Financial Planning Manager

2 weeks ago

Santa Ana California, United States Think Together Full time

Position Overview:


As a Financial Planning Manager at Think Together, you will play a pivotal role in shaping the financial strategy of our organization. Think Together, established in 1997, collaborates with educational institutions to enhance opportunities for children through exceptional programs both during and after school hours.

We are recognized as one of California's largest nonprofit organizations, serving school districts from San Diego to San Francisco.

In this position, you will be responsible for managing all aspects of monthly financial reporting, budgeting, forecasting, and analytical tasks that contribute to the organization's financial health.

Your role will involve developing and maintaining comprehensive financial reports and dashboards, ensuring the accuracy of data within financial planning and analysis platforms, and supporting various special projects as required.

Key Responsibilities:
Budgeting and Forecasting

  • Lead the development of the annual organizational budget, collaborating with various departments.
  • Establish and maintain ongoing forecasts of operational performance.
  • Create structured processes for budgeting and forecasting.
  • Develop long-term financial modeling scenarios to support strategic decision-making.
  • Monitor and project the organization's cash flow effectively.
Financial Reporting

  • Generate monthly financial reports, including:
  • Budget versus actual performance reports
  • Department-level income statements
  • Current and projected balance sheets and cash flow statements
  • Monthly operational and balance sheet analysis narratives
  • Develop operational metrics for monthly evaluations.
  • Conduct detailed and high-level analyses of monthly budget reports for internal and external stakeholders.
External Reporting

  • Collaborate with the Finance & Accounting team to ensure timely and accurate financial reporting for banks, educational partners, and grant providers.

Qualifications:

  • 4-6 years of relevant experience in a business environment.
  • Bachelor's degree in a related field is preferred.
  • Experience in nonprofit, education, or grant compliance is advantageous.
  • Ability to excel in a dynamic and evolving work setting.
  • Strong relationship-building skills across all organizational levels.
  • Exceptional analytical and problem-solving capabilities.
  • Self-motivated individual with attention to detail and a proactive approach.
  • Excellent time management skills to handle a diverse range of tasks in a deadline-oriented environment.
  • Drive to identify opportunities for operational improvements and resolve issues effectively.
  • Strong organizational skills to manage a wide array of responsibilities.
  • Proficient communication skills, both verbal and written.
  • Commitment to collaborating with team members to advance Think Together's mission.

Additional Responsibilities:

  • Uphold the highest standards of confidentiality.
  • Adhere to organizational policies and procedures.

Technical Skills:

  • Intermediate to advanced proficiency in Excel.

Preferred:
Familiarity with NetSuite, Salesforce, and budgeting/forecasting software.

Compensation:
Salary Range: $110,000 - $125,000

This range reflects the targeted compensation for the role, considering various factors such as skills and experience. Actual compensation may vary based on these factors.


Think Together is committed to equal opportunity employment and does not discriminate based on any protected characteristic.

Our management team is dedicated to this policy in all aspects of recruitment, hiring, placement, promotion, training, and employee treatment.

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