Director of Financial Planning & Analysis

Catholic Charities Fort Worth • Fort Worth, TX

4d • 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 role ensures resources are aligned with mission impact and long-term sustainability. The position partners with executive and program leaders to improve decisions through clear financial analysis and insight.

The Director leads a collaborative, driver-based Annual Operating Plan and maintains it as a living management plan. They oversee rolling forecasts and scenario planning, assess program and department economics and sustainability, maintain decision-ready performance reporting, and provide hands-on financial analysis for leadership decisions. The role also supports Finance Committee, Board, Endowment, and executive discussions as requested by the CFO.

This is a full-time, salaried role requiring on-site work four days a week in Fort Worth, Texas. CCFW is a mission-driven agency focused on ending poverty in its community through programs addressing financial resiliency, education credentials, emotional resiliency, resource stability, and employment. Applicants do not need to be Catholic.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• 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.
• Director-level or equivalent scope of experience strongly preferred.
• Experience in nonprofit, human services, healthcare, education, government-funded, or another multi-funder environment.
• Familiarity with restricted funding, grants, reimbursement models, and shared-cost allocations.

Responsibilities

• Lead a collaborative, driver-based Annual Operating Plan (AOP) process linking organizational 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, resource guardrails, and performance measures.
• Partner with the Controller and designated Accountant(s) to ensure planning uses reliable actuals and reflects grant restrictions, reimbursement timing, and funding realities.
• Maintain the planning calendar, templates, assumptions, and version control for a disciplined, repeatable organization-wide planning process.
• Maintain rolling forecasts of revenue, expenses, staffing, program volume, funding, and cash implications.
• Build scenarios for funding changes, grant renewals, staffing actions, program demand and capacity, service-model changes, and other material operating decisions.
• Identify emerging gaps, opportunities, and early-warning indicators; distinguish 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 and 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 leaders to assess cost drivers, service-volume assumptions, labor utilization, reimbursement, grant coverage, and funding concentration or renewal risk.
• Help leaders evaluate whether programs should be protected, redesigned, expanded, partnered, scaled differently, or reconsidered based on mission impact, demand, capacity, and financial sustainability.
• Build practical models showing the full cost 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 leaders to take 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; 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 the economics they can control or influence and the 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.
• 100% company-paid long-term disability.
• 100% 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: 100 hours of vacation and 48 hours of sick time 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.
• Mentorship Program.
• Wellness Program.
• Financial Coaching.

What This Job Offers

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