Senior Manager, Financial Planning & Analysis

Opportunity@Work•Washington, DC

33d•Hybrid

About The Position

Reporting to the CFO, the Senior Manager, Financial Planning & Analysis (FP&A) plays a critical role in strengthening the organization’s financial planning, grant financial management, and decision-support capabilities. This role is responsible for building and maintaining robust financial models, dashboards, and processes that support budgeting, forecasting, grants compliance, and long-term financial sustainability. The Senior Manager serves as a strategic thought partner to the CFO and cross-functional leaders, translating complex financial data into clear insights that inform executive and Board decision-making. This is a hands-on role for a finance professional who thrives at the intersection of analysis, systems, and strategy. This role should have sufficient proximity to Washington, DC, such that you can come into the office approximately once a week (potentially more during budgeting season), to work closely with the CFO and leadership team. We anticipate modest travel each year, including 2 team retreats per year.

Requirements

STARs (workers Skilled Through Alternative Routes) are encouraged to apply; a four-year degree is not required for this role.
5+ years of experience in financial planning, analysis, or strategic finance roles.
Strong analytical skills with the ability to translate complex financial information into clear insights for non-finance audiences.
Experience with budgeting, forecasting, variance analysis, and financial modeling.
Working knowledge of grants financial management and compliance preferred.
Understanding of internal controls, risk management, and audit processes.
Technical accounting skills, including journal entries, reconciliations, and general ledger maintenance.
Working knowledge of GAAP.
Experience with financial systems (e.g., Sage Intacct) and advanced Excel / Google Sheets skills.
High degree of integrity and discretion when handling confidential financial information.
Ability to manage multiple priorities and adapt to changing organizational needs.
Proactive problem solver who approaches their work with perseverance and adaptability.
Passion for Opportunity@Work mission.

Responsibilities

Partner with the CFO in the development of the annual operating budget, working closely with each team leader to align financial plans with organizational priorities.
Conduct monthly budget vs. actual variance analysis, providing clear explanations and actionable recommendations.
Coordinate and support department-level budgets, providing ongoing financial guidance to program and operational leaders.
Develop and maintain multi-year financial plans, including long-range forecasting and modeling.
Prepare cash flow projections; calculate, monitor, and refine cost allocation methodologies.
Support Resource Mobilization/development team with grant budget development, monitoring, and financial forecasting in partnership with Resource Mobilization and program teams.
Develop and maintain grant financial compliance and reporting strategies.
Partner with Resource Mobilization and accounting to manage grant financial reporting and submissions to funders, as well as grant closeouts in accordance with funder requirements.
Support funder financial relationship management by providing timely, accurate, and strategic financial information.
Provide sub-award financial oversight, including monitoring compliance and financial performance of sub-recipients.
Apply and monitor indirect cost rates to ensure accurate cost recovery and compliance.
Develop executive-level financial reports and dashboards that provide insight into organizational performance.
Develop and monitor organizational financial KPIs to assess financial health and operational efficiency.
Support financial forecasting and modeling.
Conduct program profitability analysis to assess the financial sustainability and performance of initiatives.
Perform scenario planning and sensitivity analysis to inform leadership decision-making under varying assumptions.
Support CFO and CEO in preparation of Board-facing and Executive Leadership Team (ELT) financial materials and presentations.
Collaborate closely with program, development, and operations teams to support informed decision-making across the organization.
Provide dotted-line supervision to a Finance Associate for FP&A and grant-related work.
Support revenue strategy development and forecasting initiatives.
Lead and contribute to financial systems improvement projects, including process optimization and automation.
Support special projects and strategic initiatives as requested by the CFO.
Conduct internal financial and operational risk assessments to proactively identify and mitigate organizational risks.
Design and implement new internal controls as the organization evolves.
Assess control effectiveness, identify gaps, and update control policies and procedures.
Implement audit recommendations that require changes to financial policies, processes, or controls.
Coordinate with auditors on internal control testing methodologies.
Reviewing audit schedules for strategic and compliance risks
Providing context on grant compliance, restrictions, and funding structures
Coordinating with program teams to respond to audit inquiries
Reviewing management discussion and analysis sections
Reviewing management representation letters
Supporting implementation of complex audit recommendations