Director of Financial Planning and Analysis

Requirements

• Requires at least a four-year degree in business/accounting from an accredited institution
• Five or more years of Financial Planning and Analysis (FPA) and budgeting experience at the organizational or unit level, preferably in an educational institution or other non-profit organization of comparable scale and complexity
• Three or more years of managerial experience supervising accounting/business office personnel preferred
• Experience and expertise with Blackbaud Financial Edge NXT (and/or similar not-for-profit accounting applications) strongly preferred
• Strong analytical, financial, modeling and planning skills. Ability to earn the trust and respect of co-workers and school community, creating positive relationships.
• Simplify and explain complex financial matters to non-experts and a general audience, while also working effectively with sophisticated finance professionals.
• Experience building and managing complex budgets inclusively. Significant experience building financial and planning models, including scenarios, driving and supporting a robust long term planning process. Forecasting and presentation of results. Excellent Excel skills. Ability to build and document models and develop and develop and utilize scenarios to clearly illustrate ‘what if'.
• Process oriented, ability to manage projects, manage deadlines and deliverables.
• This position also requires relevant working knowledge of finance and accounting principles.
• Ability to work independently as well as collaboratively with employees at all levels, management, Trustees, and external stakeholders to maximize performance, solve problems and achieve optimum results within the culture of the School.
• Strong time management skills with the ability to multitask and prioritize work, ability to meet multiple and often competing deadlines.
• Desirable traits include: truly collaborative work style, high integrity, strong work ethic and positive outlook. Ability to evaluate and improve processes and leverage technology. Inclination to document processes and policies while working in an environment where personal relationships and trust are highly valued. Must be inherently collegial and highly service oriented. Actively seeks feedback and opportunities to grow.
• Must be highly proficient with Microsoft Suite applications, with excellent Excel modelling skills. Ability to learn and work with various accounting programs and forecasting tools and modules. Help drive usage of IT systems to support and manage work, both by ‘power’ and ‘end’ users.
• Must be able to navigate an unstructured organization and be comfortable with ambiguity and situations where authority is diffused. Effective at bringing people together.

Work Characteristics and Physical Demands: The work environment characteristics and physical demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands are in excess of those for sedentary work. Must be able to remain on their feet for extended periods of time, go up and down flights of steps, as well as stoop, kneel, crouch, and lift.
• Routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, etc.
• Must be capable of using visual display terminal with continuous wrist movement on a keyboard
• Required to stand for long periods of time
• Required to, talk, hear, walk, use hands to finger, handle or feel and reach with hands and arms
• Required to work evenings, weekends and holidays in conjunction with School calendar and events
• Must be able to lift up to 25lbs. without assistance
• Ability to see with normal parameters.
• Operates in a professional work environment