Financial Planning and Analysis Manager

Christ Covenant•Atlanta, GA

12d•Onsite

About The Position

We are seeking a skilled Financial Planning and Analysis Manager to join our Christ Covenant Operations Team. The primary focus of this role is as follows: 1) to oversee and drive the key areas of our financials, including ongoing monthly budget vs. actual performance, monthly giving income, and other data analytics related to other aspects of church operations, 2) to generate and analyze key performance indicators (KPIs) to measure operational effectiveness across multiple departments and ministries and, 3) to provide program and process management oversight and improvements among the departments. The FP&A manager will play a vital role in providing meaningful insights to the church by utilizing data modeling and visualization techniques to communicate the financial story. This role is responsible for analyzing and evaluating various aspects of the financials: building operations, hospitality, security, and individual ministries as required. The FP&A manager uses data-driven insights to identify opportunities for optimization, to implement solutions, and to drive continuous improvement initiatives within the operations of the church. This is a full-time position that will report to our Executive Director of Operations. Below are the expectations and responsibilities for which this role will be accountable during each performance review cycle.

Requirements

Education: Bachelor’s degree in Finance/Accounting or Operations Management or Business Analytics, or a related field; applicable experience in lieu of degree
Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
Proven experience with a minimum 3 years of relevant experience
Proficiency in keys systems that include Rippling (Payroll, HR, Expenses, Bill-Pay), Martus, Overflow and Asana
Proficiency in data analysis tools, techniques, and software, including advanced Excel functions and data visualization tools (e.g., Tableau, Power BI)
Excellent communication skills, with the ability to present complex data findings in a clear and concise manner
Detail-oriented with a focus on data accuracy and integrity
Strong organizational and time management skills, with the ability to work on multiple projects and priorities simultaneously
Continuous learning mindset to stay updated with industry trends and emerging analytics

Responsibilities

Lead the annual budgeting process across ministries and operations at the church and be the key liaison for this initiative to see it through to completion.
Collect and analyze data related to church operations in all departments including Plan vs Actual financials, spending patterns, and general trends of KPIs within the departments. Identify patterns, trends, and areas for improvement based on data analysis, and provide regular updates and insights to business stakeholders
Reporting and communication: Prepare regular reports, dashboards, and presentations to communicate insights and recommendations to the Executive Team, Lead Team, department Directors, and other department and ministry stakeholders. Present findings, progress, and improvement initiatives in meetings
Utilize data modeling techniques and advanced Excel skills to create models, charts, and graphs that effectively communicate complex data sets to business stakeholders. This will include using the modeling tools inherent in financial and other business applications
Training and support: Provide training and support to operations and ministry staff on process changes, system updates, and best practices. Ensure that employees understand and adhere to standard operating procedures (SOPs) for Financial, HR, Security, and Safety guidelines
Process evaluation: Evaluate existing operational processes and workflows to identify bottlenecks, inefficiencies, and areas of improvement. Conduct financial modeling exercises, analyze order processing workflows, process mapping, and root cause analysis to identify opportunities for optimization. Identify opportunities to reduce overall processing time in different departments of Operations. This role would also lead the annual budgeting process for both the ministry and operations departments of the organization.
Profit-minded approach: Identify opportunities for cost reduction and operational efficiency improvements through data analysis and collaborate with relevant stakeholders to implement appropriate measures. Apply a kingdom investment mindset to all analyses and decision-making, focusing on improving financial performance and contributing to overall ministry and kingdom advancement through the support of Operations
Perform other job duties as assigned
Manage relationships with staff, elders, and committees
Ensure that all work efforts align with the stated staff values of Christ Covenant