Senior Manager Financial Planning & Analysis

Job Title: Senior Manager of Financial Planning & Analysis (FP&A)

Company: Nonprofits Insurance Alliance (NIA)

Job Summary:

The Senior Manager of FP&A will be responsible for establishing and overseeing the FP&A function within our organization. This role will involve strategic planning, budgeting, forecasting, financial reporting, and performance analysis. The ideal candidate will bring strong analytical skills, financial acumen, and the ability to collaborate across departments to support decision-making processes that drive business performance. Embracing change and supporting future growth will be key.

Key Responsibilities

• Build and implement the FP&A function with scalable processes, tools, and best practices to provide transparency and efficiency across the organization
• Develop and maintain comprehensive financial models to support strategic initiatives.
• Lead the annual budgeting process, ensuring alignment with company strategies and goals.
• Conduct regular forecasts, analyzing variances against budget and assessing implications for future performance.
• Prepare and present monthly and quarterly financial reports, dashboards, and key performance indicators (KPIs) to senior leadership.
• Provide insights and recommendations based on financial data to drive strategic decisions.
• Analyze financial results and operational metrics, identifying trends, risks, and opportunities for improvement.
• Liaise and collaborate with a broad range of cross-functional leaders to obtain assumptions, identify key metrics, assess impacts, and run sensitivity/scenario analysis to provide decision support
• In addition to strong management skills, this role is best suited for someone who knows when to remain hands-on and be accountable for personal deliverables
• Communicate financial strategies and insights clearly to non-financial stakeholders.
• Prepare presentations in support of board meetings and monthly/quarterly senior leadership meetings of the company
• Work closely with accounting, treasury, and other departments to ensure accurate financial reporting and compliance.
• Mentor and develop a high-performing FP&A team as growth occurs, fostering a collaborative culture.
• Lead training and professional development opportunities for team members.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or equivalent advanced degree is a plus.
• 7 years of experience in FP&A, financial analysis, or a related area, with at least 3 years in a leadership role.
• Have experience leading an FP&A function and implementing best practices
• Strong understanding of financial modeling, budgeting, and forecasting methodologies.
• Prior experience in the insurance industry is a plus, but not required.
• Works well across various teams with strong project management skills to coordinate between multiple groups in order to deliver projects on time
• Excellent verbal and written communication skills, coupled with the ability to summarize detailed information in order to make actionable recommendations
• Demonstrate strong leadership and mentorship skills to develop and manage a high-performing team
• Possess exceptional problem-solving and critical thinking abilities to navigate complex financial challenges
• Possess strong financial modeling and analytical skills; comfortable producing flexible financial models based on loose and fluid assumptions, comfortable working in ambiguous situations
• Creative, proactive and forward-thinking. An individual who looks for opportunities to drive continuous improvement

Compensation:

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors including the location, skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for additional incentive compensation upon achievement of individual and company goals.