Another Source

Senior Financial Analyst Housing Trust Silicon Valley

ID 100899
Job Locations
US-CA-San Jose
Accounting / Finance
Housing Trust Silicon Valley

At a glance

Housing Trust Silicon Valley is recruiting a Senior Financial Analyst to join their team in San Jose, CA. This hybrid position will play a vital role in leading the FP&A efforts and working with our lending and other departments to develop budgets, analyze variances, and forecast. In addition, they offer incredible benefits including fully covered medical insurance, 3 weeks of paid vacation, free parking on-site, and more! Housing Trust is looking for someone who is ready to make a difference and is passionate about their mission. Come join a collaborative team that is making a difference in the affordable housing industry. Apply today!

Description: What you'll be doing

Another Source's client, Housing Trust Silicon Valley, is recruiting a Senior Financial Analyst to join their team in San Jose, California. This position will play a vital role in leading the financial planning efforts across the organization - it is an exciting time to join the team at Housing Trust Silicon Valley! 


This position is hybrid (typically on-site 3 days per week) and offers a very generous PTO plan. They are a 100% self-sufficient, non-profit that is committed to maintaining work / life balance. 


Housing Trust is looking for exceptional people who believe that safe, stable affordable housing opens the door to better living for everyone.  We embrace diversity. We nurture it and we thrive on it because it benefits our organization, our partners, and our community. We are seeking a mission and results driven individual for an amazing opportunity to join a highly respected organization as a member supporting the finance and accounting departments as a senior financial analyst.  


About Housing Trust 

Housing Trust is leading the effort to create a strong affordable housing market the in the greater Bay Area as one of the region’s highest-volume nonprofit housing lenders. Serving people experiencing homelessness to renters to first-time homebuyers, we assist a wide range of residents with programs across the entire spectrum of housing issues. Since 2000, Housing Trust has invested over $500 million – creating nearly 24,000 affordable housing opportunities serving over 44,000 of our neighbors. Housing Trust has led the way in engaging local corporations and foundations in investing hundreds of millions of dollars to work with us to bring more solutions to the market all while experiencing several years of high growth in our lending business.  


Read more about the competitive benefits package: 

Learn more about the team: 

Read about their programs: 


Position Overview 

Reporting to the Chief Financial Officer, you’ll contribute to the Housing Trust’s success through leading the FP&A efforts and working with our lending and other departments to develop budgets, analyze variances, and forecast.  You will develop and maintain short and long-term forecasting models as well as provide analysis of separately managed funds and communicate to outside partners which include some of the largest tech firms in Silicon Valley.  You will put your analytical skills to use to support the CFO in other projects, interface with other senior management, and will also support the Accounting team.  


Financial Planning and Analysis 

  • Lead preparation of budgets, analyze, and explain budget versus actual at top level and on department levels – collaborating with senior management. 
  • Re-forecast lending revenue monthly and expenses periodically. 
  • Analyze the organization’s performance against budgets, track KPIs, and provide management and board reporting. 
  • Develop financial models and metrics to support strategic planning, budgeting, and special projects. 
  • Prepare forecasts for programs or quotes for new lines of business and report against actuals. 
  • Review purchase requisitions and work with managers to understand their budget status. 
  • Rating agency reviews - Support annual ratings process by S&P and Aeris. 
  • Support HT Controller and CFO in ensuring policies are adequate and up to date and monitors compliance with policies. 


Reporting, Compliance, and Audit 

  • Support reporting to lenders and investors, including soliciting input and information from Accounting and other departments.  
  • Support Accounting team in annual audit preparation and some schedules for monthly close. 
  • Engage in continuous critical analysis of existing systems and processes. 



  • Bachelor’s degree in Economics, Accounting, or related field and at least 5 years’ experience in accounting and financial planning and analysis. Nonprofit finance experience preferred. 
  • Demonstrated analytical and financial modeling skills 
  • Effectively accumulate and present data, verbally and in written form 
  • Exceptional attention to detail and accuracy 
  • Experience with CRM software, cloud file sharing, accounting systems and expertise in Excel 
  • Proficiency in other standard office software - Outlook, MS Word, and PowerPoint 
  • Operate with the highest degree of integrity 
  • Mission-driven with an interest in Affordable Housing 
  • Strong analytical, time management and critical thinking skills.  
  • Ability to work effectively both independently and in a team environment. 
  • Ability to manage multiple tasks while exhibiting a strong attention to detail, a high level of accuracy and ability to manage deadlines.  
  • Ability to work effectively in a team environment and collaborating across various levels of diversity including race, color, national origin, ancestry, sex, marital status, disability, religious or political affiliation, actual or perceived gender identity, age, or sexual orientation. 


Our total compensation package includes the following: 

Medical, Dental and Vision benefits fully covered for employees. Eligible dependents covered at 50%. 

401K employer contribution at 3% and additional match up to 2%.  

3 weeks of paid vacation 

12 paid sick days 

Paid year-end shutdown 

End of year bonus 

Tuition reimbursement program and more... 


Housing Trust is an equal opportunity employer to all regardless of race, color, national origin, ancestry, sex, marital status, disability, religious or political affiliation, actual or perceived gender identity, age, or sexual orientation. Housing Trust is committed to diversity, equity and inclusion and our goal is to have a workforce (at all job levels) that is representative of the communities we serve. 


Another Source works with their clients, on a retained project basis.  We are committed to building inclusive candidate pools as we partner with hiring teams. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply. As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us. 


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