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Assistant Director, Financial Planning

1 month ago

Phoenix, United States FSL Full time
Position Summary

As the Assistant Director of Financial Planning and Analysis, you will play a pivotal role in supporting the financial planning, budgeting, analysis, and decision-making processes. You will work closely with the CFO, Director of Finance, and cross-functional teams to provide valuable insights, create financial models, and contribute to the overall financial health of the company. This role offers an opportunity to drive business performance and make a significant impact on our organization's success.

Essential Functions:

% of Time

FINANCIAL ANALYSIS & REPORTING
  • Prepares, reviews, and distributes monthly operational and financial reports to executive leadership and program management. Analyzes and tracks revenues and expenses vs. budget and prepares forecasts based on fluctuations in trends.
  • Coordinates monthly financial performance reports with program management and prepares the written budget variances reports based on the explanations provided. Collaborates with Director of Finance to prepare the monthly roll-up of consolidated financial performance reports and provides independent detailed analysis of program operations.
  • Assists in completion of contract/grant budgets in support of proposals utilizing programmatic specifications outlined by funding source. Provides analytical support to compute and evaluate budget projections to ensure fiscally sound and obtainable outcomes.
  • Supports all data reporting associated with Corporate, Functional and Grant audits.
  • Supports the development and maintenance of the reporting structure required for the organizational fund accounting process.
  • Prepares monthly fund accounting variance reporting.
  • Evaluates profit and cost efficiencies in various programs and departments of the organization as needed, recommends corrective actions, and ensures program staff understand, review, and monitor financial data.
  • Helps create or modify procedures to improve overall efficiency, cost effectiveness, timely processing of activity, compliance with grant or accounting standards and financial reporting.
  • Develops, provides, and maintains a large variety of regular and ad-hoc reports utilizing a combination of Excel, Solver Reporting & Planning, DAX, Power M, and SQL queries to support the financial and operational decision-making of the organization.
  • Maintains the Financial Reporting Teams/SharePoint site for the Administrative Services Group, extending the collaboration and data-publishing capabilities of the organization.
  • Promotes ongoing commitment to excellence and continual quality improvement to ensure the highest quality of services to our staff and clients.
  • Promote ongoing commitment to excellence and continual quality improvement to ensure the highest quality of services to our staff and clients.
50%

BUDGETING & FORECASTING
  • Manages the annual budget process for the organization, coordinating with Director of Finance to prepare forecasts, revenue projections, and verify budget data provided by program staff.
  • Builds annual budget files in Solver Planning, collaborates with executive leadership to develop annual global assumptions, and trains budget managers on annual basis.
  • Collaborates with department/budget managers to develop annual and project-specific budgets, ensuring alignment with organizational goals.
  • Drives the organization's rolling forecast process, working with program management to determine appropriate assumptions and trends for building forecasts at the program level.
  • Prepares forecast instructions, timelines and supporting financial information and systems sufficient to enable staff to complete forecast projections. Trains involved staff and provides support during quarterly forecast process.
  • Continually evaluates and implements new and improved budget and forecasting procedures with the objective of reducing manual effort and improving resulting projections.
40%

Miscellaneous
  • Performs other duties as assigned.
10%

Requirements

Education/Experience/Credentials/Knowledge/Understanding
  • Bachelor's degree in Accounting, Finance or Economics required. MBA preferred.
  • Minimum of 5 years of experience in reporting, consolidation, and financial analysis.
  • Experience in nonprofit, social services, or health care a plus.
Skills & Abilities
  • Must have a solid understanding of managerial accounting with experience in both GAAP and managerial reporting.
  • Must have exceptional communication skills (both verbal and written) to effectively communicate with stakeholders.
  • Proven ability to work cooperatively with management and accounting staff.
  • Strong initiative and an ability to manage multiple projects.
  • Expert/Advanced skills with analytics tools including Microsoft Excel, and advanced ERP reporting capabilities (Solver, Great Plains, NetSuite etc).
  • Knowledge/Experience working with Extract-Transform-Load (ETL) processes and data integration environments (e.g. data warehouses, data marts, SSMS, etc.).
  • Willingness and ability to embody FSL's core values:
    • Have passion for our mission
    • Follow the golden rule
    • Do the right thing
    • Begin with a can-do attitude
    • Find a better way
    • Be your best
Physical Demands
  • Ability to frequently stand, see, hear, speak, and be physically flexible; occasionally sits walk, stoop, lift up to 50 lbs., carry, run and drive; and at times may bend, climb, squat, kneel, push/pull.
***Military Personnel Encouraged to Apply.***
FSL is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. DFWP. FSL believes that diversity leads to strength.
Proud to be a Mature Worker Friendly Certified Employer through the Governor's Council on Aging. Recipient of Healthy Arizona Workplace(HAWP) Gold Award. Platinum Employer- Wellness AtoZ.

Other details
  • Job Family Leading Self
  • Pay Type Salary


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