Head of Financial Planning & Analysis
ZipRecruiterPalo Alto, CA, United Statesjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionRebuild and Own the Budgeting and Forecasting Process : Design, implement, and manage a credible, collaborative, and data-driven budgeting and forecasting process. Partner directly with executive leaders and program managers to establish bottom-up and top-down methodologies, ensuring budgets align with CHC’s strategic initiatives and accurately reflect operational realities, including seasonal business patterns. Five-Year Financial Modeling : Update and maintain the five-year financial model, ensuring its accuracy and its alignment with the annual budget and long-range strategic plans. Philanthropy and Restricted Funding : Develop financial models and perform analysis specifically for philanthropy and institutional giving. Ensure program-level budgets align with fundraising strategies and provide clear guidance on how key resources, such as restricted, endowment, and donation funds, are modeled and allocated. Drive Financial Analysis and Insights : Develop robust financial models, conduct "what-if" and incremental analysis, and build tools to analyze revenue opportunities and cost drivers. Produce a suite of insightful financial reports and dashboards with relevant business and financial metrics to support high-quality management decisions. Business Partnership : Act as a trusted financial advisor to the CEO, Executive Team, and program leaders. Establish strong, enabling relationships built on trust and a deep understanding of their operational needs. Prioritize responsive, customer-service-oriented support, and provide expert guidance to help leaders achieve their goals. Partnering on Budget Development : Guide and educate budget center managers and executives to take ownership of their financial plans. This includes working collaboratively to develop sound, data-driven assumptions for their budgets, building detailed budget center plans, and integrating them into the overall organizational budget. Knowledge of Nonprofit Finance : Leverage expertise in expense allocation methodologies and the Statement of Functional Expenses to ensure transparent and accurate reporting. Help budget managers and executives understand how these allocations impact their budgets and overall financial stewardship. Monthly Performance Review : Lead monthly review meetings with program leaders to analyze actuals versus budget. This involves : ○ Reviewing Actuals : Helping managers understand their monthly financial performance. ○ Variance Analysis : Explaining the causes of variances between budgeted and actual figures and working with managers to develop clear, concise explanations. ○ Expense Tracking : Ensuring appropriate expense coding and providing guidance on expense management. Developing Management Reporting : Design and produce a regular package of financial reports that are clear, insightful, and useful for decision-making. This reporting will provide leaders with the necessary tools to track goal achievement, manage their budgets effectively, and make informed operational decisions. Building Financial Literacy : Dedicate time to explaining financial concepts, reports, and processes to non-finance staff. The goal is to build up financial literacy and stewardship across the organization, empowering all leaders to be effective stewards of CHC's resources. Strategic Business Consulting : Work with program leaders to help them understand the financial drivers of their business units. This involves analyzing revenue streams, understanding cost structures, and identifying opportunities for growth and efficiency. Problem Solving & Challenges : Collaborate with managers to identify and address financial challenges, such as revenue shortfalls, expense control issues, or unexpected cost increases. Provide data-driven insights and financial models to support their decision-making. Operational Insight : Develop a deep understanding of each department’s operations, from clinical services to the schools and philanthropy. Use this knowledge to provide context for financial results and to help leaders develop more realistic and effective financial strategies. Developing Actionable Solutions : Move beyond simply reporting the numbers. Partner with leaders to translate financial analysis into clear, actionable plans to improve financial performance and achieve strategic goals. Adaptive Planning Implementation : Take ownership of the existing, partially implemented Adaptive Planning platform. Assess current configurations, determine organizational requirements (including permissions and modules), and lead the effort to optimize the system for effective budgeting, forecasting, and reporting. Ensure data integrity between Adaptive and other systems (e.g., MIP). IT Partnership : Partner with CHC's Information Technology team to ensure the optimal use of systems, tools, and applications across the finance function. Cross-Functional Collaboration : Collaborate and liaise with other departments to route and reconcile data for accurate management reporting and financial modeling. Automation and Modernization : Review finance operations and identify opportunities to automate manual workflows, implement data controls, and streamline processes. Champion the use of best-in-class systems and tools to improve efficiency, accuracy, and transparency. Financial Reporting Enhancement : Develop and implement self-service dashboards with drill-down capabilities to provide timely, relevant, and detailed financial data to operational