Director, Financial Planning & Analysis

Think Together • Santa Ana, CA

2d

About The Position

Director of Financial Planning & Analysis Founded in 1997, Think Together partners with schools to change the odds for kids by providing award-winning programs during and outside the school day. We’re one of California’s largest nonprofits working in school districts from San Diego to San Francisco. Whether you’re interested in early learning, elementary, middle or high school, you can invest in your community by working at a local school or working within our home office providing support! JOB SUMMARY: The Director of Financial Planning & Analysis serves as a strategic partner to the CFO, leading a high-performing FP&A team to deliver actionable insights, drive financial strategy, and optimize organizational performance. This role oversees the annual budgeting and planning cycle, then into the fiscal period the forecasting, monthly financial reviews. There will be an increased emphasis on financial performance management through insights and analytical projects. We expect this position to be very influential in driving the agenda of Finance as a performance partner - while fostering collaboration across Finance, Operations, and Accounting. The Director will champion system integration, process improvements, and data-driven decision-making to support Think Together’s mission and long-term goals.

Requirements

• Bachelor’s degree in Finance, Business Administration, Public Administration, or related field required; MBA, MPA, or CPA preferred.
• 10+ years of progressive experience in FP&A, finance leadership, or related roles.
• Experience with non-profit, education, and/or grant compliance preferred.
• Proven ability to influence senior stakeholders and drive cross-functional initiatives.
• Exceptional analytical, problem-solving, and strategic thinking skills.
• Self-starter with strong initiative and attention to detail.
• Ability to thrive in an evolving and dynamic work environment.
• Excellent time management skills in a deadline-driven environment.
• Superb organizational skills and ability to manage broad scope responsibilities.
• Strong communication skills—listening, verbal, and written.
• Desire to collaborate with staff and leadership to fulfill Think Together’s mission.
• Advanced proficiency in financial modeling and data visualization tools (Excel, Power BI, or similar).
• Experience with ERP systems (NetSuite preferred) and CRM platforms (Salesforce).

Responsibilities

• Lead, mentor, and develop the FP&A team, including FP&A Manager, Financial Business Partners, and Analysts. Build a culture of continuous improvement and professional growth.
• Shape long-term financial strategy and partner with senior leadership to align resources with organizational priorities.
• Drive development of predictive analytics and financial modeling to support strategic initiatives.
• Collaborate cross-functionally to ensure financial accuracy, timely reporting, and alignment with operational goals.
• Implement system and process improvements, including automation and integration of financial systems. Advise CFO, Controller, and Chief of Staff on internal controls and governance.
• Develop and implement policies and procedures to enhance performance management and organizational effectiveness.
• Coordinate annual budgets, periodic forecasts, and monthly financial reviews with regional operations leadership.
• Foster a collaborative and inclusive work environment that encourages innovation and continuous improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees