Manager of Financial Planning & Analysis

Diocese of Raleigh Office of Education; Raleigh (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

PTO

403(b) plan

Job summary

Diocese of Raleigh Office of Education is seeking a Manager of Financial Planning & Analysis in Raleigh, NC. This hands-on role partners with the CFO to translate financial data into strategic insights and forward-looking budgets.

You will supervise finance staff and develop robust models for forecasting, cash flow, and investments. The ideal candidate brings 5+ years in financial analysis, strong Excel and accounting systems skills, and the ability to briefing executive leadership and

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 with treasury operations, cash management, investment reporting, or related banking activities.
• Minimum 1–2 years supervising finance/accounting personnel.
• Advanced proficiency in Microsoft Excel, financial engineering, and accounting systems.
• Ability to present financial findings clearly to executive stakeholders.

Responsibilities

• Partner with CFO and executive leadership to translate financial data into strategic insights; prepare dashboards, reports, and presentations for governance and investment committees.
• Provide leadership and performance evaluations for finance staff, ensuring accuracy and consistency.
• Design and maintain sophisticated financial models for long-term forecasting, cash flow analysis, and investment tracking.
• Lead annual operating and capital budgeting processes across diocesan departments with standardized processes and timelines.
• Support treasury and investment activities, including liquidity forecasting and banking relationships.
• Assist with month-end/year-end close and ensure timely financial reporting with accounting staff.

Skills

Financial analysis

Budgeting

Forecasting

Leadership

Executive communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/FPAC/CFA (preferred)

Tools

Microsoft Excel

Accounting systems

Job description

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.

Diocese of Raleigh

Employment Type: Full Time

Location: Raleigh, NC

Posted Date: July 27, 2026

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.

Minimum Requirements

• 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