Manager of Financial Planning & Analysis

At Jefferson Center, it is our policy and our mission to be inclusive and mindful of the diversity of everyone who comes through our doors. We are passionate about building a community where mental health matters and equitable care is accessible to all races, ethnicities, abilities, socioeconomic statuses, ages, sexual orientations, gender expressions, religions, cultures, and languages.

We are seeking a strategic and mission-aligned Manager of Financial Planning & Analysis to lead financial operations at our $90M nonprofit mental health center. This role blends financial planning, analysis, and accounting oversight to support sustainable growth. Perform month end financial duties and help the Director of Finance with the financial statements, budget, audit and other financial reporting. Support financial forecasting, planning, reporting and analysis at both the program level and center-wide level. Be a visionary for the finance team by helping with ideation, activation and implementation.

Key Responsibilities:

Financial Planning & Analysis (FP&A):

• Work with Director of Finance on the annual budgeting and quarterly forecasting processes.
• Develop financial models and scenario analysis for strategic planning.
• Analyze program performance and funding utilization.
• Assist in preparing monthly financial dashboards and KPI reports.
• Track key financial indicators and prepare monthly reports for leadership
• Provide insights into revenue trends, expense management and cost-saving opportunities.
• Ensure compliance with GAAP and nonprofit accounting standards.
• Develop cash flow forecast model to be updated in conjunction with Finance team.
• Assist with annual audits and 990 filings with CPA audit firm. Also help coordinate State and Federal audits.
• Lead for Accounting software implementations/improvements

Strategic Finance & Leadership:

• Advise executive leadership on financial strategy and sustainability.
• Support grant proposals and fundraising with financial data.
• Drive improvements/enhancements in financial systems, set up and reporting tools.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• 4+ years of experience in FP&A roles.
• Strong knowledge of nonprofit accounting and compliance.
• Proficiency in financial systems (e.g., Oracle, Netsuite, Power BI) and Excel.

Preferred Attributes:

• Strong communication skills with ability to explain financials to non-financial stakeholders.
• Note: Employees are held accountable for all duties of this job. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Salary Range: $94,100 to $116,700*

Additional Salary Information*:

• Jefferson Center pay is determined by various factors including education level, licensure level, years of relative experience, and internal equity amongst current staff.
• The range listed above is based on full time employment (40 hours per week).

Application Deadline: This position will remain posted until filled. We encourage applicants to apply by 5/12/2026 for priority consideration.