Financial Advocate – San Francisco – Tides

Organization Description:
Tides is a foundation and nonprofit partner committed to building a world of shared prosperity and social justice. Founded in 1976, Tides accelerates the pace of social change, working with innovative partners to solve society’s toughest problems. Tides focuses on equality and human rights; sustainable environment; healthy individuals and communities; and quality education. Tides’ services include charitable giving and grant-making (through donor-advised funds and other charitable vehicles), fiscal sponsorship of mission-aligned social ventures, and collaborative workspaces in San Francisco and New York City. For more information, please visit

Position Summary:
Reporting to the CFO, the Financial Advocate will partner with key stakeholders (internally and externally) to lead and manage pricing decisions; in collaboration with fundadvisors , develop financial plans, cash flow analysis, impact metrics and reporting tools to funders, grantees and management; This position plays a key role leading the client facing financial staff, developing appropriate and useful financial management tools and metrics to track performance, conduct risk analysis, and develop short and long term financial strategies for donor vehicles.

The Financial Advocate is an exempt position. Exempt employees are expected to work the appropriate and necessary time in order to complete key assignments and related tasks on schedule.

Essential Duties and Responsibilities:
Perform economic and financial analysis and modeling to measure, assess, and adapt business operations and service offerings
Provide support to grantees and funders in the review and reporting of financial performance. Develop metrics and funder/grantee dashboards which quantify performance and grant making impact
Perform analysis for all types of data projects-trends, risks, correlation, indicators, etc.
Identify and translate economic indicators to incorporate into financial projections
Manage projects of intricate analyses, coordinating between other colleagues, clients, funders and/or grantees
Communicate and interpret quantitative results in writing, graphically, and verbally for donors, grantees, staff and management throughout the organization
Develop tools to enhance financial and other decision-making
Accomplish quality work within established time frames, using time and resources effectively and prioritizing tasks to meet current workload and new challenges

Knowledge, Skills and Abilities:
Ability to hold self and others accountable for high-quality, timely, and effective results
Demonstrated commitment to meeting the needs of internal and external clients; ability to strive for high level satisfaction
Understanding of customer needs and market opportunities
Strong ability to cooperate and work collaboratively toward solutions that generally benefit all involved parties
Demonstrated ability to engage in a direct and truthful manner; ability to present accurate and appropriate information
Demonstrated ability to hold information confidential with excellent judgement
Demonstrated ability to maintain high-level and consistent work ethic in working relationships and all work related duties
Proficiency with MS Office suite of products; experience with financial analysis and modeling in Excel is a must
Strong verbal and written communication skills
Demonstrated financial reporting skills
Ability to synthesize and analyze information rapidly, and to develop cogent arguments using financial data, market research and qualitative inputs
Must be able to plan and manage complex projects with contributors from multiple functions and positions
Must be proficient and comfortable working in teams on project-based work in both structured and unstructured environments, both as a project leader and active participant
Excellent interpersonal skills; demonstrated capacity for building authentic and constructive relationships with colleagues
Demonstrated innovations in financial reporting, data management, and frameworks
The ability to demonstrate sensitivity to and appreciation of diverse viewpoints, different communication styles and a wide range of diverse constituencies
Ability to define problems, collect data, establish facts, and draw valid conclusions
Adaptability: Enjoys the challenges of a changing environment and diverse client requirements

Education and Experience:
Undergraduate degree in accounting, economics, finance or other rigorous, quantitative field
5+ years of experience in a similar position
MBA preferred

Application Instructions:
Only candidates who meet the above-stated qualifications will be considered. Your resume MUST INCLUDE A COVER LETTER EXPRESSING YOU INTEREST IN WORKING TO SUPPORT TIDES AND WHY ARE QUALIFIED FOR THIS JOB. Please submit your application to No phone calls please!

Equal Employment Opportunity:
Tides is an equal opportunity employer. We strongly encourage and seek applications from women, people of color, and bilingual and bicultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition including acquired immune deficiency syndrome (AIDS) and AIDS-related conditions.

Applicant with Disabilities:
Reasonable accommodation will be made so that qualified disabled applicants may participate in the applications process. Please advise in writing of special needs and the time of application.