Director of FP&A and Budget

The Trustees of Reservations•Boston, MA

2d•Hybrid

About The Position

The Trustees of Reservations (The Trustees) is Massachusetts’ premier conservation and preservation organization. Founded in 1891, The Trustees’ preserves properties of exceptional scenic, historic, and ecological value in Massachusetts for public use and enjoyment. As a non-profit conservation organization, it is funded and supported entirely by its visitors, supporters, volunteers, and its 100,000 Member households. The Finance team is seeking a Director FP&A and Budget to oversee financial performance management including budgeting, enterprise forecasting, reporting and insights, and data systems and integration. This role will help translate strategy into resource plans and ensure financial discipline across the organization.

Requirements

Degree in business administration, finance, or related field
8+ years of financial analysis experience
Strong computer skills, particularly with financial tools, spreadsheets, and presentation applications (MS Office including Power BI) and experience with budgeting and forecasting software systems
Strong organizational skills and the ability to work independently, manage multiple priorities and meet deadlines
Excellent written and verbal communication skills with the ability to effectively convey complex financial information
Solid working knowledge of accounting, P&L and Balance Sheet reporting, and revenue recognition; knowledge of “fund accounting” a plus
Current authorization to work in the United States
A satisfactory criminal background (CORI) check.

Nice To Haves

Master’s degree in business administration, finance, or related field
7-10 years of financial analysis experience
Experience in the nonprofit sector and/or hospitality, recreation, or tourism industries

Responsibilities

Lead the development of the organization’s annual operating, restricted, and capital budgets.
Produce the monthly management reporting package, including budget-to-actual analysis, forecasts, trend analysis, and forward-looking financial insights.
Monitor and analyze enterprise-wide budget variances and work with leadership to implement corrective actions when needed.
Translate financial results into clear operational insights and actionable recommendations for senior leadership.
Manage rolling financial forecasts (monthly and quarterly) for revenue, expenses, and cash flow.
Maintain and enhance driver-based financial models linking operational metrics to financial performance.
Lead scenario planning and sensitivity analyses related to funding changes, program expansion, and cost structure shifts.
Coordinate forecasting inputs from departments and ensure consistency in financial assumptions and methodologies.
Evaluate new initiatives, investments, pricing or fee structures, and resource allocation proposals.
Provide financial analysis to support strategic planning and multi-year financial projections.
Support capital planning and long-term liquidity management.
Coordinate the organization’s insurance program, including the annual renewal process and coverage analysis.
Develop and deliver presentations to a diverse range of internal and external audiences.
Assist with financial systems administration and provide training and support to internal business partners.
Supervise and develop two full-time staff members.

Benefits

Sick time: 15 days per year
Vacation time: 20 days per year (prorated)
12 observed holidays, 3 floating
Health insurance: You are eligible to participate in the Trustees health insurance benefit via Blue Cross Blue Shield (BCBS). BCBS also offers additional benefits, such as fitness reimbursement and rewards for healthy habits.
Short-Term and Long-Term Disability Insurance
Massachusetts Paid Family Medical Leave
Life Insurance
401k with 5% match after 1 year of employment
Employee Assistance Program: Free access to a confidential service that helps employees and their communities with personal and work-related issues, such as mental health support, counseling, and financial advice.
Reciprocity: Enjoy access to free and discounted admission and membership to more than 50 nearby museums and cultural institutions for Trustees Staff, Volunteers and Interns.
Discounts: Enjoy free entry to all Trustees properties, discount event tickets, and discounted merchandise at our stores and on stays at our inns.
Day of Wonder: Spend one workday per year to exploring a Trustees property.
Day of Service: Spend one workday per year to helping with a project at a Trustees property.