Managing Director of Financial Planning & Analysis (Remote)

Overview

The organization is seeking a Managing Director of Financial Planning & Analysis (MDFP&A) to lead the FP&A function and serve as an essential member of the Finance and Accounting team. This role reports directly to the Chief Financial and Operations Officer (CFOO) and provides business and financial guidance to the CFOO and budget leaders across a national, distributed organization.

The position manages a team of two and supports the Senior Manager of Financial Planning & Analysis. You will collaborate across national and regional teams, lead the annual budgeting and monthly forecasting processes, oversee financial reporting and variance analysis, and help enhance financial systems and planning tools.

Responsibilities

Financial Planning & Analysis

• Provide key support to the CFOO with the annual strategic planning process.
• Build financial models and forecasting tools to support long-term scenario planning.

Budgeting and Forecasting

• Lead the creation of the annual budget and development of a sustainable $33 million budget for the fiscal year and forward through prudent, realistic forecasting.
• Lead the annual budgeting process and the monthly forecast process.
• Prepare monthly reporting of financial performance and variance analysis by region/function.
• Support executive leadership in stewardship of key financial metrics.
• Collaborate with budget owners, development teams, and the regional operations team on cash flow forecasts.
• Partner with national and regional leaders to provide financial support and guidance.
• Advise budget leaders on fiscal operating decisions to achieve financial sustainability goals.
• Analyze trends in spending and behavior to maximize resource allocation and results.
• Prepare financial reports and other materials for quarterly Board of Directors meetings.

Financial Operations and Systems

• Oversee operational excellence by evaluating, refining, creating, and supporting systems and processes to ensure efficiency and effectiveness as the organization grows.
• Enhance the use of Adaptive Insights (financial planning software), including integrating with third-party software providers, developing new reports, and creating financial dashboards.

Compliance

• Prepare accurate and timely financial reports to funders/donors as required.
• Manage financial information, including support documentation for grant reports and proposals.
• Track and report compliance with line of credit covenants.

People Management and Leadership

• Guide employee performance management and support professional development for team members.
• Lead planning and facilitation of team and department meetings.
• Participate in Leadership Team (LT) meetings, retreats, and collaborative spaces.
• Collaborate with national departments to support financial reporting, documentation, and processes that guide financial sustainability and infrastructure growth.

Requirements

• 10+ years of relevant job experience in financial planning and analysis (FP&A) in roles with increasing responsibility.
• 3+ years of people management and leadership experience in the finance sector.
• Experience managing a team within a finance department.
• Strong analytical and financial modeling skills.
• Excellent verbal and written communication skills; able to convey financial concepts to non-finance colleagues.
• Ability to adapt to changing organizational needs and priorities; able to juggle multiple projects while meeting deadlines.
• Strategic and analytical thinking with strong problem-solving skills.
• Bachelor’s degree in Finance or Accounting.
• Excellent professional judgment.
• At least an intermediate level of experience with Microsoft Excel.
• Knowledge of financial planning software (e.g., Adaptive, Hyperion, Cognos) strongly preferred; familiarity with Salesforce is a plus.
• Ability to prove eligibility to work legally in the U.S. and be at least 18 years of age.

Preferred Qualifications

• Nonprofit experience.
• MBA or advanced degree in Finance or Accounting.
• AmeriCorps, Peace Corps, or other national service experience.
• Experience working in launch or growth phases of organizations.

Compensation & Benefits

• This is a full-time, exempt, and salaried position.
• Pay range: $135,703 - $151,668 per year, contingent on geographic location.
• The organization does not engage in salary negotiations.

Benefits

• Medical, dental, and vision insurance with substantial employer contributions toward both employee and family premiums.
• Life and disability insurance at no cost to employees.
• Free Employee Assistance Program (EAP).
• Significant pre-tax employer funding to help offset employees’ out-of-pocket medical expenses, including providing first dollar coverage for some plan options.
• Spring Health for access to therapy, coaching, and wellness resources, including six sessions provided at no cost to employees.
• Carrot for guidance and support related to hormonal health, fertility, family-building, and gender-affirming services.
• 403(b) retirement plan with immediate eligibility and employer matching contributions.
• Flexible Paid Time Off (Unlimited PTO) and Paid Parental Leave for up to 8 weeks for birth and non-birth parents.
• 14 paid holidays annually, plus one week of office closure in early July and two weeks in late December.

Location

Remote, with a requirement to reside within one of the following operating locations: Southern California (Los Angeles Metropolitan Area preferred), the District of Columbia, Maryland, New Jersey, New York, Washington State, South Carolina, or Virginia.

Occasional travel to operating locations may be required.