[Hiring] Financial Planning & Analysis Director @Coleridgeinitiative
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Role Description
The Financial Planning & Analysis (FP&A) Director will serve as a key strategic partner in advancing Coleridge’s financial strength and long-term growth. Reporting directly to the Chief Financial Officer (CFO), this role is responsible for delivering high-impact financial analysis, robust forecasting, and sophisticated modeling that inform organizational decision-making and resource allocation.
• Develop and maintain complex financial models to support budgeting, long-term financial planning, and product pricing.
• Collaborate cross-functionally to develop annual operating budgets and long-term financial forecasts aligned with strategic objectives.
• Conduct comprehensive financial analysis to identify trends, opportunities, and risks in the organization, and provide recommendations for improvement.
• Support the development of pricing strategies to match products’ value, cost, and customer demand to achieve financial targets.
• Contribute to the development and maintenance of a strong control environment through comprehensive and well-documented processes and procedures.
Qualifications
• A strong interest in Coleridge’s mission to enhance the use of data to inform public decision making.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA is a plus).
• 8+ years of professional experience in finance roles (non-profit experience preferred).
• Experience in project-based accounting (knowledge of state and federal grants and contracts preferred).
• Strong financial acumen with deep understanding of financial analysis, budgeting, forecasting, and pricing strategies.
• Exceptional analytical and critical thinking skills, with the ability to interpret complex financial data and provide actionable recommendations.
• Advanced proficiency in financial modeling and Microsoft Excel (data management skills are a plus).
• Effective communication and presentation skills to effectively convey financial concepts to non-financial stakeholders.
Requirements
• Ability to present complex models to colleagues and non-financial stakeholders in a clear and concise manner.
• Conduct scenario analyses and sensitivity testing to evaluate the financial impact of different business strategies.
• Prepare accurate and timely financial reports, including actual versus budget variance analysis and cash flow analysis.
• Develop and maintain pricing models including periodic review and testing of key assumptions.
• Act as a strategic business partner by providing financial insights, guidance, and support in key decision-making processes including new business opportunities.
Benefits
• Professional development and tuition reimbursement plans.
• Time off with pay plans.
• Retirement plan with company-funded matching contribution.
• Additional pay based on performance commitments.
Work Environment & Physical Demands
This is a remote-based position (Eastern Time Zone preferred), primarily sedentary (sitting or standing at a desk in a home office). Work may be programmed for weekdays, weekends, and evenings.
• The employee is regularly required to talk or hear.
• The employee is frequently required to sit or stand for extended periods of time at a desk or computer workstation.
• The employee may occasionally lift and/or move up to 15 pounds.
Apply Now
Apply Now
Role Description
The Financial Planning & Analysis (FP&A) Director will serve as a key strategic partner in advancing Coleridge’s financial strength and long-term growth. Reporting directly to the Chief Financial Officer (CFO), this role is responsible for delivering high-impact financial analysis, robust forecasting, and sophisticated modeling that inform organizational decision-making and resource allocation.
• Develop and maintain complex financial models to support budgeting, long-term financial planning, and product pricing.
• Collaborate cross-functionally to develop annual operating budgets and long-term financial forecasts aligned with strategic objectives.
• Conduct comprehensive financial analysis to identify trends, opportunities, and risks in the organization, and provide recommendations for improvement.
• Support the development of pricing strategies to match products’ value, cost, and customer demand to achieve financial targets.
• Contribute to the development and maintenance of a strong control environment through comprehensive and well-documented processes and procedures.
Qualifications
• A strong interest in Coleridge’s mission to enhance the use of data to inform public decision making.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA is a plus).
• 8+ years of professional experience in finance roles (non-profit experience preferred).
• Experience in project-based accounting (knowledge of state and federal grants and contracts preferred).
• Strong financial acumen with deep understanding of financial analysis, budgeting, forecasting, and pricing strategies.
• Exceptional analytical and critical thinking skills, with the ability to interpret complex financial data and provide actionable recommendations.
• Advanced proficiency in financial modeling and Microsoft Excel (data management skills are a plus).
• Effective communication and presentation skills to effectively convey financial concepts to non-financial stakeholders.
Requirements
• Ability to present complex models to colleagues and non-financial stakeholders in a clear and concise manner.
• Conduct scenario analyses and sensitivity testing to evaluate the financial impact of different business strategies.
• Prepare accurate and timely financial reports, including actual versus budget variance analysis and cash flow analysis.
• Develop and maintain pricing models including periodic review and testing of key assumptions.
• Act as a strategic business partner by providing financial insights, guidance, and support in key decision-making processes including new business opportunities.
Benefits
• Professional development and tuition reimbursement plans.
• Time off with pay plans.
• Retirement plan with company-funded matching contribution.
• Additional pay based on performance commitments.
Work Environment & Physical Demands
This is a remote-based position (Eastern Time Zone preferred), primarily sedentary (sitting or standing at a desk in a home office). Work may be programmed for weekdays, weekends, and evenings.
• The employee is regularly required to talk or hear.
• The employee is frequently required to sit or stand for extended periods of time at a desk or computer workstation.
• The employee may occasionally lift and/or move up to 15 pounds.
Apply Now
Apply Now