Director of Financial & Planning Analysis

Vaco; New York (NY); On-site; USD 83,000 - 94,000; Full time

Job summary

Non Profit Organization in New York City is seeking a Director of Financial Planning and Analysis to lead budgeting, forecasting, financial modeling, and performance metrics. This senior finance role partners with cross-functional leadership to translate strategic goals into measurable financial targets.

The ideal candidate will have 6+ years in FP&A, with nonprofit experience preferred, and be adept at delivering data-driven insights to executives and the Board.

Qualifications

• 6+ years of progressive FP&A experience, preferably in nonprofit organizations.
• Strong financial modeling, budgeting, and forecasting capabilities.
• Proficiency with Excel and BI tools for analytics and reporting.
• Experience translating complex financial data into actionable insights.

Responsibilities

• Lead annual budget process across departments.
• Develop dynamic forecasts, long-range plans, and KPI targets.
• Build and maintain financial models for resource allocation and capital planning.
• Prepare executive reports, dashboards, and board materials.

Skills

Advanced financial modeling

Budgeting & forecasting

Excel

BI tools

Job description

Client: Non Profit Organization

Title: Director of Financial Planning and Analysis

Payrate: $60/hr-$68/hr (Open to seeing above this)

Location: New York City, NY

Hybrid 3 days a week onsite

Contract to Hire

Job Description:

About the Role

The Financial Planning & Analysis (FP&A) Lead is a senior financial resource responsible for directing, refining, and executing organizational financial planning and strategy. Working closely with cross-functional leadership, this role bridges strategic goals with quantitative analysis-leading budgeting, forecasting, financial modeling, and performance metrics.

The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

Key Responsibilities

Strategic Budgeting & Financial Forecasting

• Lead the annual organization-wide budget process, driving alignment and coordination across all department heads.
• Develop dynamic financial forecasts, long-range financial plans, and scenario models aligned with strategic organizational priorities.
• Translate strategic initiatives into clear, measurable financial and operational targets, key performance indicators (KPIs), and executive reporting frameworks.

Financial Modeling & Business Intelligence

• Build, maintain, and enhance sophisticated financial models to support resource allocation, capital planning, and key operational decisions.
• Evaluate the financial viability, performance, and return on investment for proposed programs, strategic projects, grant funding, and special initiatives.
• Monitor historical performance alongside macroeconomic trends to inform both short- and long-term financial strategies.

Reporting, Insights & Leadership Advisory

• Prepare comprehensive executive reports, dashboards, and board presentations evaluating financial performance, key trends, risks, and growth opportunities.
• Deliver clear, data-driven financial analyses for senior leadership, the Finance Committee, and the Board of Directors.
• Proactively identify emerging financial risks and formulate practical, solutions-oriented recommendations.

Cross-Functional Collaboration & Continuous Improvement

• Serve as a trusted advisor to program and department leaders, evaluating the financial impact of ongoing operations, donor funding/grants, and new initiatives.
• Support the development, rollout, and ongoing refinement of financial policies, planning systems, and reporting tools.
• Drive ad hoc financial analyses, special projects, and continuous FP&A process automation and improvement.

Required Qualifications & Competencies

• Experience: 6+ years of progressive experience in financial planning and analysis, corporate finance, or strategic financial management (nonprofit FP&A experience strongly preferred).
• Technical Skills: Advanced financial modeling, budgeting, and forecasting capabilities; deep proficiency with financial management systems, reporting software, and Excel/bi-tools.

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