Director, Financial Planning & Analysis

The heart of our mission is to demonstrate Christ’s love and justice by caring in faith for the human family. We change lives by helping and employing people of all backgrounds.

Catholic Charities has an immediate opening for a full time Director, Financial Planning & Analysis. Under the direction of the Chief Financial Officer, the Director, Financial Planning & Analysis is responsible for the development, delivery and presentation of routine yet insightful monthly financial statements and supporting performance indicators, as well as the annual operating budget, forecasts and other supporting schedules. Key stakeholders include the organization’s leadership team and board of directors.

This is an amazing opportunity to be part of a mission-driven team that makes a real difference in the lives of others!

Starting salary is $95,000 annually, commensurate with experience.

Benefits:

• Health
• Dental
• Vision
• Life, AD&D, Long Term Disability
• Short Term Disability (working 20+ hours)
• Accident, Critical and Hospital Indemnity Insurance (working 20+ hours)
• FSAs and HSA
• 403(b) Retirement Plan (with 6% company match after 1 year)
• PTO (working 20+ hours)
• 10 Holidays (working 20+ hours)
• Employee Referral Programs

Principal Accountabilities

Financial Reporting

1. In partnership with the CFO and other members of the organization’s senior leadership team (SLT), design and implement a system of reporting that provides concise, relevant, meaningful and timely financial information to the SLT, Board of Directors, board committees, and other stakeholders. This includes;

o Monthly financial statements, including material variance analysis and supporting KPI metrics; assist with presentation to the SLT.

o Quarterly financial statements and supporting commentary for the Finance Committee of the board, as well as for the full Board of Directors; assist with presentation when called upon.

o Assist with regulatory, survey, contract and other ad hoc reporting requirements and/or requests for information.

2. Ensure appropriate understanding of the general ledger design and accounting system utilized for accounting and reporting purposes. Engage in training as needed for self and possibly help train others.
3. Help coordinate reporting format / protocol for outside funders, grantees, contract partners and others.
4. Serve as a backup to the CFO for primary SLT, Board and committee report preparation and presentation.

Financial Planning

5. Oversee the annual budget process including ownership of related templates and reports, process design, communications and presentations to various stakeholders. Provide insightful variation analysis when comparing a new budget to prior year budget, forecast and actual results of operations, including a focus on revenue and expense drivers.
6. On an annual or semiannual basis, lead efforts to provide a summary forecast of operational results for the current fiscal year, including insightful commentary regarding material variation.

Contract Administration

7. Working closely with the Chief Program Officer and Accounting Manager, help design, track and report on (revenue) contract budgeting and reporting requirements.
8. Work with other finance department staff to help ensure (finance-related) compliance with contract reporting requirements and year-to-date billing metrics.

General Accounting / Finance Support

9. Help coordinate the overall strategy, goals and work of the finance department via active participation in team meetings, collaborative work sessions, and by supporting staff growth and development.
10. Help design appropriate system queries and other quality assurance efforts within finance, to help ensure data integrity and reporting accuracy.
11. Help design and monitor appropriate department policies and procedures, and help ensure appropriate internal controls are in place operating effectively.
12. Assist with annual audit and tax schedules, footnotes and requests for information.
13. Help ensure compliance with applicable federal, state, IRS and other regulatory requirements.
14. Assist with process improvement objectives aimed at operational efficiency and effectiveness, as well as participate in supporting other initiatives as assigned.

Requirements

· Bachelor’s degree in Accounting from an accredited college or university is required.

· CPA certification is strongly preferred.

· Seven to ten years of demonstrated progress within an accounting environment is required.

· Significant experience generating clear and concise financial statements, along with supporting variance analyses and insightful analytics, is also required.

· Experience within a nonprofit organization is strongly preferred.

· Must have a strong working knowledge of GAAP and nonprofit accounting basics.

· Proficient with MS Office, particularly with Excel, is required. Knowledge of Blackbaud Financial Edge NXT and/or Raiser’s Edge NXT a plus.

· Other required qualification include;

o Ability to identify and implement process improvements.

o Strong interpersonal skills, self-awareness, and emotional intelligence to support professional development and the ability to interact with staff and leaders at all levels within the organization.

o Ability to communicate effectively with both finance and non-finance colleagues, while managing strong working relationships with various team members.

o Strong organization skills along with the ability to manage multiple simultaneous projects, workstreams and competing deadlines.

o Strong commitment to ethical decision making the dedication to compliance with applicable regulations and company policies.

o Strategic, innovative thinker, with the ability to transfer innovation into execution.