Senior Director of Financial Planning & Reporting (Association Office)

YMCA of Greater New York; New York (NY); On-site; USD 160,000 - 165,000; Full time

Benefits offered by this job

Retirement benefits

Medical benefits

Free YMCA membership

Job summary

The YMCA of Greater New York Association Offices in Manhattan seeks a Senior Director of Financial Planning & Reporting to support the Vice President - Finance/CAO. This role develops annual budgets, financial projections, pro-forma budgets, and reports, with a lead on the budgeting process and planning solutions.

Qualified candidates will have a finance/accounting background, 4+ years analytics experience, advanced Excel, and familiarity with Workday Adaptive Planning, Oracle CONNECT,

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required; MBA preferred.
• 4+ years in analytics, finance, accounting, or related field; CPA preferred.
• Advanced Excel for data analysis, reporting, and modeling.
• Experience with data interpretation to support decision-making.
• Strong project management and organizational skills.
• Experience with Workday and Adaptive Planning preferred.

Responsibilities

• Analyze data and create reports using Excel or other software; provide decision support.
• Develop financial projections, modeling, and pro forma budgets independently.
• Lead budgeting process under CAO; manage timelines and guidelines.
• Implement new planning solution with Workday Adaptive Planning; assist data migration and integration.
• Collaborate with branches to ensure needs are met.
• Perform other duties as assigned.

Skills

Advanced Excel

Analytical mindset

Project management

Stakeholder collaboration

Education

Bachelor’s degree in Accounting, Finance, or related field

MBA or Master’s degree in Finance/Accounting/Business Administration

Tools

Oracle CONNECT

Workday

Adaptive Planning

Salesforce

AS400

Job description

Full-Time / Regular

$160,000-$165,000 Salaried

The YMCA of Greater New York is here for all New Yorkers — to empower youth, improve health, and strengthen community. Founded in 1852, today the Y serves a diverse population of more than half a million New Yorkers who learn, grow, and thrive through programs and services at our 24 branches. Community is the cornerstone of the Y. Together, we connect active, engaged New Yorkers to build stronger communities.

To help fulfill our mission, we cultivate a culture of learning, leading, and collaboration to enhance community impact. Through our talented staff and \"LEAP\" career framework (Leadership, Empowerment, Accountability, Personal Growth), we are committed to a people-first approach that fosters trust, inclusion, growth, and development for all.

The Association Office is seeking a Senior Director of Financial Planning & Reporting. The Senior Director of Financial Planning and Reporting will support the Vice President - Finance/CAO and demonstrate a creative and analytical approach to problem-solving and/or decision support with analyses and reports. Will be responsible for working on an independent basis developing the annual budget’s financial projections, modeling simulations and pro-forma budgets and financial reports and will assume a team lead role.

Key Responsibilities:

• Analyze data and create reports on an ongoing or ad-hoc basis utilizing Microsoft Excel or other software with a creative, analytical approach to problem-solving and/or decision support.


• Develop financial projections, modeling, simulations along with proforma budget and financial reports independently.


• Obtain an in-depth knowledge of Oracle CONNECT, Workday, Adaptive Planning, Salesforce, AS400 and other software programs as they apply.


• Under the direction of the CAO, lead the budgeting process:


• Develop budgeting plan including timeline


• Preparation of guidelines


• Budget preparation and training


• Analyze budget proposals


• Budget reporting


• Lead in implementation of new planning solution with implementation of Workday Adaptive Planning. Be involved with other aspects of Workday implementation, including data migration and integration, as appropriate. Lead the Reports implementation with assistance from developer.


• Work closely with branches and departments to ensure all needs are met.


• Other duties as assigned.
  

Desired Skills & Experience:

• Bachelor’s degree in Accounting, Finance, or a related field; MBA or Master’s degree in Finance, Accounting, Business Administration, or a related field preferred.


• Minimum four (4) years of experience in analytics, financial analysis, accounting, or a related discipline; CPA credential or equivalent experience preferred.


• Advanced proficiency in Microsoft Excel, including data analysis, reporting, and financial modeling.


• Experience collecting, analyzing, and interpreting complex data to support decision-making.


• Strong project management, organizational, critical-thinking, and problem-solving skills.


• Demonstrated emotional intelligence and ability to collaborate effectively across diverse stakeholders.


• Computer literate with a willingness and ability to learn new systems and technologies.


• Ability to manage multiple priorities, maintain attention to detail, meet deadlines, and contribute to continuous process improvement.


• Knowledge of Oracle Applications, Salesforce, AS400, and other business, financial, or reporting software platforms is desirable.


• Experience with Workday and Adaptive Planning preferred.


• Prior supervisory or people management experience preferred.


• Experience working within a nonprofit organization preferred.

Benefits:

The YMCA of Greater New York offers a variety of benefits to its staff members, including retirement benefits , medical benefits, paid time off, free YMCA membership, and more! Benefit eligibility is determined by an individual’s employment status (i.e., full-time or part-time), tenure, and/or the number of hours scheduled to work. Click here for more information.

Employment Type Full-Time / Regular

Location YMCA of Greater New York Association Offices Manhattan, NY

EQUAL OPPORTUNITY EMPLOYER DRUGFREE WORKPLACE

Auxiliary aids and services are available upon request to individuals with disabilities.