Description:
Summary:
The Financial Planning & Analysis (FP&A) Manager supports the financial health and strategic priorities of the agency by delivering timely analysis, forecasting, and insights. This position plays a key role in budget development, variance analysis, financial modeling, and supporting operational leaders in decision-making to ensure resources are aligned with agency goals for high-quality services to individuals with intellectual and developmental disabilities.
Supervisory Responsibilities: N/A
FLSA Status: Exempt
Work from home eligible: Yes
Essential Job Responsibilities:
- Lead and coordinate the annual budgeting process with department leaders, ensuring alignment with mission and strategic plan.
- Develop quarterly and monthly forecasts based on actual performance, trends, and program changes.
- Create financial models to evaluate program cost efficiency, staffing impacts, and new initiatives.
- Prepare rolling forecasts (monthly/quarterly) incorporating revenue trends, grant cycles, staffing changes, and program volumes
- Develop multi-year financial models for long-range planning, capital projects, and sustainability analysis
- Analyze program profitability, unit economics, and cost-to-serve metrics for service lines and contracts
- Track restricted vs. unrestricted revenue, grant budget utilization, and compliance with funder requirements
- Partner with development/fundraising staff to model grant proposals, donor scenarios, and gift impact
- Support operational leaders with decision-support analytics (e.g., pricing, staffing ratios, cost allocation)
- Create and monitor liquidity metrics, cash flow forecasts, and reserve targets to support financial health
- Maintain forecasting assumptions, including wage growth, benefits costs, inflation, and reimbursement rates
- Provide scenario modeling for program expansions, new sites, or contract negotiations
- Prepare materials for board meetings, audit/finance committees, and strategic planning sessions
Requirements:
- Strong analytical and financial modeling skills.
- Proficient in Excel and financial systems; experience with budgeting software preferred.
- Ability to translate financial results into actionable business insights.
- Excellent communication and collaboration skills.
- High attention to detail and ability to manage multiple deadlines.
- Mission-driven mindset aligned with supporting individuals with intellectual and developmental disabilities.
- Integrity, professionalism, and respect for confidential information.
- Comfort working in a fast-paced, evolving environment.
- Problem-solver who brings recommendations, not just data
Education and Experience:
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field required.
- Minimum 3–5 years of financial analysis, budgeting, or FP&A experience (nonprofit or healthcare preferred).
- Experience in Medicaid/Medicare reimbursement, human services, or IDD services is strongly preferred.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer
- Be able to lift boxes, etc. not weighing more than 50lbs
