FP&A Manager

Orthodox Union; New York (NY); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision Insurance

Paid time off

Paid holidays

Life and disability insurance

403(b) retirement plan

Job summary

The Orthodox Union (OU) is seeking a Financial Planning & Analysis Manager to lead budgeting, forecasting, and management reporting for a large nonprofit organization. You will translate complex financial data into actionable insights for senior leaders and develop dashboards to support strategic decisions.

Strong Excel, Power BI, and NetSuite skills are highly valued, along with 7–10 years of FP&A or related experience in nonprofit settings.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• 7–10 years in FP&A, corporate finance, or related area.
• CPA/MBA/CFA or similar professional certification strongly preferred.
• Strong budgeting, forecasting, variance analysis, and executive reporting skills.
• Experience in nonprofit, multi-entity environments preferred.

Responsibilities

• Lead budgeting, liquidity forecasting, reforecasting, modeling, and long-range planning.
• Prepare monthly/quarterly analyses for management and the Board using historical data and trends.
• Develop management reporting packs, dashboards, and KPI dashboards for leadership.
• Analyze revenue, expenses, grants, program activity, and allocations.
• Standardize budgeting, forecasting, reporting, and analytics processes.

Skills

Financial planning & analysis

Budgeting

Forecasting

Excel

Power BI

NetSuite

Communication

Education

Bachelor's degree in Accounting/Finance/Economics

CPA/MBA/CFA or related certification preferred

Tools

Power BI

NetSuite

Job description

Who We Are:

The Orthodox Union (OU) is the largest Orthodox Jewish organization in the United States, founded in 1898. The OU supports a vast network of synagogues, youth programs, advocacy efforts, services for individuals with disabilities, and international initiatives. It also operates the leading kosher certification service, recognized globally by the symbol on numerous kosher food products.

Position Summary

The Financial Planning & Analysis Manager is a senior-level finance professional responsible for leading the organization's budgeting, forecasting, financial analysis, management reporting, and decision support activities. As a key partner to department leaders, Accounting leadership, and senior management, this position translates complex financial and operational data into clear, actionable insights that strengthen financial discipline and support informed decision‑making.

Responsibilities

• Lead organization-wide budget, liquidity forecasting, reforecasting, financial modeling, and long-range planning, including development and documentation of key assumptions.
• Prepare forward-looking monthly and quarterly analyses for management and the Board of Directors or its committees using historical actuals, projected results, and current trends; present findings at related meetings.
• Develop concise management reporting packages, executive summaries, dashboards, KPIs, and presentations for senior management and organizational leadership.
• Analyze revenue, expenses, direct and indirect costs, departmental allocations, receivables, grants, fundraising activity, and program-level financial performance.
• Standardize and improve budgeting, forecasting, reporting, and analytical processes, including templates, timelines, methodologies, controls, and documentation.
• Communicate analytical conclusions and financial implications clearly to financial and nonfinancial stakeholders; manage concurrent priorities and time-sensitive requests with sound judgment.
• Partner with department leaders to evaluate budgets, projected results, staffing, program activity, restricted funding, allocations, and emerging financial needs.
• Compare monthly, quarterly, and annual projections with actual results and identify key drivers, risks, opportunities, and recommended actions.
• Produce analyses supporting resource allocation, new initiatives, program investments, cost management, and other strategic or operational decisions.
• Collaborate with Accounting Directors and Controllers to ensure reporting is reconciled to the general ledger and based on complete, accurate, consistently defined data.
• Identify opportunities to automate recurring reports and dashboards while maintaining appropriate review, validation, and data-governance standards.
• Support special projects and other analyses requested by Accounting leadership and senior management.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related discipline required.
• 7-10 years of progressively responsible experience in FP&A, corporate finance, financial reporting, accounting, or a closely related field.
• CPA, MBA, CMA, CFA, or another relevant advanced degree or professional certification strongly preferred.
• Demonstrated experience with budgeting, forecasting, variance analysis, management reporting, dashboards, and executive-level presentations.
• Strong written and verbal communication skills, including the ability to explain complex financial information clearly to nonfinancial audiences.
• Experience in a nonprofit, multi-entity, multi-program, or similarly complex organization preferred.
• Experience automating tasks utilizing coding or AI strongly preferred.
• Advanced financial-modeling and analytical skills, including substantial proficiency in Microsoft Excel and Power BI.
• Ability to synthesize large and sometimes incomplete datasets, identify key financial drivers, and develop practical recommendations.
• High degree of accuracy, discretion, organization, initiative, and professional judgment.
• Experience with enterprise financial systems, particularly NetSuite, planning platforms, business-intelligence tools, data visualization, and reporting automation preferred.

Salary and Benefits

The salary range for this position is $140,000- $175,000, commensurate with experience.

Health, Dental & Vision Insurance

The OU offers health insurance through an Individual Coverage Health Reimbursement Arrangement (ICHRA). Instead of a single group plan, employees have the freedom to choose their own health insurance plan that fits their personal and family needs. The OU contributes a generous monthly amount directly toward your premium, making coverage more flexible, affordable, and tailored to you.

Employees enrolled in our health plan also receive an annual BeniComp stipend, a supplemental benefit that reimburses eligible medical, pharmaceutical, dental, and vision expenses.

In addition, the OU offers employees group dental and vision insurance through MetLife.

Additional Benefits and Perks

• 10 Paid sick days
• 10-15 Paid vacation days
• Paid Jewish and Federal holidays
• Short Fridays to accommodate for Sabbath observance
• Free life and disability insurance
• Discounted continuing education opportunities
• 403(b) retirement plan with a 5% employer match after 3 years (requires a minimum 2% employee contribution)