Organizational Summary
Upstream USA is a fast-growing, national nonprofit committed to ensuring that equitable, patient-centered contraceptive care is made available to any patient and is fully integrated into the health system as part of basic health care. We envision a future where all patients are screened for their contraceptive needs and offered patient-centered contraceptive counseling that’s free from bias, noncoercive, trauma-informed and delivered by knowledgeable providers and support staff following best medical practices and evidence-based guidelines.
We believe all patients should be able to access the contraceptive service of their choice – when they want it and where it is convenient for them to get it.We do this by partnering with healthcare organizations, providing them free training, education and technical assistance. Surveys from patients receiving care at Upstream-trained healthcare organizations consistently show that patients feel heard and respected, and are able to access the contraceptive method of their choice.To meet the growing needs in our country, Upstream has launched a national expansion to transform contraceptive care in more than 700 healthcare organizations across the United States by 2030, reaching 5 million patients of reproductive age.
Already, our work with more than 130 healthcare partners in nearly forty percent of the country helps integrate much needed contraceptive services across the spectrum of healthcare, including primary care practices.Upstream is funded primarily through philanthropic individuals and foundations, and does not accept funding from pharmaceutical companies. Upstream’s budget has grown from $1.7 million just six years ago to approximately $60 million in 2024. Upstream’s work has also garnered attention from many leading publications including Harvard Public Health, Bloomberg,MedPage Today, and Politico.
Position Summary
The Financial Analyst will support Upstream’s financial planning and analysis function. Reporting to the Chief Financial Officer, the Financial Analyst will be responsible for preparing financial reports for donors, investors, and leaders throughout the organization. This role will also play an essential part in setting the organization’s budget, collaborating with managers across Upstream. The position requires an analytical problem solver who is able to communicate effectively across functions.
As Upstream continues to scale to nationwide impact, the Financial Analyst must be a driven contributor who has an enthusiastic approach to new responsibilities and their own professional development. Candidates with non-profit finance management experience are strongly encouraged to apply.
Essential Duties and Responsibilities
- Assist and guide leaders across the organization through twice a year budgeting cycle, including a mid-year reforecast
- Prepare the monthly and quarterly review of financial results with budget managers across functions
- Research and explain variances between actual financial performance and budget, aggregate findings to generate insight about Departmental or financial operations
- Field inquiries from budget managers across the organization regarding financial reports, budgets, and spending variances
- Prepare financial reports for Upstream donors and investors in collaboration with Development and Accounting departments ensuring accurate transfer of financial information into donor specific templates
- Review and validate financial data is accurately translated between systems
- Assist in preparation of finance presentations for the Board of Directors and the Board’s finance committee
- Serve as a valued thought partner in the Finance & Admin team and with budget managers across functions
- Produce ad hoc and recurring financial reports and analysis as needed using spreadsheets, our planning system, Vena and Power BI data visualization tools
- Contribute to increasing the financial literacy and business acumen of staff across the organization through developing job aides and training materials
- Contribute to collaboration with Accounting to develop, implement and communicate changes in policy.
- Support the Finance Manager and CFO with special projects as needed.
- Proactively seek opportunities to automate and simplify financial systems and processes
- Support the implementation and rollout of the FP&A systems and reports, This includes configuring, creating input forms, and leading end-user training.
- Additional duties as assigned
Required Education, Experience, Knowledge, Skills and Ability
Upstream celebrates and fosters an inclusive work environment and encourages people of all identities, perspectives and backgrounds to apply.
- Bachelor’s Degree in Finance, Accounting, Economics, Business or applicable field and a minimum of 1-2 years of financial analysis and/or accounting experience
- High level of proficiency in Microsoft Suite including Excel, PowerPoint, and Word; familiarity with G Suite is a plus
- Experience working with multidimensional finance data and financial planning, budget and reporting software is a plus (e.g. Vena)
- Experience with data visualization software is a plus (e.g. Power BI)
- Strong analytical, critical thinking, organizational, and problem-solving skills
- Possesses excellent interpersonal skills and ability to communicate effectively
- Provides a customer-service oriented approach and develops positive, productive relationships with colleagues
- Self-starter with an enthusiastic approach to responsibilities and professional growth
- Strong work ethic and a team oriented approach
- Sense of humor and affability
- Interest in and commitment to Upstream’s mission to ensure that equitable, patient-centered contraceptive care is basic healthcare.
