Financial Planning & Analysis Analyst

Job Title: Manager of Financial Planning & Analysis

Position Overview
The Manager of Financial Planning & Analysis will play a critical interim role supporting financial operations at a large nonprofit healthcare organization during a period of transition. This position is designed for an experienced finance professional who can step in quickly, absorb knowledge through a brief shadowing period, and independently lead key FP&A functions.

The Manager of Financial Planning & Analysis will report directly to the CFO and work closely with leadership to ensure continuity across forecasting, budgeting, and month-end processes.

The Manager of Financial Planning & Analysis will be responsible for the following:

Financial Planning & Analysis (FP&A):

• Lead monthly forecasting processes and support annual budgeting cycles
• Perform month-end close activities (approximately 1 week per month)
• Conduct variance analysis and partner with functional leads to explain performance
• Develop and maintain financial models for scenario planning and decision support
• Analyze program-level financial performance and funding utilization
• Prepare financial dashboards, KPI reports, and leadership summaries
• Track revenue trends, expenses, and identify cost-saving opportunities

Accounting & Reporting Support:

• Assist with financial statements, reconciliations, and reporting requirements
• Ensure compliance with GAAP and nonprofit accounting standards
• Support audit preparation, including coordination with external auditors and 990 filings
• Contribute to cash flow forecasting and financial system improvements

Strategic & Operational Support:

• Provide financial insights to support leadership decision-making
• Assist with grant reporting and fundraising financial data needs
• Drive improvements in financial processes, systems, and reporting tools
• Act as a hands-on contributor who can adapt to shifting priorities

• Start: Thursday 5/7/26
• Schedule: 8:00 AM – 5:00 PM (flexible)
• Overtime is expected

The Manager of Financial Planning & Analysis will be expected to quickly ramp up and operate independently while taking direction from leadership.

• Monthly forecasting, reporting, and month-end close (~25%)
• Budgeting support and financial planning (~50%)
• Variance analysis and cross-functional collaboration (~25%)

The successful Manager of Financial Planning & Analysis will meet the following criteria:

Required:

• 4+ years of FP&A or related finance experience
• Strong Excel skills (advanced functions required)
• Experience with forecasting, budgeting, and financial analysis
• Ability to quickly learn systems and operate independently

Preferred:

• Experience with nonprofit accounting
• Familiarity with NetSuite or similar financial systems
• Exposure to audit support and compliance processes

The ideal Manager of Financial Planning & Analysis is:

• Adaptable and comfortable in fast-paced, changing environments
• Hands-on and willing to jump in wherever needed
• Able to take direction and translate data into actionable insights
• Comfortable working extended hours during busy financial cycles
• A strong communicator who can collaborate with non-financial stakeholder