Director of Financial Planning and Analysis

First Place for Youth; San Francisco (CA); Sur place; USD 140 000 - 190 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement plans

Résumé du poste

First Place for Youth is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, and financial analysis across a portfolio of approximately $30M in annual revenue. This role partners with the CFO, oversees monthly reporting, and leads the selection and implementation of a new budgeting/FP&A system integrated with the general ledger (Sage Intacct).

You will work hands-on to build contract-level budgets, briefing the CFO on variance trends and driving process

Qualifications

• Bachelor's degree in accounting or a related field; 4+ years of FP&A experience.
• Progressive FP&A experience including budgeting, forecasting, and variance analysis.
• 5+ years of managerial experience.

Responsabilités

• Lead the annual budget process and mid-year forecasts with the CFO.
• Build financial models to support long-range planning and board presentations.
• Monitor monthly performance vs. budget and flag risks/opportunities to the CFO.
• Develop dashboards and management reporting for the executive team.
• Translate financial data for non-finance colleagues and partners.

Connaissances

Forecasting

Budgeting

Financial modeling

Excel proficiency

Communication skills

Formation

Bachelor's degree in accounting or related field

Outils

Sage Intacct

Excel

Description du poste

Are you dedicated to empowering and supporting youth, regardless of their background? We're searching for passionate individuals to make a positive impact on the lives of foster youth. Become an integral part of their transformative journey and join the First Place for Youth team.

About First Place for Youth, We're a leading non-profit organization dedicated to supporting foster youth in their transition to adulthood, with a focus on education, employment, and housing. We believe that all young people deserve the opportunity to thrive and lead successful, independent lives. Our comprehensive programs empower foster youth to overcome the unique challenges they face and build the skills, confidence, and connections they need to succeed.

Why Work at First Place For Youth:

• Meaningful Impact: Help to transform the lives of foster youth on the cusp of adulthood. Your role will support them in their journey to conquer challenges, achieve independence, and fulfill their aspirations.
• Innovative Approach: We thrive on innovation, pushing the boundaries of foster care support. Your voice here matters, and you'll contribute to programs that redefine the futures of these young lives.
• Collaborative and Supportive Environment: Embrace a dynamic and supportive workplace, where every team member is valued. Together, we're a force dedicated to uplifting youth. Expect professional growth, fueled by teamwork and collaboration.
• Comprehensive Benefits: We value the well-being of our employees and offer a comprehensive benefits package. From health and wellness benefits to retirement plans, we ensure that our team members are taken care of so they can focus on their important work supporting foster youth.
• Culture of Diversity and Inclusion: We celebrate diversity in every form. At First Place for Youth, inclusivity reigns, creating a workplace where all voices are heard, respected, and empowered.

Position Summary:

This is a pivotal financial planning & analysis (FP&A) leadership role at the heart of First Place for Youth's mission. The Director of Financial Planning & Analysis drives budgeting, forecasting, and financial analysis across a portfolio of approximately $30M in annual revenue spanning 25+ government and county contracts, private fundraising, and national expansion initiatives.

You will serve as the CFO's key strategic partner on budgeting and financial analysis, own the accuracy of monthly financial reporting, and play a lead role in selecting and implementing a new budgeting/FP&A system integrated with the general ledger. This is a hands-on, detail-oriented role for someone who is equally comfortable building a contract-level budget model and briefing the CFO on organization-wide variance trends.

Duties + Responsibilities:

• Lead the annual organization-wide budget process and mid-year forecasts in partnership with the CFO; develop revenue and expense assumptions and conduct scenario planning.
• Build and maintain financial models that support long-range planning, new program investment decisions, and Board-level financial presentations.
• Monitor monthly financial performance versus budget at the organizational level; analyze variances and proactively flag risks and opportunities to the CFO.
• Develop dashboards and management reporting that translate complex financial data into clear, actionable insights for the CFO and Executive Team.
• Act as a trusted financial thought partner to Programs, Development, and National Expansion teams, translating financial data into terms non-finance colleagues can act on.

Contract & Grant Financial Planning

• Own the development, monitoring, and modification of individual budgets for county and government contracts, ensuring alignment with contract terms and expenditure rules.
• Partner with Programs and Contracts teams on RFP budgets, contract renewals, and budget amendments, maximizing expense reimbursement and overhead recovery.
• Track spending against contract and grant budgets throughout the year; identify underspending or overspending risk early and drive corrective action with program leadership.
• Support development of grant budgets and financial narratives for new and renewing private and government funding proposals.

Monthly Reporting Accuracy & Close Support

• Review monthly and quarterly financial reports for accuracy prior to distribution, partnering with the Controller and Accounting Manager to resolve discrepancies before close.
• Validate that revenue and expense allocations across contracts, grants, and programs are properly reflected in monthly financial statements.
• Serve as a second set of eyes on the monthly close package, flagging unusual variances, coding errors, or reconciliation issues for follow-up.

Systems & GL Integration

• Serve as a key contributor to the selection of a new budgeting/FP&A system, evaluating tools for fit with FPFY's contract and grant structure.
• Lead the design and integration of the new budgeting system with the general ledger (Sage Intacct), ensuring clean data flow between planning and actuals.
• Partner with the IT Director and implementation partners to test, document, and roll out new financial planning tools and reporting structures.
• Build repeatable processes and templates that allow budgets, forecasts, and actuals to be maintained consistently as the organization scales.
• Identify and implement process improvements and automation opportunities that increase the efficiency and scalability of the budgeting and FP&A function.

Qualifications:

• A Bachelor's degree in accounting or a related field and 4+ years of related experience Required.
• Alternatively, candidates without a degree must demonstrate a combination of relevant education and a minimum of 7 years of related experience.
• Progressive financial planning & analysis (FP&A) experience, including budgeting, forecasting, and variance analysis required.
• 5+ years of managerial experience required
• A strong dedication to cultural competency that creates conditions that remove barriers
• Demonstrated experience building and managing contract or grant-level budgets, including budget modifications.
• Experience reviewing financial reports for accuracy and partnering with accounting teams to resolve discrepancies.
• Excellent analytical, modeling, and communication skills - written and verbal - including the ability to translate financial data for non-finance audiences.
• Experience with budgeting and planning systems, including system selection and implementation or improvement projects.
• Advanced proficiency in Excel and financial modeling; high proficiency with Microsoft Office.
• Prior program budget management experience is required for this role.
• Availability for occasional evening and weekend work and some travel as needed.
• 15 days of vacation time in the first year
• 12 days of sick time
• 2 floating holidays
• 15 paid holidays
• Employee's choice of Kaiser or UCH HMO/PPO with up to 90% of the premium covered by First Place on certain plans
• Principal dental and vision coverage with up to 90% of the premium covered by First Place
• Healthcare and Dependent care FSA plans
• Principal basic life and voluntary life insurance coverage