FP&A Director

Fp&a Director

Work where your work matters. Work at CCRC.

CCRC prides itself as a workplace of choice for passionate talent, driven by our mission to cultivate child, family and community well-being. Whether the position works directly with the public or supports our programs, every position is vital to our mission's success and reputation as a leader. We are not your typical non-profit. We are 900+ people strong and growing!

Essential Duties And Responsibilities

Financial Leadership & Strategy

• Direct and lead FP&A, including budgeting, forecasting, long-term planning, and strategic analysis.
• Supervise, mentor, and develop the FP&A team.
• Promote continuous improvement and financial analysis best practices.
• Provide insights into financial performance, efficiency, and funding opportunities.
• Monitor and report on financial trends, KPIs, and variances.
• Improve and implement tools for analysis, forecasting, and scenario planning.
• Support long-term strategy, M&A, and capital planning.

Budgeting, Forecasting & Financial Planning

• Oversee the annual budget and align it with agency goals.
• Maintain rolling three- to five-year forecasts.
• Ensure grant-funded expenses and reporting requirements are tracked with Grants Management and team.
• Oversee budgeting and forecasting for CDSS contracts and grants.
• Partner with Accounting and the Controller on reporting automation and cash forecasts.
• Review budget performance and update forecasts as needed reporting issues and solutions to the CFO.
• Complete assigned projects, reports, research, and analysis.

Financial Reporting & Analysis

• Analyze trends, variances, and key business drivers including next steps.
• Create reports and dashboards for leaders and stakeholders.
• Oversee the preparation of monthly, quarterly, and annual variance analysis.
• Support financial statements and the monthly financial packages in collaboration with the Controller.
• Adhere to financial reporting standards and compliance requirements.

Business Partnering

• Build strong cross-functional relationships with leaders to support financial goals and agency mission.
• Help leaders understand financial performance and operational impact.
• Guide analysis of new initiatives, capital spending, and business ventures.
• Serve as a key financial resource for analytical requests across the business.
• Support planning, performance tracking, and decision-making across teams.
• Partner with the CFO and C-suite to improve financial visibility and execution.

Financial Systems & Process Improvement

• Support internal controls and financial integrity with the CFO and Controller.
• Optimize and maintain financial models, systems, tools, reporting, forecasts, workflow, analysis and planning systems that are AI-enabled and automated.
• Assist with audit preparation and financial statement review.

Stakeholder Engagement & Collaboration

• Advise senior leaders on financial matters and strategy.
• Align financial goals with operational and programmatic goals.
• Educate non-financial stakeholders on financial concepts.
• Support proposal budgeting and financial analysis with Programs and Grants teams.

Job Specifications

Minimum Required

Education & Experience:

• Bachelor's degree in finance or accounting.
• 810 years of FP&A experience, including 6 years leading direct reports.

Technical Skills:

• Working knowledge of Generally Accepted Accounting Principles (US GAAP).
• Expert financial modeling skills, including building models and turning data into insights.
• Advanced knowledge of financial reporting, income statements, balance sheets, cash flow statements, and KPIs.
• Experience using AI, automation, dashboards, and training to improve FP&A results.
• Hands-on experience with planning software and ERP system such as Adaptive, Anaplan, SAP, Workday or similar platforms.
• Experience with BI tools such as Tableau, Power BI, or similar platforms.

Leadership & Soft Skills:

• Proven leadership experience growing FP&A teams and value impact.
• Excellent communication skills with financial and non-financial audiences.
• Strategic thinker with strong execution and sustainability focus.
• Strong analytical, problem-solving, and risk assessment skills.
• Ability to build relationships with internal and external stakeholders.
• High attention to detail and accuracy, with a focus on supporting business performance.
• Effective critical thinking under pressure, with a process-improvement mindset.
• Highly organized, self-driven, adaptable, and able to manage competing priorities.
• Adheres to confidentiality, including HIPAA and PHI, in accordance with Agency policy and legal requirements.
• Adheres to technology security requirements in accordance with Agency policy and legal requirements.

Preferred: All minimum requirements above met, plus:

• Education & Experience
  • Master's degree in business (MBA) or CPA
  • Hands-on experience with Adaptive Planning and Workday Finance.

Technical Requirements:

• Working knowledge of Office of Management & Budget (OMB) Circulars and Fund Accounting preferred.
• Familiarity with non-profit accounting principles (FASB standards).
• Experience with large-scale grant programs or government funding.
• Nonprofit experience with grants, donations, restricted funds, and financial management.
• Knowledge of tax laws and nonprofit regulatory requirements.

Professional/Technical Certifications: n/a

Bilingual Required: n/a

Travel: n/a

Work Schedule: Full time, typically Monday through Friday during regular business hours.

Work Environment: This position is onsite, traditional office setting.

Background & Health Clearance Requirements: As a grant-funded Agency supporting Children and Family Services, CCRC conducts background checks commensurate with the role to verify candidate qualifications, including criminal history, employment history and experience, education, and reference checks, and to ensure grant compliance. Specific roles may require additional verification or clearance beyond the standard background check as part of the recruitment and selection process, including:

• Live Scan Clearance / DOJ Fingerprinting: For positions working directly with the public in a child/community care or child/community-care-adjacent setting (CA Health and Safety Code Section 1596.871 and/or Head Start Program Performance Standards 1302.90).
• Health Clearance: For positions working directly with the public in a child/community care or child/community-care-adjacent setting or working with at-risk populations (CA Code of Regulations Title 22, 101216; CA Health and Safety Code 1596.7995; and/or Head Start Program Performance Standards 1302.93).
• MVR / DMV Clearance (in accordance with CCRC's liability insurance provisions): For positions where driving is required.
• Child Development Permit: For positions working in an educational capacity (California Education Code Sections 44242.5, 44340, and 44341)
• CPR / Pediatric CPR Certification: For certain identified positions working directly with the public in a child/community care or child/community-care-adjacent setting (CA Health & Safety Code 1596.8651596.866).
• Federal Debarment Checks: For positions acting in a principal capacity with federal funds (Head Start Program Performance Standards 1304.11; Code of Federal Regulations Title 2 Grants and Agreements 2.180.320 and 2.18