Senior FP&A Director & Reporting Lead (Nonprofit)

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

Paid time off

Free YMCA membership

Job summary

The YMCA of Greater New York is seeking a Senior Director of Financial Planning & Reporting to support the Vice President of Finance/CAO. You will develop the annual budget, build financial projections, and create pro‑forma budgets and reports while leading a planning team.

The role requires strong Excel skills, 4+ years in analytics or accounting, and experience with Workday and Oracle/AS400 systems. CPA or equivalent is preferred in a nonprofit setting.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; MBA or Master’s preferred.
• Minimum four (4) years of experience in analytics, financial analysis, accounting, or related discipline; CPA 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 across diverse stakeholders.
• Knowledge of Oracle Applications, Salesforce, AS400, and Workday/Adaptive Planning is desirable.

Responsibilities

• Analyze data and create reports on an ongoing or ad-hoc basis using Excel or other software.
• Develop financial projections, modeling, and pro-forma budgets and reports.
• Lead budgeting process under CAO with Workday Adaptive Planning implementation.
• Collaborate with branches and departments to ensure needs are met.
• Assist in data migration and integration during Workday implementation.

Skills

Financial analytics

Advanced Excel

Data interpretation

Project management

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance

MBA or related field

CPA credential

Tools

Oracle Applications

Salesforce

AS400

Workday

Adaptive Planning

Job description

The YMCA of Greater New York is seeking a Senior Director of Financial Planning & Reporting to support the Vice President of Finance/CAO. You will develop the annual budget, build financial projections, and create pro‑forma budgets and reports while leading a planning team.

The role requires strong Excel skills, 4+ years in analytics or accounting, and experience with Workday and Oracle/AS400 systems. CPA or equivalent is preferred in a nonprofit setting.