Senior Analyst, Financial Planning and Analysis

Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. The Action Fund engages in educational, advocacy, and electoral activity, including grassroots organizing, legislative advocacy, and voter education. PPFA and PPAF seek a Senior Analyst for the Financial Planning & Analysis (FP&A) team. This role reports to the Associate Director, Financial Planning & Analysis in the Reporting & Analysis (Finance) department of PPFA.

The Reporting & Analysis Department leads all Planning, Budgeting, and internal reporting activities, including the Annual Budget, quarterly Forecast, and Quarterly Reporting to executive leadership and the Board, as well as the management of Workday’s Adaptive Insights, PPFA’s planning software.

As a key contributor to the FP&A team, the Senior Analyst, Financial Planning & Analysis will provide tactical analytical support for all planning & reporting activities and be part of an ongoing initiative to build an FP&A Center of Excellence.

The Senior Analyst, Financial Planning & Analysis will build strong partnerships with other areas of the Finance and Accounting teams, as well as with Development, People Culture & