Financial Planning & Analysis (FP&A) Manager

POSITION: Financial Planning & Analysis (FP&A) Manager

FLSA STATUS: EXEMPT

SUPERVISOR: Chief Financial Officer

SUMMARY: The FP&A Manager is a key member of the finance team, providing financial insight and analysis to support the organization's decision-making process, manage and improve key financial processes, concentrate on P&L performance, and create historical and forward-looking financial models, develop adaptable finance frameworks that align with our business model's dynamic nature, encompassing aspects of operating model management, budgeting, finance infrastructure, and team development.

REQUIREMENTS/QUALIFICATIONS:

• Bachelor's degree in Finance, Accounting, or related field; advanced degree or professional certification (MBA, CPA) preferred.
• Minimum of 5+ years of experience in financial planning and analysis, with a proven track record in a leadership role.
• Strong proficiency in financial modeling and analysis with an ability to create insightful financial frameworks.
• Demonstrated ability to implement fiscal policies and develop internal controls.
• Excellent communication and leadership skills, capable of driving change and building a high-performing finance team.
• Experience in non-profit and/or property management finance is highly desirable.
• A commitment to the organization's mission and an understanding of the nonprofit business model.

SPECIFIC RESPONSIBILITIES:

• Implement and manage the monthly P&L Business Review, including the preparation of presentations for the Board of Directors and senior management for corporate and properties
• Develop and enforce fiscal policy, establishing internal control procedures to ensure organizational integrity.
• Monitor and report on the organization's operating cash flow and liquidity, providing actionable insights.
• Analyze monthly financial and operational results, interpreting the implications of the current month's figures and trends.
• Lead the annual budgeting process, incorporating strategic objectives and operational realities.
• Maintain and, if necessary, redesign financial controls in response to organizational growth and changing regulations.
• Contribute to leadership development and goal tracking within the wider finance team.
• Model and assess the financial impact of potential business partnerships, P&L forecasts, opportunities, and constraints.
• Assist with setting financial goals and defining corporate financial strategies.
• Support statutory reporting and compliance, ensuring the organization adheres to all relevant financial regulations.
• Work with leadership to establish and refine SOPs for managing new data streams, reporting, and compliance.
• Provide deep analytical insights to help steer the organization through scaling, managing, and growing operations in a predictable and profitable manner.

• Support external audit activities, including quarterly reviews and annual audits.
• Drive the period-end close process, ensuring accuracy through reconciliations and internal controls.
• Other duties as assigned by management.