FP&A Global Process Sr. Manager

Catholic Relief Services | CRS • Remote, United States

7d • $106,000 - $117,000

About The Position

The Sr. Manager, FP&A Global Process leads agency-wide planning process management and owns the design, delivery, communication, and continuous improvement of budget and forecast processes, tools, and reporting standards. The role serves as the primary partner for FP&A process governance, maintaining understanding of agency strategy, organizational design, and finance policies and procedures and managing their impact on FP&A processes and partner divisions. The position represents global FP&A budget and forecast requirements to the EPM Systems team and partners with the Director of FP&A, CFO, and executive leadership on scenario planning, target setting, and resource allocation.

The role oversees budget and forecast calendars, guidance, training, templates, communications, planning-cycle optimization, reporting cycles, and financial packages and presentations. It oversees workforce-planning process improvement and analysis, including Merit and Fringe budget development and reporting and headcount reporting, and supervises staff who support assigned divisions.

The position also governs FP&A systems and reporting requirements, supports user testing and Oracle release and roadmap activities, contributes to report design and implementation, and develops stakeholder guidance and protocols for reporting tools. It audits report utilization, maintains user guidance, and oversees systems training for Global Operations, Global Finance, and Executive audiences. The role supervises staff and requires fluent written and spoken English; Arabic, French, and/or Spanish are welcome additional skills. No travel is required.

Requirements

• Bachelor’s degree in a related field.
• At least 8 years of experience in financial planning and analysis, finance operations, data analysis, or a related function.
• Experience leading process-improvement initiatives.
• Experience managing data and designing reports using Microsoft- and Oracle-based products.
• Experience designing reports and dashboards with business intelligence and data-visualization platforms.
• Experience in financial planning with cloud-based EPM software.
• Fluent written and verbal English.
• Proven quantitative and analytical skills.
• Knowledge of accounting systems and business processes.
• Expertise in Excel, including complex formulas and functions, filters, and pivot tables, and experience with Microsoft Office software such as Word and PowerPoint.
• Experience with reporting software.
• Strong written and verbal communication, interpersonal, and presentation skills.
• Customer-service mindset and ability to understand, document, and deliver on end-user requirements.
• Ability to work effectively in a team-oriented environment and build strong relationships with finance and cross-functional partners.
• Highly motivated, proactive, and organized.
• Ability to learn technical concepts from manuals and documentation.
• Ability to provide input and applicable improvements or enhancements to processes and system tools.
• Demonstrated ability to lead, coach, and develop direct reports.

Nice To Haves

• Prior experience managing or mentoring staff.
• High proficiency in PowerPoint and Excel add-in tools such as Oracle Smart View.
• Experience with enterprise planning tools and Power BI.
• Strong analytical skills and ability to work with complex financial data.
• Arabic, French, and/or Spanish language skills.

Responsibilities

• Own the global budget and forecast calendar, guidance, training, templates, and communications.
• Lead ongoing budget and forecast process optimization and coordination, including planning-cycle simplification and Amended Budget optimization.
• Coordinate with the FP&A Reporting Sr. Analyst to establish reporting cycles and deliver budget and forecast packages and presentations.
• Collaborate with Finance teams to analyze and consolidate insights into results, forecasts, and budget packages for review and presentation to the Director of FP&A, CFO, and executive leadership.
• Support the Director of FP&A in maintaining scenario-planning models and provide input to target setting and resource allocation.
• Oversee staff executing continuous evaluation and improvement of workforce planning processes, redesign, and user experience.
• Drive workforce-planning analyses integrating trending and pacing, including Merit and Fringe budget development and reporting in partnership with GPR/HR, as well as headcount budget reporting.
• Supervise staff partnering with assigned divisions on financial support.
• Maintain understanding of agency metadata, systems such as ePBCS, ERP, and EPM, and corresponding reporting tools and platforms.
• Represent global FP&A budget and forecast user and process requirements to the FP&A Systems team.
• As directed by the EPM Systems team, oversee FP&A team delivery of user support and Oracle release and roadmap activities, including functional user testing of Workforce, Projects, and Amended Budget modules.
• Contribute to the design, testing, and implementation of new FP&A reporting requirements in partnership with the Manager, Reporting FP&A and Finance Systems team on EPM/ERP and BI reporting requirements and delivery.
• Establish stakeholder guidance and protocols for current and future FP&A reporting tools and reports to drive agency-wide efficiency and consistency.
• Contribute to systems evaluation and enhancements, including testing systems changes and analyzing data flows for process-improvement opportunities.
• Conduct regular audits of end-user report utilization and requirements for organizational alignment and continuous improvement.
• Maintain clear guidance on FP&A reporting tools, reports, data sources, and uses.
• Oversee systems-training delivery for Global Operations, Global Finance, and Executive audiences in partnership with FP&A and other Global Finance teams.
• Maintain understanding of agency strategy, organizational design, and finance policies and procedures, and manage their impact on FP&A processes and partner divisions.
• Lead, coach, and develop direct reports.

Benefits

• U.S.-based staff receive a comprehensive benefits package including medical, dental, life insurance, vision, and a retirement savings plan; benefits for staff employed outside the U.S. depend on the country of employment and in-country office.
• Collaborative, mission-driven work culture.

What This Job Offers

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