Director of Financial Planning & Analysis

Catholic Charities Fort Worth • Fort Worth, TX

1d • Onsite

About The Position

Catholic Charities Fort Worth (CCFW) is seeking an analytical, forward-thinking Director of Financial Planning & Analysis to help shape the organization’s future through long-range planning, forecasting, scenario modeling, and decision support. Reporting to the CFO, the director helps align resources with mission impact and long-term sustainability. The role partners with finance, executive, and program leaders to build financial understanding and support informed decisions across the organization.

The director leads a collaborative, driver-based Annual Operating Plan and maintains rolling forecasts and decision scenarios. The position develops program and department views of revenue, full costs, staffing, capacity, funding restrictions, and sustainability; creates decision-ready dashboards and variance analyses; and translates financial information into clear recommendations for executives and other nonfinancial audiences. The director also develops business cases and investment analyses and provides materials for Finance Committee, Board, Endowment, and executive discussions as requested by the CFO.

This is a full-time, salaried position requiring on-site work four days per week in Fort Worth, Texas. CCFW describes itself as a mission-driven agency working to end poverty in its community, with programs focused on financial resiliency, education credentials, emotional resiliency, resource stability, and employment. The agency is guided by the Catholic faith, but applicants do not have 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.
• 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 process linking strategy, program priorities, staffing, funding assumptions, service capacity, and expected mission outcomes.
• Maintain the Annual Operating Plan as a living management plan, with clear assumptions, owners, milestones, and decision points as actual results and external conditions change.
• Translate the Annual Operating Plan into program and department expectations, resource guardrails, and performance measures.
• Partner with the Controller and designated accountants to ensure planning uses reliable actuals and accounts for grant restrictions, reimbursement timing, and funding realities.
• Maintain the planning calendar, templates, assumptions, and version control for a repeatable organization-wide planning process.
• Maintain rolling forecasts for revenue, expenses, staffing, program volume, funding, and cash implications.
• Build decision 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; distinguish timing issues from structural performance issues.
• Model the financial implications of alternatives 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 understand cost drivers, caseload or service-volume assumptions, labor utilization, reimbursement, grant coverage, and funding concentration or renewal risk.
• Help leaders assess 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 Annual Operating Plan 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 hands-on 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 required to stay aligned with the Annual Operating Plan.

Benefits

• Medical, dental, vision, short-term disability, accident, hospital indemnity, and critical illness insurance.
• ID Shield.
• Health Savings Account; CCFW contributes $110 per month.
• Company-paid long-term disability insurance.
• 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; first-year vacation accrual is 100 hours and first-year sick-time accrual is 48 hours.
• 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