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Financial Planning & Analysis (FP&A) Specialist

Financial Planning & Analysis (FP&A) Specialist

National Philanthropic TrustJenkintown, PA, United States
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Financial Planning & Analysis (FP&A) Specialist

ABOUT NATIONAL PHILANTHROPIC TRUST

National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $80.2 billion in charitable contributions and currently manage $57.1 billion in charitable assets. We have made more than 930,000 grants totaling more than $37.7 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.

Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.

At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.

What You'll Do

NPT is seeking a highly motivated and detail-oriented financial planning & analysis specialist to join its finance team. The specialist will play a key role in budgeting, forecasting, financial modeling, and delivering key insights to help drive strategic decision-making across the organization. This role requires strong analytical capabilities, business acumen, and the ability to communicate financial information effectively to both financial and non-financial stakeholders.

This role follows a hybrid work model, with two days onsite each week. Salary range is $72,000 - $85,000 plus 9.6% annual discretionary bonus

Key Responsibilities

Budgeting & Forecasting

  • Assist in the development and management of the annual budget and monthly forecasts.
  • Partner with department leads to adjust forecasts, validate assumptions, and track performance against budget.

Financial Modeling and ad hoc requests

  • Build and maintain complex financial models to evaluate business initiatives, capital investments, and other strategic opportunities.
  • Conduct scenario and sensitivity analyses to assess risk and impact of various strategies and capital expenditures.
  • Create pricing models to determine the cost of various services provided for both internal and external pricing purposes.

    • Reporting & Analysis

  • Liaise with other team members to improve and enhance NPT's financial results, depth of analysis, and production of KPIs.

    • Business Partnering

  • Collaborate with business areas to provide insights and support strategic planning.
  • Translate financial data into actionable recommendations for leadership.

    • Tools & Systems

  • Assist in the implementation of financial systems that improve NPT's budgeting and forecasting tools.
  • Identify opportunities to improve current FP&A processes through automation.
  • Ensure data integrity across financial systems and models.

    • What You Bring

  • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA a plus.
  • 3-6 years of experience in financial planning & analysis, general accounting or corporate finance, or related roles.
  • Excellent analytical, problem-solving, and organizational skills, along with the ability to operate in a fast-paced environment.
  • Strong Excel skills; experience with financial modeling and forecasting techniques.
  • Strong verbal and written communication skills; ability to explain financial concepts to non-finance stakeholders.

    • Preferred Competencies

  • High attention to detail with a focus on accuracy.
  • Proactive mindset and ability to work independently in a fast-paced environment.
  • Strong interpersonal skills and ability to collaborate across functions.
  • Curiosity and eagerness to learn and improve processes.
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