Director, Financial Planning & Analysis

The Crohn's & Colitis Foundation is a non-profit, volunteer-fueled organization whose mission is to cure Crohn's disease and ulcerative colitis and improve the quality of life for the children and adults affected by these diseases. Our work is dramatically accelerating the research process through our varied research initiatives; we also provide extensive educational and support resources for patients and their families, medical professionals, and the public. In addition, we lead federal and state-based advocacy campaigns to support medical research funding and improve patient access to care. The Foundation's core values of compassion, integrity, leadership, collaboration, and inclusion inspire and drive every member of our highly performing team.

Position Summary:

The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving financial transparency, operational insight, and data-driven decision-making across the organization. This role will lead the organization's budgeting, forecasting, reporting, and financial analysis functions while partnering with departments and Chapter leadership to track performance and optimize resource allocation.

This position requires 2 days in our New York City office and 3 days remote work each week.

Essential Functions and Responsibilities:

• Lead the monthly financial reporting process, providing variance analysis, strategic insights, and actionable recommendations to senior leadership.
• Manage the organization's annual budgeting process and forecasts, ensuring alignment with strategic priorities.
• Monitor revenue trends, including forecasting, projection modeling, and analysis of deferred and restricted revenue.
• Analyze expense drivers across the organization to support cost management and operational efficiency.
• Oversee cash forecasting and liquidity planning in collaboration with accounting and development teams.
• Conduct ROI analysis for programs, initiatives, and fundraising activities to inform investment decisions.
• Develop and maintain Chapter-level financial metrics and scorecards to track performance and impact.
• Benchmark financial performance and operating efficiency against industry peers to guide strategic improvements.
• Enhance reporting capabilities by building on foundational data strategies such as data warehousing, and leveraging advances in AI and modern business intelligence tools (e.g., Power BI, Tableau) to deliver timely, actionable insights through automation and improved data architecture.
• Lead the migration of FP&A reporting and planning functions to a new ERP and planning system, ensuring a smooth transition and future scalability.
• Partner with cross-functional teams to streamline financial workflows and promote data-informed decision-making.
• Supervise and mentor FP&A team members as applicable.
• Handle special projects and ad hoc financial analysis as requested by senior leadership.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or master's in Finance, Business Analytics, or a related discipline strongly preferred
• 8+ years of progressive financial planning and analysis experience, nonprofit sector experience highly desirable
• Proven expertise in budgeting, forecasting, financial modeling, and scenario planning
• Proficiency with ERP and planning Systems (Workday and Adaptive); Salesforce experience preferred
• Demonstrated ability to develop dynamic dashboards and reports using business intelligence tools (e.g., Power BI, Tableau)
• Advanced Excel skills, including Power Query, XLOOKUPs, and macros for data transformation and automation
• Exceptional project management skills with the ability to prioritize, organize, and execute multiple concurrent initiatives in a fast-paced, evolving environment
• Strong analytical and quantitative skills with a demonstrated ability to interpret data, identify trends, and develop actionable insights
• Meticulous attention to detail and sound judgment in problem-solving, financial analysis, and operational execution
• Proven ability to lead and develop staff, coordinate cross-functional teams, and manage vendor relationships to deliver high-quality results