Rogerson Communities
Financial Planning & Analysis (FP&A) Manager
Rogerson Communities, Roslindale, Massachusetts, us, 02131
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 propertiesDevelop 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.
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 propertiesDevelop 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.