Community Partners Financial Services Analyst (CPFSA)

Job Description

Job Description

Community Partners Financial Services Analyst (CPFSA)

Starting salary range: $83,200-$86,400/Annually

$3,200-$3,323.07 /Biweekly

Full-Time, Exempt, Salary

This is an in-office position for the first 100 days. Requires in-office work five (5) days per week.

Following the first 100 days, staff have the flexibility to work two (2) days remotely. Mandatory in-office workdays are Tuesdays & Wednesdays.

Only applicants who reside in California and submit a cover letter will be considered.

***CCF IS A MANDATORY COVID-19 VACCINATION EMPLOYER***

The Community Partners Financial Services Analyst (CPFSA) provides end-to-end financial services support for CCF’s fiscal sponsorships, community benefit programs, agency funds, and supporting organizations. Serving as a primary liaison, the role manages fund administration, reconciliations, grant and expense tracking, financial reporting, and compliance with policies, procedures, and funding guidelines. The Analyst coordinates grantmaking and board reporting, supports donor and partner stewardship, and administers agency endowments, including distributions and investment-related communications. The role prepares independent contractor agreements using CCF templates, schedules payments per contract terms, and ensures accurate recordkeeping. Collaborating cross-functionally, the Analyst delivers high-quality customer service, participates in trainings and board meetings as needed, and helps build capacity across programs to advance CCF’s mission.

Responsibilities

• Lead fiscal sponsorship finances: reconcile funds/grants/expenses ; ensure compliant reporting.
• Support supporting organizations: oversee grants/compliance; prep reports and board materials.
• Administer community benefit funds: coordinate grantmaking, reporting, and donor stewardship.
• Manage agency endowments: distributions, reporting, investment communications, recordkeeping.
• Prepare independent contractor agreements; schedule payments per terms/deliverables.
• Ensure data integrity and policy compliance; improve processes across systems (Workday/MS Office).
• Provide responsive cross‑functional support; train/serve as backup as needed.

Minimum Qualification

• Bachelor's in finance, accounting, or related field
• 2–5+ years in accounting/finance (nonprofit a plus)
• Strong written and verbal communication; high accuracy and organization
• Project management: prioritization, multitasking, problem-solving
• Advanced Microsoft Office; database proficiency
• Confidentiality, customer service mindset; independent and team-oriented
• Valid driver’s license; occasional travel and after-hours availability

Preferred Qualification

• CPA, CFA, and/or MBA
• Nonprofit/foundation accounting experience
• Workday experience
• Experience with board reporting, grant administration, endowment/fund accounting, and compliance
• Training and cross-functional collaboration leadership

Skills, Knowledge and Abilities

• Communication (Advanced): Strong interpersonal, written, and verbal skills; excellent attention to detail and organization; professional demeanor.
• Project Management (Expert): Prioritization, multitasking, issue identification, problem-solving; clear explanation of solutions.
• Teamwork & General (Expert): Works independently, takes initiative, drives tasks to completion; leads and collaborates to achieve CCF goals.
• Technology & Databases (Advanced): Mastery of Microsoft Office; internet competency; database proficiency; Workday preferred and ability to learn new systems.

Employee Benefits:

California Community Foundation (CCF) is proud to offer a generous benefits package. Medical, Dental, and Vision insurance plans are provided at no cost for all full-time staff. CCF contributes 10% of all full-time employees salaries into our 403b retirement plan. CCF subsidizes monthly transit passes for staff who commute via public transportation. CCF also offers an assortment of snacks available to all staff in our breakrooms, and an on-site fitness center.

After one year of service, all full-time employees are eligible for tuition reimbursement of up to $15,000 for higher education. CCF also offers a student loan repayment program of $100/month for all full-time employees after one year of service.

Equal Opportunity Hiring Statement: The California Community Foundation (CCF) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Disclaimer: This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification. This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time

Please see the attached document for a detailed description of the position

To Apply:

Submit Your Resume and cover letter outlining your experience and interest in the role.