Senior Director of Financial Planning & Reporting

Key Responsibilities:

Analyze data and create reports on an ongoing or ad-hoc basis utilizing Microsoft Excel or other software with a creative, analytical approach to problem-solving and/or decision support.
Develop financial projections, modeling, simulations along with proforma budget and financial reports independently.
Obtain an in-depth knowledge of Oracle CONNECT, Workday, Adaptive Planning, Salesforce, AS400 and other software programs as they apply.
Under the direction of the CAO, lead the budgeting process:
Develop budgeting plan including timeline
Preparation of guidelines
Budget preparation and training
Analyze budget proposals
Budget reporting
Lead in implementation of new planning solution with implementation of Workday Adaptive Planning. Be involved with other aspects of Workday implementation, including data migration and integration, as appropriate. Lead the Reports implementation with assistance from developer.
Work closely with branches and departments to ensure all needs are met.
Other duties as assigned.

Desired Skills & Experience:

Bachelor’s degree in Accounting, Finance, or a related field; MBA or Master’s degree in Finance, Accounting, Business Administration, or a related field preferred.
Minimum four (4) years of experience in analytics, financial analysis, accounting, or a related discipline; CPA credential or equivalent experience preferred.
Advanced proficiency in Microsoft Excel, including data analysis, reporting, and financial modeling.
Experience collecting, analyzing, and interpreting complex data to support decision-making.
Strong project management, organizational, critical-thinking, and problem-solving skills.
Demonstrated emotional intelligence and ability to collaborate effectively across diverse stakeholders.
Computer literate with a willingness and ability to learn new systems and technologies.
Ability to manage multiple priorities, maintain attention to detail, meet deadlines, and contribute to continuous process improvement.
Knowledge of Oracle Applications, Salesforce, AS400, and other business, financial, or reporting software platforms is desirable.
Experience with Workday and Adaptive Planning preferred.
Prior supervisory or people management experience preferred.
Experience working within a nonprofit organization preferred.