Director of Financial Planning & Analytics

Most Comprehensive Finance Options for Owner Flown Aircraft • Frederick, MD

4d • $115,000 - $130,000 • Onsite

About The Position

The Director, Financial Planning and Analysis plays a crucial leadership role in delivering business analysis, financial forecasting, budgeting, and reporting to support the Association’s strategic goals and operational performance. The role provides valuable analysis and insight for Board of Trustees presentations. The incumbent will use their strong communication and organizational skills to collaborate closely with operational teams and leadership to enhance organizational value and financial decision-making. The Director, Financial Planning and Analysis will have expertise in interpreting complex financial data and delivering actionable insights.

Requirements

• Bachelor’s degree in Accounting, Finance, or related major required.
• Minimum of seven (7) years of progressive financial analysis and corporate finance management experience at larger organizations.
• Proficiency in NetSuite, Adaptive, Salesforce, and Tableau - or very similar software platforms.
• Mastery of Microsoft Office Products, with advanced Excel and PowerPoint skills.
• Proven success in planning, developing, and implementing strategies to support organizational growth and stability in a diverse, fast-paced environment.
• Strong written and verbal communication skills to communicate complex financial information.
• Demonstrated ability to foster a collaborative environment amongst cross-functional teams.

Nice To Haves

• Master’s degree
• CPA

Responsibilities

• Operating and Cash Flow Forecasting: Lead monthly meetings with cross-functional teams to discuss operating performance drivers and projections. Ensure the accuracy and reasonableness of projections. Evaluate org-wide performance and monitor progress towards strategic goals. Design an 18-month cash flow forecasting model to aid in the management of investments. Drive continuous improvement in financial planning and reporting processes, including the use of automation.
• Lead annual budgeting process: Collaborate with operational units to develop annual operating budgets and manage the budget cycle. Monitor budget to actual performance and assist leadership in addressing variances.
• Financial reporting: Partner with Accounting to produce monthly actual to forecasted financial statements. Understand and evaluate drivers of variances to budget, forecast, and prior periods. Create, implement and produce monthly reporting packages that include progress towards key strategic goals, financial statements with forecast and budget comparisons, explanations of plan variances, and analysis of key performance indicators. Develop complex Board of Trustees and Committee financial and strategic presentations.
• Ad-hoc Financial Analysis and Projects: Provide comprehensive financial modeling and analysis for various projects such as member products, contracts, and insurance. Deliver business consulting and support to develop budgets, promote organizational goals, improve financial performance and make informed financial decisions in the best interests of the organization.
• Although this job description aims to capture the majority of the position duties, other duties may be assigned based on business and departmental needs.

Benefits

• Flight Training (earn your Private Pilot License for free) & Annual Flight Proficiency Program (so you can keep flying and remain proficient)
• Medical, Dental, and Vision insurance is available for employees and their dependents the 1st of the month following their start date
• Flexible Spending Plans
• Health Savings Plan with employer contribution (for eligible participants)
• 401(k) Retirement Plan with a company match, and annual discretionary supplemental employer contribution
• Company paid Short and Long-term Disability Insurance
• Company paid Life Insurance and AD&D insurance with the option to buy up
• Paid Time Off (PTO): 17 days accrued during first year (accruals increase based on tenure)
• Paid Holidays: 12 holidays
• Personal days: 3 (prorated based on hire date)
• Volunteer day: 1 (prorated based on hire date)
• Work From Home Fridays
• Paid Parental Leave
• AOPA Membership
• Employee Assistance Program
• Wellness Program (earn medical insurance premium discounts)
• Gym Reimbursement Program
• Supplemental insurance options (critical illness, accident, hospital indemnity)
• Tuition Reimbursement Program
• Discount on AOPA swag
• Business casual dress code
• Free coffee, tea, hot cocoa

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 251-500 employees