Director of Financial Planning & Analysis

Overview

This role provides strategic financial leadership across the organization as Director of Financial Planning & Analysis (FP&A). Reporting to the Chief Financial Officer (CFO), you will lead budgeting, forecasting, financial modeling, performance analysis, and long-term financial planning.

You will partner with executive leadership, operational leaders, program teams, and the finance department to turn complex financial information into clear, actionable insights that support data-informed decision-making, organizational growth, program innovation, risk management, and long-term financial sustainability.

Responsibilities

Strategic Financial Planning

• Partner with the CFO and senior leadership to develop and implement the organization’s financial strategy.
• Lead multi-year financial planning in support of organizational growth, service delivery innovation, and long-term sustainability.
• Provide financial analysis, recommendations, and decision support for executive leadership and Board reporting.
• Evaluate financial risks, opportunities, and the potential impact of strategic initiatives.

Budgeting and Forecasting

• Lead the organization-wide annual budgeting process, ensuring alignment with strategic priorities and operational realities.
• Develop rolling forecasts, scenario analyses, and financial models to anticipate risks and opportunities.
• Establish and maintain standardized budgeting tools, templates, and processes across programs and departments.
• Partner with operational leaders to improve budget development, monitoring, and accountability.
• Analyze budget-to-actual results to identify trends, variances, and corrective actions.

Financial Analysis and Reporting

• Deliver timely, accurate, and meaningful financial reporting to executive and operational leaders.
• Translate complex financial data into clear insights and recommendations for non-financial stakeholders.
• Develop, monitor, and report on key performance indicators (KPIs) related to financial and operational performance.
• Prepare financial impact analyses for program expansions, strategic initiatives, funding opportunities, and organizational investments.
• Improve reporting processes, analytical tools, and financial data visibility across the organization.

Leadership and Collaboration

• Build strong working relationships with program, operational, and administrative leaders.
• Strengthen financial literacy and decision-making capabilities across the organization.
• Supervise, mentor, and develop a team of financial analysts.
• Promote a culture of transparency, collaboration, accountability, and continuous improvement within the finance department.
• Collaborate with accounting, grants management, compliance, and other teams to support financial integrity.

Compliance and Risk Management

• Support compliance with applicable financial policies, regulations, funding requirements, and reimbursement models.
• Partner with accounting, grants management, and compliance teams to promote accurate and reliable financial information.
• Assess financial risks related to funding streams, reimbursement structures, program growth, and operational changes.
• Recommend and support risk mitigation strategies.

Required Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• At least 8 years of progressive experience in financial planning, financial analysis, budgeting, forecasting, and financial leadership.
• Experience working in a nonprofit, human services, healthcare, behavioral health, education, or similarly complex service organization preferred.
• Demonstrated expertise in financial modeling, scenario planning, forecasting, budgeting, and management reporting.
• Strong analytical, strategic thinking, and problem-solving skills.
• Ability to translate financial and operational data into actionable recommendations.
• Excellent written, verbal, presentation, and interpersonal communication skills.
• Experience collaborating effectively with executive leaders and stakeholders at all organizational levels.
• Experience supervising, mentoring, and developing high-performing finance or analytics teams.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Experience with financial systems, ERP platforms, budgeting software, and reporting tools.

Preferred Qualifications

• Master of Business Administration (MBA), master’s degree in finance, or related advanced degree.
• Experience with nonprofit financial management, grants, contracts, or reimbursement-based funding models.
• Experience supporting program expansion, organizational growth, or multi-site operations.
• Familiarity with data visualization, business intelligence, or financial planning and analysis software.

Compensation & Benefits

• Salary range: $120,000–$135,000 annually
• Comprehensive Health, Dental, & Vision Insurance (multiple medical plans; vision coverage included at no extra cost)
• Flexible Spending Accounts (FSA) and Health Savings Account (HSA) options
• Lifestyle Spending Accounts with JOON (monthly funds for wellness, fitness, commuting, childcare, pet care, and more)
• 403(b) Retirement Plan with Employer Match (100% match on contributions up to 2% of your salary)
• Generous Paid Time Off (paid sick, personal, and vacation days, plus holidays)
• Professional Growth Opportunities (training, leadership and management courses, mentorship, and career advancement)
• Employer-Paid Life & Disability Insurance, Employee Assistance Program (EAP), Telehealth Services, and more

Location

• Remote within the organization’s service area; periodic travel required
• MUST RESIDE IN VT, CT, MD, NH, & MA
• Schedule: Monday–Friday, 9:00 a.m.–5:00 p.m., with flexibility as needed
• Hours: 40 hours per week

Working Conditions and Physical Requirements

• Primarily operates in a professional remote or office environment.
• Periodic day and/or overnight travel may be required within the organization’s service area.
• Occasional evening or holiday work may be necessary to meet operational needs.
• Routine use of computers, telephones, copiers, and audio/visual equipment.
• Physical requirements may include prolonged sitting, standing, walking, speaking, reaching, bending, balancing, and using fingers to handle or feel.
• May occasionally lift or carry items weighing up to 10 pounds.
• Close vision is required for reviewing documents and working with computer equipment.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

Core Competencies

• Strategic agility
• Financial acumen
• Business insight
• Financial modeling and analysis
• Collaboration and relationship building
• Results orientation
• Communication and data storytelling
• Leadership and team development
• Integrity and professionalism
• Continuous improvement