Manager, Financial Planning

The Manager, FP&A is responsible for leading the organization's budgeting, forecasting, and financial planning processes to ensure effective stewardship of resources and alignment with mission-driven goals. This role provides strategic financial insights, partners closely with program leaders, and supports organizational decision-making through high-quality analysis, reporting, and scenario planning.
Job #: 463353

About the Opportunity

• Budgeting & Annual Planning (Primary Focus)Lead the development, coordination, and management of the annual organizational budget, including programmatic, operational, and grant-funded budgets.
• Facilitate budget workshops and work closely with department and program managers to develop accurate, mission-aligned budget submissions.
• Build and maintain budget templates, tools, and models to support efficient and consistent budgeting processes.
• Prepare consolidated budget presentations for senior leadership and the Board of Directors.
• Monitor budget adherence throughout the fiscal year; identify variances and recommend corrective actions.
• Financial Planning & ForecastingDevelop rolling forecasts and multi-year financial projections aligned with strategic objectives.
• Perform scenario modeling, sensitivity analysis, and risk assessments to support strategic planning and resource allocation.
• Partner with development/fundraising teams to integrate revenue projections from grants, donations, and fundraising initiatives.
• Grant & Program Financial SupportOversee grant budgets in collaboration with program and development teams, ensuring compliance with funder requirements.
• Track restricted vs. unrestricted funding and support grant reporting and proposal budgets.
• Provide program managers with timely, accurate financial information to guide program implementation and spending decisions.
• Financial Reporting & AnalysisPrepare monthly and quarterly financial reports, including variance analysis and narrative summaries for internal and external stakeholders.
• Analyze financial trends and KPIs to support leadership decision-making.
• Support audit preparation and contribute to financial policy enhancements.
• Process Improvement & SystemsEnhance budgeting and forecasting processes through automation, templates, and financial systems optimization.
• Support implementation or upgrades of financial planning software and reporting tools.
• Promote financial literacy across the organization through training and tools.
• Leadership & CollaborationSupervise FP&A staff (if applicable).
• Serve as a strategic business partner to program, operations, and development teams.
• Communicate complex financial information clearly and accessibly to non-financial stakeholders.

About You

• RequiredBachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of experience in financial planning, budgeting, or analysis; nonprofit experience strongly preferred.
• Advanced Excel and financial modeling skills.
• Demonstrated experience managing complex budgets and multi-funded program portfolios.
• Strong analytical, communication, and collaboration skills.
• PreferredMaster's degree (MBA, MPA, or related field).
• Experience with nonprofit accounting standards and fund accounting.
• Proficiency with budgeting and reporting tools (e.g., Adaptive Insights, Sage Intacct, Netsuite, QuickBooks).
• Experience supporting grant development and compliance.
• CompetenciesStrategic thinking
• Budgeting & financial acumen
• Accuracy and attention to detail
• Problem-solving and analytical mindset
• Collaborative and service-oriented
• Ability to manage multiple priorities and deadlines
• Strong integrity and commitment to the organization's mission