Finance Business Partner
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Job Description
Finance Business Partner
On Site Position
JOB ANNOUNCEMENT
Sacred Heart Community Service, located in San Jose, CA, is looking for a Full-Time, Exempt, Finance Business Partner to join our Finance Team. This role is ideal for a detail-oriented, organized and flexible individual who thrives in a fast-paced nonprofit environment. The right candidate must have strong verbal and written communication skills and have a passion for our mission-to change lives and impact poverty. For more than 60 years, SHCS has been a leading institution in addressing poverty in Santa Clara County through a strategy that combines focusing on the consequences of poverty through impactful programs while building power with community to push for systemic change.
POSITION SUMMARY:
The Finance Business Partner serves as a strategic financial advisor to program Directors at Sacred Heart Community Service. These Directors oversee various organizational units that deliver financial and other critical support services to the community. The Finance Business Partner supports Directors and their teams in managing program budgets, tracking expenses, and making informed financial decisions. Key responsibilities include Assisting with the development of budgets for new grant proposals; Setting up project codes to enable accurate time and expense tracking: Preparing and submitting periodic invoices to funders; Providing ongoing financial analysis and guidance. In addition, the Finance Business Partner collaborates with peers to create a standardized monthly reporting package for all supported programs. The role also involves evaluating and improving financial processes, including developing and documenting new procedures.
RESPONSIBILITIES AND DUTIES:
Organization Finance Support (70-75%)
● Assist the assigned organizations in developing budgets for new grant applications.
● Establish project codes for new grants and monitor on-going financial status of the various grants.
● Providing reporting to the Directors of spending vs the established budgets at a grant, org and sub-org level.
● Assist Organization Directors with planning and monitoring labor costs charged to grants.
● Develop relationships with various funders to provide ease of handling any issues which may arise.
● Assist with financial aspects of monitoring visits by various government or foundation funders.
● Special Projects as needed.
Invoicing (10-15%)
● Develop periodic invoicing of all grants for the organizations including detailed support documentation.
● Follow up with funders to ensure timely processing of payments.
Other (10-15%)
● Supports the planning of and participates in agency-wide programs, events, and outreach efforts.
● Supports the planning of and attends staff meetings, retreats, and other team and agency events.
● Provides support and executes other duties as assigned.
REQUIRED QUALIFICATIONS AND EXPERIENCE:
● Six years of finance experience or a Bachelor's degree in Accounting, Business or a related discipline.
● Excellent organizational skills and proven ability to meet deadlines.
● Ability to multi-task and shift priorities in a fast-paced environment.
● Ability to work in a team and follow directives.
● Strong commitment to our mission and vision.
● Flexible, compassionate, and supportive attitude.
● Excellent computer skills including competence using Microsoft Office - with a particular emphasis on Excel.
● Working knowledge of NetSuite is desirable.
PREFERRED QUALIFICATIONS AND EXPERIENCE:
● CPA license and/or Master's degree in Accounting, Business or a related field.
● Experience working with NetSuite.
● Bilingual in English/Spanish or English/Vietnamese.
REPORTING RELATIONSHIP:
The position is exempt, full-time and reports to the Director of Finance.
COMPENSATION:
The salary is commensurate with experience. The salary range is $84,000 - $94,000 annually. Benefits include fully paid medical insurance for employees and majority paid medical insurance for qualified dependents, dental insurance, vision insurance, 12 paid holidays, 10 paid sick days per year, paid vacation starting at 10 days per year, additional wellness benefits, basic life and long-term disability insurance, professional development and more.
Sacred Heart Community Service is proud to be an Equal Opportunity workplace and an Affirmative Action
Employer. SHCS is committed to building a team of people of diverse ethnic, cultural, and experiential backgrounds. We especially encourage members of historically underrepresented and marginalized communities, people of color, women, people living with disabilities, veterans, and LGBTQ+ people to apply. It is the policy of Sacred Heart Community Service to prohibit discrimination and harassment of any type and to afford equal employment opportunities to employees and applicants, without regard to race, color, ethnicity, ancestry, religion, age, sex, gender, sexual orientation, gender identity/expression, pregnancy, medical condition or genetic information, veteran status, national origin, disability, marital or other protected status. SHCS will conform to the spirit, as well as the letter of all applicable laws and regulations.
Rev. 8/08/2025
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Submit 10x as many applications with less effort than one manual application.