Financial Planning and Analysis Manager

SUMMARY

Under the direction of the Vice President of Finance, the Financial Planning and Analysis Manager leads the financial planning, analysis, and treasury decision-making functions for Opportunity Village and Opportunity Village Foundation. This role owns the annual budget and forecasting processes, drives scenario planning and long-range financial modeling, partners with program and operations leaders to translate financial data into strategic insight, and manages one Financial Analyst.

A successful Financial Planning and Analysis Manager brings strong analytical and modeling capability, a collaborative business partnership approach, a continuous improvement mindset, and the ability to communicate financial insights to non-financial audiences.. This role sits at the intersection of finance and the mission — supporting sound resource allocation, informed leadership decisions, and long-term financial sustainability.

Embrace Opportunity Village's core values by cultivating positive and meaningful CONNECTIONS with participants and team members, demonstrating ENTHUSIASM, high standards of PRODUCTIVITY, authentic STEWARDSHIP, and consistent participation in individual and team DEVELOPMENT.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Own the annual operating and capital budget development processes for Opportunity Village and Opportunity Village Foundation, including timeline, templates, assumptions, review cycles, and consolidation.
2. Develop and maintain rolling forecasts that reflect current-year performance and changes in program, funding, and operating conditions.
3. Lead scenario planning to model best-case, most-likely, and downside outcomes across major funding, program, and operating variables — supporting proactive decision-making by executive leadership and the board.
4. Build and maintain long-range financial models (three to five years) aligned with the strategic plan.
5. Prepare monthly, quarterly, and year-end management reporting packages, including budget-to-actual analysis, variance explanations, and forward-looking insights.
6. Analyze financial performance across programs, funding streams, and business lines to identify trends, risks, and opportunities.
7. Develop and maintain KPI dashboards for programmatic, operational, and financial metrics that drive decision-making across the organization.
8. Ensure the integrity, consistency, and governance of financial planning assumptions, financial models, and reporting methodologies across the organization to support accurate forecasting and informed decision-making.
9. Prepare schedules and presentations for Board and Finance Committee reporting, including narrative commentary and data visualization.
10. Evaluate the financial impact of new business ventures, contracts, program launches, and strategic initiatives through financial analysis, scenario modeling, and recommendations that support informed decision-making.
11. Own treasury decision-making, including cash forecasting, banking relationship management, wire authorization within delegated authority, and monitoring of investment activity and performance.
12. Partner with the Executive Assistant on treasury administration, reviewing and approving wire template setups and other actions requiring dual control.
13. Serve as the primary finance business partner to program directors, department heads, and executive leadership by building collaborative relationships and providing financial guidance, analysis, recommendations, and strategic insights that influence decision-making and support organizational objectives.
14. Serve as a power user of Microsoft Dynamics Business Central reporting, and partner with the Controller and the Financial Analyst on data quality, dimensions, and reporting design.
15. Continuously improve budgeting, forecasting, and reporting processes — reducing cycle time, improving accuracy, and increasing usefulness to decision-makers.
16. Investigate, monitor, and resolve issues relating to expenditures and spending trends.
17. Directly manage the Financial Analyst — set expectations, provide coaching, conduct performance reviews, and support development.
18. Cross-train the Financial Analyst across FP&A, treasury, and analytics to build two-deep coverage of critical functions.
19. Foster a culture of accountability, curiosity, and continuous improvement within the FP&A function.
20. Partner with the Controller to ensure consistency between accounting outputs and FP&A inputs, and to align the timing and content of monthly close and reporting.
21. Partner with the Chief Financial Officer on financial policies, procedures, and internal controls affecting planning, treasury, and analytical processes.
22. Flexible work hours may be required to support budget cycles, board meetings, and organizational events outside of traditional business hours.
23. Report suspected Abuse, Neglect, Exploitation, Isolation, and Abandonment (ANEIA) immediately as mandated by state law.
24. Adhere to Opportunity Village's established policies and procedures.
25. May be assigned other duties as needed.

SUPERVISORY RESPONSIBILITIES

This position oversees the work of the Financial Analyst.