POSITION SUMMARY

The Manager of Financial Planning & Analysis (FP&A) will play a pivotal role in advancing GSUSA’s financial strategy through thoughtful portfolio management and strategic business partnership. This role is responsible for leading the development, consolidation, and analysis of budgets, forecasts, and long-term plans across multiple departments and initiatives, with a strong focus on aligning financial resources to mission impact and strategic priorities. As a trusted advisor to senior leaders, including teams such as Technology, Strategy & Planning, and Development, the FP&A Manager will provide data-driven insights, support investment decisions, and elevate the financial performance of GSUSA’s business portfolio.
This is a high-visibility role requiring strong analytical skills, a collaborative mindset, and the ability to balance strategic thinking with practical execution. The ideal candidate brings a passion for nonprofit work, excels at telling the financial story behind organizational performance, and thrives in a mission-focused, dynamic environment.

REQUIRED TECHNICAL SKILLS

Office 365 or similar suites (Excel, SharePoint, Word, Teams)
Advanced Excel skills, including data modeling and pivot tables
Experience with financial reporting and budgeting systems (Abila preferred; Blackbaud, NetSuite a plus)
Experience with business intelligence and data visualization tools such as PowerBi, or similar platforms
Advanced skills in presentation software, such as PowerPoint, to create clear and compelling financial reports
Foundational accounting knowledge related to general ledger and financial close processes

DEGREE OR EQUIVALENT EXPERIENCE:

Bachelor’s degree or equivalent experience
Minimum Years of Experience: Minimum of five (5) years’ experience in corporate environment

CERTIFICATIONS REQUIREMENTS:

N/A

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Financial Planning, Budgeting & Forecasting: Leads the organization’s financial planning, budgeting, and forecasting to align resources with strategic priorities and support informed decision-making across communities.

• Manage the annual budget process end-to-end: provide guidance on planning timelines, processes, and expectations; consolidate inputs; conduct portfolio-level analyses; and support Finance Leadership in delivering Board-ready presentations.
• Lead periodic reforecasting cycles, including the design and improvement of tracking systems for emerging risks and opportunities. Partner with FP&A team to ensure timely and accurate upload of budgets and forecasts into financial systems (e.g., Abila).
• Lead the development and refinement of long-range financial forecasts that reflect external trends and internal strategic priorities for your managed portfolio.
• Oversee consolidated personnel budgeting and reporting, leveraging HRIS data (e.g., Dayforce); conduct scenario analysis for proposed staffing, structural, or benefits changes.
• Collaborate with Accounting to align accruals, prepaids, depreciation, and other GAAP adjustments within forward-looking plans.
• Lead the month-end close process in collaboration with accounting to ensure accurate financial reporting. Review key adjustments, analyze budget vs actual, and deliver insights that inform decisions across the portfolio.

Financial Strategy, Analysis & Decision Support: Provides data-driven insights to support strategic initiatives, investment decisions, and operational effectiveness.

• Conduct financial analyses such as sensitivity modeling, ROI evaluations, cost-benefit assessments, and margin or break-even reviews.
• Develop and enhance frameworks that tie financial metrics to strategic and mission outcomes; monitor financial health across business units, departments, or revenue P&L streams.
• Create dashboards and data visualizations that improve organizational engagement with financial information.
• Identify and implement process improvements that strengthen financial planning rigor and strategic alignment.

Business Partnership & Cross-Functional Support: Serves as a strategic finance partner to cross-functional teams, translating data into insight, crafting compelling financial narratives, and developing options and recommendations that drive informed decisions.

• Partners with leaders in communities such as Technology, Development, Strategy & Planning, and Operations to develop budgets, forecasts, and financial plans with organizational goals and donor expectations.
• Leads monthly financial performance reviews and variance analyses, providing context and recommendations that help stakeholders interpret results and make informed decisions.
• Partners with Development team to develop accurate revenue forecasts, including grant pipeline tracking, scenario modeling, and reporting to inform fundraising strategy.
• Builds proactive, trusted relationships across departments by communicating financial processes, timelines, and insights with clarity and transparency.

Special Projects: Leads or contributions to key initiatives that enhance organizational financial strategy and visibility

• Manage or support cross-functional initiatives that improve financial systems, tools, or processes—such as budgeting system implementations, business case evaluations, or resource allocation models
• Collaborate across teams on ad hoc analysis and special projects that inform enterprise-level decision-making or strategic pivots.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.