Senior Analyst, Financial Planning and Analysis
About The Position
Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek a Senior Analyst for the Financial Planning & Analysis (FP&A) team. This role reports to the Associate Director, Financial Planning & Analysis in the Reporting & Analysis (Finance) department of PPFA. The Reporting & Analysis Department leads all Planning, Budgeting, and internal reporting activities, including the Annual Budget, the quarterly Forecast, and Quarterly Reporting to executive leadership and the Board, as well as the management of Workday’s Adaptive Insights, PPFA’s planning software. Purpose: As a key contributor to the FP&A team, the Senior Analyst, Financial Planning & Analysis will provide tactical analytical support for all planning & reporting activities and be part of an ongoing initiative to build an FP&A Center of Excellence. Engagement: The Senior Analyst, Financial Planning & Analysis, will build strong partnerships with other areas of the Finance and Accounting teams, as well as with Development, People Culture & Equity, and other subject matter experts to drive efficiencies, facilitate data-driven decision making, and add value to the FP&A Team. The Senior Analyst will be actively involved in the transition to best practice through the enhancement of our Adaptive Planning system. They will be part of a highly visible change environment and will develop world-class reporting tools, always considering new and automated ways to handle the workload. The Senior Analyst will be responsible for anticipating scenarios and potential requests and responding appropriately.
Requirements
- 3+ years of experience in Financial Planning & Analysis, preferably with a 501c(3) organization or a major public accounting firm.
- Bachelor’s degree in Finance or Accounting (CPA, CFA, FPAC certification a plus).
- Advanced Financial Modeling and Excel skills (SUMIFS, INDEX MATCH, multi-condition tests, etc.).
- Previous experience with Workday Adaptive Insights a plus. Exposure to a major EPM (Hyperion, Planful, etc.) is preferred.
- Have a mindset for continuous improvement, actively looking to leverage new technologies and build efficiencies to minimize manual and repetitive tasks.
- Ability to recognize and respond to problems in a highly professional, confidential, and sensitive manner.
- Excellent analytical skills with sharp attention to detail and the ability to meet critical deadlines.
- Ability to work autonomously with minimal supervision and be able to take the initiative to identify and solve potential problems.
- Ability to work collaboratively with a dynamic, results-driven, high-performing team, and act as an SME for various partners within the organization.
- Strong oral and written communication skills.
- High proficiency in Google products.
- Flexibility and ability to adapt to quickly changing priorities and ambiguous situations.
- A deep commitment to Planned Parenthood’s mission of promoting Sexual and Reproductive Health.
Nice To Haves
- CPA, CFA, FPAC certification a plus.
- Previous experience with Workday Adaptive Insights a plus.
- Exposure to a major EPM (Hyperion, Planful, etc.) is preferred.
Responsibilities
- Assist in the preparation of quarterly Finance Committee materials for PPFA and the Action Fund and update all supporting files, graphs, and presentations.
- Develop new ways to automate and streamline the quarterly reporting process with newly developed Adaptive capabilities.
- Ensure data integrity between Adaptive and ERP for the chart of accounts and actual transactions. Create and modify reports, manage user access, integration tasks, dimensions, sheets, and allocation tables, as well as update budget and forecast versions in our Adaptive system. The applicant will also need to be agile in troubleshooting anomalies and alerting team members on any discrepancies or irregularities affecting the planning and reporting of data.
- Utilize the OfficeConnect Excel plug-in to build, maintain, and refresh various reports with data from Adaptive Planning.
- Update the Resource Sharing Allocation Model in partnership with Accounting and other members of the Finance team, and provide in-depth variance analysis identifying the various drivers of change.
- Monitor and update forecast for organization’s KPIs and OKRs, including Functional Expense Ratio, Social Welfare Ratio, and Days Cash on Hand (DCO).
- Maintain and enhance the Workforce Planning Model, PPFA’s 5-year model, PPFA's and PPAF’s Cash-flow forecast, and add checks and controls to ensure integrity and consistency with the data before being distributed.
- Update the headcount dashboard and analysis monthly, to be delivered to senior leaders through Adaptive Planning.
- Build driver-based predictive financial models in Excel and Adaptive to support scenario-planning, ad-hoc requests, and data-driven decision making for leadership and key stakeholders.
- Maintain project management tools, including trackers, RACI matrix, calendars, checklists, status reports, and timelines.
- Create dashboards and other visual analytics tools in Excel and Adaptive Planning to facilitate the messaging of dense and complex financial information.
- Actively support the yearly budget process and quarterly forecast by leveraging Adaptive Planning, as well as creating user-friendly templates and collecting feedback from stakeholders.
- Other duties as assigned.
Benefits
- 0-10% domestic travel
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What This Job Offers
Job Type
Full-time
Career Level
Senior
