Financial Planning & Analysis Manager

Summary

Join TRAILS, a leading school-based mental health organization, as their Manager, Financial Planning and Analysis. This integral role ensures financial sustainability by providing actionable insights to leadership. You will collaborate with the VP of Finance and other department leaders on budgeting, forecasting, and financial analysis. Responsibilities include developing financial plans, tracking KPIs, analyzing funding strategies, and improving financial systems. The ideal candidate possesses 4+ years of experience in financial planning and analysis, preferably in a non-profit setting, and strong analytical and communication skills. TRAILS offers a competitive salary and a comprehensive benefits package.

Requirements

• 4+ years experience building and managing financial planning and analysis functions, preferably in a non-profit setting
• 4+ years experience supporting organizational financial health and growth-related planning functions
• 4+ years experience facilitating budgeting and forecasting functions in collaboration with department leaders
• Demonstrated experience utilizing a range of project and financial management tools and techniques (e.g., Sage Intacct ERP, SAP Concur, Rippling, or similar
• Demonstrated experience working in the Microsoft Office (including Advanced Excel) and Google Suites and a track record of learning new software
• Bachelor’s degree in accounting, finance, or a related field

Responsibilities

• Drive organization-wide annual budgeting and related processes to ensure alignment with the organization's strategic priorities
• Develop, refine, and maintain financial forecasts with department heads in support of team and organizational objectives and strategic priorities
• Continuously monitor, analyze, and report budget variances and provide clear and actionable recommendations to address financial gaps to enhance overall fiscal health
• Conduct scenario planning and sensitivity analyses to evaluate the financial implications of various strategic priority options/goals
• Partner with leadership and across TRAILS teams to support multi-year financial plans that promote organizational health and drive growth
• Develop, track, report key performance indicators (KPIs) to measure organizational impact and efficiency, and drive organizational decision-making
• Analyze and model funding strategies, including grant opportunities, donor contributions, and earned revenue streams to enable data-driven decision-making
• Evaluate program performance and return on investment to further inform decision-making
• Analyze financial data and trends to provide actionable insights and recommendations to leadership
• Roll out, maintain and continuously improve financial systems and tools to enhance financial data accuracy and accessibility
• Ensure strong and ongoing compliance with internal controls, organizational policies and procedures, and regulatory requirements
• Identify opportunities to streamline processes to improve the efficiency of financial planning and analysis functions
• Collaborate with other teams to integrate financial systems with other organizational tools and technology platforms as needed, with a focus on ensuring seamless data sharing and reporting capabilities
• Actively participate in all-staff meetings and retreats, workgroups, and other relevant TRAILS events
• Support the TRAILS team with all-hands-on-deck events and other team initiatives
• Provide ad-hoc finance and project support to the finance team and broader organization as needed

Preferred Qualifications

• Demonstrated prior experience in supporting a rapidly growing organization
• Strong written and verbal communication skills, including the ability to clearly explain budgeting, forecasting, and other financial topics to non-finance colleagues
• Excellent attention to detail and organizational abilities
• Exhibits a solid understanding of financial planning and analysis concepts, and has a continuous innovation mindset and enthusiasm to learn and apply new methods
• Demonstrated commitment to diversity, equity, inclusion, and belonging
• Ability to travel within the US for 1-2 multi-day team meetings per year

Benefits

• Medical, dental, and vision
• 403B with a safe harbor match
• Short and long term disability
• Generous holiday and paid time off package