Senior Director, Financial Planning & Analysis

Title: Sr Director, Financial Planning & Analysis

Organization: WorkMoney, Inc.

Reporting to: Chief Financial Officer

Location: United States / Remote, <10% travel

Term: Permanent, Full-Time, Exempt, requires U.S. work authorization

Compensation: $165,000.00 - $185,000.00 Annually

To Apply: LINK

Deadline: Applications will be considered on a rolling basis; target start in October

About WorkMoney, Inc.

At WorkMoney.org, we are dedicated to enhancing the financial well-being of hard working Americans. Founded on the belief of the American dream, we strive to provide our members with the tools, resources, and support they need to navigate their financial journeys with confidence. 

We don't stop at individual support. At WorkMoney, we believe in systemic change and actively advocate for policies that promote economic fairness and opportunity. By amplifying the voices of our members and partnering with policymakers, we strive to create a more just and equitable economic landscape.

We believe that financial stability should be accessible for everyone and we're here to make that a reality. By offering financial tools and resources, fostering a supportive environment and championing policy changes, we empower our members to take control of their finances and build a more secure future.  

Join us at WorkMoney, Inc. and become part of a movement dedicated to economic empowerment, financial security, and advocacy for all.

About the Senior Director, Financial Planning & Analysis role?

The Senior Director of Financial Planning and Analysis will lead the organization’s financial planning and analysis functions, overseeing the budgeting, forecasting, financial modeling, and scenario planning processes. This role is critical in enabling data-driven decision-making across the organization, ensuring alignment between financial goals and strategic priorities. Reporting to the CFO, the Senior Director of FP&A will work closely with C-suite and leadership teams and across business units to deliver actionable financial insights and build robust models that support organizational growth and financial sustainability. This role will also play a key part in evolving FP&A systems and processes, driving continuous improvement, and building cross-functional financial literacy.

Responsibilities of our Senior Director, Financial Planning & Analysis are:

• Oversee the development and execution of the organization’s annual budget, collaborating with leadership to ensure alignment with strategic goals and effective resource allocation
• Lead organization-wide forecasting processes, providing timely, data-driven updates and variance analysis to inform leadership on financial performance against budget
• Develop and maintain complex financial models and scenario analyses to evaluate strategic initiatives, investment opportunities, and organizational priorities
• Partner with the CFO and executive team to support long-term strategic planning and financial modeling that aligns with multi-year organizational goals
• Partner with leadership to evaluate financial performance and market conditions to inform planning, resourcing, and growth strategies
• Build strong relationships with department leaders and collaborate cross-functionally to deliver financial analysis and planning that aligns resources with business unit goals and organizational strategy
• Develop and implement key performance indicators (KPIs) to monitor and measure financial and operational performance across the organization, providing regular, data-driven and actionable insights to leadership and stakeholders to guide strategic decisions, improve accountability, and drive continuous improvement
• Deliver ongoing financial analysis and performance updates to internal leadership, translating complex data into actionable insights that enhance operational decision-making and strengthen financial understanding across departments
• Collaborate closely with the Controller and Development team to align grant forecasting and financial planning, supporting multi-year sustainability modeling and ensuring accurate tracking of restricted and unrestricted funding across programs and initiatives
• Oversee short-term and long-term cash flow forecasting, to ensure organizational liquidity, support operational planning, and proactively manage funding needs
• Continuously evaluate and enhance FP&A processes, systems, and tools to