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Director, Financial Planning & Analysis

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Think Together

2mo ago

  • Job
    Full-time
    Expert Level
  • Accounting & Tax
    Banking & Finance
  • Santa Ana

AI generated summary

  • You need a relevant bachelor's degree, 10+ years in FP&A, strong analytical skills, ERP (NetSuite preferred) and CRM (Salesforce) experience, and excellent communication and organizational abilities.
  • You will lead the FP&A team, shape financial strategy, drive analytics, oversee budgeting, improve processes, and ensure cross-functional collaboration for organizational effectiveness.

Requirements

  • Bachelor’s degree in Finance, Business Administration, Public Administration, or related field required; MBA, MPA, or CPA preferred.
  • 10+ years of progressive experience in FP&A, finance leadership, or related roles.
  • Experience with non-profit, education, and/or grant compliance preferred.
  • Proven ability to influence senior stakeholders and drive cross-functional initiatives.
  • Exceptional analytical, problem-solving, and strategic thinking skills.
  • Self-starter with strong initiative and attention to detail.
  • Ability to thrive in an evolving and dynamic work environment.
  • Excellent time management skills in a deadline-driven environment.
  • Superb organizational skills and ability to manage broad scope responsibilities.
  • Strong communication skills—listening, verbal, and written.
  • Desire to collaborate with staff and leadership to fulfill Think Together’s mission.
  • Advanced proficiency in financial modeling and data visualization tools (Excel, Power BI, or similar).
  • Experience with ERP systems (NetSuite preferred) and CRM platforms (Salesforce).

Responsibilities

  • Lead, mentor, and develop the FP&A team, including FP&A Manager, Financial Business Partners, and Analysts. Build a culture of continuous improvement and professional growth.
  • Shape long-term financial strategy and partner with senior leadership to align resources with organizational priorities.
  • Drive development of predictive analytics and financial modeling to support strategic initiatives.
  • Collaborate cross-functionally to ensure financial accuracy, timely reporting, and alignment with operational goals.
  • Implement system and process improvements, including automation and integration of financial systems. Advise CFO, Controller, and Chief of Staff on internal controls and governance.
  • Develop and implement policies and procedures to enhance performance management and organizational effectiveness.
  • Coordinate annual budgets, periodic forecasts, and monthly financial reviews with regional operations leadership.
  • Foster a collaborative and inclusive work environment that encourages innovation and continuous improvement.

FAQs

What is the primary role of the Director of Financial Planning & Analysis?

The primary role of the Director of Financial Planning & Analysis is to serve as a strategic partner to the CFO, leading a high-performing FP&A team to deliver actionable insights, drive financial strategy, and optimize organizational performance.

What qualifications are required for this position?

A Bachelor’s degree in Finance, Business Administration, Public Administration, or a related field is required, with an MBA, MPA, or CPA preferred. Additionally, 10+ years of progressive experience in FP&A or finance leadership roles is needed.

What are the essential responsibilities of the Director of Financial Planning & Analysis?

Essential responsibilities include leading and mentoring the FP&A team, shaping long-term financial strategy, developing predictive analytics, collaborating cross-functionally for financial accuracy, and implementing system and process improvements.

Is experience in the nonprofit sector necessary for this role?

While not strictly necessary, experience with non-profit, education, and/or grant compliance is preferred for this role.

What software skills are required for candidates?

Candidates should have advanced proficiency in financial modeling and data visualization tools such as Excel and Power BI, along with experience in ERP systems (NetSuite preferred) and CRM platforms (Salesforce).

What is the salary range for this position?

The salary range for the Director of Financial Planning & Analysis is between $175K-$200K, depending on factors such as location, skills, and experience.

What type of work environment does Think Together promote?

Think Together promotes a collaborative and inclusive work environment that encourages innovation and continuous improvement.

Does Think Together have a policy on diversity and equal opportunity?

Yes, Think Together is an Equal Opportunity Employer and does not discriminate based on various characteristics, including race, gender, age, or any other protected status.

Will the Director of Financial Planning & Analysis need to coordinate with other departments?

Yes, the Director will collaborate cross-functionally with Finance, Operations, and Accounting to ensure alignment with organizational goals.

How important is strategic thinking for this role?

Exceptional analytical, problem-solving, and strategic thinking skills are crucial for the Director of Financial Planning & Analysis to effectively shape financial strategy and drive performance.

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Think Together

Partnering with schools to change the odds for kids.

Education
Industry
1001-5000
Employees
1997
Founded Year

Mission & Purpose

Think Together is a non-profit organization partnering with schools to change the odds. We equip students with the tools they need to succeed; and we equip schools with solutions that transform teaching and learning from the boardroom to the classroom.