Director of Financial Planning and Analysis

Advocates•Framingham, MA

13d•$110,000 - $120,000•Onsite

About The Position

The Director of Financial Planning and Analysis (FP&A) is a strategic organizational partner that plays a leadership role in financial planning, forecasting, and review of results and initiatives. The position is responsible for leading financial planning and analysis activities supporting Advocates, Inc. and Affiliates. Key responsibilities focus on month-end reporting and analysis, leading and coordinating planning and forecasting activities, and ad hoc FP&A support as required. This position will work closely with the senior A&F leaders, VP/Service Line Controllers, and support companywide budgeting and reporting efforts. This position is fully onsite in Framingham, MA. Remote work may be permitted after the first 90 days of employment, subject to management's discretion. The schedule for this position is Monday through Friday 9am-5pm.

Requirements

Bachelor’s degree required; MBA preferred, with a strong financial background.
Demonstrated understanding of and competence in serving culturally diverse populations .
A minimum of 10 years of progressive finance experience with management experience inclusive of finance leadership role(s).
Proven track record delivering exceptional results through a high-performing team and driving results beyond the finance function.
Exceptional analytical, problem-solving, and critical thinking skills.
Strong communication skills, both oral and written, with all levels of management.
In-depth working knowledge of business operations, including budgeting, forecasting, and fiscal design.
Working knowledge of computers and the Microsoft Office suite.
Strong analytical, numerical, and reasoning abilities.
Ability to execute a variety of decision-making models.
Must be able to perform each essential duty satisfactorily.
Superior communication skills, including writing and verbal skills.
High energy level, superior interpersonal skills, and ability to function in a team atmosphere.

Nice To Haves

Experience with general ledger and planning platforms preferred, specifically Adaptive Planning.

Responsibilities

Manage the annual budget planning process.
Partner with the leadership team and budget stakeholders to help achieve margin expectations.
Prepare and publish monthly reporting package(s), including variance analysis and relevant commentary.
Develop and manage a weekly, monthly, and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances, and risk assessments.
Create transparent real-time reporting with actionable insights around critical metrics and lead effective cadences across the divisions that facilitate understanding of performance drivers.
Coordinate and manage monthly reforecast/projection meetings with service lines and administrative groups.
Make updates to projections as appropriate.
Review monthly financial reports and coordinate updates to financial forecasts for all divisions as needed.
Lead organizational initiatives and special projects as assigned.
Prepare ad hoc reporting as needed.
Provide exceptional financial support and strategic partnership to budget managers and other stakeholders.
Lead strategic initiatives across multiple functions and locations to improve forecast accuracy, profitability, and achieve/outperform Advocates’ goals.
Attend and actively participate in supervision.
Apply a continuous improvement mindset with the ability to embrace outside/in thinking that advances the organization’s operational and financial agenda.
Ensure that individuals we support are treated with dignity and respect in accordance with Advocates’ Human Rights Policy.
Perform all duties in accordance with the agency’s policies and procedures.
Strictly follow all agency performance standards.