Financial Planning and Analysis Manager

SUMMARY

Under the direction of the Vice President of Finance, the Financial Planning and Analysis Manager leads the financial planning, analysis, and treasury decision-making functions for Opportunity Village and Opportunity Village Foundation. This role owns the annual budget and forecasting processes, drives scenario planning and long-range financial modeling, partners with program and operations leaders to translate financial data into strategic insight, and manages one Financial Analyst.

A successful Financial Planning and Analysis Manager brings strong analytical and modeling capability, a collaborative business partnership approach, a continuous improvement mindset, and the ability to communicate financial insights to non-financial audiences.. This role sits at the intersection of finance and the mission - supporting sound resource allocation, informed leadership decisions, and long-term financial sustainability.

Embrace Opportunity Village's core values by cultivating positive and meaningful CONNECTIONS with participants and team members, demonstrating ENTHUSIASM, high standards of PRODUCTIVITY, authentic STEWARDSHIP, and consistent participation in individual and team DEVELOPMENT.


ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Own the annual operating and capital budget development processes for Opportunity Village and Opportunity Village Foundation, including timeline, templates, assumptions, review cycles, and consolidation.
2. Develop and maintain rolling forecasts that reflect current-year performance and changes in program, funding, and operating conditions.
3. Lead scenario planning to model best-case, most-likely, and downside outcomes across major funding, program, and operating variables - supporting proactive decision-making by executive leadership and the board.
4. Build and maintain long-range financial models (three to five years) aligned with the strategic plan.
5. Prepare monthly, quarterly, and year-end management reporting packages, including budget-to-actual analysis, variance explanations, and forward-looking insights.
6. Analyze financial performance across programs, funding streams, and business lines to identify trends, risks, and opportunities.
7. Develop and maintain KPI dashboards for programmatic, operational, and financial metrics that drive decision-making across the organization.
8. Ensure the integrity, consistency, and governance of financial planning assumptions, financial models, and reporting methodologies across the organization to support accurate forecasting and informed decision-making.
9. Prepare schedules and presentations for Board and Finance Committee reporting, including narrative commentary and data visualization.
10. Evaluate the financial impact of new business ventures, contracts, program launches, and strategic initiatives through financial analysis, scenario modeling, and recommendations that support informed decision-making.
11. Own treasury decision-making, including cash forecasting, banking relationship management, wire authorization within delegated authority, and monitoring of investment activity and performance.
12. Partner with the Executive Assistant on treasury administration, reviewing and approving wire template setups and other actions requiring dual control.
13. Serve as the primary finance business partner to program directors, department heads, and executive leadership by building collaborative relationships and providing financial guidance, analysis, recommendations, and strategic insights that influence decision-making and support organizational objectives.
14. Serve as a power user of Microsoft Dynamics Business Central reporting, and partner with the Controller and the Financial Analyst on data quality, dimensions, and reporting design.
15. Continuously improve budgeting, forecasting, and reporting processes - reducing cycle time, improving accuracy, and increasing usefulness to decision-makers.
16. Investigate, monitor, and resolve issues relating to expenditures and spending trends.
17. Directly manage the Financial Analyst - set expectations, provide coaching, conduct performance reviews, and support development.
18. Cross-train the Financial Analyst across FP&A, treasury, and analytics to build two-deep coverage of critical functions.
19. Foster a culture of accountability, curiosity, and continuous improvement within the FP&A function.
20. Partner with the Controller to ensure consistency between accounting outputs and FP&A inputs, and to align the timing and content of monthly close and reporting.
21. Partner with the Chief Financial Officer on financial policies, procedures, and internal controls affecting planning, treasury, and analytical processes.
22. Flexible work hours may be required to support budget cycles, board meetings, and organizational events outside of traditional business hours.
23. Report suspected Abuse, Neglect, Exploitation, Isolation, and Abandonment (ANEIA) immediately as mandated by state law.
24. Adhere to Opportunity Village's established policies and procedures.
25. May be assigned other duties as needed.

SUPERVISORY RESPONSIBILITIES

This position oversees the work of the Financial Analyst.

SUPERVISORY RESPONSIBILITIES

This position oversees the work of the Financial Analyst.


SKILLS REQUIRED

• Ability to communicate effectively with individuals, team members, and supervisors (verbal and written).
• Ability to communicate complex financial concepts and analyses clearly and effectively through verbal, written, and visual presentations to support informed decision-making.
• Must possess social perceptiveness to assess and understand others' reactions and behaviors.
• Ability to define problems, collect data, establish facts, draw valid conclusions, and develop strategic recommendations.
• High energy, positive and enthusiastic outlook.
• Self-directed, with strong ability to work independently, exercise sound judgment, and set and adhere to deadlines.
• Ability to set priorities, follow through to completion of tasks, work well under pressure, and maintain a high level of confidentiality.
• Ability to conduct tasks and successfully perform under critical deadlines, including budget cycles, financial reporting, audits, and Board reporting.
• Ability to resolve multiple complex issues simultaneously while remaining calm in stressful situations.
• Ability to accept and apply performance-based feedback.
• Must encompass a professional demeanor.
• Ability to build strong relationships, collaborate effectively with diverse stakeholders, and influence decisions across departments without direct reporting authority.
• Advanced financial modeling and analytical skills, including budgeting, forecasting, variance analysis, scenario planning, and long-range financial modeling.
• Strong understanding of nonprofit finance concepts, including restricted and unrestricted funding, grant budgeting, functional expense allocation, and cost allocation methodologies.
• Exhibit a continuous improvement mindset, actively identifying and implementing process enhancements that improve operational efficiency and service quality.
• Advanced proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word. Experience with ERP systems (Business Central, Dynamics 365, NetSuite, or similar) and data visualization tools (Power BI or similar) is preferred .

EDUCATION AND EXPERIENCE

• Required: Bachelor's degree in Accounting, Finance, Economics, Business Administration, or another quantitative discipline.
• Required: Minimum of six (6) years of progressive experience in financial planning and analysis, corporate finance, budgeting, or a related field.
• Required: Experience with financial modeling, budgeting, forecasting, and variance analysis in a mid-to-large organization ($20M+ revenue).
• Required: Advanced Microsoft Excel skills, including complex modeling, financial functions, and large data sets.
• Required: Minimum of one (1) year of people management experience, including direct supervision, coaching, and development of financial analysts.
• Preferred: Master's degree in Finance, Accounting, MBA, or a related field.
• Preferred: CPA, CMA, CFA, CGMA, or similar certification.
• Preferred: Direct experience with Microsoft Dynamics Business Central or Dynamics 365, including reporting configuration.
• Preferred: Experience with data visualization or business intelligence tools (Power BI, Tableau, or similar).
• Preferred: Three (3) or more years at a nonprofit organization of $30 million or greater in revenue, with familiarity with grant-funded environments.
• Preferred: Experience with FP&A software (Adaptive, Vena, Vareto, Limelight, or similar).
• Preferred: Familiarity with Medicaid billing, vocational services, or intellectual and developmental disabilities services.
• Preferred: Experience working with individuals with disabilities.

PHYSICAL ABILITIES & WORK ENVIRONMENT

The physical demands described below are representative of those required of a team member to perform the job's essential functions successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and functions of the position. The list of minimum essential functions below is illustrative only and not a comprehensive listing of all functions and tasks performed.

• Ability to lift up to 40 pounds
• Ability to sit at a computer for prolonged periods of time
• Ability to work in a typical office environment
• Ability to conduct tasks and successfully perform under critical deadlines.
• Manual dexterity to operate office equipment and examine documents, records, and files.