Financial Planning & Analysis Analyst

Job Title

Manager of Financial Planning & Analysis Position Overview The Manager of Financial Planning & Analysis will play a critical interim role supporting financial operations at a large nonprofit healthcare organization during a period of transition.

This position is designed for an experienced finance professional who can step in quickly, absorb knowledge through a brief shadowing period, and independently lead key FP&A functions.

The Manager of Financial Planning & Analysis will report directly to the CFO and work closely with leadership to ensure continuity across forecasting, budgeting, and month-end processes.

Key Responsibilities The Manager of Financial Planning & Analysis will be responsible for the following

Financial Planning & Analysis (FP&A)

Lead monthly forecasting processes and support annual budgeting cycles Perform month-end close activities (approximately 1 week per month) Conduct variance analysis and partner with functional leads to explain performance Develop and maintain financial models for scenario planning and decision support Analyze program-level financial performance and funding utilization Prepare financial dashboards, KPI reports, and leadership summaries Track revenue trends, expenses, and identify cost-saving opportunities Accounting & Reporting Support

Assist with financial statements, reconciliations, and reporting requirements Ensure compliance with GAAP and nonprofit accounting standards Support audit preparation, including coordination with external auditors and 990 filings Contribute to cash flow forecasting and financial system improvements Strategic & Operational Support

Provide financial insights to support leadership decision-making Assist with grant reporting and fundraising financial data needs Drive improvements in financial processes, systems, and reporting tools Act as a hands-on contributor who can adapt to shifting priorities Work Structure & Expectations Start

Thursday 5/7/26 Schedule

8:00 AM – 5:00 PM (flexible) Overtime is expected The Manager of Financial Planning & Analysis will be expected to quickly ramp up and operate independently while taking direction from leadership.

Top Functional Priorities Monthly forecasting, reporting, and month-end close (~25%) Budgeting support and financial planning (~50%) Variance analysis and cross-functional collaboration (~25%) Qualifications The successful Manager of Financial Planning & Analysis will meet the following criteria

Required

4+ years of FP&A or related finance experience Strong Excel skills (advanced functions required) Experience with forecasting, budgeting, and financial analysis Ability to quickly learn systems and operate independently Preferred

Experience with nonprofit accounting Familiarity with NetSuite or similar financial systems Exposure to audit support and compliance processes Ideal Candidate Profile The ideal Manager of Financial Planning & Analysis is

Adaptable and comfortable in fast-paced, changing environments Hands-on and willing to jump in wherever needed Able to take direction and translate data into actionable insights Comfortable working extended hours during busy financial cycles A strong communicator who can collaborate with non-financial stakeholder #LIMAY26