Manager of Financial Planning & Analysis
About The Position
At Jefferson Center, it is our policy and our mission to be inclusive and mindful of the diversity of everyone who comes through our doors. We are passionate about building a community where mental health matters and equitable care is accessible to all races, ethnicities, abilities, socioeconomic statuses, ages, sexual orientations, gender expressions, religions, cultures, and languages. We are seeking a strategic and mission-aligned Manager of Financial Planning & Analysis to lead financial operations at our $90M nonprofit mental health center. This role blends financial planning, analysis, and accounting oversight to support sustainable growth. Perform month end financial duties and help the Director of Finance with the financial statements, budget, audit and other financial reporting. Support financial forecasting, planning, reporting and analysis at both the program level and center-wide level. Be a visionary for the finance team by helping with ideation, activation and implementation.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- 4+ years of experience in FP&A roles.
- Strong knowledge of nonprofit accounting and compliance.
- Proficiency in financial systems (e.g., Oracle, Netsuite, Power BI) and Excel.
Nice To Haves
- Strong communication skills with ability to explain financials to non-financial stakeholders.
Responsibilities
- Work with Director of Finance on the annual budgeting and quarterly forecasting processes.
- Develop financial models and scenario analysis for strategic planning.
- Analyze program performance and funding utilization.
- Assist in preparing monthly financial dashboards and KPI reports.
- Track key financial indicators and prepare monthly reports for leadership
- Provide insights into revenue trends, expense management and cost-saving opportunities.
- Ensure compliance with GAAP and nonprofit accounting standards.
- Develop cash flow forecast model to be updated in conjunction with Finance team.
- Assist with annual audits and 990 filings with CPA audit firm.
- Coordinate State and Federal audits.
- Lead for Accounting software implementations/improvements
- Advise executive leadership on financial strategy and sustainability.
- Support grant proposals and fundraising with financial data.
- Drive improvements/enhancements in financial systems, set up and reporting tools.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
