Financial Planning and Analysis Manager (FP&A)

Boston, MA(Hybrid) $90,000/yr - $120,000/yr Permanent

Financial Planning & Analysis Manager – Boston, MA – $90,000-$120,000

 

The Financial Planning and Analysis Manager will work with the Controller to develop the annual budget, including performing reforecasts and providing future year projections, manage monthly budget vs. actual reporting, and analysis including partnering with department budget managers to effectively evaluate and resolve significant variances. Reporting and analysis also includes providing standard and ad hoc reports for the CFO and Audit and Finance Committee. You will be responsible for managing these budget and reporting processes through continuously improving the use of the company’s budgeting and reporting software, Prophix.

 

Responsibilities:

  • Independently overseeing the daily operation of Finance’s financial planning, budgeting, reporting and analysis.
  • Learns and continuously improves new budget software, Prophix, including reducing time to produce annual budget, increasing timely distribution of financial reports to budget managers, and increasing budget manager budgeting skills.
  • Completes the annual budget process including developing a baseline budget, working with budget managers to develop projected budgets, rolling up baseline and projected budgets and performing analysis to assist the CFO, COO and CEO to produce a balanced annual budget for Board review and approval.
  • Coordinates with Human Resources annual workforce planning to match up open budgeted positions with positions being recruited.
  • Distributes monthly financial reports through Prophix to budget managers
  • Performs monthly financial analysis at the organization-wide and program level.
  • Partners with budget managers to meet periodically to review financial results and problem solve significant budget variances
  • Partners with Advancement team to develop donor restricted budgets and actual reporting; works with Director of Contract Accounting and Compliance to effectively integrate donor restricted budgets into programs that also have contract spending requirements.
  • Acts as quality manager for the accuracy of financial information posted to general ledger. Coordinates with Director of Contract Accounting and Compliance and Assistant Controller on the reclassification and correction of actual results as identified.
  • Maintains and updates general ledger chart of accounts in MIP and Prophix and communicates updates to finance team to update other subsidiary systems and to affected budget managers.
  • Assists CFO and Controller complete monthly high-level financial reports and reforecasts for senior leadership and Board of Directors
  • Performs other financial projects or duties as they arise and directed by the CFO

Requirements:

  • 3-5+ years of financial planning and analysis experience
  • Experience managing complex budget and reporting processes
  • Strong computer skills with strong working knowledge of Excel
  • General ledger experience, including report writing
  • Demonstrated ability to develop financial reports, create financial models and perform financial analysis
  • Demonstrated experience training and partnering with non-finance managers to develop and manage program budgets
  • Solid writing skills to draft budgeting and financial reporting policies and procedures
  • Project management skills to lead financial reporting and technology improvement initiatives
  • Experience with Prophix budget software.

Apply for this role:

    Advertised by:

    Craig Duncan

    Principal Consultant

    Connect with Craig Duncan: