Manager of Financial Planning & Analysis

The Catholic Center; Raleigh (NC); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO

403(b) plan

Life insurance

Long-term disability

Job summary

Diocese of Raleigh is seeking a Manager of Financial Planning & Analysis to bridge financial data and diocesan strategy. The role profiles, budgets, forecasts, and reports for executive leadership, while guiding staff through complex analyses.

The ideal candidate combines hands-on forecasting and data modeling with strong communication to brief the CFO, the Finance Council, and ministry leaders. Requires 5+ years in finance and leadership, plus advanced Excel and accounting systems experience.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
• Minimum 1–2 years of experience supervising finance/accounting personnel.
• Advanced proficiency in Microsoft Excel, financial modeling, and accounting systems.
• Ability to present financial findings to executive stakeholders.

Responsibilities

• Translate financial data into strategic insights; prepare presentations, dashboards, and reports for Executive Staff and committees.
• Provide leadership and performance evaluations for finance staff, ensuring accuracy and consistency.
• Design and maintain financial models for long-term forecasting, cash flow, and investment tracking.
• Drive annual operating and capital budgeting processes across diocesan departments.

Skills

Forecasting

Financial analysis

Leadership

Executive communication

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Excel

Financial systems

Job description

Manager of Financial Planning & Analysis

Diocese of Raleigh

Employment Type

Full Time

Location

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.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
• 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.

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