Manager of Financial Planning & Analysis

NACPA; Raleigh (NC); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO

403(b) plan

Job summary

Catholic Diocese of Raleigh is seeking a Manager of Financial Planning & Analysis to bridge financial data with diocesan strategy. This hands‑on role leads budgeting, forecasting, forecasting models, and reporting while advising executive leadership and guiding finance staff.

The ideal candidate will combine driver‑based modeling with clear communication to boards and committees. Hybrid work arrangement and comprehensive benefits are provided.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
• Experience supervising finance/accounting staff.
• Advanced Excel and financial systems proficiency.
• Ability to brief executive leadership with clear financial insights.
• Experience treasury operations and investment reporting.

Responsibilities

• Translate complex financial data into strategic insights and prepare dashboards and reports.
• Provide leadership and development for finance staff.
• Design, build, maintain sophisticated financial models for long‑term forecasting.
• Drive annual operating and capital budgeting processes.
• Support treasury, liquidity forecasting, and investment reporting.
• Assist with month‑end and year‑end close and financial reporting.
• Act as trusted advisor to Diocesan budget holders.

Skills

Budgeting

Forecasting

Financial analysis

Excel

Leadership

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA (preferred)

Tools

BI tools

Financial modeling software

Job description

Manager of Financial Planning & Analysis

Job Category: Catholic Center positions

Requisition Number: MANAG001135

• Full-Time
• Hybrid

Locations

Showing 1 location

Description

Position Summary:

The Catholic Diocese of Raleigh has an immediate need for a Manager of Financial Planning & Analysis. Operating as a critical bridge between financial data and diocesan strategy, this hands‑on role is responsible for budgeting, forecasting, and reporting. Reporting directly to the Chief Financial Officer, the Manager provides high‑level financial counsel to executive leadership while providing day‑to‑day direction and oversight for assigned staff.

The ideal candidate is a proactive finance leader who balances meticulous, hands‑on mastery of driver‑based forecasting and data modeling with the communication style needed to brief executive leadership boards and diocesan committees.

Key Responsibilities:

• Partner closely with the CFO and executive leadership to translate complex financial data into strategic insights; prepare high‑quality presentations, dashboards, and reports for Executive Staff, the Diocesan Finance Council and investment committee.
• Provide leadership, workflow management, performance evaluations, and professional development for assigned finance staff, fostering growth and ensuring high accuracy and consistency across all departmental deliverables.
• Design, build, maintain, and scale sophisticated financial models to support long‑term forecasting, cash flow analysis, capital allocation, and investment tracking.
• Drive the execution of the annual operating and capital budgeting processes across all diocesan departments, establishing standardized processes, templates, and compliance timelines.
• Support treasury and investment activities, including cash positioning, liquidity forecasting, banking relationships, investment reporting, and coordination with external advisors and diocesan investment committees.
• Assist with accounting close activities, including reviewing accruals, supporting month‑end and year‑end close processes, and collaborating with accounting staff to ensure timely and accurate financial reporting.
• Act as a trusted financial advisor to Diocesan budget holders.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
• Experience with treasury operations, cash management, investment reporting, or related banking and investment oversight activities.
• Minimum 1–2 years of experience directly supervising, managing, or acting as a formal team lead for finance/accounting personnel.
• Advanced, hands‑on expert proficiency in Microsoft Excel, financial engineering and accounting systems.
• Demonstrated ability to present financial findings clearly and confidently to non‑financial executive stakeholders and ministry leaders.
• Employment is contingent upon passing a criminal background and reference check; must complete Diocese‑sponsored Safe Environment Training upon hire.

Preferred Qualifications:

• Master of Business Administration (MBA), Certified Public Accountant (CPA), or progress toward a professional finance designation (FPAC/CFA).
• Experience utilizing AI and BI tools to build executive dashboards.
• Experience implementing, administering, or optimizing dedicated budgeting and forecasting software modules.
• Prior professional experience within a non‑profit, faith‑based, or multi‑entity fund accounting environment.

Benefits: In addition to a competitive salary, the diocese provides a comprehensive benefits package, including medical, dental, vision, life and long‑term disability insurance, PTO, and a generous 403(b) plan. About - https://dioceseofraleigh.org/about/diocese

Equal Opportunity Employer
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