leaders. Team Leadership : Lead and mentor FP&A staff, fostering a culture of continuous improvement, professional development, and collaborative teamwork. Organizational Financial Acumen : Serve as an educator and a builder of financial literacy across CHC. Make time to explain financial concepts, systems, and reports to non-finance team members, ensuring greater financial stewardship and accountability organization-wide. 7-10+ years of progressive experience in finance, with at least 3-5 years in a senior FP&A role. Proven experience leading budgeting, forecasting, and long-range planning for an organization with multiple lines of business. Experience in an organization with over $50 million in revenue and more than 200 employees. Extensive experience in developing and maintaining complex financial models. Significant experience with financial software implementation and optimization, specifically with Adaptive Planning (or a similar tool like Anaplan, Hyperion, etc.). Education : A bachelor's degree in finance, accounting, or economics is required. A CPA or MBA is strongly . Expert-Level Financial Modeling : A demonstrated master of financial modeling, analysis, and data visualization. Systems and Technology Acumen : Highly proficient in modern FP&A software (e.g., Adaptive Planning) and advanced Excel. Experience with Business Intelligence (BI) tools and Data Visualization is essential. Possesses a strong understanding of how to leverage technology to drive efficiency and insight. Exceptional Communication and Collaboration : Outstanding interpersonal skills with the ability to build consensus and influence stakeholders at all levels. Must be able to translate complex financial concepts into clear, actionable insights for non-financial leaders. Change Management : A proven track record of successfully driving change, establishing new processes, and leading cultural shifts within an organization. Leadership and Mentoring : A strong manager who is committed to the professional growth and development of team members. Nonprofit Sector Knowledge () : While not required, prior experience in a nonprofit setting or a strong understanding of the unique financial dynamics of mission-based organizations is a plus. Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. The starting base salary for this position is as shown above. The actual base salary is dependent upon a variety of job-related factors such as professional background, training, work experience, location, business needs, and market demand. This pay range is subject to change and may be modified in the future.
Overview
Job DescriptionJob Description
Mission and Priorities :
At Children’s Health Council, we believe in the promise and potential of every child, teen and adult. Our mission is to transform lives by providing culturally responsive best-in-class learning and mental health services to families from diverse backgrounds regardless of , location, or ability to pay. We specialize in ADHD, Learning , Anxiety & Depression and Autism. Our strategic priorities include : being people first and empowering our workforce, creating systems built on equity, access, and , elevating technology and strengthening our community partnerships.
Could this be you?
- Do you like to work in an environment where we live our mission?
- Do you value celebrating our and learning from them?
- Are you passionate about the work you do?
- Do you value collaboration?
- Are you looking to be empowered as a professional to help us grow as an organizational community?
- Are you a skilled cross-cultural communicator, helping cultivate a place of acceptance?
- Do you value cross-cultural competence and communication with individuals, teams, and systems within our organization?
About the role!
The Head of Financial Planning & Analysis is responsible for key leader in modernizing our finance operations, establishing rigorous financial disciplines, and evolving our FP&A function from reactive transaction processing to a proactive strategic business partnership.
This is a unique opportunity for an expert who is passionate about building a best-in-class FP&A function from the ground up within a mission-oriented nonprofit organization. The ideal candidate will be a hands-on leader, an expert financial modeler, a gifted communicator, and a change agent who can foster a culture of financial accountability and collaboration across all departments. This position currently reports to the Chief Financial Officer.
As The Head of Financial Planning & Analysis, you will :
1. Strategic Financial Leadership & Planning
2. FP&A Partnership and Education
This role is central to building a culture of financial accountability and expertise throughout CHC. The Director of FP&A will be responsible for leading the following :
3. Consulting, Guiding, and Business Acumen
The Director of FP&A will be a proactive consultant and guide to CHC's leadership. This includes :
4. Systems, Tools, and Process Optimization
5. People Management and Development
What we’re looking for :
About your background (education / experience) :
Working Conditions :
Physical Requirements :
Compensation :
Range : $170,000-$185,000 per year
Pay Type : Salary
Equal Opportunity Employer :
CHC is an Equal Employment Opportunity Employer. Qualified applicants will receive consideration for employment without regard to , , , , , perception or , , , marital status, protected veteran status, or disability status. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to recruiting@chconline.org.
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