Senior Director of Financial Planning & Reporting (Association Office)

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

Benefits offered by this job

Retirement benefits

Free YMCA membership

Paid time off

Job summary

The YMCA of Greater New York seeks a Senior Director of Financial Planning & Reporting to support the Vice President – Finance/CAO. This full-time role leads budgeting, forecasting, modeling, and pro-forma reporting, with oversight of Workday Adaptive Planning implementation and related systems.

Based in the Association Office in Manhattan, you will partner across branches to deliver actionable insights, build financial models, and guide strategic planning for the Y’s mission-driven programs.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 4+ years in analytics/financial analysis/accounting.
• MBA or CPA preferred.
• Advanced Excel, data analysis, and financial modeling.

Responsibilities

• Analyze data and create reports with Excel or similar tools.
• Develop financial projections and proforma budgets.
• Lead budgeting process under CAO guidance and manage timelines.
• Implement Workday Adaptive Planning and related reporting solutions.
• Collaborate with branches to ensure needs are met.

Skills

Excel proficiency

Financial modeling

Analytical reporting

Workday familiarity

CPA preferred

Project management

Education

Bachelor’s degree in Accounting/Finance

MBA preferred

Tools

Oracle CONNECT

Workday Adaptive Planning

Salesforce

AS400

Job description

Senior Director of Financial Planning & Reporting (Association Office)

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.

Location

YMCA of Greater New York Association Offices

Manhattan, NY

Employment Type

Full-Time / Regular

Job ID

req3423

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