Director, Financial Planning and Analysis

Overview

The organization is seeking a Director of Financial Planning & Analysis (FP&A) to oversee budgeting, forecasting, financial modeling, and analysis. This role also directs internal and external financial reporting, including Board reporting, and leads the FP&A team while partnering with senior program leaders to deliver insights to executive-level audiences and support business decisions.

Responsibilities

• Own and contribute to financial planning for annual operating and capital budgets, long-term (3 year) forecasts, and periodic rolling forecasts and outlooks.
• Leverage data and trends to prepare what-if scenarios based on key drivers and financial levers across programmatic and operational areas.
• Conduct ad hoc analysis and financial modeling to deliver value-added insights to program leaders and decision-makers.
• Develop financial presentations for the Board, Executive Team, and business partners.
• Create data visualizations and dashboards, including defining KPIs and metrics that serve as leading indicators of performance.
• Oversee financial reporting and performance management; establish forecasting standards, review controls, and routines/methods to improve forecast accuracy, variance quality, analytical consistency, and confidence in reported results.
• Proactively identify enterprise and program-level financial risks and opportunities, surface emerging trends, and communicate clear recommendations and actions to leadership.
• Translate complex financial analysis into concise, actionable guidance for non-financial stakeholders by connecting financial performance to operational drivers and strategic priorities.
• Partner with the Senior Director on business cases, pricing, profitability, resource allocation, and product or program assessments using scenario, ROI, and sensitivity analysis.
• Drive FP&A process, technology, and automation improvements by redesigning workflows, eliminating low-value manual activity, and developing scalable reporting and planning solutions.
• Apply approved AI tools, including Microsoft 365 Copilot, to support research, modeling, variance analysis, forecast preparation, narrative development, and quality assurance. Validate AI-assisted outputs and protect confidential or sensitive information in accordance with organizational policy.
• Lead and develop a high-performing FP&A team by setting clear expectations, providing timely coaching and feedback, fostering accountability and constructive challenge, and coordinating dotted-line financial analysts.
• Demonstrate initiative and sound judgment by independently advancing priorities, resolving issues, and escalating material risks or decisions at the appropriate time.

Requirements

• Bachelor’s degree or greater in finance or a related business field; PMP and/or CMA certification preferred.
• 12+ years of hands-on experience in financial planning, reporting and analysis, budgeting, and forecasting, with increasing responsibility.
• 7+ years of management or supervisory experience with proven success managing, coaching, and mentoring high-performing financial teams.
• Strong critical-thinking, project-management, and written and verbal communication skills.
• Advanced proficiency in Excel and experience creating and owning complex financial models.
• Proven ability to develop PowerPoint presentations and data visualizations that communicate the financial story for the intended audience.

Preferred Qualifications

• Experience with SQL, Tableau, Power BI, data warehouses, project-management software, ERP systems like Net Suite, budgeting and reporting tools, and HRIS systems.
• Experience driving process improvement, technology enablement, and automation within FP&A or a comparable finance function.
• Experience with financial AI and data tools, including evaluating use cases, developing effective workflows, validating outputs, and applying responsible data-handling practices.

Compensation & Benefits

• Estimated annual compensation range: $152,900 – $214,000.
• Base salary plus a full suite of comprehensive benefits, including:
  • Defined contribution pension plan (403(b))
  • Generous paid time off package
  • Insurance plans with leading providers
  • Flexible spending
  • Tuition reimbursement
  • Training opportunities
• Compensation decisions are based on each case’s circumstances, and individuals are typically hired in the entry to middle of the range for the role.

Location

• Remote position within the organization’s flexible work environment.
• Requires effective virtual communication and collaboration, with opportunities to collaborate in person for strategic priorities and team events.

Equal Opportunity Statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities