Director, Financial Planning And Analysis

Service Employees International Union Washington , DC 20319

Posted 8 months ago

Overview

SEIU (Service Employees International Union)

Job Title: Director, Financial Planning and Analysis Grade: MGT F- Annual Pay: $116,915/YR

Location: Washington, DC

Purpose:

The Position is responsible for managing the Financial Planning, Reporting and Analysis team of the Finance Department, and under the guidance of the Deputy Chief Financial Officer is responsible for annual and long term financial planning, budgeting and financial analysis, and the production of periodic financial reports including certain financial statements. The Director also serves as a member of the Finance Department's senior management team, and works with other senior managers in the department to implement greater efficiencies, better processes, and best practices.

Primary Responsibilities:

(Any one position may not include all the specific duties and responsibilities listed. Examples provide a general summary of the work required and should not be treated as a total and complete list of expected duties to be performed by employees in the classification.)

  • Works directly with the CFO, Deputy CFO and other senior managers to implement the highest level of financial management.

  • Manages the Financial Planning, Reporting and Analysis team

  • Works under the direction of the Deputy CFO and along with other senior managers to manage long term and annual planning processes

  • Continually innovates to provide the organization with metrics that measure financial results against multiple strategic priorities.

  • Works with the entire finance team to ensure compliance with regulatory requirements and financial policies, including periodic regulatory filings.

  • Implements new reporting standards and collaborates with other team members in timely production of financial statements

  • Guides department staff in conducting financial analysis which supports programmatic and organizational decision making.

  • Collaborates with General Ledger, Accounts Payable, and Treasury and Investments Managers to develop policies, and leads on implementing process changes across the department and/or the union.

  • Works with the Deputy CFO on upgrades, changes and/or maintenance of the financial data systems within the department.

  • Designs and maintains structure and staffing for the Financial Planning, Reporting and Analysis team; recruits, employs, trains, supervises and evaluates staff on this team; ensures staff maintain the highest level of skill necessary to meet the department's needs and objectives; evaluates the performance of team personnel; determines training requirements; determines personnel to be hired or removed from the team.

  • Coordinates and prepares pertinent information for internal and external clients (requests for analysis, financial information, reports etc.).

Direction and Decision Making:

This position reports to the Deputy Chief Financial Officer and is expected to be an active participant within the senior management team of the Finance Department.

Education and Experience:

Master's degree in business, finance or accounting and seven years' experience in financial planning and analysis; or a Bachelor's degree in business, finance or accounting and ten (10) years' experience in financial planning and analysis. Prior management experience is required, along with the following knowledge, skills and abilities:

  • Ability to manage dynamic teams in a complex environment.

  • Strong knowledge of US GAAP, internal controls and financial reporting.

  • Experience in analyzing financial performance and developing financial plans for a mid-sized organization.

  • Ability to think critically and analytically in linking strategic planning to financial planning.

  • Ability to multi-task, establish priorities and effectively organize work in a changing environment.

  • Ability to maintain flexible attitude and approach toward assignments and actively participate in a team-based setting.

  • Ability to communicate clearly and effectively with SEIU senior managers in both written and oral presentations.

  • Ability to communicate sensitive information to principals.

  • Knowledge of complex financial metrics, accounting principles and processes

  • Ability to structure and analyze complex financial reports

  • General customer service skills and ability to build relationships easily

  • Proficiency in Microsoft Office software Excel, Word and PowerPoint

  • Some experience with financial analysis and reporting software (e.g. Tableau, Qlik)

  • Ability to work independently and as a member of a team

Tests and Certifications:

Physical Requirements:

Work is generally performed in an office setting. Long and extended hours and travel may be required (up to 25%).

Application Requirements:

A resume is required for all applications and a cover letter is highly suggested. Your cover letter should explain your reason for wanting to work for SEIU, an example of how you demonstrated success in a similar position and a description of how this position fits into your long-term career plan.

Benefits:

SEIU staff enjoy top notch benefits including comprehensive health benefits, major medical, dental and vision for employee and eligible dependents, domestic partner benefits, competitive salaries, generous holidays and vacation policies, and both a pension plan and a 401(K) Plan.

  • SEIU is an Equal Opportunity Employer.
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Director, Financial Planning And Analysis

Service Employees International Union