XQ Institute is the nation’s leading organization dedicated to rethinking the high school experience so that every student graduates ready to succeed in life. We work in communities throughout the country, with individual schools and entire school systems, to help them dream big about what high school could be, turn their innovative ideas into action, and create more rigorous and equitable schools.
The Opportunity
XQ Institute is looking for a Financial/Budget Data Analyst to join the Finance Team in Oakland, CA. The Analyst is primarily responsible for preparing and overseeing the organization’s financial planning and budgeting processes, helping teams with meaningful analytics, and collaborating with org-wide leaders. This role will report to the CFO.
Key Responsibilities
- Prepare the annual, quarterly, and project budgeting process and promptly maintain accurate and updated forecasts to meet the deadline.
- Develop and manage budgets and contract analysis for project execution.
- Facilitate leadership collaboration with XQ teams to routinely educate financial, budget, and analysis literacy.
- Assist with planning, updating, and managing the long-term financial plan.
- Perform in-depth variance analysis and create operation and program reporting to help promptly track and manage spending and other related decisions.
- Establish strong lines of communication within the finance team and with executive team members to raise issues and provide insight for decision-making.
- Special projects as assigned.
- S/he will work directly with the CFO and team leads to manage budgets, create reporting processes and support the leadership of all departments on planning and analysis.
- Suggests actions by analyzing and interpreting data and making comparative analyses.
- Coordinate with other members of the Finance Team to review and amend financial reports.
- Build financial models and projections.
Qualifications
- Bachelor’s Degree in Accounting/Finance or related work, with a minimum of 3+ years of analytics-related experience.
- Advanced proficiency with Microsoft Excel, PowerPoint, Quickbooks, and other analytical tools.
- Strong attention to detail and analytical capabilities.
- Proficient knowledge of budgeting and forecasting techniques.
- Strong ability to identify trends and patterns in complex data sets.
- Excellent written and verbal communication skills, including the ability to interact Effective collaborator throughout the organization.
- Experience with financial data plus accounting practices.
- Strong desire to solve problems and enthusiasm for learning new and advancement of the work.
XQ Mindsets
Ours is a world defined by uncertainty, a society in flux, a state of unprecedented upheavals. While we don’t anticipate any quick fixes, we can anchor ourselves to what we see emerging. That’s why we have established a set of collective XQ Mindsets to ground us.
- 100% accountability: This doesn’t mean you have 100% ownership. It doesn’t mean you are responsible for every last thing that needs to be done. It means choosing to take responsibility for our collective success and impact.
- Maker mindset: We build stuff. We won’t always get it right the first time-in fact, we rarely will. But by quickly making and testing our work, we can learn what works and what doesn’t.
- We are the ones we’ve been waiting for: Critique is not enough. It is on us to create the solutions-no matter where we sit in the organization. We are a well-resourced organization filled with brilliant people. No one else is coming to our rescue.
- Opportunity knocks: We are ready, willing, and able to take on anything that is thrown our way. Pivots are a natural part of our approach, so let’s embrace them so that we can experience them joyfully.
- Stand on the shoulders of giants: We honor those who came before us, who aren’t seated at our tables, and build on others’ and our own earlier work with respect and reverence.
Compensation
The salary range for this role is $150,000-$170,000 per year. XQ offers excellent organizational benefits.
Location
XQ is based in Oakland, CA with offices in Washington DC. This role will be based in Oakland, CA. You will need to report 4 days a week in person.
To Apply
Please apply online. In your cover letter, please address why your skills, interests, and experience align with the requirements for this role.
XQ is proud to be an equal opportunity workplace. At XQ, promoting, celebrating, and supporting diversity is a core value. Individuals are considered without regard to race, gender, age, sexual orientation, sexual expression, religion, color, veteran status, disability, marital status, or ancestry.