Salary and Benefits packages for successful candidates employed outside the U.S. are based on the country of employment/in-country office where the candidate will perform the role.
Job Summary
The Sr. Manager, FP&A Global Process leads Agency-wide planning process management, owning the design, delivery, communication and continuous improvement of the agency’s budget and forecast processes, tools, and reporting standards. Serves as the primary partner for FP&A process governance - maintaining a strong understanding of agency strategy, organizational design, and finance policies and procedures to manage their impact on FP&A processes and partner divisions. Represents global FP&A budget and forecast requirements to the EPM Systems team, and partners with the Director of FP&A, CFO, and executive leadership on scenario planning, target setting, and resource allocation.
Roles and Key Responsibilities
Budget & Forecast Process Ownership
- Own the global budget and forecast calendar, guidance, training, templates, and communications.
- Lead ongoing budget and forecast process optimization and coordination, including planning cycle simplification and Amended Budget optimization.
- Coordinate with the FP&A Reporting Sr. Analyst to establish appropriate reporting cycles and deliver budget and forecast packages and presentations.
- Collaborate with the Finance teams to analyze and consolidate insights into results, forecasts, and budget packages for review and presentation to the Director of FP&A, CFO, and executive leadership.
- Support the Director of FP&A in maintaining scenario planning models and provide input to target setting and resource allocation.
Team & Workforce Planning Oversight
- Oversee staff to execute continuous evaluation and improvement in the workforce planning process, redesign, and user experience.
- Drive best in class analyses in workforce planning, integrating trending and pacing, including Merit and Fringe budget development and reporting in partnership with GPR/HR, as well as headcount budget reporting.
- Supervise staff partnering with assigned divisions related to financial support.
FP&A Systems & Reporting Governance
- Maintain understanding of the agency’s metadata, systems (e.g., ePBCS, ERP, EPM, etc), and corresponding reporting tools and platforms.
- Represent global FP&A budget and forecast user and process requirements to the FP&A Systems team.
- As directed by the EPM Systems team, oversee FP&A team delivery of user support and Oracle release and roadmap activities, including functional user testing of the Workforce, Projects, and Amended Budget modules.
- Contribute to the design, testing, and implementation of new FP&A report requirements, partnering with the Manager, Reporting FP&A and Finance Systems team on EPM/ERP and BI reporting requirements and delivery.
- Establish stakeholder guidance and protocols for current and future FP&A reporting tools and reports to drive efficiency and consistency across the agency.
- Contribute to ongoing systems evaluation and enhancements, including testing of systems changes and analyzing data flows for process improvement opportunities.
Continuous Improvement & Training
- Conduct regular audits of end-user report utilization and requirements for organizational alignment and continuous improvement.
- Maintain easy-to-understand guidance on FP&A reporting tools, reports, data sources, and uses.
- Oversee systems training delivery for Global Operations, Global Finance, and Executive, partnering with FP&A and other Global Finance teams.
Strategic Support
- Maintain understanding of agency strategy, organizational design, and finance policies and procedures; manage the impact on FP&A processes and partner divisions.
Knowledge, Skills, and Abilities:
- Proven quantitative and analytical skills
- Knowledge of accounting systems and business processes
- Excel expertise (complicated formulas & functions; filters; pivot tables, etc.) and experience with other Microsoft Office software (Word, PowerPoint)
- Experience with reporting software
- Strong written and verbal communication and interpersonal skills
- Customer-service mindset, and the ability to understand, document and deliver on end-user requirements.
- Ability to work well in a team-oriented environment and build strong relationships with finance and cross-functional partners.
- Highly motivated, proactive and organized.
- Ability to learn technical concepts from manuals and documentation
- Ability to provide inputs and applicable improvement/enhancement in processes and system tools
- Strong presentation skills
- Demonstrated ability to lead, coach, and develop direct reports
Required Languages: Fluent in English, both written and verbal. Arabic, French and/or Spanish language skills are a welcome and added advantage.
Travel: No travel required.
Supervisory Responsibilities: Yes
Basic Qualifications:
- Bachelor’s degree in related field.
- 8+ years’ experience in financial planning and analysis, finance operations, data analysis, or a related function.
- Experience leading process improvement initiatives; prior experience managing or mentoring staff preferred.
- Experience with managing data and designing reports using Microsoft and Oracle based products.
- Experience with designing reports and dashboards with business intelligence (BI) and data visualization platforms.
- Experience in financial planning with cloud-based EPM software.
Preferred Qualifications:
- Highly skilled in Excel, and PowerPoint and Excel add-in tools such as Oracle Smart View.
- Experience with enterprise planning tools and PowerBI is preferred.
- Strong analytical skills with the ability to work with complex financial data.
Agency Competencies (for all CRS Staff):
- Personal Accountability – Consistently takes responsibility for one’s own actions.
- Acts with Integrity - Consistently models values aligned with CRS Guiding Principles and mission. Is considered honest.
- Builds and Maintains Trust - Shows consistency between words and actions.
- Collaborates with Others – Works effectively in intercultural and diverse teams.
- Open to Learn – Seeks out experiences that may change perspective or provide an opportunity to learn new things.
Agency Leadership Competencies:
- Lead Change – Continually looks for ways to improve the agency through a culture of agility, openness, and innovation.
- Develops and Recognizes Others – Builds the capacity of staff to reach their full potential and enhance team and agency performance.
- Strategic Mindset – Understands role in translating, communicating, and implementing agency strategy and team priorities.
What we offer
CRS offers U.S. based staff a comprehensive benefits package, including medical, dental, life insurance, vision, and a generous retirement savings plan. Benefits packages for successful candidates employed outside the U.S. are based on the country of employment/in-country office where the candidate will perform the role. CRS´ work culture is a collaborative, mission-driven culture committed to improving the lives of the poor throughout the world.
General Requirements
CRS offers are contingent on the selected candidate’s ability to legally work where the position is to be performed. Every government has a unique set of work permit eligibility requirements. All positions requiring residence or frequent travel outside a home country must undergo and clear a pre-employment medical clearance; some work permit processes require clearing a separate government administered medical examination.
CRS prioritizes candidates who are citizens/ permanent residents of the countries where we have CRS offices.
Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. Catholic Relief Services works to save, protect, and transform lives in need in more than 100 countries, without regard to race, religion or nationality. Catholic Relief Services’ relief and development work is accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance, and peacebuilding. We welcome as a part of our staff people of all faiths and secular traditions who share our values and our commitment to serving those in need. CRS’ processes and policies reflect our commitment to safeguarding children and vulnerable adults from abuse and exploitation.
CRS welcomes candidates from the countries and regions in which we work. In the event the successful candidate is an expatriate, the anticipated duration of the assignment is informed by a term limit, based on the type and level of the job and the needs of the agency.
CRS is committed to safeguarding program participants, community members, staff and volunteers from all forms of exploitation and abuse. The successful candidate is expected to sign and adhere to CRS´ Code of Conduct.
CRS talent acquisition procedures reflect our commitment to safeguarding the rights and dignity of all people - especially children and vulnerable adults - to live free from abuse and harm.
Disclaimer: This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position.
CRS is an Equal Opportunity Employer.