Director of Financial Planning and Analysis

Financial Planning and Analysis Director

This is a full time contract position supporting MGT's client in the Greater Sacramento area. The initial commitment is for 6 months, with the possibility to extend or convert to a permanent role if mutually beneficial. Candidates located locally or within a reasonable commuting distance are preferred.

Position Summary

Reporting directly to executive leadership, the Financial Planning and Analysis Director provides strategic and operational oversight of the organization's finance, administration, technology, compliance, and risk functions. While the role manages several administrative areas, its primary focus is financial leadership-streamlining processes, safeguarding assets, and delivering clear, data-driven insights to stakeholders.

The ideal candidate will work on-site long term to collaborate closely with cross-functional teams; however, a one-year hybrid/remote contract may be considered for a highly qualified finance professional.

Key Responsibilities & Core Duties

Financial Operations & Support

Streamline accounting workflows, systems, and internal controls

Maintain accurate and timely financial records, ledgers, and reconciliations

Recommend and implement finance best-practice processes

Budgeting & Cash Management

Lead annual budget development and mid-year forecasts

Oversee cash flow, investments, treasury, procurement, payroll, A/P, and A/R

Risk Assessment & Mitigation

Identify, quantify, and monitor financial and operational risks

Advise leadership on mitigation strategies and insurance coverage

Compliance & Audit

Ensure adherence to GAAP, governmental regulations, grant requirements, and organizational

policies

Coordinate external audits and prepare regulatory filings

Performance Reporting & KPIs

Prepare monthly and quarterly dashboards, variance analyses, and board-ready reports

Develop and refine key performance indicators (KPIs) for finance and administration

Administration & Technology

Oversee information-technology strategy, contracts, and cybersecurity posture

Manage risk management, contracts/franchise agreements, and records retention

Stakeholder Engagement

Craft clear presentations for board, management, auditors, and community partners

Serve as primary liaison for internal/external finance inquiries

Succession Planning & HR Support

Assess talent gaps, update classifications, and support recruitment/onboarding of critical roles

Partner with HR on compensation, benefits, and training initiatives

Leadership & Team Development

Coach and supervise finance, IT, and administrative staff; set goals and conduct performance reviews

Foster a culture of customer service, collaboration, and continuous improvement

Required Qualifications

Education:

• Bachelor's degree in Finance, Accounting, Business Administration, Public Administration, or related field (Master's or MBA preferred)
• CPA and/or CMA strongly desired

Experience:

• 5+ years of progressively responsible finance and administration leadership, including 2+ years in a management or director-level role
• Proven track record in budget development, financial reporting, audit coordination, and process improvement
• Experience with risk management, compliance, and information-technology oversight is highly valued

Skills & Competencies:

• Expert knowledge of GAAP, internal controls, and governmental or non-profit finance regulations
• Advanced proficiency with ERP/accounting software and Microsoft Office (Excel, Power BI or similar analytics tools a plus)
• Strong analytical, communication, and presentation skills-able to translate complex data into actionable insights for non-finance audiences
• Demonstrated ability to lead cross-functional teams, manage multiple priorities, and build effective stakeholder relationships

How to Apply: Pay for this position is expected to be between $70-80/hr. DOQ. Apply online with resume and cover letter to the job posting on . Positions will remain open until they are filled. Candidates with questions are encouraged to contact Vivian Torres at vtorres@mgt.us.