Director of Financial Planning & Analysis

Lutheran Coummunity Services North West; SeaTac (WA); Remote; USD 120,000 - 160,000; Full time

Job summary

Lutheran Community Services Northwest seeks a Director of Financial Planning & Analysis who will lead a team in managing financial performance. This role includes directing financial analysis, developing forecasts, and preparing budgets. The ideal candidate should have extensive experience in finance and strong analytical skills, along with a Bachelor's degree in finance or accounting.

Benefits

Full benefits package including medical and dental coverage

Employer-paid short and long-term disability

403(b) Retirement plan with employer matching

Vacation and sick leave

Employee Assistance Program (EAP)

Qualifications

• Bachelor's degree in finance or accounting required.
• A minimum of 10 years of professional experience required.
• Prior experience managing the FP&A function.

Responsibilities

• Direct financial analysis and planning in support of strategic goals.
• Manage business planning, forecasting, and develop annual operating budgets.
• Prepare and maintain financial models for forecasting and evaluations.

Skills

Analytical skills

Quantitative skills

Statistical skills

Financial modeling

Detail-oriented

Education

Bachelor’s degree in finance or accounting

Tools

MS Excel

Job description

Director of Financial Planning & Analysis

LCSNW Seatac Remote, SeaTac, Washington, United States of America

Job Description

Posted Thursday, May 29, 2025 at 10:00 AM

Our Mission: Lutheran Community Services Northwest partners with individuals, families and communities for health, justice and hope.

About Us Lutheran Community Services Northwest is a non-profit human services agency that improves lives of people in communities throughout Washington, Oregon and Idaho. We provide a wide variety of services to adults, adolescents, children, families, schools and communities. We are privileged to touch lives of all ages, cultures and faiths.

POSITION SUMMARY: The Director of Financial Planning and Analysis (FP&A) is responsible for providing direction to a team of finance professionals and upper management throughout both Lutheran Community Services Northwest and Compass Housing Alliance on the overall planning, monitoring, evaluation, and reporting of each Company's financial performance. This involves developing and managing financial analysis procedures, as well as identifying and prioritizing recommended actions. In addition, the role conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. The Director of FP&A will prepare and maintain metric-driven financial models used to forecast and evaluate Company performance.

ESSENTIAL JOB FUNCTIONS:

• Direct the organization's financial analysis and financial planning in support of its strategic planning, operational efficiency and other organizational development goals.
• Utilize leadership and analytical skills to identify business opportunities, provide insights both broad and deep, working across the organization to guide and influence the business
• Interact proactively and collaboratively with cross-functional teams, including Executives, Finance, Accounting, IT, and other teams to drive scalable analyses and insights on a regular basis
• Manage business planning and forecasting, including the development of annual operating budgets and multi-year plans and the evolution of our financial & business planning processes to support an increasingly complex ecosystem
• Continuously develop tools/systems and automate processes; manage the implementation of a budgeting and forecasting solution to streamline the forecasting and budgeting processes and provide enhanced reporting functionality
• Build and maintain clear, accurate and reliable predictive forecast modeling for multiple functional areas
• Build strong financial models for the business, utilizing understanding of financial reporting and cash flow information
• Review historical data, predict future results, analyze and explain budget variances
• Review analysis results, develop insightful suggestions for investment, cost reduction and lead strategic business decisions
• Review operations for cost-savings opportunities and work cross-functionally to incorporate these initiatives
• Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions
• Coordinate, prepare and analyze monthly, quarterly and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results
• Establish budget and operating benchmarks, to assist in preparation of monthly / annual forecasts
• Maintain awareness of proper internal controls and make recommendations for any deficiencies
• Perform quantitative analysis required for strategic planning, special projects, and reports for management and communicate results to management team
• Prepare other reports and participate in other special projects as requested
• Use your leadership and analytical skills to identify business opportunities, provide insights both broad and deep, working across the organization to guide and influence the business

Supervisory Responsibility: Oversee FP&A team.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

• Bachelor’s degree in finance or accounting required
• A minimum of 10 years of professional experience required
• Prior experience managing the FP&A function
• Exceptional analytical, quantitative, and statistical skills
• Proficient knowledge of US GAAP, FASB ASC
• Advanced quantitative and analytical skills
• Strong financial modeling skills, along with understanding of financial reporting and cash flow information
• Must be detail-oriented and able to balance multiple responsibilities and tasks while meeting deadlines
• Solid computer skills with proficiency in MS Excel and working with a large ERP/Financial System
• Ability to act and operate independently with minimal daily direction to accomplish objectives
• Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and results

Credentials: CMA or MBA preferred

Language Skills: Excellent customer service skills a must. Can communicate on the phone and in writing. Ability to speak and work in front of and with large groups of people. Able to successfully promote the work of LCS Northwest in a way that engages individuals and church bodies and answer an array of public inquiries on the phone, through email or in person.

Reasoning Ability: Requires independent judgment and problem-solving abilities. Ability to organize complex tasks, multitask, create systems to organize materials. Have the ability to prioritize duties.

The Perks: We offer a full benefits package with options for medical, dental, prescription and vision coverage; employer-paid short and long-term disability, as well as life insurance. Vacation includes up to 2 weeks in the first year. Up to 2 weeks of Sick leave for you or to take care of your immediate family (based on hours worked). 12 Paid Holidays plus 2 Floating Holidays each year. A 403(b) Retirement plan, with employer matching after meeting eligibility requirements. Our Employee Assistance Program (EAP) is designed to help and support you. Staff potentially eligible for Student Loan Forgiveness program as a 501(c) 3 employer.

We thank all candidates in advance for their interest in joining the Lutheran Community Services Northwest team. Only those selected for an interview will be contacted.

LUTHERAN COMMUNITY SERVICES NORTHWEST IS AN EQUAL OPPORTUNITY EMPLOYER AND COMMITTED TO CULTURAL COMPETENCY.

LCSNW Seatac Remote, SeaTac, Washington, United States of America