Financial Planning Analyst II


: $102,516.67 - $179,550.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Financial Planning Analyst II Mental Health Agency with great training opportunities

Who We Are

We are one of California s largest and most comprehensive nonprofit behavioral and mental health providers, serving more than 30,000 children and their family members each year. We are a mission-driven team who work collaboratively to do whatever it takes to heal the whole family with a range of services offered at home, at school, or in the community.

Why Should You Apply?

Excellence, Accountability, Integrity, and Respect are the most important aspects of our agency s culture.

We also believe in supporting our employees with competitive benefits, including:

  • Medical, dental and vision insurance
  • Generous vacation plan and paid holidays
  • Tuition reimbursement
  • 401k matching
  • Continued learning and growth opportunities

Do you want to be the difference for these children and families? Then take your career to the next level and apply to join our team today! Come learn and grow with us.

The Position: We are looking for to hire full-time Financial Planning Analyst II in Campbell!

Salary Range:$57,737 - $86,606

Actual offers will be determined by the candidate s creditable years of experience in conjunction with internal equity considerations and based on the organization s current compensation practices.


  • AA/AS Degree in Business/Accounting/Finance and 5 years of progressively responsible, related experience required. ORBA/BS Degree in Business/Accounting/Finance and 3 years of progressively responsible, related experience required.


  • Responsible for a range of budgetary and fiscal analyses in support of the Agency s budgetary planning and development and fiscal operations. Performs a variety of independently technical and analytical functions in the areas of financial planning budget development, variance analysis and financial management.
  • Conduct financial, statistical, and analytical assessments, including financial modeling, revenue/cost forecasting, and risk/return analysis; and prepares and assists in the preparation and reporting of financial reports.

Ready to join our team? Apply Today!



Have questions about this position or working at Uplift Family Services? Chat live with one of our recruiters by following the link below to our Career Site!

Look for a blue chat window that will pop up on the bottom right hand corner of the page.

Associated topics: analyze, business, financial reporting analyst, forecasting, guidance, inspect, investment analyst, legal, market, refinement * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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