Nonprofit Director, Financial Planning & Analysis

CFS; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Vacation (4 weeks)

Holidays (13)

Sick leave (12 days)

403(b) retirement

Healthcare

Transportation benefits

Employee perks

Job summary

CFS in Boston, MA is seeking a Director of Financial Planning & Analysis to lead the organization’s FP&A, budgeting, forecasting, and strategic modeling. This high-visibility role partners with the CFO, executive leadership, and the Board to drive data-driven decisions and long-term financial sustainability.

You will develop KPIs, rolling forecasts, and scenario analyses, oversee the FP&A staff, and collaborate across departments including operations, capital projects, and endowment

Qualifications

• 10+ years of FP&A, budgeting, forecasting experience.
• Experience within a mid-to-large nonprofit organization.
• Familiarity with endowment accounting and restricted/unrestricted funds.
• Strong financial modeling, long-range forecasting, and scenario analysis experience.
• Advanced Excel skills.
• Experience supporting executive leadership and presenting to governing boards or Trustees.
• Proven leadership experience managing, developing, and coaching staff.

Responsibilities

• Lead the annual operating and capital budgeting process across the organization.
• Develop rolling forecasts, long-range financial plans, strategic models, and scenario analyses.
• Analyze financial performance, trends, risks, opportunities, and key business drivers.
• Develop KPIs and reporting tools to support executive leadership and organization-wide decision-making.
• Evaluate the financial impact of programs, capital projects, revenue initiatives, and operational investments.
• Provide financial modeling and analysis to support strategic planning and long-term financial sustainability.
• Present financial insights and recommendations to executive leadership and governing boards.
• Lead, develop, and coach FP&A staff.
• Partner closely with the CFO, Controller, leadership team, and department heads.

Skills

FP&A experience

Budgeting

Forecasting

Financial modeling

Executive reporting

Leadership

Endowment funds

Excel

Tools

Excel

Job description

Title: Nonprofit Director of Financial Planning & Analysis

Salary: $150,000–$200,000

Location: Boston, MA (Hybrid)

Why This Opportunity Stands Out

• Report directly to the CFO and serve as a strategic partner to executive leadership and Board committees
• High-visibility role with significant exposure to senior leadership and the Board of Trustees
• Opportunity to strengthen FP&A, KPI reporting, forecasting, and data-driven decision-making capabilities
• Broad exposure across operations, retail, food service, studio programs, capital projects, endowment assets, and restricted/unrestricted funds
• Support major strategic initiatives, revenue opportunities, capital investments, and long-term financial sustainability
• Lead and develop the FP&A team while partnering across the organization
• Strong benefits including four weeks of vacation, 13 paid holidays, 12 sick days, 403(b), healthcare, transportation benefits, and additional employee perks

Nonprofit Director Of Financial Planning & Analysis Key Responsibilities

• Lead the annual operating and capital budgeting process across the organization
• Develop rolling forecasts, long-range financial plans, strategic models, and scenario analyses
• Analyze financial performance, trends, risks, opportunities, and key business drivers
• Develop KPIs and reporting tools to support executive leadership and organization-wide decision-making
• Evaluate the financial impact of programs, capital projects, revenue initiatives, and operational investments
• Provide financial modeling and analysis to support strategic planning and long-term financial sustainability
• Present financial insights and recommendations to executive leadership and governing boards
• Lead, develop, and coach FP&A staff
• Partner closely with the CFO, Controller, leadership team, and department heads

Nonprofit Director Of Financial Planning & Analysis Qualifications

• 10+ years of progressive FP&A, budgeting, forecasting, and financial planning experience
• Experience within a mid-to-large nonprofit organization
• Familiarity with endowment accounting and restricted/unrestricted funds
• Strong financial modeling, long-range forecasting, and scenario analysis experience
• Advanced Excel skills
• Experience supporting executive leadership and presenting to governing boards or Trustees
• Proven leadership experience managing, developing, and coaching staff

#INSEP2026