Other Upstream Staff Expectations
- Upstream USA’s COVID-19 Vaccine Policy requires employees to have completed a COVID-19 vaccine primary series unless a medical or religious exemption is approved. As a condition of employment, newly hired employees must provide proof of their COVID-19 vaccination or, if applicable, request a medical or religious exemption.
- All Upstreamers must also be able to attend work-related in-person meetings and functions as needed.
- In our hybrid work environments, there is a basic expectation that our Upstreamers will ensure that their work from home setups will have reliable access to phone and Internet to ensure connectivity to their teams.
- At Upstream we gather for moments that matter for training, teaming and connection. Our teams come together for occasional in person meetings and organizational retreats. As part of our hybrid work practices, this travel expectation will be applicable for all Upstreamers, even those based remotely.
- Engage in EDI learning & development, community engagement, and culture building activities up to 5% FTE (i.e., 2 work hours per 40 hour work week). Examples include attending trainings, conferences and summits, volunteering time, participating in local community events, mentoring and learning, participating in Communities of Belonging or Culture Council, developing language acquisition, learning universal design principles, and using professional development benefits for EDI topics, among other activities.
Attributes
The ideal candidate will embody and embrace our core values which serve as our operating principles:
- We keep our mission at the center; Upstream’s mission is to ensure that equitable, patient-centered contraceptive care is basic healthcare
- We trust each other; we are reliable, empathetic, compassionately direct, and confident in each others’ ability to do the same
- We work every day to build an equitable, diverse and inclusive culture; we respect the backgrounds, contexts, and experiences of individuals, teams, and partners in our interactions
- We bring joy to our work; we create opportunities to celebrate, connect, and build relationships with one another
Travel Requirements
This role will require up to 10% business travel. All Upstreamers can expect a minimum of 8 days of business travel per year to attend 1-2 annual organizational retreats and two annual team/department meetings.
Upstream Benefits
Upstream USA offers a comprehensive benefit package including medical, dental, vision, life insurance, long and short term disability, 401K with a match, generous vacation, personal, sick and holiday time off, parental leave, professional development, a fitness and cell phone allowance for all full time employees and part time employees who work a minimum of 24 hours per week.
Hiring Range
The hiring range for this role is $65,600-$70,000. Final offers for this position will be based upon several factors including the scope of the role, market compensation analysis, position requirements, candidate’s experience level and capabilities, internal pay equity considerations and will be made within the parameters of Upstream USA's compensation framework and philosophy.
Hiring Process
Candidates who advance in our preliminary review process will have an opportunity to discuss the position, their employment background and lived experience with a member of our talent acquisition team by telephone. Those who advance to subsequent steps in our interview process may participate in up to three rounds of meetings by Zoom or in person and in a thought exercise/case study assignment. Each round could consist of multiple meetings with various Upstreamers.
EDI Vision Statement
Internally, we envision promoting equity by reducing disparities in the Upstream talent lifecycle and engagement, cultivating a diverse workforce and inclusive culture, and fostering power sharing when we make decisions.
EDI Guiding Principles
Through Equity, both in the workplace and in contraceptive care, we address root causes that enable disparities to occur, acknowledge that different resources and opportunities may be needed to reach fairer outcomes, and implement systems-level changes that are sustainable over time.Through Diversity,we acknowledge, respect, and celebrate the collective mixture of differences and similarities of Upstreamers and our community partners. At Upstream, we value the diversity of identities at all intersections, while at the same time centering racial diversity.Through Inclusion, we succeed at creating a culture of belonging thatembraces differences in identities and experiences by building trust, joy, and psychological safety.
We cherish and elevate these differences through power-sharing in how things get done internally and in service of our mission.
Communities of Belonging
Serving as employee resource groups for Upstreamers, Communities of Belonging assist in advancing our equity, diversity, and inclusion journey. They assist in instilling organizational values in our work and support our EDI vision. Open to all employees, Communities of Belonging create opportunities for leadership development, community engagement, support, and resource mobilization.
Upstream Careers
At Upstream, we embrace diversity. We nurture it and we thrive on it because it benefits our organization, our partners, and our community. Our goal is to attract, develop and retain exceptional people, and to create a work environment that is dynamic, rewarding and enables each of us to realize our potential. Upstream is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, genetic information, gender identity or Veteran status.
We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.Learn more aboutworking at Upstream,our values, and our commitment to Equity, Diversity and Inclusion. Upstream USA participates in E-Verify.
Upstream Headquarters
2 Oliver Street, Suite 402, Boston, MA 02109www.upstream.orgNo phone calls please.
Be advised that we do not ever conduct hiring interviews via text or email.
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