Renowned Recruitment Group Hiring for Director of Financial Reporting Job at Oakland, CA Full Time

The Director of FP&A will ensure that the organization has a scalable and streamlined system, processes, and procedures to support effective program implementation and will be involved in creating and supporting presentations to the board, board committees, and internally to senior leadership.

S/he/they will also partner with the CFO, senior management, and other staff to enhance and better integrate the Finance & Accounting, People, Operations, IT, Philanthropy, and Education functions. The Director of FP&A must be adept at navigating change and be a strong collaborator and communicator while also bringing technical strength to the finance function.

Primary Responsibilities Include: Financial Planning and Budgeting

• Lead annual budgeting process, including collaborating with the Executive Leadership Team, central departments, and site leaders to understand and recommend and decide on financial trade-offs and (dis)/investment opportunities that produce a final, board-approved budget
• Provide budget owners (some of whom may have limited financial experience) with key insights, actionable intelligence, operational and financial learnings such that they can make business decisions accordingly. Provide, and lead the finance team to provide, system, and report training to help budget owners independently access their budget and performance information.
• Proactively anticipate and forecast variances to budget, thereby providing early indicators about potential issues, to engage the Executive and National Leadership Teams and budget owners to create action plans to address negative variances and/or take advantage of investment opportunities. Financial Modeling/Strategic Planning
• Create and manage comprehensive financial models that support organization-wide strategic planning, including across multiple business units, product lines, and departments.
• Ensure team members partner with budget owners to help understand and translate business opportunities into multivariate financial models, including forecasting, sensitivity analysis, and scenario planning to drive business decision-making.
• Serve as an effective thought partner to organizational leaders by interpreting complex financial information to assist in decision-making. Finance Systems, Processes, and Procedures
• Recommend and oversee the implementation of system updates related to organization structure and program design changes while considering future reporting needs.

Provide financial operations expertise, and institutional and technical knowledge to help coordinate improvements to the overall organization, with a strong focus on data-driven decision-making and analysis. Oversee and lead system enhancements to the Adaptive budget software to create efficiencies in the annual and multi-year budgeting and forecasting processes by leveraging the system and collaborating with the data and other teams to streamline data capture.

• Identify opportunities to streamline, scale, and integrate our finance systems, processes, and tools to improve student outcomes and the user experience. Philanthropy Reporting
• Oversee grant reporting to the Philanthropy team, ensuring all deadlines are met, and reports are produced with a high level of data integrity and accuracy.
• Collaborate with FP&A Manager and Analyst to enhance and streamline the grant reporting process. Highest Priority Competencies
• Change Management: Identifies and leads change; models adaptability; helps to successfully implement new behaviors; identifies ways to sustain change within the culture, processes, and structures
• Build Teams: Cultivates talent and assembles a strong team; assigns work in ways that maximize an individual’s assets and build their leadership capabilities over time; provides the right level of team support, tailored to the needs of individual team members. Fosters cross-functional team collaboration in support of strong student outcomes.
• Set Goals, Plan, & Achieve Results: Clearly sets high expectations and holds others accountable; identifies a manageable set of goals and progress indicators; creates, monitors, and adjusts plans based on data; proactively flags and mitigates risks; identifies root causes for challenges; effectively problem solves and focuses effort and resources on meeting those goals.
• Collaboration: Builds and maintains positive work relationships with others; fosters cooperation and teamwork across their sphere of influence to expand organizational impact.

Skills & Experience Required

• Bachelor’s degree required, MBA or Master’s degree with a concentration in finance or similar field preferred.
• 8-10 years of relevant experience in finance-related roles preferred

5+ years of management experience, preferably in the education, non-profit or corporate sectors Experience with non-profit finance systems; Workday Adaptive planning software preferred
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