Manager of Financial Planning & Analysis

Diocese of Raleigh•Raleigh, NC

About The Position

The Catholic Diocese of Raleigh has an immediate need for a Manager of Financial Planning & Analysis. Operating as a critical bridge between financial data and diocesan strategy, this hands-on role is responsible for budgeting, forecasting, and reporting. Reporting directly to the Chief Financial Officer, the Manager provides high-level financial counsel to executive leadership while directly supervising and the Budget/Financial Analyst. The ideal candidate is a proactive finance leader who balances meticulous, hands-on mastery of driver-based forecasting and data modeling with the communication style needed to brief executive leadership boards and diocesan committees.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
Experience with treasury operations, cash management, investment reporting, or related banking and investment oversight activities.
Minimum 1–2 years of experience directly supervising, managing, or acting as a formal team lead for finance/accounting personnel.
Advanced, hands-on expert proficiency in Microsoft Excel, financial engineering and accounting systems.
Demonstrated ability to present financial findings clearly and confidently to non-financial executive stakeholders and ministry leaders.
Employment is contingent upon passing a criminal background and reference check; must complete Diocese-sponsored Safe Environment Training upon hire.

Nice To Haves

Master of Business Administration (MBA), Certified Public Accountant (CPA), or progress toward a professional finance designation (FPAC/CFA).
Experience utilizing AI and BI tools to build executive dashboards.
Experience implementing, administering, or optimizing dedicated budgeting and forecasting software modules.
Prior professional experience within a non-profit, faith-based, or multi-entity fund accounting environment.

Responsibilities

Partner closely with the CFO and executive leadership to translate complex financial data into strategic insights; prepare high-quality presentations, dashboards, and reports for Executive Staff, the Diocesan Finance Council and investment committee.
Provide direct supervision, workflow management, performance evaluations, and professional development for the Budget/Financial Analyst, fostering growth and ensuring accuracy across all department deliverables.
Design, build, maintain, and scale sophisticated financial models to support long-term forecasting, cash flow analysis, capital allocation, and investment tracking.
Drive the execution of the annual operating and capital budgeting processes across all diocesan departments, establishing standardized processes, templates, and compliance timelines.
Support treasury and investment activities, including cash positioning, liquidity forecasting, banking relationships, investment reporting, and coordination with external advisors and diocesan investment committees.
Assist with accounting close activities, including reviewing accruals, supporting month-end and year-end close processes, and collaborating with accounting staff to ensure timely and accurate financial reporting.
Act as a trusted financial advisor to Diocesan budget holders.