Director, Financial Planning and Analysis

This is a fully remote position, open to applicants in California, +27 more states.

📋 Description

• Oversee the annual operating budget, rolling forecasts, long-term financial planning, and scenario modeling.

• Direct monthly financial analysis and business planning initiatives.

• Anticipate transactional and recurring revenue streams while monitoring gross activity metrics.

• Review funding agreements and keep track of restricted fund balances.

• Manage the enterprise financial planning platform and streamline reporting through data mapping tools.

• Visualize KPIs in an Excel-based environment.

• Create executive-ready reporting dashboards, summaries, and performance updates.

• Produce actionable management reports that emphasize operational performance and system impact.

• Collaborate with the Controller and accounting team to harmonize financial processes, ensuring accurate and timely monthly reporting.

• Utilize automated consolidation tools and Sage Intacct integrations.

• Work alongside business leaders to outline key systems and end-to-end processes.

• Identify inefficiencies and promote alignment on prioritized opportunities.

• Enhance efficiency, accuracy, scalability, and reporting capabilities.

• Partner with program leadership and strategic engagement to achieve revenue goals and manage expenses.

• Advocate for financial transparency and literacy throughout the organization.

• Collaborate with senior leadership on cross-functional initiatives and organizational priorities.

• Provide operational insights to the CFO, CEO, and board committees.

• Work with the Development team on pricing models and business development KPIs.

• Support the accounting team through mentorship, accountability, and professional development.

• Act as the operational lead for investment-related planning, reporting, and liquidity management.

• Supervise external investment firms engaged in actual trading activities.

• Identify risks, dependencies, and change impacts; manage mitigation strategies and guide change management.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, or Economics.

• At least 8 years of progressive experience in financial planning, financial analysis, and operational planning.

• Demonstrated experience leading complex, cross-functional initiatives within a matrixed organization.

• Ability to make sound judgments and take accountability in ambiguous situations.

• Experience in forecasting transactional and recurring revenue models.

• Strong financial modeling capabilities for pricing and margin analysis.

• Proficient in developing and analyzing operational metrics.

• Experience in building business cases, assessing trade-offs, and making data-driven decisions.

• Ability to accurately model program costs and analyze complex revenue streams.

• Exceptional communication skills at the executive level.

• High integrity, meticulous attention to detail, and sound judgment.

• Mission-driven, with a collaborative mindset.

• Advanced proficiency with financial systems, reporting tools, and advanced Excel.

• This position may necessitate overnight and out-of-state travel for business activities.

• Must reside in one of the following states: California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Kansas, Massachusetts, Maryland, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Vermont, Washington, or Wisconsin.

• Must be authorized to work in the U.S. and cannot work from outside the country.

🏝️ Benefits

• Remote work options.

• Competitive salary.

• Health, dental, and vision insurance coverage.

• 403(b) retirement plan with company matching contributions.

• Employer-paid life, short-term disability (STD), and long-term disability (LTD) insurance.

• 4 weeks of mandatory vacation annually (including office closures).

• Paid holidays, flexible PTO, and sick leave.

• 12 weeks of Paid Parental Leave.

• 529 Education Savings Plan.

• Monthly stipend for cell phone and internet expenses.

• Reimbursement for home office setup.

• Annual stipend for professional development.

• Work/life integration opportunities.

• Flexible work schedules.

• Career advancement possibilities.

• Opportunities for learning and development.

• Partnership Day, offsite events, and more.