Senior Director of Financial Planning & Reporting (Association Office)

YMCA of Greater New York•Manhattan, NY

7d•Onsite

About The Position

The YMCA of Greater New York’s Association Office is seeking a Senior Director of Financial Planning and Reporting. The role supports the Vice President – Finance/CAO with analysis, reports, decision support, financial projections, modeling, simulations, pro-forma budgets, and financial reports. The position works independently and assumes a team lead role. Under the direction of the CAO, the Senior Director leads the budgeting process, including developing the budgeting plan and timeline, preparing guidelines, preparing and training others on the budget, analyzing budget proposals, and reporting on the budget. The role also leads implementation of Workday Adaptive Planning and reports implementation, works with a developer, and may assist with other aspects of Workday implementation, including data migration and integration. The position works closely with branches and departments to ensure their needs are met and performs other duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
At least four years of experience in analytics, financial analysis, accounting, or a related discipline.
Advanced proficiency in Microsoft Excel, including data analysis, reporting, and financial modeling.
Experience collecting, analyzing, and interpreting complex data to support decision-making.
Strong project management, organizational, critical-thinking, and problem-solving skills.
Demonstrated emotional intelligence and ability to collaborate effectively across diverse stakeholders.
Computer literacy and willingness and ability to learn new systems and technologies.
Ability to manage multiple priorities, maintain attention to detail, meet deadlines, and contribute to continuous process improvement.

Nice To Haves

MBA or master’s degree in Finance, Accounting, Business Administration, or a related field.
CPA credential or equivalent experience.
Knowledge of Oracle Applications, Salesforce, AS400, and other business, financial, or reporting software platforms.
Experience with Workday and Adaptive Planning.
Prior supervisory or people management experience.
Experience working within a nonprofit organization.

Responsibilities

Analyze data and create ongoing or ad-hoc reports using Microsoft Excel or other software to support problem-solving and decision-making.
Independently develop financial projections, models, simulations, pro-forma budgets, and financial reports.
Develop in-depth knowledge of Oracle CONNECT, Workday, Adaptive Planning, Salesforce, AS400, and other applicable software.
Under the direction of the CAO, lead the budgeting process, including developing a plan and timeline, preparing guidelines, budget preparation and training, analyzing proposals, and budget reporting.
Lead implementation of Workday Adaptive Planning and participate in other aspects of Workday implementation, including data migration and integration, as appropriate.
Lead reports implementation with assistance from a developer.
Work closely with branches and departments to ensure their needs are met.
Perform other duties as assigned.