Senior Consultant – Financial Planning & Analysis (FP&A) | Non-Profit Specialist

Overview

This role is for a Senior FP&A Consultant who understands nonprofit finance and enjoys making complex financial processes easier to manage.

You will use FP&A software to improve budgeting, forecasting, grant planning, and financial reporting. Working closely with finance, program, leadership, and technology teams, you will translate business requirements and manual spreadsheets into connected financial models, reports, and dashboards.

The position combines hands-on financial analysis, software implementation, and consulting. It’s a fit for someone who can build strong financial models and clearly explain how they work to stakeholders outside finance.

Responsibilities

• Build and improve financial planning models by configuring models, planning templates, and dashboards around organizational funding, programs, and reporting needs.
• Simplify grant and donor planning by developing models for:
  • Multi-year grants
  • Multiple donors
  • Co-funded programs
  • Restricted and unrestricted funding
• Automate nonprofit financial reporting by building Statement of Activities reports that reflect:
  • Revenue recognition
  • Releases from restrictions
  • Expenses allocated across programs and functions
• Create budgets and rolling forecasts, supporting planning for revenue, workforce, operating expenses, and program costs, with visibility into cash runway and funding needs.
• Deliver useful variance analysis by producing budget-versus-actual reports that explain what changed, why it changed, and where action is needed.
• Connect financial systems and data by working with finance and technical teams to bring ERP and program data into FP&A systems accurately and consistently.
• Support reporting and compliance needs by aligning planning models and reporting structures with applicable Indian nonprofit requirements, including FCRA, CSR, and 12A/80G frameworks.
• Guide stakeholders and support adoption by gathering requirements, clearly explaining recommendations, and enabling finance and program teams to use new models and reports confidently.

Requirements

• Nonprofit finance experience, including strong knowledge of:
  • Fund accounting
  • Grant budgeting
  • Donor reporting
  • Utilization certificates
  • Expense allocation
• Experience planning and reporting across programs, grants, funds, and departments.
• FP&A skills, including strong experience in:
  • Budgeting
  • Forecasting
  • Financial modeling
  • Management reporting
• Hands-on experience implementing or administering an FP&A platform or ERP systems such as:
  • Sage Intacct
  • Oracle NetSuite
  • Microsoft Dynamics
  • Other similar systems
• Advanced Excel skills, including turning spreadsheet-based processes into automated planning models.
• Understanding of multidimensional models, planning workflows, and data validation.
• Clear written and verbal communication, including presenting recommendations to senior leaders and global teams.
• Confidence gathering requirements from finance and program stakeholders.
• A practical problem-solving approach focused on improving processes and enabling adoption of new tools.
• Ability to manage priorities and take ownership of work from requirements through delivery.

Education and Experience

• 8+ years of relevant experience in FP&A, corporate finance, or financial consulting.
• At least 3 years of experience in the nonprofit, development, or social impact sector.
• CA, MBA in Finance, CMA, CFA, or an equivalent advanced finance qualification.

Compensation & Benefits

• Compensation and benefits details were not provided in the job description.

Location

• Location details were not provided in the job description.