You excel at organizing information to put yourself in the best position to weigh alternatives and choose the best course of action to solve problems and improve processes. You love learning new things and believe that anything can be accomplished through dedication and hard work. You have a positive mindset and truly believe that obstacles are simply opportunities in disguise. You are authorized to work in the United States; please note that at this time, Everlaw is not sponsoring visas for this position. Benefits The expected salary range for this role is between $115,000 - $140,000. The final offered salary will be dependent upon many factors including the candidate's experience and skills. The base pay range is subject to change in the future. Equity program 401(k) retirement plan with company matching Health, dental, and vision Flexible Spending Accounts for health and dependent care expenses Paid parental leave and approximately 10 days (80 hours) per year of sick leave Seventeen paid vacation days plus 11 federal holidays Membership to Modern Health to help employees prioritize mental health and wellness Annual allocation for Learning & Development opportunities and applicable professional membership dues Company-sponsored life and disability insurance Find out more about our Benefits and Perks Perks Work in our downtown, BART-accessible Oakland office Flexible work-from-home days on Tuesdays and Fridays Monthly home internet reimbursement Select your preference of hardware (Mac or PC) and customize your desk setup Enjoy daily catered lunches along with a wide variety of snacks and beverages in the office Bond over company-wide out-of-the-box events and fun activities with your team Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice Take advantage of learning and career development opportunities Ranked #9 on Glassdoor's Best Places to Work 2023 for US small and medium companies One of Wealthfront's 2021 Career Launching Companies and ranked #2 on the "2022 Bay Area Best Places to Work" list by the San Francisco Business Times and the Silicon Valley Business Journal One of Fast Company's World's Most Innovative Companies for 2022 and proud contributor of free ediscovery resources to benefit the greater good through "Everlaw for Good" #LI-JD1 #LI-Hybrid Pursue Truth While Finding Yours At Everlaw, we are deeply invested in pursuing the truth, for our clients and for our employees. We know that when you're empowered to pursue your passions, it is reflected in the work. That's why we're committed to the professional growth of all our team members, offering an annual learning and development stipend and regular career check-ins with managers. If you're looking for a place that values passion, integrity, and a desire to learn, we'd love to hear from you! About Everlaw We help law firms, government agencies, and corporations sift through millions of documents of evidence in big lawsuits and investigations to find the proverbial smoking gun (or needle in the haystack -- pick your metaphor). It's a multi-billion dollar space typically dominated by service-oriented vendors, and we're coming at it with cutting-edge technology and elegant design. It's working, and we've been growing very rapidly: we host hundreds of terabytes of data and work with all 50 state Attorneys General and hundreds of law firms on some of the most high-profile cases litigated today. Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns. It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.Everlaw requires all of its employees to be fully vaccinated for COVID-19, unless a medical or religious exemption applies. If you are hired, we will require you to prove that you have received the COVID-19 vaccine, unless you have received a medical or religious exemption.We collect and process the personal information you provided along with your job application in accordance with our Applicants Privacy Notice and Notice at Collection.