Manager of Financial Planning and Analysis

Manager of Financial Planning and Analysis
Employment Type: Full-time (CLT)
Location: Remote Brazil
Benefits:

Purpose

The Jewish Board of Family and Childrens Services (The Jewish Board) is a leading health and human services agency providing quality mental health, housing, and social services. We proudly serve individuals across diverse religions, races, gender identities, sexual orientations, and physical and intellectual abilities throughout the five boroughs of New York City.

The Finance Department supports the organization by enhancing its financial position to better serve our clients. Through sound fiscal practices, the department collaborates with programs, the Board of Directors, funders, and regulators to deliver receivables, payables, reporting, and other fiscal support services.

Position Overview

The Manager of Financial Planning & Analysis is a pivotal role within our finance team, responsible for overseeing financial planning, budgeting, forecasting, and analysis processes. This position leads the preparation of the agency's $225 million annual budget, monitors actual results against the budget, and identifies and explains variances.

In collaboration with the grants department, the Manager supports contract and grant budget preparation for RFPs and contract renewals. The role requires close interaction with various departments, providing financial insights to drive strategic decision-making and ensure the organizations financial health and sustainability.

Key Responsibilities

• Budgeting and Planning:
  • Utilize Adaptive Insights software to prepare and manage the agencys $225 million annual budget.
  • Train program directors and managers on budget software and foundational budgeting concepts.
• Financial Analysis and Reporting:
  • Develop and maintain financial models to support business planning and strategic decision-making.
  • Prepare and present financial reports, including variance analysis, to senior leadership.
  • Conduct ad-hoc financial analyses to evaluate and support strategic initiatives.
• Collaboration and Strategy:
  • Work with departmental leaders to monitor KPIs and support improvement plans.
  • Analyze reimbursement rates and financial performance trends to inform executive decision-making.
• Special Projects and Compliance:
  • Prepare budgets for new program RFPs and monitor government budget changes to assess their impact on the agency.
  • Review new government fiscal initiatives and provide detailed financial implications to executive staff.
  • Participate in Budget and Finance Committee meetings and agency audits.
• Leadership and Supervision:
  • Supervise and mentor finance staff to ensure operational excellence.
  • Lead initiatives to improve financial planning processes and tools.

Core Competencies

• Strong analytical skills with a focus on problem-solving and performance improvement.
• Expertise in conducting ad-hoc analyses and providing actionable insights.
• Excellent communication skills for cross-functional collaboration.
• Strategic financial planning abilities to guide organizational sustainability.
• High attention to detail and strong supervisory presence.

Required Qualifications

• Education: Bachelors degree in finance, accounting, or a related field (MBA preferred).
• Experience: 5-10 years in accounting, budgeting, or reimbursement environments, with proven expertise in financial planning and analysis.
• Familiarity with human service programmatic and fiscal models is a plus.

Skills and Technical Proficiency

• Advanced knowledge of Microsoft Excel and proficiency in Microsoft Office.
• Experience with database and accounting systems (knowledge of Adaptive Insights preferred).
• Strong financial modeling and presentation skills.
• Ability to multitask, meet deadlines, and manage staff effectively.