Senior Director of Financial Planning & Analysis

Position: Senior Director of Financial Planning & Analysis

FLSA Status: Exempt

Department: Finance and Accounting

Our Mission: Since the 1893 World Columbian Exposition, our organization has aimed to connect people to the natural environment and human history.

Join our team and enjoy a benefits package that truly supports your well-being and lifestyle:

• Comprehensive Health Coverage: Including medical, dental, vision plans, and even pet insurance.

• Financial Security: Life and disability benefits plus a 403(b) savings plan to help you plan for the future.

• Work-Life Balance: Generous paid time off, paid sick leave, and paid holidays to ensure you have time to recharge and spend with loved ones.

• Exclusive Perks: Enjoy great employee discounts and complimentary general admission to participating cultural institutions.

We're dedicated to enhancing your life both at work and beyond!

The Senior Director of Financial Planning & Analysis will serve as a strategic financial leader, responsible for driving comprehensive financial planning, analysis, and reporting processes that support organizational decision-making and mission advancement. A critical component of this role involves leading the implementation and optimization of integrated reporting and budgeting software systems to modernize our financial infrastructure. This position also oversees pricing strategy development and analytics to optimize revenue generation and program effectiveness. This role requires a seasoned finance professional who can navigate the unique complexities of non-profit financial management while providing executive leadership with actionable insights to optimize resource allocation and program effectiveness.

Key Responsibilities:

Strategic Financial Planning

1. Lead the organization's annual budgeting process across all programs, departments, and funding sources

2. Implement a forecasting process to provide the executive team and Board of Trustees with an accurate view of the financials as we move through the fiscal year

3. Develop and maintain multi-year strategic financial plans aligned with organizational mission and growth objectives

4. Create financial models to evaluate program expansion, new initiatives, and strategic partnerships

5. Collaborate with senior leadership to establish performance metrics and financial targets for mission-critical activities

Financial Analysis & Reporting

1. Prepare comprehensive monthly, quarterly, and financial reports for executive leadership, board of directors, and key stakeholders

2. Conduct variance analysis comparing actual results to budget and forecast, identifying trends and recommending corrective actions

3. Develop and maintain key performance indicators (KPIs) and dashboard reporting for organizational performance monitoring

4. Leverage advanced reporting capabilities to provide real-time financial insights and predictive analytics

5. Provide ad-hoc financial analysis to support strategic decision-making and operational improvements

Systems Implementation & Technology Leadership

1. Lead the evaluation, selection, and implementation of an integrated reporting and budgeting software platform

2. Manage full project lifecycle from vendor selection through system deployment, user training, and optimization

3. Establish data governance protocols and ensure seamless integration with existing financial systems

4. Develop comprehensive user training programs and change management strategies to drive organization-wide adoption

Pricing Strategy &