Associate Director, Financial Planning and Analysis (FP&A)

Company Description

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Job Description

TITLE:                                Associate Director, Financial Planning and Analysis (FP&A)

LOCATION:                       Boston, MA

REPORTS TO:                  Chief Financial Officer

DIRECT REPORTS:          Senior Financial Analyst(s)

COORDINATES WITH:     Finance team, Budget managers, Strategy team, Program finance leads, Technology and Information Management team, and Oxfam International Finance team.

PURPOSE OF POSITION: 

Operating within the Finance team, the Associate Director of FP&A will be responsible for running a reliable and responsive Financial Planning and Analysis function that provides the CFO, Director Accounting & Finance, the Senior Leadership Team (SLT) and managers across Oxfam America (OUS) with incisive, value-add financial support and analysis which facilitates effective decision making. The role holder will be responsible for the provision of timely, accurate, relevant management information to all levels of management and regularly reviewing this information. This will include provision of monthly reports, critical review and interpretation of results and value-add analysis. Additionally, the role holder will be responsible for leading timely and accurate response to quarterly and annual Oxfam International (OI) reporting requirements.

The Associate Director, FP&A will be responsible for leading Oxfam America’s annual budgeting process and facilitating budget changes as appropriate during the year in accordance with policy. In addition, the Associate Director will manage the existing budgeting system platform and budget reports and Power Bi budget dashboards and will contribute to the assessment and implementation of new budgeting systems and/or tools in collaboration with and input from the user community.

PRIMARY RESPONSIBILITIES:

Budgeting and Financial planning

• Lead the annual financial planning (budget) process.

• Coordinate annual financial planning timeline with CFO, Director of Accounting & Finance, and the Strategy Team and Oxfam International ensuring key milestones are met for stakeholders, including SLT, Board Finance Committee, and OI Finance.
• Support CFO in the preparation of materials and analysis for Board Financial Committee meetings.
• Lead or co-lead complex financial reporting and/or analysis projects that are often cross-functional in nature.
• Develop and refine budgeting tools and procedures to improve efficiency and effectiveness.
• Partner closely with department managers having budget authority, training, and coaching them through the bottom-up process to prepare annual budgets and address key resources issues for their specific programs and/or initiatives.
• Coordinate with and supports Award Management & Compliance team with restricted budgeting needs.
• Develops and maintains appropriate budgeting and forecasting tools.
• Perform financial analysis and plans for special projects, scenarios and overall decision support including salary and capital plans.
• Participate in OI geographic planning and budgeting, supporting Program divisions.
• Serve as a business partner for other department managers and prepares and delivers periodic training on budgeting, forecasting and variance analysis.
• Provide support and guidance to OUS staff and country office finance staff on the use of the OUS budgeting systems and tools in accordance with applicable policies and procedures.
• Build strong and positive relationships with budget holders and senior managers, providing the necessary assistance and professional advice to assist them with the financial aspects of their duties.
• Ensure the Analysts are supporting each division appropriately so that managers across the organization, understand their financial results relative to budget and receive analysis that informs and supports effective decision making.
• Support the managers in gathering evidence to assess the costs, benefits, and risks of a wide range of options when making budget decisions.

Staff and Team Management

• Collaborate to set the direction and objectives of the division.
• Provide direct supervision to FP&A Financial Analyst(s), including and ensuring regular feedback sessions, performance reviews, leading, motivating, coaching, problem resolution, support, and professional development opportunities to nurture a high-functioning finance team, as appropriate.
• Provide on-boarding and other training for non-Finance managers in collaboration with others on the Finance Leadership team