Financial Planning and Analysis Manager

Position Summary

he Financial Planning & Analysis (FP&A) Manager is a strategic leader who drives financial excellence at the Coalition for the Homeless of Houston/Harris County (CFTH). This senior-level role is responsible for shaping CFTH's financial strategy, overseeing both internal financial operations and grant-related activities, including government and private grants. The FP&A Manager leads budgeting, forecasting, and financial analysis, and is cross-trained to support both Finance and Grants Operations, ensuring the organization's resources are maximized to further our mission.

Key Responsibilities

• Lead multi-year financial planning and forecasting, including grant revenue projections, using data-driven assumptions.
• Analyze financial performance, identify variances, and deliver actionable recommendations to improve outcomes.
• Partner with departments to enhance business performance through insightful financial analysis.
• Serve as a key liaison with internal and external stakeholders, including grantors, auditors, and program teams.
• Maintain expertise in nonprofit accounting standards, grant compliance, and financial best practices.
• Develop robust budgets and forecasts in collaboration with Finance and departmental leaders; explain variances and implement strategies to optimize financial results.
• Ensure compliance with grant contract requirements, donor restrictions, regulations, and OMB guidelines; recommend internal adjustments and budget revisions to maximize funding.
• Prepare and coordinate financial and programmatic reports to meet grant requirements, working closely with program and development staff.
• Conduct monthly budget-to-actual analyses, making necessary adjustments to manage grant funding effectively.
• Collaborate with the Director of Grants and Finance Manager on grant reporting and analysis for senior management and board presentations.
• Support the Finance Manager during annual audits, with a focus on documentation for the single audit.
• Interpret complex grant funding requirements, submissions, and budget projections to ensure organizational compliance and financial sustainability.

Key Competencies for Success

• Strategic Attention to Detail:
  Demonstrates exceptional accuracy in financial planning and analysis, managing complex funding sources with varying grant periods, reporting requirements, and budget allocations—while maintaining a clear focus on organizational goals.
• Thought Leadership:
  Proactively identifies financial trends and opportunities, providing actionable insights that strengthen CFTH's financial health. Effectively communicates recommendations and drives organizational change.
• Effective Communication:
  Excels at presenting financial data and concepts to diverse audiences, both verbally and in writing. Translates complex accounting information into clear, actionable messages for non-financial stakeholders.
• Proven Leadership:
  Builds strong relationships within small teams and across departments. Negotiates priorities, meets deadlines, and influences outcomes to achieve shared objectives.
• Self-Motivation & Independence:
  Prioritizes and plans work effectively, making sound decisions with minimal supervision. Demonstrates resilience and adaptability in a dynamic, mission-driven environment.

Qualifications

• Bachelor's degree in accounting, Finance, or related field.
• Minimum 4 years of progressive experience in nonprofit financial management, including federal grants.
• At least 2 years of direct leadership experience.
• Proficiency in Sage Intact, Abila Fund Accounting or similar platforms
• Strong skills in Excel, PowerPoint, and financial modeling.
• Demonstrated ability to lead cross-functional teams, solve complex problems, and influence outcomes.
• High ethical standards, resilience, and executive presence.