Manager, Financial Planning & Analysis
Apply NowCompany: Think Together
Location: Santa Ana, CA 92704
Description:
Overview
Manager, Financial Planning & Analysis
Founded in 1997, Think Together partners with schools to change the odds for kids by providing award-winning programs during and outside the school day. We're one of California's largest nonprofits working in school districts from San Diego to San Francisco. Whether you're interested in early learning, elementary, middle or high school, you can invest in your community by working at a local school or working within our home office providing support!
JOB SUMMARY:
This role is responsible for overseeing all activities related to monthly reporting, budgeting, forecasting, analytical, and computational tasks relating to the financial performance of the organization. Develops and maintains all organizational financial reports and dashboards and ensures data integrity within FP&A platforms and other key data points required for organizational budgeting, analysis, and reporting. Assists with special projects as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Budgeting/Forecasting
Oversees the preparation of the annual (or any required inter period revision) organization budget (involves collaboration with Regional and Home Office Departments).
Establishes and maintains rolling forecasts of operational performance.
Establishes formalized processes for budgeting and forecasting.
Creates long-term modeling/planning scenarios to assist in key decision-making.
Monitor and project the organization's cash flow.
Financial Reporting
Creates the organization's monthly financial reporting, including:
Monthly budget vs. actual reports
Projected summary and department level income statements
Current and projected balance sheet and cash flow reports
Preparation of monthly operations and balance sheet analytic narrative
Creates operational metrics for monthly reporting.
Performs both detailed department-level analysis and high-level summary analysis of monthly budget reports for reporting to various internal and external stakeholders.
External Reporting
In collaboration with the Finance & Accounting team members, ensures the timely and accurate preparation of all required financial reporting for bank, school partners, and other grants.
QUALIFICATIONS AND REQUIREMENTS:
4-6 years relevant business experience
Bachelors' degree in a related field preferred.
Experience with non-profit, education, and/or grant compliance is preferred.
Ability to thrive in an evolving and dynamic work environment.
Ability to develop and foster positive relationships at all levels.
Exceptional analytical and problem-solving skills
Self-starter who possesses initiative, sweats the details, and knows when to ask questions.
Excellent time management skills to complete broad range of tasks in a deadline-driven environment
Motivation to seek opportunities to improve operational results, identify and resolve problems.
Superb follow through and organizational skills to manage broad scope job responsibilities.
Excellent listening, verbal, and written communications skills
Desire to collaborate with staff and management to fulfill Think's mission.
OTHER RESPONSIBILITIES:
Maintain highest degree of confidentiality.
Comply with organization policies and follow procedures.
COMPUTER SKILLS:
Intermediate to advanced Excel skills
Desirable: Working knowledge of NetSuite, Salesforce, Budgeting/Forecasting Software
COMPENSATION:
Salary Range $110,000-$125,000
This is the targeted compensation for the position. A range of factors, including but not limited to; location, skills, experience, will be considered. Actual compensation may vary.
Think Together is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, gender identity, gender expression, pregnancy, childbirth or related medical conditions, religious creed, physical disability, mental disability, age for individuals age 40 and over, medical condition (as defined by state law (for example, cancer or genetic characteristics or HIV/AIDS), marital status, military and veteran status, sexual orientation, genetic information, citizenship status or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
Manager, Financial Planning & Analysis
Founded in 1997, Think Together partners with schools to change the odds for kids by providing award-winning programs during and outside the school day. We're one of California's largest nonprofits working in school districts from San Diego to San Francisco. Whether you're interested in early learning, elementary, middle or high school, you can invest in your community by working at a local school or working within our home office providing support!
JOB SUMMARY:
This role is responsible for overseeing all activities related to monthly reporting, budgeting, forecasting, analytical, and computational tasks relating to the financial performance of the organization. Develops and maintains all organizational financial reports and dashboards and ensures data integrity within FP&A platforms and other key data points required for organizational budgeting, analysis, and reporting. Assists with special projects as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Budgeting/Forecasting
Oversees the preparation of the annual (or any required inter period revision) organization budget (involves collaboration with Regional and Home Office Departments).
Establishes and maintains rolling forecasts of operational performance.
Establishes formalized processes for budgeting and forecasting.
Creates long-term modeling/planning scenarios to assist in key decision-making.
Monitor and project the organization's cash flow.
Financial Reporting
Creates the organization's monthly financial reporting, including:
Monthly budget vs. actual reports
Projected summary and department level income statements
Current and projected balance sheet and cash flow reports
Preparation of monthly operations and balance sheet analytic narrative
Creates operational metrics for monthly reporting.
Performs both detailed department-level analysis and high-level summary analysis of monthly budget reports for reporting to various internal and external stakeholders.
External Reporting
In collaboration with the Finance & Accounting team members, ensures the timely and accurate preparation of all required financial reporting for bank, school partners, and other grants.
QUALIFICATIONS AND REQUIREMENTS:
4-6 years relevant business experience
Bachelors' degree in a related field preferred.
Experience with non-profit, education, and/or grant compliance is preferred.
Ability to thrive in an evolving and dynamic work environment.
Ability to develop and foster positive relationships at all levels.
Exceptional analytical and problem-solving skills
Self-starter who possesses initiative, sweats the details, and knows when to ask questions.
Excellent time management skills to complete broad range of tasks in a deadline-driven environment
Motivation to seek opportunities to improve operational results, identify and resolve problems.
Superb follow through and organizational skills to manage broad scope job responsibilities.
Excellent listening, verbal, and written communications skills
Desire to collaborate with staff and management to fulfill Think's mission.
OTHER RESPONSIBILITIES:
Maintain highest degree of confidentiality.
Comply with organization policies and follow procedures.
COMPUTER SKILLS:
Intermediate to advanced Excel skills
Desirable: Working knowledge of NetSuite, Salesforce, Budgeting/Forecasting Software
COMPENSATION:
Salary Range $110,000-$125,000
This is the targeted compensation for the position. A range of factors, including but not limited to; location, skills, experience, will be considered. Actual compensation may vary.
Think Together is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, gender identity, gender expression, pregnancy, childbirth or related medical conditions, religious creed, physical disability, mental disability, age for individuals age 40 and over, medical condition (as defined by state law (for example, cancer or genetic characteristics or HIV/AIDS), marital status, military and veteran status, sexual orientation, genetic information, citizenship status or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.