Strategic FP&A Executive: Capital & Growth Planning

Local Initiative Support Corporation; New York (NY); Hybrid; USD 210,000 - 273,000; Full time

Benefits offered by this job

Medical, Dental, Vision Coverage

Retirement Savings (401k/403b)

Generous Holidays

Vacation, PTO, and Sick Days

Tuition Assistance

Referral Program

Professional Development Opportunities

Job summary

Local Initiative Support Corporation (LISC) in New York City is seeking a Vice President, Financial Planning & Analysis to oversee enterprise-wide financial planning, forecasting, performance management, and capital planning. You will advise senior leaders and the Board, and build a high-performing FP&A team to drive data-informed decisions.

The role partners with Accounting, Treasury, IT, People & Culture, Lending, Local and National Programs, and affiliates to align resources with strategic

Qualifications

• Bachelor’s degree required; CPA or Master’s preferred.
• 10+ years of FP&A experience in a multi-entity organization.
• 5+ years in FP&A leadership, with proven strategic planning and forecasting.
• Experience presenting to boards, audit committees, and senior executives.
• Knowledge of treasury, capital planning, liquidity management, and balance sheet forecasting.
• Experience with ERP systems, enterprise planning, budgeting, forecasting, and BI tools.

Responsibilities

• Serve as a trusted strategic advisor to the Deputy CFO, CFO, executive leadership team, and Board on financial performance, resource allocation, organizational strategy, and risk management.
• Lead enterprise forecasting, scenario planning, stress testing, and multi-year financial modeling to assess organizational sustainability and inform strategic decision-making.
• Align long-range financial forecasts with organizational strategic priorities, growth initiatives, and capital needs.
• Lead financial evaluation of new business initiatives, investments, partnerships, and organizational structuring opportunities.
• Lead capital planning and liquidity forecasting to support organizational growth and financial sustainability.
• Lead the development, presentation and execution of LISC’s annual operating and capital budgets.
• Deliver strategic financial reporting and trend analysis to executive leadership, board, and other external partners.
• Partner with organizational leaders to deliver actionable financial insights, forecasting, and performance analysis that support decision-making.
• Ensure consistent financial planning, reporting, and performance management practices across the organization.
• Provide financial oversight and strategic support for affiliate entities, including performance evaluation, forecasting, governance participation, and assessment of enterprise-wide financial impacts.
• Lead enterprise workforce planning in partnership with People and Culture and business leaders to align talent investments with strategic and financial objectives.
• Lead the advancement of FP&A capabilities through business intelligence, predictive analytics, automation, and emerging technologies.
• Partner with Information Technology to strengthen data governance, reporting accuracy, and analytics infrastructure.
• Champion use of advanced planning and forecasting tools to improve decision-making.
• Assess financial risks and opportunities associated with lending, liquidity, funding strategies, and affiliate activities.
• Partner with Treasury and Accounting to maintain financial resilience and covenant compliance.
• Develop stress-testing frameworks and contingency plans for adverse economic scenarios.
• Recruit, develop, mentor, and retain a high-performing FP&A team.
• Establish departmental goals, performance expectations, and career development plans.
• Foster a culture that reflects LISC’s values of collaboration, respect, accountability, and belonging.
• Performs additional duties and responsibilities, as required.

Skills

FP&A leadership

Strategic planning

Financial forecasting

Board presentation

Communication

Leadership

Data-driven decision making

Education

Bachelor’s degree; CPA or Master’s preferred

Tools

ERP systems

BI tools

Forecasting software

Job description

Local Initiative Support Corporation (LISC) in New York City is seeking a Vice President, Financial Planning & Analysis to oversee enterprise-wide financial planning, forecasting, performance management, and capital planning. You will advise senior leaders and the Board, and build a high-performing FP&A team to drive data-informed decisions.

The role partners with Accounting, Treasury, IT, People & Culture, Lending, Local and National Programs, and affiliates to align resources with strategic