You are known for your strong ability to work independently and within tight deadlines. Your exceptional analytical insight, report writing and presentation skills are remarkable. Your knowledge of non-profit financial analysis, modeling and forecasting is second to none. You are accurate, have excellent communication skills, and have superb attention to detail.
If this sounds like you, read on!
The Financial Planning Analyst prepares and analyzes the Academy’s annual operating and capital budgets, rolling forecasts, and long range budgets. Advises and collaborates with Department Directors in interpreting, understanding, and reporting on financial performance to fulfill their accountability responsibilities. Oversees the Annual Program of Work and Strategic Plan Status Updates. Responsible for the preparation of various financial schedules and analysis.
Under the direction of the Controller, prepares the Academy’s annual operating and capital budgets, quarterly rolling forecasts, and long range budgets. Performs analysis of director/manager submissions for reasonableness. Gathers input from various sources to predict probable outcomes. Manages workflow and due dates of various projects throughout the year. Prepares written detailed reports and analysis as needed/required including but not limited to Annual Meeting Financial Dashboards.
Advises and collaborates with department directors on an ongoing basis to help them (and their staff) to understand and report on the financial performance of their activities to ensure proper and consistent reporting. Additionally, meets with directors/managers during month-end close to discuss monthly performance actual versus budget and forecast to determine accruals or variances. Generates applicable month-end reports.
Analyzes actual fiscal performance to budget variances for key activities, including Annual Meeting, the Board of Directors and governance units, and line items such as travel. Prepares written explanatory reports and recommendations for improving financial operations for use by executive management and volunteer leaders.
Oversees Annual Program of Work and Strategic Plan Status Updates by managing workflows and due dates. Includes managing input schedules/systems, meeting with directors regarding appropriate financial results providing analysis and commentary. Creates final reports for Leadership Review Group and Board.
Responsible for the preparation of various month end financial and variance schedules. Verifies month end actual and budget imports are accurate. Maintains records of budget entries that pertain to spending of approved Council and Board funds.
Performs special projects as assigned by the Chief Financial Officer, Director of Finance and/or Controller including working with departments on the financial impact of new business plans.