Managing Director of Financial Planning & Analysis (Remote)

Reading Partners • New York, NY

19h • Remote

About The Position

Reading Partners is changing the education landscape by addressing the literacy crisis through community volunteers providing one-on-one tutoring. The Managing Director of Financial Planning & Analysis (MDFP&A) is a key member of the Finance and Accounting team, leading the FP&A function and reporting to the Chief Financial and Operations Officer (CFOO). This role provides business and financial advice to the CFOO and budget leaders in a national, distributed organization. Responsibilities include assisting in the preparation of budgets, forecasts, and financial reports/analyses for national departments and regional Executive Directors, acting as a liaison between national and regional teams, and supporting month-end close processes. The position manages a team of two to ensure efficient and sustainable allocation of financial resources to maximize student outcomes. The role also involves managing the Senior Manager of Financial Planning & Analysis and collaborating on future Finance team staffing. The work supports leaders in making effective budgetary decisions by providing high-quality, accurate, and timely financial information and advice. This position is remote but requires candidates to reside within specific Reading Partners’ operating locations: Southern California (Los Angeles Metropolitan Area preferred), the District of Columbia, Maryland, New Jersey, New York, Washington State, South Carolina, or Virginia.

Requirements

• 10+ years of relevant job experience in financial planning and analysis (FP&A) in roles with increasing responsibility.
• 3+ years of people management and leadership experience in the finance sector.
• Experience managing a team within a finance department.
• Strong analytical and financial modeling skills.
• Excellent verbal and written communication skills; able to successfully convey financial concepts to non-finance colleagues.
• Ability to adapt to changing organizational needs and priorities and juggle multiple projects while meeting deadlines.
• Strategic and analytical thinking abilities and strong problem-solving skills.
• A bachelor's degree in Finance or Accounting.
• Excellent professional judgment.
• At least an intermediate experience level in Microsoft Excel.
• Ability to prove eligibility to work legally in the U.S. and that you are at least 18 years of age.

Nice To Haves

• Nonprofit experience is a plus.
• Knowledge of financial planning software (e.g. Adaptive, Hyperion, Cognos) strongly preferred.
• Familiarity with Salesforce a plus.
• An MBA or advanced degree in Finance or Accounting.
• An AmeriCorps, Peace Corps, or other national service alum.
• Experience working in launch or growth phases of organizations.

Responsibilities

• Provide key support to the CFOO with the annual strategic planning process.
• Build financial models and forecasting tools for long-term scenario planning.
• Lead the creation of the annual budget and develop prudent forecasts for a $33 million budget.
• Lead the annual budgeting process and monthly forecast process.
• Prepare monthly reporting of financial performance and variance analysis by region/function.
• Support the executive leadership team in the stewardship of key financial metrics.
• Collaborate with budget owners, development teams, and the regional operations team on cash flow forecasts.
• Partner with national and regional leaders to provide financial support and guidance.
• Advise budget leaders on fiscal operating decisions and collaborate to achieve financial sustainability goals.
• Analyze trends in spending and behavior to maximize resource allocation and results.
• Prepare financial reports and materials for quarterly Board of Directors meetings.
• Oversee operational excellence by evaluating, refining, creating, and supporting systems and processes.
• Enhance the use of Adaptive Insights (financial planning software), including potential integration with third-party software, developing new reports, and creating financial dashboards.
• Prepare accurate and timely financial reports to funders/donors.
• Manage all financial information, including support documentation for grant reports and proposals.
• Track and report compliance with line of credit covenants.
• Guide employee performance management and support professional development of team members.
• Lead planning and facilitation of team and department meetings.
• Participate in Leadership Team (LT) meetings, retreats, and collaborative spaces.
• Collaborate closely with national departments to support financial reporting, documentation, and processes.
• Establish working relationships with internal and external stakeholders.
• Communicate effectively and tell a compelling story through data to ensure financial sustainability.
• Anticipate future needs and challenges/opportunities in planning and decision-making.
• Identify and execute tasks proactively.
• Focus on desired results, set challenging goals, and meet or exceed them.
• Apply a logical and systematic approach to problems.
• Synthesize financial data into meaningful information for stakeholders.
• Translate analysis into actionable recommendations.

Benefits

• Medical, dental, and vision insurance with substantial employer contributions toward both employee and family premiums.
• Life and disability insurance at no cost to employees.
• Free Employee Assistance Program (EAP).
• Significant pre-tax employer funding to help offset employees’ out-of-pocket medical expenses, including providing first dollar coverage for some plan options.
• Spring Health for easy access to therapy, coaching, and wellness resources, including six sessions provided at no cost to employees.
• Carrot for guidance and support related to hormonal health, fertility, family-building, and gender-affirming services.
• 403(b) retirement plan with immediate eligibility to participate and to receive employer matching contributions.
• Flexible Paid Time Off (Unlimited PTO).
• Paid Parental Leave for up to 8 weeks for birth and non-birth parents.
• 14 paid holidays annually.
• One week of office closure in early July.
• Two weeks of office closure in late December.
• A dynamic, mission-driven culture with a strong commitment to employee development and career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager