Associate Director, Financial Planning & Analysis

Summary

Join Evidence Action as the Associate Director of Financial Planning & Analysis (FP&A) and lead strategic financial planning, budgeting, and the implementation of new FP&A software solutions. This role blends financial expertise with technological innovation to transform budgeting, forecasting, and reporting processes. You will create efficiency through automation, provide critical financial insights, build sophisticated financial models, enhance reporting, and mentor a team member. The position reports to the CFO/Global Controller and offers the opportunity to apply financial and technical skills to support Evidence Action's mission. There is flexibility for a remote location within the United States, with a preference for a hybrid work style based in Washington, DC. Quarterly travel to the DC office will be expected if remote.

Requirements

• Hold a Bachelor's degree in Finance, Accounting, Business, or related field
• Have 8 - 15 years of progressive experience in financial planning and analysis roles
• Have experience implementing and managing FP&A software solutions (such as Anaplan, Solver, Cognos/TM1, or similar), and an interest and aptitude in leveraging technology, automation, and AI for financial processes
• Have a strong understanding of accounting, budgeting and reporting systems and technology required to support growing business needs and operations
• Have experience building complex financial forecasting models and conducting scenario analysis
• Have advanced Excel skills and proficiency with financial modeling techniques
• Assess complex data, foresee trends, and make strategic decisions to promote organizational goals; turning open ended problems into solutions
• Have experience working in international non-profit organizations with multiple funding sources (bilateral, multilateral, foundation, and individual donors); multiple legal entities and consolidations; and managing multi-currency reporting
• Have experience communicating analytical findings for a range of different audiences within a culturally diverse organization
• Have people management experience, having at least 1 year of experience supervising direct reports
• Be a team player and work across a matrixed environment with leadership and staff across diverse, global environments
• Be mission-driven; with excitement for Evidence Action's evidence-based approach

Responsibilities

• Lead the organization’s annual planning (budgeting) and quarterly forecasting processes, including developing timelines, preparing underlying assumptions, project-managing the entire process, and consolidating budgets
• Spearhead the implementation of new FP&A software solutions, from requirements gathering and system configuration to implementation and training users
• Prepare comprehensive quarterly budget presentations for senior leadership and the Audit & Finance Committee, highlighting key risks and opportunities
• Provide sophisticated modeling, financial risk assessment, and strategic financial analysis to support program and leadership decision-making
• Develop and maintain annual and multi-year financial plans with scenario analysis to inform organizational strategy
• Drive accurate revenue, expense, and cash forecasts by evaluating key metrics and understanding financial performance drivers
• Partner with program and country teams to develop high-quality financial proposals for submission to donors, ensuring full cost recovery
• Develop customized reports and dashboards that highlight key financial indicators and risks for the global leadership team
• Oversee financial analysis of strategic opportunities and initiatives to determine financial and operational feasibility
• Manage, mentor, and develop one direct report, building team capabilities and promoting standardized approaches
• Collaborate with the Global Finance and Operations teams to continuously evaluate and improve financial systems and processes
• Create standardized tools and templates to support financial planning and analysis across the organization

Benefits

For US based roles, Evidence Action provides comprehensive benefits including international health care, HSA/FSA options, life insurance, disability coverage, retirement plans with a matching component, generous and flexible leave options, as well as other employee perks on a reimbursement basis