The Director, Financial Planning and Analysis manages all aspects of internal management reporting, financial planning, budgeting, forecasting and results analysis. This role develops timely, comprehensive, and clear messaging of financial results to explain our story and drive actions to move results. This position partners closely with functional leaders and manages the build-up of all financial plans including Budget, Forecasts and Multi-Year Strategies. Working closely with the CFO, the Director of Financial Planning and Analysis will develop financial projections to support the Organization’s strategic plans.

• Drive a robust annual budgeting process for the Make-A-Wish national office, including target setting, model/template creation, partnership with key constituents and formalization of final budget reviews.
• Responsible for National and Enterprise financial reporting and present financial data to AFC committee and Board reviews. Drives preparation of Monthly/Quarterly ELT and Board deck. Review income statements, balance sheets and cash flows to assist with trend analysis and identification of operational risks and/or opportunities.
• Partner with all National business functions. Collect, interpret, and model retrospective and prospective data to assist in business direction and decision-making.
• Development and management of long-range financial planning models to run in parallel to the strategic planning cadence.
• Play key role in development and implementation of the financial planning tool for the enterprise.
• Own financial forecast process, including partnering with all functions to develop variance analyses and forward-looking driver-based outlooks, as well as creating forecast rollup, review, and approval processes.
• Provides support and build business cases on key decisions for headcount investments and resource deployment.
• Lead and manage member(s) of the FP&A team. Sets priorities, remove obstacles for delivering on objectives, and ensures team is focused on providing value-added support that helps deliver strong financial performance.
• Lead and own holistic financial reporting strategy and execution, including monthly performance reporting, dashboard creation, and action-oriented communication to departments.
• Execute on various other analytic projects as assigned to provide decision support for key trends in performance.
• Play a role in financial project assessment as part of our project management intake process.
• Partner with key functions to help co-create driver-based ROI and cost-benefit assessments.

• Bachelor’s Degree Required with an emphasis in Finance or Business / MBA Preferred
• CFA Certification highly preferred
• 5+ years of demonstrated success in an FP&A role that includes forecasting, planning, and analysis
• Experience in accounting and/or in a non-profit environment
• Experience with NetSuite financial application
• Demonstrated experience with Microsoft Office applications, especially Excel and PowerBI
• Ability to package key analyses and reporting components and to communicate to key partners in an easy to understand but action-oriented manner
• Demonstrated ability to translate financial data into dynamic analysis
• High standards of accuracy and precision with strong organizational skills
• Articulate, with excellent verbal and written communication skills
• Supervisory and management experience, to include performance management
• Position may require travel to organizational conferences and events.