Senior FP&A Manager - Budgets, Forecasts & Insights

Yachad; New York (NY); On-site; USD 140,000 - 175,000; Full time

Benefits offered by this job

Paid sick days

Paid vacation days

Paid Jewish holidays

Short Fridays

Life and disability insurance

Continuing education benefits

401(k) employer match

Job summary

Orthodox Union (OU) in New York seeks an experienced FP&A Manager to lead budgeting, forecasting, and financial analysis for a multi‑program nonprofit. You will translate complex data into actionable insights for senior management and drive scalable planning processes.

The role requires advanced Excel and Power BI skills, experience with ERP and BI tools such as NetSuite and dashboards, and an ability to present concise, executive‑level reports to stakeholders.

Qualifications

• Bachelor's degree in accounting, finance, economics, or related field.
• 7–10 years of FP&A or related experience.
• CPA/MBA/CFA or similar credentials preferred.
• Experience with budgeting, forecasting, variance analysis, and executive reporting.
• Experience automating tasks using coding or AI is strongly preferred.
• Nonprofit or multi-entity experience is a plus.

Responsibilities

• Lead organization-wide budget, liquidity forecasting, reforecasting, and long-range planning.
• Prepare forward-looking analyses for management and Board meetings.
• Develop management reporting packages, dashboards, KPIs, and executive presentations.
• Analyze revenue, expenses, costs, allocations, and program performance.
• Standardize budgeting and reporting processes and documentation.
• Communicate conclusions clearly to stakeholders and manage priorities.
• Collaborate with department leaders on budgets and allocations.
• Identify opportunities to automate recurring reports and dashboards.
• Support special projects requested by accounting leadership.

Skills

Budgeting

Forecasting

Financial modeling

Executive reporting

Excel

Power BI

Data visualization

Communication

Education

Bachelor's degree in Accounting/Finance

CPA / MBA / CFA preferred

Tools

NetSuite

Power BI

Job description

Orthodox Union (OU) in New York seeks an experienced FP&A Manager to lead budgeting, forecasting, and financial analysis for a multi‑program nonprofit. You will translate complex data into actionable insights for senior management and drive scalable planning processes.

The role requires advanced Excel and Power BI skills, experience with ERP and BI tools such as NetSuite and dashboards, and an ability to present concise, executive‑level reports to stakeholders.