Vice President, Financial Planning and Analysis
About The Position
The Vice President of Financial Planning and Analysis leads and oversees the organization's financial planning processes, ensuring the delivery of rigorous analysis and high-quality decision support for senior leadership. This role collaborates closely with departments across the organization to develop comprehensive budgets, forecasts, financial models, and performance dashboards that guide strategic and operational decision-making. The ideal candidate demonstrates exceptional attention to detail, strong analytical capability, and a high level of proficiency in managing and interpreting large datasets within a dynamic, fast-paced environment.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 10+ years of experience in FP&A, corporate finance, or relevant analytical role.
- Strong proficiency in Excel/Google Sheets (pivot tables, advanced formulas, modeling).
- Experience with financial planning systems or business intelligence tools (Salesforce, Tableau, Power BI, etc.).
- Knowledge of accounting principles (GAAP).
- Excellent analytical, problem-solving, and critical-thinking skills.
- Strong communication skills, both written and verbal.
- Ability to manage multiple priorities and deadlines.
- High attention to detail with a commitment to accuracy.
- Collaborative mindset with strong interpersonal skills.
Nice To Haves
- An advanced degree is preferred.
- Familiarity with ERP systems (e.g., NetSuite, Workday) is a plus.
- Nonprofit experience a plus.
Responsibilities
- Budgeting, Forecasting & Cross Functional Business Partnership Lead the annual budgeting process and periodic re-forecasting cycles.
- Ensure alignment of financial plans with organizational strategy and operational realities.
- Create clear and concise budget instruction to department leaders to better understand key drivers, assumptions, risks, and opportunities.
- Serve as a financial advisor to department heads; support them in understanding financial results and future outlooks.
- Translate complex financial concepts into clear, actionable insights for non-financial stakeholders.
- Financial Analysis, Reporting and Modeling Prepare monthly financial reporting packages, including variance analysis, KPIs, and trend insights.
- Analyze financial performance and identify improvement opportunities for revenue generation, cost efficiencies, revenue loss and growth trends.
- Develop and maintain dashboards and management reporting tools.
- Build and enhance financial models to evaluate business P&L's, new initiatives, strategic investments, and program performance.
- Conduct sensitivity analyses and scenario planning to support leadership decision-making.
- Process Improvement Streamline financial processes and enhance reporting tools and templates.
- Improve the accuracy, timeliness, and clarity of financial information.
- Support the implementation of systems and technologies that enhance FP&A capabilities.
- Compliance & Governance Ensure financial practices align with internal policies and external regulatory requirements.
- Support audit processes as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
