Financial Planning & Analysis Advisor

Overview

This senior Financial Planning and Analysis (FP&A) Advisor role provides financial and business analytics to support financial planning and enable informed business decisions. You will serve as a strategic partner to executive and departmental leadership with forward-looking financial insights, enterprise performance analytics, and decision-support tools.

The role includes organization-wide forecasting, scenario planning, performance measurement, and financial modeling to support sustainable growth, operational effectiveness, and mission impact.

Responsibilities

Reporting and Analysis

• Manage the financial planning and analysis (FP&A) process, including financial reporting, financial metrics and dashboards, and scenario/predictive modeling
• Lead indirect cost rate calculations and create cost recovery models across all business units
• Prepare reports for Negotiated Indirect Cost Rate Agreement (NICRA)
• Develop and report monthly, quarterly, and annual metrics for departmental efficiencies, cost recovery, labor optimization, revenue, and related areas
• Review, analyze, and distribute financial reports to budget holders and support interpretation of financial results
• Create presentations for senior and executive management to identify action items and frame decisions
• Identify and research discrepancies and variances versus forecast, budget, and prior-year results; proactively identify opportunities for improvement across the enterprise
• Develop and maintain multi-year financial forecasts and strategic planning models
• Establish and monitor enterprise KPIs and operational scorecards aligned with strategic objectives
• Lead financial scenario analyses and sensitivity modeling to support executive decision-making, risk assessment, and resource prioritization
• Partner with Development, Global Programs, and Executive Leadership to analyze funding trends, grant pipelines, donor concentration risks, and revenue sustainability
• Prepare financial and operational analyses for executive leadership, Board committees, and senior management meetings

Budget

• Oversee and coordinate data collection and input feeding into the annual global budget process
• Create guidance documentation and templates for budget holders; build budget models for decision making and support budget system usage and training
• Identify foreign exchange exposure, including monitoring, reporting, and hedging as appropriate during annual budget and reforecasting
• Reconcile budget revisions and manage budgets in the ERP system; input the finance department budget into the ERP while providing educational support to other departments as needed
• Lead quarterly reforecasting and rolling forecast processes across the organization
• Evaluate investment proposals, staffing requests, and strategic initiatives through financial analysis and business case development
• Partner with departmental leaders to identify opportunities for operational efficiency, cost optimization, and resource alignment

ERP and Financial Systems Support

• Serve as a Finance ERP champion and primary focal point for coaching, support, and troubleshooting
• Identify finance process improvement opportunities by leveraging the ERP platform and related modules alongside the IS department
• Develop training material and facilitate knowledge sharing/training for digital tools used for budgeting and reporting evaluations
• Lead finance data governance initiatives to ensure consistency, integrity, and reliability of enterprise financial data
• Collaborate with Information Systems to expand business intelligence capabilities through dashboards, automated reporting, and advanced analytics tools
• Identify and implement automation opportunities to reduce manual effort and improve financial reporting efficiency

Other Duties

• Support safeguarding of program participants and employees by promoting awareness and upholding safeguarding, harassment-free workplace, and related code of conduct provisions
• Maintain awareness and responsiveness to child and adult safeguarding risks; acquire knowledge and skills to support strong safeguarding practices and follow safeguarding code of conduct and behavior expectations
• Support the Finance department as needed while maintaining a line of sight into the financial metrics and performance of Philanthropy, Marketing & Mobilization, Global Programs, and Executive Management
• Facilitate cross-functional financial reviews and business performance discussions with organizational leaders
• Support enterprise risk assessment by identifying financial, operational, and funding risks and recommending mitigation strategies
• Participate in organizational transformation initiatives and support change management efforts related to finance systems, processes, and reporting
• Participate in and support strategic projects as requested
• Utilize volunteers when appropriate
• Perform additional duties as assigned

Requirements

Education, License & Certifications

• Bachelor’s degree in finance, accounting, business, economics, or closely related fields
• Valid passport

Experience

• Minimum 6 years’ relevant experience in an NGO context
• 4 years’ financial planning, analysis, and non-profit budgeting experience
• 4 years’ indirect cost rate / NICRA modeling and reporting
• Prior experience in public accounting, audit, data analytics, business operations, or relevant field
• Experience with Power BI, Tableau, Adaptive Planning, Workday Adaptive, or equivalent platforms
• Experience leading process improvement, automation, or finance transformation initiatives

Knowledge, Skills & Abilities

• Knowledge of US-GAAP

• Knowledge of non-profit financial statements and corporate finance reports

• Knowledge of financial planning, forecasting, budgeting, and variance analysis principles

• Knowledge of nonprofit accounting, restricted funding, grant budgeting, and donor compliance

• Knowledge of indirect cost allocation, cost recovery, and NICRA principles

• Knowledge of ERP-based financial reporting and data structures

• Knowledge of internal controls, financial policies, and audit-ready documentation practice

• Knowledge of strategic planning and enterprise performance management frameworks

• Knowledge of business intelligence, data governance, and analytics best practices

• Knowledge of financial risk assessment and scenario planning techniques

• Spreadsheet proficiency; data manipulation and data visualization

• Ability to build business, operational, or financial reports

• Ability to create financial models from multiple data sources

• Strategic financial analysis and decision support

• Long-range financial planning and enterprise forecasting

• ERP/NetSuite, expense management systems, and Microsoft Office

• Facilitation and stakeholder management

• Data visualization and storytelling

• Exceptional communication skills, especially with executive and non-financial audiences

• Ability to manage multiple and shifting priorities while meeting deadlines

• Strong analytical skills to identify issues and communicate clearly

• Ability to learn new technologies quickly

• Ability to navigate complex business environments; work proactively and collaboratively

• Ability to communicate difficult or detailed issues with courage

• Ability to translate complex financial information into actionable insights for executive and non-financial audiences

• Ability to think strategically while maintaining operational excellence

• Ability to influence organizational decision-making through data-driven recommendations

• Ability to lead change initiatives and drive adoption of new processes and technologies

• Ability to anticipate emerging financial and operational challenges and proactively recommend solutions

Preferred Qualifications

• Master’s degree and/or finance/accounting related certification
• Certified Corporate FP&A Professional (FPAC), CPA, CMA, CGMA, CFA, or equivalent professional designation
• Training or certification in business intelligence, data analytics, or financial systems administration

Compensation & Benefits

• Anticipated hiring range: $86,000–$92,000 USD annually
• Final compensation will be determined based on the selected candidate’s qualifications, relevant experience, internal equity considerations, and geographic location
• For candidates residing in the United States, the salary range listed applies
• For candidates located outside the U.S., compensation will be determined using the organization’s international compensation framework and may vary based on local market conditions and organizational compensation practices

Location

• Remote – Global
• Travel percentage: Up to 10%
• Eligibility requirements: Candidates must reside in countries where the employer can legally employ staff, either directly or through an approved third-party Employer of Record (EOR)
• Time zone requirement for collaboration with global teams: candidates must be located within the UTC-8 to UTC+3 time zone range

Additional Information

This role requires strict adherence to safeguarding principles and a zero tolerance policy for misconduct related to sexual harassment, exploitation and abuse in the workplace and other places where the organization’s activities are rendered.