FP&A Global Process Sr. Manager

Catholic Relief Services | CRS; Oregon; Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical

Dental

Life insurance

Vision

Retirement plan

Job summary

Catholic Relief Services seeks a Sr. Manager, FP&A Global Process to lead agency-wide budgeting and forecasting processes, tools, and reporting standards.

You will partner with executive leadership on scenario planning, target setting, and resource allocation, and guide FP&A governance across global teams. The role emphasizes process optimization, workforce planning oversight, and systems governance, with collaboration across finance, HR, and operations to drive efficiency and accuracy in

Qualifications

• Bachelor’s degree in a related field.
• 8+ years’ experience in financial planning and analysis, finance operations, data analysis, or a related function.
• Experience leading process improvement initiatives; prior experience mentoring staff preferred.
• Experience with managing data and designing reports using Microsoft and Oracle based products.
• Experience with designing reports and dashboards with BI and data visualization platforms.

Responsibilities

• Own the global budget and forecast calendar, guidance, training, templates, and communications.
• Lead ongoing budget and forecast process optimization and coordination.
• Coordinate with FP&A Reporting Sr. Analyst to establish reporting cycles and deliver budgets and presentations.
• Collaborate with Finance teams to consolidate insights for leadership review.
• Support the Director of FP&A in scenario planning and resource allocation.
• Oversee workforce planning processes and headcount budget reporting.
• Maintain FP&A metadata, systems, and reporting tools; oversee system changes and testing.
• Conduct end-user report guidance and training across Global Operations and Finance teams.

Skills

Quantitative analysis

Analytical skills

Excel expert

Reporting software

Communication

End-user requirements gathering

Team leadership

Mentoring staff

Oracle EPM

PowerBI

Education

Bachelor’s degree in related field

Tools

Oracle EPM

ERP systems

PowerBI

Excel

Oracle Smart View

Job description

Salary and Benefits packages for successful candidates employed outside the U.S. are based on the country of employment/in-country office where the candidate will perform the role.

Job Summary

The Sr. Manager, FP&A Global Process leads Agency-wide planning process management, owning the design, delivery, communication and continuous improvement of the agency’s budget and forecast processes, tools, and reporting standards. Serves as the primary partner for FP&A process governance — maintaining a strong understanding of agency strategy, organizational design, and finance policies and procedures to manage their impact on FP&A processes and partner divisions. Represents global FP&A budget and forecast requirements to the EPM Systems team, and partners with the Director of FP&A, CFO, and executive leadership on scenario planning, target setting, and resource allocation.

Roles and Key Responsibilities

Budget & Forecast Process Ownership

• Own the global budget and forecast calendar, guidance, training, templates, and communications.
• Lead ongoing budget and forecast process optimization and coordination, including planning cycle simplification and Amended Budget optimization.
• Coordinate with the FP&A Reporting Sr. Analyst to establish appropriate reporting cycles and deliver budget and forecast packages and presentations.
• Collaborate with the Finance teams to analyze and consolidate insights into results, forecasts, and budget packages for review and presentation to the Director of FP&A, CFO, and executive leadership.
• Support the Director of FP&A in maintaining scenario planning models and provide input to target setting and resource allocation.

Team & Workforce Planning Oversight

• Oversee staff to execute continuous evaluation and improvement in the workforce planning process, redesign, and user experience.
• Drive best in class analyses in workforce planning, integrating trending and pacing, including Merit and Fringe budget development and reporting in partnership with GPR/HR, as well as headcount budget reporting.
• Supervise staff partnering with assigned divisions related to financial support.

