Manager, Financial Planning & Analysis

World Change Starts with Educated Children

Manager, Financial Planning and Analysis (FP&A)

Position Overview:

The Manager of FP&A participates in the design and implementation of information strategies across Room to Read's finance systems, maximizing the value derived from data and analytics to enhance decision making. This position contributes to organization-wide management reporting by introducing new analytics and insights by delivering high impact financial reports, guiding Finance colleagues, and building reporting capacity and efficiencies across the globe. The Manager works in close collaboration with the Director of Planning and Budgeting, as well as the Field Finance Director, and the Director of Operations Reporting and Planning. The position reports to the VP of Finance and is based in San Francisco, CA.

Duties & Responsibilities:

Reporting and Analytics (60%)

• Design and prepare reporting that enhances the timely understanding of financial performance drivers, including achievement of annual budget goals, performance trends in expense and revenue, and drivers of performance variance vs budgets and prior years.

• Work with the CFO to develop insight-driving financial metrics and dashboards to enable effective impact-focused decision making.

• Ensure the timely and efficient integration of key performance metrics into reporting for C-level leaders for effective and timely decision making.

• Provide increased visibility and insight into revenue through new analytics, common and transparent views of key concepts through reporting, and a high degree of partnership with our fundraising leadership.

• Automate core reporting using Intacct, our cloud-based budgeting software, as well as other systems and AI tools, identifying their use cases.

• Support country offices and field finance team in their development of insightful reporting.

• Manage projects and ad-hoc financial analyses to support the CEO, CFO, and senior leadership.

System Optimization (40%)

• Manage the continuous enhancement and support of Adaptive, Room to Read's operational and financial planning tool. Collaborate with subject matter experts and Room to Read's planning community to review options and direct the implementation of any system changes.

• Improve efficiency and effectiveness in a cross-functional integration of systems, including Adaptive Insights, Intacct (Net Suite, SAP), Nexonia, Workday, Salesforce CRM (NPSP), ZIP and others. This includes playing a key role in our cross-system master data governance.

• Design and prioritize financial system changes to provide more streamlined data structures that better align with strategic shifts in organizational structure, program design and new business models.

• Implement enhancements to financial systems and applications by working closely with the Associate Manager, Reporting and Systems.

• Deliver capacity building among field finance and country office teams, and cross train other finance team members and provide support to all users in their development of annual budgets.

• Liaise with our financial software and budget software vendors to ensure appropriate, cost-effective levels of support.

Qualifications:

Required:

• Bachelor's degree with a minimum of 7 years of professional experience, at least 5 of which are in FP&A, preferably in the not-for-profit sector

• 3+ years in data analytics and reporting system use, including integration across general ledger and performance management systems.

• Prior experience designing high impact financial reporting and building financial models using cloud-based performance management and reporting tools, including budget and general ledger systems.

• Prior success in influencing and building relationships with upper management and colleagues in multiple functions and geographies, including Development, Accounting, People and Program Operations

• Expert skill levels in Excel, PowerPoint and data visualization software (e.g., Tableau)

• Demonstrated effectiveness in a fast-paced, growth-oriented global or regional organization, requiring flexibility, willingness to learn and adaptability to changing organization priorities

• Track record of successful change management, leading process improvements that meet the growing organization's needs for timely information-based decision making

• Demonstrated influence, communication, presentation, and facilitation skills

• Excellent verbal and written communication skills in English

Preferred:

• MBA

• Successful management of projects targeting design and implementation of information solutions that rely on cross-functional participants

• Experience leading organizational behavioral change for process improvement, efficiency building and innovation

• Ability to travel internationally if needed

Location(s)
Global Office - Main - San Francisco
To be successful at Room to Read, you will also:

• Have passion for our mission and a strong desire to impact a dynamic nonprofit organization
• Be a proactive and innovative thinker who achieves results and creates positive change
• Have a very high level of personal and professional integrity and trustworthiness
• Embrace diversity and a commitment to collaboration
• Thrive in a fast-paced and fun environment

Room to Read is proud to be an equal opportunity employer committed to identifying and developing the skills and leadership of people from diverse backgrounds. EOE/M/F/Vet/Disabled

About Room to Read:

Founded in 2000 on the belief that World Change Starts with Educated Children, Room to Read is creating a world free from illiteracy and gender inequality through education.

We are achieving this goal by helping children in historically low-income communities develop literacy skills and a habit of reading, and by supporting girls as they build life skills to succeed in school and negotiate key life decisions.

We collaborate with governments and other partner organizations to deliver positive outcomes for children at scale.

Room to Read has benefited more than 45 million children and has worked in 24 countries and in more than 213,000 communities, providing additional support through remote solutions that facilitate learning beyond the classroom.

Learn more at www.roomtoread.org.