Strategic FP&A Director, Nonprofit Growth & Impact

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

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