Vice President, Financial Planning & Analysis

Washington, DC
Full Time
Experienced
JOB SUMMARY:

The Vice President, Financial Planning & Analysis, reports to the Senior Vice President, Grants and Contracts, and has a commitment to Truth Initiative’s mission and culture. The Vice President supports the CFIO and SVPs through proactive financial management to maximize the organization’s use of available resources for sustainability in alignment with the mission. This role supports the following primary areas of responsibility to support the Finance team’s overall goals:
  • Financial Planning and Forecasting: Manage the development of the annual operating budget and rolling forecast, and contribute to the development of the multi-year financial plan.    
  • Financial Analysis and Management: Provide financial analysis and management decision support through ad hoc reports, special projects, financial analysis, liquidity management, and ongoing analysis of key performance indicators.
  • Investment Reporting and Support: Produce monthly investment portfolio performance reporting packages. Support to prepare financial reporting, Board meeting materials, and investment management, as assigned. 
DUTIES/RESPONSIBILITIES (*ESSENTIAL DUTIES):
  • Planning and Forecasting Process:
    • Partner with SVPs and the Finance team to work with cross-functional stakeholders to manage the development of the annual budget and rolling forecasts, and support the CFO in creating a multi-year financial plan.*
    • Represent the Finance team cross-functionally on task forces and special project teams.
  • Financial Analysis and Management: 
    • Analyze trends in business line revenue, expenses, and operations to identify potential issues and opportunities; optimize ROI and pricing models.*
    • Synthesize complex financial information to provide accurate, timely and thoughtful recommendations to management for decision-making purposes.*
    • Review current and past trends of key performance metrics; analyze revenue, direct costs, overhead expenses, and capital expenditures. Articulate the story behind the data.*
    • Assist with pricing strategy, operations, and cost strategies to optimize the long-term financial health and mission impact of the organization.
  • Investment Reporting and Support:
    • Create and maintain investment dashboards and other presentations of data for management; verify data integrity.*
    • Assist in the preparation and review of investment and financial reporting materials for the Board.
    • Assist with treasury, liquidity analysis, investment management, project management, or other tasks as assigned.
REQUIRED QUALIFICATIONS:
  • Bachelor’s degree in Finance or Accounting; MBA and/or CPA, CMA, CFA or similar professional designations preferred.  Knowledge of accounting is essential for this position.
  • 10-15 years of progressive experience in accounting/financial/operational analysis in a medium to large-sized non-profit, or publicly listed companies.
  • Strong problem-solving and critical thinking skills, with the ability to synthesize large quantities of complex data, exercise sound judgment, generate business insight, and recommend actionable solutions based on accurate and thorough analyses.
  • Strong working knowledge of cost accounting: unit pricing, incremental cost, breakeven analysis, activity-based costing, fixed and variable costs, overhead allocation, labor job costing, labor utilization, etc. 
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
  • Established track record of building relationships and credibility with senior leadership staff, department heads, senior managers, and other stakeholders.    
  • Excellent business/financial systems and project management skills. 
  • Strong presentation skills, particularly with executive management and board members, with the ability to communicate, verbally and in writing, complex financial information at the right level, depending on the audience.
  • Ability to understand and appreciate data and details without losing focus on the big picture.
  • Comfortable with ambiguity and able to synthesize disparate data sources to complete analyses. 
  • High level of integrity and dependability with a sense of urgency for completing quality work on time. 
  • Advanced Excel skills and strong demonstrated use of PowerPoint and Word required.
  • Experience with BI360 or similar product suite (planning, reporting, data warehouse) and Tableau, or similar enterprise data analytic platforms, strongly preferred.
  • Recent experience with ERP systems preferred.
  • Knowledge of data mining tools such as Python, SAS, SQL, Access, or VBA a plus.
ADDITIONAL INFORMATION   

This position is based in Washington, D.C. with a hybrid work schedule of three days in the office and two telework days.

COMPENSATION PACKAGE:

The salary range for this role is starting at $175,000-$180,000 on a national basis. Individual pay decisions are based on a number of factors, including but not limited to qualifications for the role, relevant work experience, skillset, internal equity, location, and certifications, consistent with applicable law. Salary is just one part of our total rewards package which additionally includes performance bonus for eligible roles, and competitive benefits. 
 
Interested candidates should submit their cover letter and resume here
OR
mail application materials to:
Human Resources
Attn: VP, Financial Planning & Analysis
900 G Street, NW
Fourth Floor
Washington, DC  20001
Fax: (202) 204-5214
No telephone calls please.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or disability.
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