Financial Planning & Analysis Manager NY

Overview

Financial Planning & Analysis Manager

#26-4

Location:

New York, New York, United States

Deadline: 3:00 PM EST for Date Listed

The Legal Aid Society, the nation’s largest and oldest public defense and civil legal services provider, is dedicated to a simple yet powerful mission: ensuring that no individual is denied the right to equal justice. For 150 years, we have protected, defended, and advocated for those who have struggled in silence for far too long - working on the front lines and behind the scenes to offer the people we serve the exceptional legal services they deserve.

Through our Civil, Criminal Defense, and Juvenile Rights Practices, we offer an unmatched depth and breadth of legal expertise to vulnerable New Yorkers every year in over 200,000 individual legal matters while also impacting millions with effective advocacy, impact litigation and legislative agenda. We are dedicated to blunting the impact of poverty on individuals, families, and communities.

The Legal Aid Society (LAS) has an annual revenue of more than $400 million in restricted City, State, and unrestricted development revenue to fund its three practice areas, Criminal Defense, Juvenile Rights and Civil Legal Services.

The Financial Planning & Analysis Manager will manage grant level financial reporting and forecasting as well as the annual grant budget creation and modification process. The position will work collaboratively with other Departments within the LAS including but not limited to the three Practice areas, Payroll, Grants and Contracts, Accounting, Accounts Payable and Development.

The ideal candidate will have a strong background in New York City and State government funding streams processes and procedures as well as financial analysis, budgeting, forecasting and reporting. This position requires managerial experience, strong analytical skills, creative thinking, organization, and experience with financial management and enterprise resource management software.

Budget Management

• Lead and manage the annual grant budget development and budget modification process, ensuring compliance with all LAS internal fiscal policies and grant funder requirements
• Collaborate closely with Practice Grants and Contracts colleagues to establish priorities, timelines, and feedback processes to ensure budgets are completed accurately, on time, and in alignment with the goals of the Practice awarded the grant
• Prepare and submit annual grant level budgets, monitor and submit mid-year budget modifications that may be necessary to ensure effective and compliant grant spending
• Conduct monthly reviews of actual spending against approved budgets and using this review to recommend any budget modifications or adjustments as needed

Financial Forecasting and Planning

• Responsible for the creation and submission of accurate, timely, and actionable grant level and summary level financial reports, dashboards, and presentations to the FP&A Director, Chief Financial Officer and other senior management
• Recommend budget or spending adjustments to minimize budget modifications while ensuring full utilization of awarded grant funds
• Act as financial liaison to Practice areas regarding spending at the grant and contract level, forecasting, and planning

Financial Reporting, Analysis and Data Management

• Maintain and update monthly grant level financial forecasts, incorporating the latest actuals and operational insights
• Develop, implement, and refine forecasting methodologies to improve accuracy, while ensuring that forecasting can be completed on a regular recurring basis
• Partner with Human Resources, Finance, and other departments to ensure salary, headcount and other than personal services (OTPS) data is consistent, accurate and aligned across the organization
• Lead regular financial review meetings with Practice partners to review year-to-date spending versus budgets, review forecasts, and recommend any required changes based on the analysis
• Review and validate large, complex datasets from multiple sources using Excel, Microsoft Office Suite tools, and other financial systems
• Prioritize and manage frequent, high-impact ad hoc…