Senior Director, Grant Management and Financial Planning

Senior Director, Grant Management and Financial Planning

Reporting to the Chief Financial Officer (CFO), this senior position oversees the financial stewardship and compliance of a complex, multi‑million‑dollar grants portfolio and leads the organization’s annual and long‑term budgeting process. The role serves as a key financial partner to leadership and staff across the entire organization.

• Leads the financial management and administration for CAFB’s grants portfolio, including federal funding, foundation, corporate, and individual awards.
• Ensures excellence in award management and strict compliance with all grant terms, conditions, and regulations, particularly for complex government contracts.
• Serves as a primary financial point of contact for government funding agencies, building and maintaining strong working relationships.
• Develops and maintains robust systems for efficient financial management of grants, including timely recordation of expenses (cash and in‑kind), accurate financial reporting, and efficient close‑out processes.
• Partners closely with program managers to ensure seamless grant implementation by developing and disseminating clear tools, templates, and guidelines for the entire award lifecycle.
• Manages and mentors a team of two grant management professionals, with the autonomy to structure the team to meet organizational needs.
• Collaborates with the Development team on proposal budgets and financial reporting to private funders.

• In partnership with the CFO, directs the systems, tools, and processes for managing the organization’s annual operating budget and long‑term financial planning.
• Serves as the primary liaison and financial guide for department leaders throughout the full‑cycle budget process.
• Leads the annual budget process, ensuring a collaborative and transparent approach that aligns with strategic priorities.
• Continuously monitors organizational and departmental budget performance, providing program leaders with actionable insights and analyses.
• Identifies and analyzes budget variances, helping align resources, address gaps, and provide strategic recommendations to the CFO and executive team.

• Drives continuous improvement of budget and grant management systems and processes to increase efficiency and accuracy.
• Evaluates and enhances workflows related to grant and budget management.
• Develops and maintains an organizational budget management system.
• Designs budget templates and financial reporting tools.
• Develops, enhances, and maintains financial dashboards for stakeholders.
• Identifies opportunities for automation and leverages technology to streamline reporting and analysis.
• In partnership with IT and Analytics, delivers dynamic financial scenarios, predictive modeling, and other advanced data use cases to inform improved financial or operational performance.

• Bachelor’s degree required.
• 10–15 years progressive experience in finance or accounting.
• Significant, direct experience managing financial and compliance aspects of large, complex, highly regulated grants; preference for federal pass‑through funding.
• Experience managing a full‑cycle organizational budget for an organization of comparable size and complexity ($50+ million annual budget).
• Deep understanding of nonprofit financial management principles and managing restricted and unrestricted funding streams.
• Experience overseeing grant compliance under federal award regulations (Uniform Guidance).
• Excellent organizational skills, technical aptitude, and very high proficiency in Microsoft Excel.
• Experience using data visualization and BI tools (Power BI, Tableau, Looker) connected to data warehouses (Microsoft Fabric, Google Big Query, Snowflake).
• Functional literacy in SQL or similar code‑based tools to analyze and prepare large datasets; confidence in working “under the hood.”
• Proven ability to manage and mentor staff.
• Exceptional interpersonal and communication skills, high emotional intelligence, and proven negotiation and collaboration skills.