Director, Financial Planning

3 days ago

Manhattan, United States Association Office Full time $165,000

Salary: $165,000 Annually

The YMCA of Greater New York is here for all New Yorkers — to empower youth, improve health, and strengthen community. Founded in 1852, today the Y serves a diverse population of more than half a million New Yorkers who learn, grow, and thrive through programs and services at our 24 branches. Community is the cornerstone of the Y. Together, we connect active, engaged New Yorkers to build stronger communities.

To help fulfill our mission, we cultivate a culture of learning, leading, and collaboration to enhance community impact. Through our talented staff and “LEAP” career framework (Leadership, Empowerment, Accountability, Personal Growth), we are committed to a people-first approach that fosters trust, inclusion, growth, and development for all.

The YMCA of Greater New York Association Office is seeking a Director of Financial Planning & Reporting who will support the Vice President of Finance/CAO and demonstrate a creative and analytical approach to problem-solving and/or decision support with analyses and reports. They will be responsible for working independently to develop the annual budget’s financial projections, modeling simulations, pro-forma budgets, and financial reports and may assume a team lead role.

Key Responsibilities:

—Analyze data and create reports on an ongoing or ad-hoc basis utilizing Microsoft Excel or other software with a creative, analytical approach to problem-solving and/or decision support.

—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.

—Under the direction of the CAO, supervises the budgeting process, which entails:

  • Creating a Leveling system within Club Connect to enhance staff development.

  • Monthly progress of individual branch budgets.

  • Preparation of guidelines.

  • Budget preparation and training.

  • Analyze budget proposals.

  • Budget reporting.


—Directs 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.

—Other duties as assigned.


Desired Skills & Experience:

—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.

—Not-for-profit industry experiences desired.


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 (i.e., full-time or part-time), tenure, and/or the number of hours scheduled to work. Click here for more information.

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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