Financial Planning & Analysis Manager

The Financial Planning & Analysis Manager reports to and works closely with the Director of FP&A to implement the financial vision for the organization, which is primarily funded by government funding agencies and private foundations. The FP&A Manager takes a leadership role in meetings with the heads of LAS Practices and departments. The position supports the Director to provide oversight and management of the financial planning and analysis team, including providing financial analysis required for annual, budgets, quarterly forecasts, and multi-year finance planning.

This position requires very strong analytical skills coupled with advanced technological capabilities to create budgets, monitor spending, analyze cash flow, and forecast program activity related to grants and contracts.

ESSENTIAL DUTIES/RESPONSIBILITIES

• Manage direct reports in analyzing program activity at a macro level and at a grant or contract level
• Assist Director of FP&A to implement high standards and success metrics and hold staff accountable to meeting these standards
• Develop, train, and provide guidance, support, and tools to the FP&A Analyst team to ensure effectiveness and increase efficiencies and consistency in practices
• Support the Director of FP&A with refining, optimizing, and implementing financial systems, tools, structures, and processes
• Help Recruit and hire FP&A Analyst staff and conduct performance evaluations.
• Approve PTO and review work assignment and schedules
• Monitor and maintain adherence to society’s policies, procedures, and guidelines
• Manage the development, implementation, and delivery of Board level reporting
• Manage the preparation and review of monthly forecasts and analysis
• Assist the Director of FP&A with the preparation of the Society’s fiscal year budget.
• Document procedures and ensure consistent standards are applied in the storing of files and other record keeping
• Coordinate with Director of FP& A in building models and designing reports to provide budgets, monitor spending, and forecast program activity related to grants and contracts
• Coordinate with General Accounting and G&C units to ensure that allocations to contracts are correctly applied
• Act as liaison with Practice areas regarding program finance activity
• Lead monthly meetings with Practice areas to review programmatic activity and recommend adjustments to spending to minimize budget modifications while spending all available funds
• Coordinate preparation of information needed for RFPs/applications for grants and contracts.  Ensure the accuracy of the information provided and timeliness of receipt
• Identify and assess use of third-party financial software packages that could assist in the preparation of required documentation and analysis for grants and contracts
• Review and approve requests for Finance Committee Approval related to grants and contracts
• Collaborate with CFO to develop, maintain and distribute ad-hoc reports and financial models as needed
• Focus on frequent and critical special projects
• Other duties as assigned