Financial Planning and Analysis

Summary

The Financial Planning & Analysis (FP&A) Manager supports the financial health and strategic priorities of the agency by delivering timely analysis, forecasting, and insights. This position plays a key role in budget development, variance analysis, financial modeling, and supporting operational leaders in decision‑making to ensure resources are aligned with agency goals for high‑quality services to individuals with intellectual and developmental disabilities.

N/A

Exempt

Yes

• Lead and coordinate the annual budgeting process with department leaders, ensuring alignment with mission and strategic plan.
• Develop quarterly and monthly forecasts based on actual performance, trends, and program changes.
• Create financial models to evaluate program cost efficiency, staffing impacts, and new initiatives.
• Prepare rolling forecasts (monthly/quarterly) incorporating revenue trends, grant cycles, staffing changes, and program volumes.
• Develop multi‑year financial models for long‑range planning, capital projects, and sustainability analysis.
• Analyze program profitability, unit economics, and cost‑to‑serve metrics for service lines and contracts.
• Track restricted vs. unrestricted revenue, grant budget utilization, and compliance with funder requirements.
• Partner with development/fundraising staff to model grant proposals, donor scenarios, and gift impact.
• Support operational leaders with decision‑support analytics (e.g., pricing, staffing ratios, cost allocation).
• Create and monitor liquidity metrics, cash flow forecasts, and reserve targets to support financial health.
• Maintain forecasting assumptions, including wage growth, benefits costs, inflation, and reimbursement rates.
• Provide scenario modeling for program expansions, new sites, or contract negotiations.
• Prepare materials for board meetings, audit/finance committees, and strategic planning sessions.

• Strong analytical and financial modeling skills.
• Proficient in Excel and financial systems; experience with budgeting software preferred.
• Ability to translate financial results into actionable business insights.
• Excellent communication and collaboration skills.
• High attention to detail and ability to manage multiple deadlines.
• Mission‑driven mindset aligned with supporting individuals with intellectual and developmental disabilities.
• Integrity, professionalism, and respect for confidential information.
• Comfort working in a fast‑paced, evolving environment.
• Problem‑solver who brings recommendations, not just data.

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field required.
• Minimum 3–5 years of financial analysis, budgeting, or FP&A experience (nonprofit or healthcare preferred).
• Experience in Medicaid/Medicare reimbursement, human services, or IDD services is strongly preferred.

• Prolonged periods sitting at a desk and working on a computer.
• Be able to lift boxes, etc. not weighing more than 50 lbs.