Senior Director, Financial Planning & Analysis

The Center on Budget and Policy Priorities (CBPP) is a high-caliber strategic policy institute that informs and shapes public policies to reduce poverty, promote equity, and build opportunity and engages on how to raise the revenues necessary to support public investments. It has a national reputation for conducting rigorous research and analysis, developing evidence-based policy ideas and strategies, shaping a broad array of policy debates at the federal and state levels, and influencing policy outcomes and program implementation. It focuses its efforts on improving the lives of people with low and moderate incomes and examines how policies affect particular groups, including people of color, immigrants, people with disabilities, and LGBTQ+ people. The Center is known for its unique capacity to blend rigorous, timely analysis with effective communications that enable policymakers and the media to make use of its work.

The Center seeks a Senior Director of Financial Planning & Analysis who will be responsible for providing financial projections/modeling, budget analysis, forecasting needs, and reporting (internal and external) to support sound financial management of the Center. The Senior Director will offer quality, meaningful analyses (including development of KPIs and other non-financial metrics), and financial perspectives necessary to support the executive team in strategic decision-making and strategy for the future of the Center.

This position will manage a team of three (3) responsible for ensuring the production of timely and accurate data analysis and reporting analytics to include oversight of grants compliance and administration. The Senior Director will support the execution of month-end close and develop/manage systems and processes to provide relevant financial information regarding the Center’s programmatic and financial commitments and the use of funds (restricted and unrestricted).

The Senior Director plays a pivotal role in sustaining growth and success while continually assessing internal systems and needed resources with an eye toward future needs and budget realities.

Responsibilities

  • Manage the annual budget process (organizational, project-specific and foundation grants) including developing financial tools and analyses and working with functional area leaders to refine their respective budgets into useful management tools.
  • Ensure budget execution and implementation complies with board-approved budget and funder requirements.
  • Create, maintain, and continually improve budget development, execution, and reporting processes and systems, identifying and implementing best practices.
  • Analyze, identify, and track key expense drivers in departments and programs to improve financial planning and cash flow forecasting and provide key financial insights.
  • Prepare and present analyses, forecasts, and recommendations to senior business and finance leaders in a concise and easy-to-understand manner that supports and drives key business, strategic, and investment decisions.
  • Partner with the CFO to develop dashboards and enhance financial reporting, KPIs, planning and analytical processes and systems, with the goal of achieving improved fiscal visibility and accountability with budget managers and leadership.
  • Implement budget and planning software tools.
  • Coordinate with Development staff to manage and accurately report activity related to grants and funder requirements.
  • Oversee the allocation and release of grant funds to ensure compliance with funder requirements and maximize use of grant resources.
  • Provide information to the CFO for presentation to the Board of Directors’ finance and audit committee and participate in their meetings, as requested.
  • Research and prepare financial analysis for specific projects, as requested.
  • Other duties as needed to help drive the Center’s vision, fulfill our mission, and abide by our organization’s values.

Qualifications

  • Eight to ten years of progressive experience in an analytical role within a corporate or nonprofit environment.
  • Bachelor's degree in Accounting, Finance, Business or a related field. In lieu of a bachelor's degree, an additional four years of relevant work experience is required, for a total of 12 years’ experience.
  • Three years of experience managing a diverse team.
  • Knowledge of business and management principles involved in strategic planning, resource allocation, financial modeling, leadership technique, production methods, grants administration and compliance, and coordination of people and resources.
  • Knowledge of best practices for financial management of non-government grants in a nonprofit environment.
  • Proficient in business software applications: Microsoft Office, including advanced Excel skills, SharePoint, Word, and Outlook.
  • Knowledge of budgeting and planning software systems and tools (knowledge/experience with INTACCT and/or Vena preferred, but not required).
  • Experience with system implementation and process improvement initiatives that include change management.
  • Excellent written and verbal communication skills.
  • Ability to effectively work in a fast-paced environment with frequently changing priorities, deadlines, and workloads that can vary for long periods.
  • Proactive and forward-thinking in execution of responsibilities.
  • Ability to meet deadlines and handle multiple requests from internal and external customers.
  • Ability to effectively communicate and provide positive customer service to internal and external customers.

The Center will be operating on a hybrid work schedule that includes at least two days per week in-person at our Washington, DC office.

This position reports to the Chief Financial Officer.

Terms of Employment: Full-time, exempt
Bargaining Unit Status: This is not a bargaining unit position.

Please upload a cover letter and resume. In your cover letter, please include a discussion of what draws you to the mission of CBPP.

Compensation

Salary commensurate with experience, excellent benefits (including health insurance, vision and dental coverage, life and long-term disability insurance, retirement, MERP, and DCAP), and generous vacation, sick leave, and holiday schedules.

Please submit your application here.

The Center on Budget and Policy Priorities is an Equal Opportunity Employer that values and welcomes diversity in the workplace and strongly encourages all qualified persons to apply regardless of race, color, age, sex, marital status, sexual orientation, gender identity, gender expression, genetic information, credit information, pregnancy or parental status, family responsibilities, personal appearance, creed, military or veteran status, religion, ancestry or national origin, union activities, disability, or other status protected by applicable law.