Director of Financial Planning & Analysis

Catholic Charities Fort Worth • Fort Worth, TX

11h • Onsite

About The Position

Catholic Charities Fort Worth (CCFW) is seeking an analytical, forward-thinking Director of Financial Planning & Analysis (FP&A) to help shape the organization’s future through long-range planning, forecasting, scenario modeling, and decision support. Reporting to the CFO, this leader will help align organizational resources with mission impact and long-term sustainability. The role partners with the CFO, Executive Leadership Team, program leaders, the Controller, designated Accountants, and the Finance Systems & Process Manager.

The Director owns a collaborative, driver-based Annual Operating Plan (AOP) and maintains it as a living management plan, with clear assumptions, owners, milestones, and decision points. The role also maintains rolling forecasts; models scenarios involving funding, staffing, demand, capacity, and service models; and communicates assumptions, risks, sensitivities, and tradeoffs.

The position develops program and department financial views that incorporate revenue, full costs, staffing, capacity, funding sources, restrictions, and sustainability. It analyzes program economics and helps leaders evaluate program and growth decisions in light of mission impact, demand, capacity, and financial sustainability.

The Director maintains decision-ready dashboards, leads monthly and quarterly variance analysis, establishes consistent KPI definitions and reporting logic, and translates financial information into accessible narratives. As a hands-on financial thought partner, the role frames decisions, develops business cases and investment analyses, supports materials for Finance Committee, Board, Endowment, and executive discussions as requested by the CFO, and builds financial fluency across CCFW.

This is a full-time, salaried position requiring on-site work four days a week in Fort Worth, Texas. Final offer is determined by relevant experience, work history, education, and internal equities. CCFW is a mission-driven agency with a goal of ending poverty in its community and is an equal-opportunity employer.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field required.
• 8–10+ years of progressive finance experience with substantial responsibility for FP&A, forecasting, financial modeling, and executive decision support.
• Demonstrated success leading driver-based annual planning, rolling forecasts, scenario analysis, program or business-unit economics, and performance reporting in a complex organization.
• Advanced financial modeling and spreadsheet capability, strong analytical judgment, and experience translating data into clear dashboards and executive-level recommendations.
• Exceptional communication and executive presence, including the ability to partner with nonfinancial leaders, explain complex financial concepts without jargon, and surface difficult information constructively.
• Ability to work on-site four days a week in Fort Worth, Texas.

Nice To Haves

• MBA, CPA, CMA, or comparable advanced credential preferred.
• Director-level or equivalent scope strongly preferred.
• Experience in nonprofit, human services, healthcare, education, government-funded, or another multi-funder environment strongly preferred.
• Familiarity with restricted funding, grants, reimbursement models, and shared-cost allocations is highly valuable.

Responsibilities

• Lead a collaborative, driver-based Annual Operating Plan (AOP) process linking strategy, program priorities, staffing, funding assumptions, service capacity, and expected mission outcomes.
• Maintain the AOP as a living management plan, including assumptions, owners, milestones, decision points, planning calendar, templates, and version control.
• Translate the AOP into program and department expectations, resource guardrails, and performance measures.
• Partner with the Controller and designated Accountants to base planning on reliable actuals and reflect grant restrictions, reimbursement timing, and other funding realities.
• Maintain rolling forecasts for revenue, expenses, staffing, program volume, funding, and cash implications.
• Build scenarios for funding changes, grant renewals, staffing actions, program demand, capacity shifts, service-model changes, and other material operating decisions.
• Identify emerging gaps, opportunities, and early-warning indicators, distinguishing timing issues from structural performance issues.
• Model alternative choices and communicate assumptions, sensitivities, risks, and tradeoffs to the CFO and operating leaders.
• Support forward-looking analysis for enterprise sustainability, liquidity planning, and resource allocation.
• Develop consistent program and department views of revenue, full cost, staffing, capacity, funding sources, restrictions, and long-term financial sustainability.
• Analyze program economics using reliable accounting data and agreed allocation methods, distinguishing controllable operating performance from shared-cost allocations.
• Partner with program leadership to understand cost drivers, service-volume assumptions, labor utilization, reimbursement, grant coverage, and funding concentration or renewal risk.
• Help leaders evaluate program protection, redesign, expansion, partnerships, changes in scale, or reconsideration based on mission impact, demand, capacity, and financial sustainability.
• Build models showing full costs and resource requirements of new initiatives or growth opportunities before commitments are made.
• Maintain decision-ready dashboards connecting financial performance with operating drivers, service capacity, funding health, and measurable mission outcomes.
• Lead monthly and quarterly variance analysis against the AOP and current forecast, explaining root causes.
• Translate complex financial information into concise, accessible narratives for executives, program leaders, and other nonfinancial audiences.
• Establish consistent KPI definitions, reporting logic, and performance thresholds with the Finance Systems & Process Manager and other data owners.
• Surface performance trends, funding risks, and forecast changes early enough for corrective action.
• Serve as a financial thought partner to the CFO, Executive Leadership Team, and program leaders on resource choices, corrective actions, staffing, investment, and program decisions.
• Frame decisions with alternatives, financial implications, mission considerations, risks, and recommended actions, and constructively challenge unsupported assumptions.
• Develop business cases and investment analyses for major initiatives, funding opportunities, service-model changes, and capacity decisions.
• Provide analysis and supporting materials for Finance Committee, Board, Endowment, and executive discussions as requested by the CFO.
• Build financial fluency across CCFW by helping leaders understand controllable or influenceable economics and decisions needed to stay aligned with the AOP.

Benefits

• Medical, dental, vision, short-term disability, accident, hospital indemnity, critical illness, and ID Shield insurance.
• Health Savings Account; CCFW contributes $110 per month.
• Company-paid long-term disability.
• Company-paid basic life and AD&D insurance.
• 16 paid holidays, including closure from Christmas Eve through New Year’s Day.
• Tiered PTO accrual by tenure, including 100 vacation hours and 48 sick hours in the first year.
• 403(b) with employer match from day one, up to 6%.
• Three weeks of paid parental/critical illness leave.
• Employee Assistance Program.
• Participation in the Public Service Loan Forgiveness program (PSLF).
• Mentorship Program.
• Wellness Program.
• Financial Coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Director