Senior Director of Financial Planning and Analysis

Benefits Data Trust (BDT) seeks a hands-on, solution-oriented team player to join the organization as our Senior Director of Financial Planning & Analysis. This is an exciting opportunity to transform the organization’s budgeting, planning, and financial analytics. The Senior Director’s role includes oversight and management of department and grant budgets, product pricing, proposal budgets, and financial contract management. Partnering with various offices across the organization, this strategic financial role will be essential to the current and long-term planning for BDT as it strives to achieve its goal as the industry leader in solving the benefits access challenge.

The ideal candidate has 10+ years of proven experience in operational and strategic financial planning and budgeting, as well as demonstrated strong technical accounting skills. Non-profit experience is a must, with for-profit experience a plus. Extensive knowledge in grant accounting, proposal writing, and product/service costing and pricing. The exceptional ability to communicate and collaborate with various organizational stakeholders combined with the unique ability to understand academic concepts and translate them into strategic, actionable financial plans.

The Senior Director of Financial Planning & Analysis reports to the Chief Financial Officer. BDT is a remote-first organization. Employees may work remotely and/or from BDT's Philadelphia office.

Responsibilities:

• Develop and oversee the organization’s financial management by providing financial projections, accounting services, growth plans, funder communications, budget analysis, forecasting needs, and investing strategies.

• Lead the annual budget process including developing financial tools and analysis and working with functional area leaders in refining their respective budgets into helpful management tools.

• Partner with the CFO to develop and manage the 3-5 year integrated strategic and financial plan.

• Develop and offer quality, meaningful analysis and financial perspectives necessary for data-informed organizational decisions and strategic planning.

• Analyze, identify, and track key expense drivers in departments and grants to improve financial planning and cash flow forecasting and provide critical financial insights.

• Partner with internal and external teams to ensure that budgets and financial reporting are accurate, compliant, and timely.

• Partner with colleagues to troubleshoot and resolve complex system and process issues that impact internal controls, data, and analytics.

• Ensure that the operational, procedural, and regulatory requirements are met.

• Present and explain financial results in a concise and easy to understand manner to the Executive Team, Board, Project Team Leads, and other organizational financial managers.

• Partner with the CFO to develop dashboards and enhance financial reporting, planning, and analytical processes and systems to dramatically improved fiscal visibility and accountability with budget managers and leadership.

• Establish and monitor financial forecasts and KPIs for organizational goals.

• Partners with the accounting team to coordinate the monthly closing process to ensure accurate and timely reporting and analysis.

Requirements:

• A bachelor’s degree in accounting or finance. MBA preferred.

• 10+ years of progressive relevant work experience in financial planning, budgeting, and forecasting roles.

• Non-profit experience with grant income is required. For-profit experience in product pricing and experience with government benefit programs are a plus.

• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership techniques, and coordination of people and resources.

• Strong understanding of GAAP/FASB/GASB, contract language, and compliance covenant management.

• High level of proficiency in MS Office (including Word, Excel, and PPT)

• Strong ability to multi-task, prioritize, and work independently in a remote setting.

• Knowledge of HR and Workforce Capacity Planning a is plus.

• Excellent written and verbal communication skills.

• Strong ability to change course quickly, adapt to new challenges, and manage ambiguity.

• Exceptional ability to prioritize competing priorities, meet established deadlines, and manage the day-to-day with an intentional focus on achieving the overall goal of the initiatives.

Skills:

• Project Management – Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives.

• Critical T