FP&A Manager

Jobvite, Inc.; New York (NY); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Health insurance

403(b) retirement plan with employer 5

Paid holidays and PTO

Short Fridays

Life and disability insurance

Education reimbursement

Job summary

Orthodox Union, a leading nonprofit in New York, seeks a Senior FP&A Manager to lead budgeting, forecasting, and management reporting. You will partner with department leaders and accounting leadership to translate data into actionable insights, build scalable processes, and drive strategic financial planning.

The role requires strong Excel and Power BI skills, experience with complex multi-program finance, and the ability to deliver executive-ready analyses. CPA/MBA preferred; NY-based.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related discipline.
• 7–10 years of FP&A, corporate finance, or related experience.
• CPA, MBA, CMA, CFA, or another relevant advanced degree preferred.
• Experience with budgeting, forecasting, variance analysis, dashboards, and exec-level presentations.
• Strong written and verbal communication for nonfinancial audiences.
• Experience in nonprofit or multi-entity organizations preferred.
• Experience automating tasks with coding or AI is highly preferred.
• Advanced financial modeling and proficiency in Excel and Power BI.

Responsibilities

• Lead organization-wide budget, liquidity forecasting, reforecasting, and long-range planning.
• Prepare forward-looking analyses for management and the Board with trends and projections.
• Develop management reporting packages, dashboards, and KPIs for senior leadership.
• Analyze revenue, expenses, costs, allocations, grants, and program-level performance.
• Standardize budgeting, forecasting, reporting, and analytics processes and templates.
• Communicate conclusions clearly to financial and nonfinancial stakeholders; manage priorities.
• Collaborate with department leaders to evaluate budgets, staffing, and funding needs.
• Compare projections to actuals and identify drivers, risks, and actions.
• Provide analyses for resource allocation, new initiatives, and cost management.
• Coordinate with Accounting to ensure GL-reconciled reporting with clean data.

Skills

Budgeting & forecasting

Financial analysis

Management reporting

Executive presentations

Advanced Excel

Power BI

Communication

Nonprofit experience

AI automation

Education

Bachelor's in Finance/Accounting

CPA/MBA/CFA preferred

Tools

NetSuite

Power BI

Microsoft Excel

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.
Within a complex, multi-program organization, the FP&A Manager develops forward-looking analyses, coordinates reforecasts, evaluates financial performance (Budget vs Actual), and produces executive-ready reporting and dashboards. The role requires strong analytical judgment, a detailed understanding of financial and operational drivers, and the ability to independently manage high-priority projects while building scalable processes that reduce reliance on ad hoc analysis by senior accounting leadership.

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 positionis$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)