[ref. l99835402] Manager, Financial Planning & Analysis

Our client, an innovative and highly regarded scientific research organization, is seeking a strategic and hands-on Manager of Financial Planning and Analysis (FP& A) to establish and lead a newly created FP& A program. Reporting directly to the CFO, this role serves as a key architect for financial processes, tools, and strategies essential to support the organization’s multi-faceted funding model.

This role is ideal for a self-starter who excels at building systems and thrives in environments driven by collaboration, intellectual curiosity, and mission-centered work.

Key Responsibilities include:

• Architect and launch the organization’s FP& A function, including processes, tools, and reporting capabilities, to ensure streamlined financial operations and forward-looking insights.
• Develop a robust framework for tracking and analyzing financial performance across departments, research projects, and funding sources.

• Lead the creation of annual budgets and forecasting models for the organization, incorporating the diverse revenue streams and expense categories.
• Design and maintain financial modeling tools to provide long-term projections supporting organizational goals.

• Establish systems for fund compliance, including tracking restricted and unrestricted revenues and expenditures.
• Collaborate with research teams and fund administrators to ensure proper utilization and optimization of funding sources.

• Partner closely with academic departments, research teams, and external bodies to align financial strategy with project goals.
• Act as a trusted advisor to leadership, providing actionable insights and recommendations based on financial analysis.

• Build and present detailed financial reports, dashboards, and executive summaries for senior leadership and the finance committee of the board.
• Identify inefficiencies in current financial processes and implement automation or innovative tools to enhance system accuracy and timeliness.