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Financial Planning Analyst
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Classification: Exempt
The Sacramento Housing and Redevelopment Agency (SHRA) is looking for a Financial Planning Analyst to join the Finance department. The Financial Planning Analyst plays a critical role in ensuring the fiscal health and transparency of the Agency. This position combines strong accounting knowledge with advanced analytical skills to deliver high-level financial insights that support strategic decision-making.
Why Join SHRA?
SHRA's mission is to revitalize communities, provide affordable housing opportunities, and to serve as the Housing Authority for the City and County of Sacramento. In addition to being a part of an influential organization in the Sacramento community, employees in this classification are eligible for many great benefits.SHRA's great benefits include:
- Alternate 9/80 Work Schedule: Enjoy a two-week schedule of nine 9-hour days with every other Friday off, giving you more long weekends to relax and maintain work-life balance.
- CalPERS Pension Retirement: Secure your future with a robust retirement plan. CalPERS is the largest public pension fund in the US.
- Comprehensive Health Benefits: Free Medical and Dental insurance for full family (through CalPERS) and free vision insurance for up to Employee +1
- Generous Paid Time Off Package: 12 paid holidays, 3 floating holidays, 2 weeks of vacation, plus 80 hours of Supplemental Leave per year
- Tuition Reimbursement up to $5,250/year: SHRA is also a qualified employer for the Public Service Loan Forgiveness (PSLF) program.
- Free Downtown Parking subsidy for eligible employees
- Professional Development opportunities
This position is Full-Time - In Office in Sacramento, CA. However, the Agency operates on a 9-8-80 Work Schedule which provides work-life balance for all with every other Friday off!
Essential Areas of Responsibility
PRIMARY PURPOSE OF POSITION: The Financial Planning Analyst plays a critical role in ensuring the fiscal health and transparency of the Agency. This position combines strong accounting knowledge with advanced analytical skills to deliver high-level financial insights that support strategic decision-making.
The Analyst is responsible for developing financial forecasts and models, performing statistical and variance analysis, developing the Agency’s budget, and analyzing financial information. By translating complex accounting data into meaningful trends, explanations, and recommendations, the Analyst serves as a bridge between transactional accounting and executive leadership, helping the Agency maximize the effective use of its resources.
Build and maintain dashboards and reports to support program staff and executive management.
Analyze financial transactions, expenditures, and variances (e.g., employee benefits, vendor costs, program budgets) to identify trends, explain changes, and assess cost drivers.
- Prepare and present financial reports, forecasts, and models that provide leadership with actionable insights for decision-making and resource allocation.
- Coordinate annual budget development, working with program managers, property staff, and leadership to ensure accurate and timely submissions.
- Apply statistical analysis techniques (e.g., regression, extrapolation, time-series modeling) to identify financial trends, risks, and opportunities. Conduct scenario and sensitivity analyses to assess the impact of policy changes, funding fluctuations, or economic shifts.
- Collaborate with program managers, HR, and other departments to ensure accurate cost allocations, explain financial outcomes, and support operational planning.
- Contribute to process improvements in financial analysis, reporting, and reconciliation practices to strengthen organizational efficiency and accountability.
- Act as a subject matter expert on financial performance, helping leadership understand the impact of expenditures, contracts, benefits, and operational decisions on the Agency’s fiscal position.
Education & Experience
Education
Bachelor’s degree in accounting, finance, economics, or related field; advanced degree or certification (CPA, CMA, CGFM, CFA) preferred.
Experience
3–5 years of progressively responsible experience in financial analysis, planning, or accounting; government or nonprofit experience strongly preferred.
The ideal candidate will have the following knowledge, skills, and abilities:
- Strong knowledge of accounting principles and general ledger operations, with demonstrated ability to apply accounting understanding to financial analysis.
- Advanced proficiency in Microsoft Excel; experience with enterprise financial systems and data visualization tools is highly desirable.
- Proven ability to interpret complex financial data and communicate findings clearly to both technical and non-technical audiences.
- Strong analytical and critical thinking skills, with attention to detail and accuracy.
- Ability to manage multiple priorities and deliver results in a fast-paced environment.
- Commitment to integrity, accountability, and the Agency’s mission of public service.
Job Duties & Responsibilities
SHRA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or any other characteristic protected by applicable law.
Applicants must be authorized to work in the United States. We do not offer visa sponsorship at this time. Employment is contingent upon successful completion of a background check, in accordance with applicable laws including the California Fair Chance Act.
In addition to being a part of an influential organization in the Sacramento community, employees in this classification are eligible for many great benefits. Some of these benefits include:
- 12 paid holidays plus 3 floating holidays
- Agency closure the last full week of December
- 2 weeks of vacation per year with increasing accruals based on years of service
- 80 Supplemental Leave Hours annually
- 12 sick days per year
- Free Medical and Dental insurance for full family (through CalPERS)
- Free Vision insurance for up to Employee + 1
- 5% Supplemental Allowance towards benefits
- CalPERS Pension Retirement
- $50,000 life insurance
- Free downtown parking
- Tuition reimbursement up to $5,250 per year
- Professional Development opportunities
Employees who retire with SHRA are eligible for the following CalPERS benefits.
- CalPERS pension
- Free medical insurance after retirement after 20 years of service
- Bilingual certified staff receive an additional 5% each pay period once they have been tested and certified as a bilingual resource.
- SHRA is also a qualified employer for the Public Service Loan Forgiveness (PSLF) program. The PSLF program forgives the remaining balance on your Direct Loans.
- Alternate 9/80 Work Schedule - SHRA strives to provide a work-life balance to all employees. In addition to generous paid leave benefits, SHRA employees work a two-week schedule of nine 9-hour days with every other Friday off.
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