Director of Financial Planning and Analysis

Position Summary

The Director of Financial Planning & Analysis (FP&A) leads budgeting, forecasting, and financial analysis for our non-profit organization. Reporting to the Chief Financial Officer, this role leads budgeting, forecasting, and financial analysis across a diverse funding portfolio of government grants and contracts, foundation and corporate grants, individual donors, and events.

This is a role for a finance leader who understands that in a nonprofit, every budget decision is a program decision. You will translate complex, often restricted funding into clear plans that program directors, development staff, executive leadership, and the Board of Directors can act on, and you will help build the long-term financial sustainability that allows our mission to grow.

• Title: Director of Financial Planning & Analysis
• Reports to: Chief Financial Officer
• Status: Full-time, exempt
• Location: Seattle, hybrid

Key Responsibilities

Budgeting & Forecasting

• Lead the annual operating budget process from kickoff through Board approval, partnering with program, development, and operations leaders
• Build and maintain rolling forecasts and multi-year financial models that reflect restricted and unrestricted funding
• Develop scenario and sensitivity analyses to evaluate funding shifts, new programs, and expansion opportunities
• Own the budget-to-actual process and variance analysis, highlighting risks and opportunities early

Financial Analysis & Reporting

• Produce monthly and quarterly management reports, dashboards, and KPIs for leadership and the Finance Committee
• Prepare Board-ready financial presentations that clearly explain performance and trends
• Analyze program cost and profitability, including full-cost and indirect cost allocation
• Track cash flow and liquidity, including months of operating reserves

Grants & Funding Support

• Partner with the Development and Grants teams on grant budgets, proposals, and financial reports to funders
• Support compliance with funder restrictions, government contract requirements, and Uniform Guidance (2 CFR 200) where applicable
• Help develop and maintain the indirect cost rate and cost allocation methodology

Leadership & Strategy

• Serve as a strategic advisor to the CFO and executive team on resource allocation and long-term financial sustainability
• Lead, coach, and develop the FP&A team
• Build financial literacy among budget managers through training, tools, and clear guidance
• Improve FP&A systems, processes, and models; support adoption of planning and reporting tools
• Support the annual audit, Form 990 preparation, and other special projects as needed

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 8+ years of progressive experience in FP&A, budgeting, or financial analysis, including 3+ years in a leadership or management role
• Experience in a nonprofit environment, or strong working knowledge of nonprofit finance (fund accounting, restricted vs. unrestricted funds, grant budgeting)
• Advanced Excel and financial modeling skills
• Proven ability to present complex financial information to non-financial audiences, including senior leaders and Boards
• Strong analytical, organizational, and project management skills with the ability to manage multiple deadlines

Preferred

• MBA, CPA, or CMA
• Experience with government grants and contracts, cost allocation, and indirect cost rate proposals
• Familiarity with nonprofit accounting systems and planning tools (e.g., [Sage Intacct, Blackbaud Financial Edge, Adaptive Planning, Workday])
• Experience with BI or dashboard tools (e.g., Power BI, Tableau)