Director, Financial Planning & Analysis - New York, NY

Director, Financial Planning & Analysis

Location : New York, New York

Learn more about the general tasks related to this opportunity below, as well as required skills.

Deadline : 3 : 00 PM EST on 2024-11-20

The Legal Aid Society has annual revenue of more than $400 million in restricted City, State, and unrestricted development revenue to fund its three practice areas : Criminal Defense, Juvenile Rights, and Civil Legal Services.

The Director of Financial Planning & Analysis reports to and advises the Chief Financial Officer (CFO) and the Chief Operating Officer (COO) on organization-wide budgeting and other financial decisions.

The Director is responsible for financial reporting, the annual budget creation process, expenditure forecasting, financial planning and analysis, financial data collection, team development, and financial process improvement.

The position will also work collaboratively with other Departments within the Legal Aid Society including Payroll, Grants and Contracts, Accounting, Accounts Payable, Development, Human Resources, Facilities, Legal, and IT.

The Director is responsible for the day-to-day management of the Financial Planning and Analysis (FP&A) team and must be a strong leader, innovative thinker, and team player who promotes an equitable and respectful work environment.

ESSENTIAL DUTIES / RESPONSIBILITIESBudgeting, Financial Forecasting, and Planning

• Manage and oversee the annual organization-wide budget development process and the quarterly updates provided to the Board.
• Responsible for financial projections, advising on methodology refinement, data source, and accuracy.
• Lead the development and maintenance of all financial models that support grant management and strategic, effective, and compliant spending of all grant funding.
• Participate in and often lead cross-functional teams to ensure financial plans are in alignment with strategic objectives and spending goals.
• Manage the development of grant-level budgets ensuring compliance with all internal LAS and grant funder fiscal policies.
• Ensure the timely submission of annual grant-level budgets and manage any mid-year budget modifications.
• Accountable for understanding and informing the CFO and senior leadership about how LAS changes in operations and policy may impact both the organization-wide budget and the grant-level budgets.

Financial Reporting, Analysis, and Data Collection

• Create and present financial reports and presentations for senior LAS leadership, LAS Board Members, and other relevant stakeholders.
• Responsible for the maintenance and use of accurate data and information sources from both internal and external stakeholders.
• Manage and improve financial databases, data collection, and financial reporting processes.
• Manage financial analysis for the purpose of identifying opportunities and informing specific project goals.

Financial Process Improvement

• Engage and implement a continuous pattern of financial process improvement.
• Participate in Finance Department-wide IT system software tool modernization.
• Lead cross-functional working sessions to identify and implement solutions to barriers in financial processes.

Team Development and Supervision

• Schedule employee hours, assign work, approve time off, and remote work schedule requests.
• Manage and coordinate staffing changes, including processing separations and requesting new job postings.
• Attend management meetings and participate in management training.
• Conduct management practices that support equity and inclusion in the workplace.
• Supervise direct reports in setting performance standards and provide feedback.
• Identify and provide training and development opportunities for staff.
• Resolve employee conflict, complaints, and address union concerns.
• Lead organizational and culture change for the unit.

Professional Development and Other Duties as Assigned

• Participate in continuous professional development.
• Continuously learn about forms of bias in the workplace.
• Other duties as assigned.

TRAINING AND QUALIFICATIONSRequired Qualifications :

• BA / BS degree required; MPA, MBA, and / or CPA preferred.
• 7+ years of relevant work experience; nonprofit or city government experience preferred.
• Advanced Excel proficiency.
• Superior analytical and problem-solving skills.

Preferred Qualifications :

• Experience with financial management and accounting software systems; Financial Edge and Vena Solutions a plus.
• Experience with budgeting and project planning software and tools.
• Experience managing a team.
• Experience with Microsoft Office software suite.
• Experience with New York State and / or New York City government contracts.
• Experience managing a $400M+ budget with various revenue streams.

REQUIRED DOCUMENTS

Please submit these documents as a single combined PDF when you apply via the LAS Recruitment Portal :

• Cover letter
• Resume

SALARY TRANSPARENCY

The posting reflects the range of potential salaries for the role. The specific salary offers will be dependent on candidate qualifications.

Salary Range : $165,000 - $175,000

SALARY AND BENEFITS

The Legal Aid Society offers a generous benefits package including health insurance, paid vacation, disability, and life insurance.

Salaries for unionized jobs are governed by the Collective Bargaining Agreement.

HIGHER EDUCATION AND LOAN FORGIVENESS

The Legal Aid Society is a qualified employer for the Public Service Loan Forgiveness. This position allows an employee to take advantage of PSLF and other State and Federal loan forgiveness programs.

OUR COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

The leadership of The Legal Aid Society is committed to a work culture of advocacy, respect, diversity, and inclusion.

WORK AUTHORIZATION

All applicants must be legally authorized to work in the United States for any employer without sponsorship for a work visa or permit.

HOW TO APPLY

All applications must be completed online. Please visit our Careers Page for current job postings and application instructions.

As an Equal Employment Opportunity (EEO) Employer, The Legal Aid Society prohibits discriminatory employment actions against employees and applicants based on protected characteristics.

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