Director Of Financial Planning And Analysis

Director of Financial Planning and Analysis. New York. Posting Date: 04/26/2024. Deadline: 05/02/2024

Role Title

Director, Financial Planning & Analysis

Grade Level

Level F, Grade 13

Role Purpose

The role of the Director of Financial Planning and Analysis is to provide innovative strategic and administrative leadership to the organization through rigorous financial planning and analysis.

The Director Financial Planning & Analysis is responsible for developing and overseeing the financial management of the Foundation by providing financial projection, accounting services and budget analysis. The Director Financial Planning & Analysis will offer quality, meaningful analyses and financial perspectives necessary for strategic planning; provides critical and diverse data analysis and reporting and analytics to support the Foundation Opportunity model.

This position will manage the team responsible for ensuring the timely and accurate execution of regular financial planning activities and working closely with other members of the executive team.

Key Responsibilities

• Be an integral member of the Global Finance Leadership team, along with the Accounting, Global Assurance, Procurement and Contract, and Policies teams, reporting to the Chief Financial Officer

• Be an innovative business partner, building cross-functional collaborative relationships, and providing strategic financial analysis to optimize resource allocation

• Develop, direct, and manage financial analysis and budgeting policies and processes, working closely with our boards, executive and senior management, programmatic units, and operations departments, ensuring policies and practice are within established spending guidelines

• Support colleagues on complex areas in planning including strategy and budget alignment, data governance, budgeting/financial management, data model structuring, and policy development Provide leadership and guidance on all financial planning policies and practice to staff and senior management, including the budgetary and management reporting impact of the interdependencies of OSF's contracts, grants, business operations, and accounting systems

• Prepare and maintain metric driven financial models to forecast and evaluate spending results to drive accountability and track performance, using financial systems and business intelligence tools Prepare and present analyses, forecasts, and recommendations to Executive team to support critical decisions

• Provide leadership and development of direct reports, fostering an environment of continuous learning and improvement

• Ensure that the organization and its staff adhere to internal policies and practice sound financial planning with ongoing analyses and reporting

People Responsibilities (Total Team/DRs)

Yes (2 direct reports, total team 5)

Key internal relationships

CFO, Accounting and Compliance, Global Finance, People and Culture, Programs, Strategy & Impact Unit

Essential qualifications:

• Educated to a degree-level (or equivalent)

Desirable qualifications:

• CPA (or equivalent)

Experience

• Substantial, diverse and international leadership experience in the following subject areas: Budgeting; Financial Management Reporting; Analysis and Control; Strategic Planning; and Finance Policy Development and Management

• Significant and demonstrated experience developing and managing staff (on an international basis) to achieve specific results within a medium-term time frame

• Financial team leadership experience, having reported to a CFO and the experience of being on the financial leadership team

• A strong balance of sector experience including not-for-profit, public and corporate

• Strong leadership and communication skills, with the ability to inspire and influence stakeholders at all levels of the organization

Desirable:

• Workday Adaptive Insights and/or NetSuite experience

• Nonprofit experience with both c-3 and c-4 funding

• Familiarity with cloud-based financial planning solutions

• Knowledge of NetSuite, Concur and various Salesforce platforms is an advantage

• Exposure to Grants processing and familiarity with OSF's entity structure preferred

Functional Competencies:

• Experience in building collaborative and productive partnerships across the organizations

• Track-record of working in an international, ideally, global matrix organization, exercising authority, while nurturing peer leadership and maintaining excellent, trust-based staff relationships

• Manage work efficiently in a fast-paced environment, research financial data, troubleshoot and follow through on projects to completion, possess strong attention to detail, while meeting strict deadlines

• Excellent computer and analytical skills, proficient in Microsoft Office and cloud-based platforms and experience with internet research and database management

• Strong communication (written, verbal and listening), interpersonal and organizational skills with the ability to show discretion and handle confidential issues

• Must be able to exercise critical thinking skills including good judgment and be a solutions-oriented individual; Strong understanding of cultural differences and the proven ability to build and maintain relationships with a wide range of people from diverse backgrounds within a complex organization

• Ability to design and plan complex financial planning analysis involving cross collaboration and articulating the time, budget, stakeholder and success measures

• Skilled in building strategic internal partnerships and align to OSF strategic objectives

• Able to nurture relationships with external partners whilst; exercising considerable discretion

• Skilled in drafting and managing an agile financial plan and its development process

Personal Competencies:

• Leadership capability and discipline; able to manage teams effectively, deliver on purpose and lead change

• Able to build consensus with diverse audiences/stakeholders

• People leadership; able to attract, grow and engage talent within direct teams

• Demonstrates commitment to OSF's core values of humility, commitment, collaboration, respect, inclusivity and integrity

• Commitment to continuous learning and growth in the areas of diversity, equity, inclusion, antiracism and social justice

• A network weaver who routinely thinks about the web of connections and recognizes that our organization is uniquely positioned to convene and engage partners by collaboration

• Commitment to supporting the Open Society Foundation's mission and principles

• Commitment to continuous learning and growth in the areas of diversity, equity, inclusion and wellness/wellbeing

• Sensitive to various cultural communication styles and flexibility to be a team player with the ability to work independently

Languages:

• An excellent knowledge of English

• Knowledge of other languages would be an asset

The salary range for this role in the U.S. is $145,100.00 - $275,700.00 (USD). The final offer is influenced by a wide array of factors including but not limited to skill set and level of experience."

Competitive rates of pay apply.

Open Society Foundations is committed to advancing diversity, equity and inclusion, and to building a diverse staff that reflects the movements, issues and communities that our mission serves. Candidates from all underrepresented backgrounds, identities and communities are encouraged to apply.

We are committed to providing reasonable accommodations to applicants and colleagues with disabilities.