Financial Planning and Analysis Manager

Manager, Financial Planning & Analysis (FP&A)

SumBridge is proud to partner with a respected NFP client to recruit for an impactful leadership role within their Finance team. We are recruiting on behalf of a nonprofit healthcare organization dedicated to providing high-quality care to all individuals, regardless of their circumstances. This organization fosters a caring, respectful, and diverse community and is committed to advancing equitable access to healthcare.

The Manager, Financial Planning & Analysis (FP&A) serves as a key financial partner, supporting both current and strategic financial planning efforts while providing financial and business insights to guide organizational decision-making. This role partners closely with senior and operational leaders to drive strong financial performance, support revenue growth, cost containment, and enhance cost accounting practices.

The Manager will lead budgeting, forecasting, and financial reporting processes, oversee grant budgeting, and manage annual federal regulatory reporting. This is a leadership role that plays a pivotal part in shaping financial strategy and fostering a culture of inclusivity, respect, and excellence.

Compensation is dependent on skills and experience.

Key Responsibilities

• Lead and mentor the financial analyst team, including workflow management, hiring, and training.
• Oversee the preparation of the annual budget and monthly forecasts.
• Guide the analysis of monthly financial results for operating units and the overall organization.
• Identify financial trends, opportunities, and areas for improvement through analysis and modeling.
• Coordinate and create pre-award grant budgets in collaboration with fund development, program stakeholders, and grants management.
• Communicate financial results and insights to internal stakeholders through narratives, visualizations, and presentations.
• Compile and prepare data from multiple sources to support financial modeling and recommendations.
• Manage the financial reporting components of annual regulatory submissions to federal agencies.
• Administer the financial planning systems and related internal controls.
• Provide effective leadership, including performance management and talent development.
• Continuously evaluate and improve processes using Lean management principles.
• Other duties as assigned.

Secondary Responsibilities

• Support treasury management development within the FP&A team.
• Assist with implementing and maintaining a new financial planning and analysis system.
• Support the renewal of annual risk management policies.
• Participate in staff meetings, committees, and task forces.
• Serve as department leader in the absence of the Director of FP&A.

Qualifications

Required:

• Bachelor's degree in Finance or Accounting (or related field).
• 6–8 years of relevant financial analysis and budgeting experience, or equivalent combination of education and experience.
• Minimum of 3 years in a management/supervisory role.
• Minimum of 2 years working with grants or government contracts, highly preferred.
• Strong knowledge of GAAP, management accounting, and financial analysis.
• Advanced Excel skills and ability to work with data from multiple systems.
• Experience with financial planning systems.
• Excellent communication, problem-solving, and critical-thinking skills.
• Familiarity with Lean methodology for process improvement preferred.

Preferred:

• Master's degree in Finance, Accounting, Economics, or a related analytical field.
• Professional certifications such as CPA, CFA, or CGMA.
• Experience in the nonprofit and/or healthcare sector.
• Proficiency with Power BI, Tableau, or other data visualization tools.
• Public accounting, audit, or consulting background.