Director, Financial Planning & Analysis

Director Of Financial Planning & Analysis (Fpa)

The Crohn's & Colitis Foundation is a non-profit, volunteer-fueled organization whose mission is to cure Crohn's disease and ulcerative colitis and improve the quality of life for the children and adults affected by these diseases. Our work is dramatically accelerating the research process through our varied research initiatives; we also provide extensive educational and support resources for patients and their families, medical professionals, and the public. In addition, we lead federal and state-based advocacy campaigns to support medical research funding and improve patient access to care. The Foundation's core values of compassion, integrity, leadership, collaboration, and inclusion inspire and drive every member of our highly performing team.

The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving financial transparency, operational insight, and data-driven decision-making across the organization. This role leads the organization's budgeting, forecasting, reporting, and financial analysis functions while serving as a strategic business partner to executive leadership, Development, and operational teams by delivering actionable financial insights, advancing enterprise reporting capabilities, and supporting the continued optimization of the Foundation's Workday Financials and Adaptive Planning platforms. The Director partners closely with departments and Chapter leadership to improve financial performance, optimize resource allocation, and enable informed decision-making in support of the Foundation's mission.

This position requires 2 days in our New York City office and 3 days remote work each week.

Essential Functions and Responsibilities:

• Lead the monthly financial reporting process, providing variance analysis, strategic insights, and actionable recommendations to senior leadership.
• Manage the organization's annual budgeting process, rolling forecasts, and long-range financial planning, ensuring alignment with strategic priorities.
• Partner closely with executive leadership, development, chapter leadership, and operational teams to provide financial guidance, performance analysis, and decision support.
• Serve as a strategic finance business partner to the development organization, supporting fundraising and business development leadership with revenue forecasting, campaign performance analysis, portfolio reporting, and financial insights.
• Monitor revenue trends, including forecasting, projection modeling, and analysis of deferred and restricted revenue.
• Analyze expense drivers across the organization to support cost management, operational efficiency, and strategic resource allocation.
• Partner with Accounting and Development teams to support cash forecasting, liquidity planning, and cash flow analysis.
• Conduct financial modeling, scenario planning, and ROI analysis for programs, initiatives, fundraising activities, and strategic investments.
• Develop and maintain executive dashboards, chapter-level financial metrics, KPIs, and performance scorecards to support organizational decision-making.
• Expand and optimize Workday Financial reporting by developing and maintaining executive dashboards, operational reports, and self-service reporting capabilities.
• Support the continued implementation, optimization, and adoption of Adaptive Planning, partnering with stakeholders to refine planning models, reporting, dashboards, and forecasting processes.
• Enhance reporting capabilities by leveraging Workday, Adaptive Planning, Power BI, AI-enabled analytics, and modern business intelligence tools to deliver timely, actionable insights through automation and improved data architecture.
• Partner with finance, technology, development, and cross-functional teams to streamline financial workflows, improve data quality, and promote data-informed decision-making.
• Identify opportunities to automate reporting, improve financial processes, and enhance organizational planning capabilities through technology and continuous improvement initiatives.
• Supervise and mentor FP&A team members and contractors as applicable.
• Handle special projects and ad hoc financial analysis as requested by senior leadership.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or master's in Finance, Business Analytics, or a related discipline strongly preferred
• 8+ years of progressive financial planning and analysis experience, nonprofit sector experience highly desirable
• Proven expertise in budgeting, forecasting, financial modeling, and scenario planning
• Experience with enterprise ERP and planning systems required; Workday Financials experience strongly preferred and Adaptive Planning experience highly preferred, including implementation, administration, or ongoing optimization.
• Demonstrated experience developing executive dashboards, financial reporting, and self-service analytics using Workday reporting, Power BI, Tableau, or similar business intelligence tools.
• Advanced Excel skills, including Power Query, XLOOKUPs, dynamic arrays, and financial modeling; experience with automation and data transformation techniques preferred.
• Strong understanding of financial systems, reporting architecture, and data governance principles, with a passion for leveraging technology to improve financial planning and decision-making.
• Exceptional project management skills with the ability to prioritize, organize, and execute multiple concurrent initiatives in a fast-paced, evolving environment
• Excellent analytical and quantitative skills with the ability to synthesize complex financial data into clear, actionable insights for executive leadership.
• Exceptional communication, presentation, and stakeholder management skills, with a demonstrated ability to build trusted partnerships across Finance, Development, Technology, and operational teams.
• Experience supporting fundraising, revenue-generating organizations, or other customer-facing business functions through financial planning and performance reporting is preferred.
• Meticulous attention to detail and sound judgment in problem-solving, financial analysis, and operational execution
• Proven ability to lead and develop staff, coordinate cross-functional teams, and influence stakeholders across all levels of the organization.