Manager of Financial Planning and Analysis

Description

The Manager of Financial Planning & Analysis (FP&A) plays a pivotal role in our not-for-profit organization by supporting financial planning, budgeting, forecasting, and analysis activities. This position requires expertise in Workday Adaptive Planning software, as well as a strong understanding of financial management within the context of not-for-profit operations. Position will report to the Senior Director of FP&A and will interact with the Chief Financial Officer, Controller, Finance Area Leaders (Sr. Directors), Finance Region Directors along with various constituents across the Association.

Key Responsibilities:

Financial Planning and Budgeting:

• • Assist / Lead the annual budgeting process, working closely with the broader Finance organization and with department leaders.
  • Develop comprehensive financial models and forecasts to guide organizational planning and decision-making. Built as stand-alone or within Workday Adaptive Planning.
  • Monitor budget performance and variance analysis, providing insights to ensure financial goals are met.
  • Administer / implement Adaptive Planning system changes required to improve the system flow, budget process, becoming the Association expert on Workday Adaptive Planning.

Financial Analysis and Reporting:

• • Analyze financial data and performance metrics to identify trends and then seek opportunities for cost savings, revenue growth, and efficiency improvements.
  • Prepare and maintain driver-based financial and operating models to support decision-making and long-term planning.
  • Provide ad hoc financial analysis and reporting as needed to support strategic initiatives and decision-making.

Adaptive Planning Software Management:

• • Serve as the primary administrator and expert user of Adaptive Planning software. Implement new functionality, which is part of Workday 2X per year releases where applicable.
  • Configure and maintain the software to support budgeting, forecasting, and reporting requirements. Administer day-to-day management and implement enhancements of Adaptive Insights financial planning tool.

• • Train and support staff across the organization in the use of Adaptive Planning, ensuring accurate and efficient financial planning processes.

Financial Strategy and Leadership:

1. Collaborate with Finance senior management and functional leaders (when necessary) to develop financial strategies aligned with organizational goals and mission.
2. Provide recommendations based on financial analysis to optimize resource allocation and maximize financial sustainability.
3. Stay informed about industry trends, regulations, and best practices in not-for-profit financial management. Provide analysis using industry benchmarks or comparisons to other voluntary health organizations.
4. Identify opportunities to streamline and improve financial planning and analysis processes, leveraging technology and best practices to increase efficiency and accuracy.

Cross-functional Collaboration:

• • Work closely with Accounting, Grants Management, and Program teams to ensure alignment between financial planning and organizational operations.
  • Foster a collaborative and communicative environment to enhance financial literacy and understanding across the organization.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration or a related field
• Workday and Adaptive Insights experience required; Advanced Excel skills required
• Proven experience (minimum 5 years) in financial planning and analysis, preferably within the not-for-profit sector.
• Understanding of accounting principles or US GAAP is a plus.
• Strong analytical skills with the ability to translate complex financial data into actionable insights.
• Ability to distill these complex analysis into insights that drive action
• Ability to dig into and understand the details, while having the skills to summarize the data at a high level to craft the story / message
• Excellent communication and presentation skills, with the ability to convey financial concepts to non-financial stakeholders.
• Strategic thinker with a proactive approach to problem solving and decision-making

Position Location: Chicago, IL (hybrid) or remote

Full time based on 37.5 hours minimum

Position Grade: 509 (estimated salary range $90,000-$112,000)

Reports To: Senior Director of FP&A

Who We Are:

The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to lead the way to end Alzheimer’s and all other dementia- by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.

At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,900 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.

We warmly invite qualified applicants to consider this opportunity to make a life-changing impact on the millions living with Alzheimer’s, their caregivers and those that may develop the disease in the future. Read on to learn more about the role, then visit our website www.alz.org/jobs to explore who we are and why we’ve been recognized as a Best Place to Work for the last twelve years in a row.

At the Alzheimer’s Association®, we believe that diverse perspectives are critical to achieving health equity – meaning that all communities have a fair and just opportunity for early diagnosis and access to risk reduction and quality care. The Association is committed to engaging underrepresented and underserved communities and responding with resources and education to address the disproportionate impact of Alzheimer’s and dementia.

The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. They are also eligible for our gold standard 401(k) retirement plan.

Full time employees (37.5 hours/week), will enjoy all of the above plus an annual School Visitation Day and an Elder Care Facility Day of their choosing.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities