Financial Planning Director

4 weeks ago

New York, New York, United States YMCA Full time
Job Summary:

The YMCA of Greater New York is seeking a skilled Director of Financial Planning & Reporting to support the Vice President of Finance/CAO. This role will involve analyzing data, creating reports, and developing financial projections and simulations. The ideal candidate will have a strong background in finance, excellent analytical and problem-solving skills, and experience with software such as Oracle CONNECT, Workday, and Salesforce.

Key Responsibilities:

Analyze data and create reports on an ongoing or ad-hoc basis using Microsoft Excel or other software.
Develop financial projections, modeling, and simulations along with pro forma budgets and financial reports independently.
Obtain an in-depth knowledge of Oracle CONNECT, Workday, Salesforce, AS400, and other software programs as they apply.
Supervise the budgeting process, including creating a leveling system within Club Connect, monthly progress of individual branch budgets, and preparation of guidelines and budget reports.
Direct the preparation of annual financial statements with the independent Certified Public Accountants.
Internal and/or external compliance reporting relating to bonds, loans, and other areas as required.
Work closely with branches and departments to ensure all needs are met.

Requirements:

Certified Public Accountant preferred or equivalent experience.
MBA or master's degree, preferably in Finance or a related field.
Minimum of Four (4) years of previous experience in analytics.
Knowledge of Accounting & Finance and advanced Excel application skills.
Experience collecting & analyzing data.
Excellent project management & organizational skills.
Critical thinking skills and emotional intelligence.
Computer literate or must have a willingness to learn.
Knowledge of Oracle Applications, Workday, Salesforce, AS400, and other software programs desired but not essential.

Benefits:

The YMCA of Greater New York offers a variety of benefits to its staff members, including retirement benefits, medical, paid time off, free YMCA membership, and more. Benefit eligibility is determined by an individual's employment status, tenure, and/or the number of hours scheduled to work.

How to Apply:

If you would like to be a member of our dynamic team, please complete our online application and submit your résumé and a thoughtful cover letter that explains your interest in the role and our organization. If you are a current YMCA employee, please submit your application through the Internal Career Site in Cornerstone.

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