FP&A Systems & Reporting Governance

• Maintain understanding of the agency’s metadata, systems (e.g., ePBCS, ERP, EPM, etc), and corresponding reporting tools and platforms.
• Represent global FP&A budget and forecast user and process requirements to the FP&A Systems team.
• As directed by the EPM Systems team, oversee FP&A team delivery of user support and Oracle release and roadmap activities, including functional user testing of the Workforce, Projects, and Amended Budget modules.
• Contribute to the design, testing, and implementation of new FP&A report requirements, partnering with the Manager, Reporting FP&A and Finance Systems team on EPM/ERP and BI reporting requirements and delivery.
• Establish stakeholder guidance and protocols for current and future FP&A reporting tools and reports to drive efficiency and consistency across the agency.
• Contribute to ongoing systems evaluation and enhancements, including testing of systems changes and analyzing data flows for process improvement opportunities.

Continuous Improvement & Training

• Conduct regular audits of end-user report utilization and requirements for organizational alignment and continuous improvement.
• Maintain easy-to-understand guidance on FP&A reporting tools, reports, data sources, and uses.
• Oversee systems training delivery for Global Operations, Global Finance, and Executive, partnering with FP&A and other Global Finance teams.

Strategic Support

• Maintain understanding of agency strategy, organizational design, and finance policies and procedures; manage the impact on FP&A processes and partner divisions.

Knowledge, Skills, and Abilities:

• Proven quantitative and analytical skills
• Knowledge of accounting systems and business processes
• Excel expertise (complicated formulas & functions; filters; pivot tables, etc.) and experience with other Microsoft Office software (Word, PowerPoint)
• Experience with reporting software
• Strong written and verbal communication and interpersonal skills
• Customer-service mindset, and the ability to understand, document and deliver on end-user requirements.
• Ability to work well in a team-oriented environment and build strong relationships with finance and cross-functional partners.
• Highly motivated, proactive and organized.
• Ability to learn technical concepts from manuals and documentation
• Ability to provide inputs and applicable improvement/enhancement in processes and system tools
• Strong presentation skills
• Demonstrated ability to lead, coach, and develop direct reports

Required Languages:

Fluent in English, both written and verbal. Arabic, French and/or Spanish language skills are a welcome and added advantage.

Travel:

No travel required.

Supervisory Responsibilities:

Yes

Qualifications

Basic Qualifications:

• Bachelor’s degree in related field.
• 8+ years’ experience in financial planning and analysis, finance operations, data analysis, or a related function.
• Experience leading process improvement initiatives; prior experience managing or mentoring staff preferred.
• Experience with managing data and designing reports using Microsoft and Oracle based products.
• Experience with designing reports and dashboards with business intelligence (BI) and data visualization platforms.
• Experience in financial planning with cloud-based EPM software.

Preferred Qualifications:

• Highly skilled in Excel, and PowerPoint and Excel add-in tools such as Oracle Smart View.
• Experience with enterprise planning tools and PowerBI is preferred.
• Strong analytical skills with the ability to work with complex financial data.

Agency Competencies (for all CRS Staff):

Personal Accountability

Consistently takes responsibility for one’s own actions.

Acts with Integrity

Consistently models values aligned with CRS Guiding Principles and mission. Is considered honest.

Builds and Maintains Trust

Shows consistency between words and actions.

Collaborates with Others

Works effectively in intercultural and diverse teams.

Open to Learn

Seeks out experiences that may change perspective or provide an opportunity to learn new things.

Lead Change

Continually looks for ways to improve the agency through a culture of agility, openness, and innovation.

Develops and Recognizes Others

Builds the capacity of staff to reach their full potential and enhance team and agency performance.

Strategic Mindset

Understands role in translating, communicating, and implementing agency strategy and team priorities.

What we offer

CRS offers U.S. based staff a comprehensive benefits package, including medical, dental, life insurance, vision, and a generous retirement savings plan. Benefits packages for successful candidates employed outside the U.S. are based on the country of employment/in-country office where the candidate will perform the role. CRS´ work culture is a collaborative, mission-driven culture committed to improving the lives of the poor throughout the world.

Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. Catholic Relief Services works to save, protect, and transform lives in need in more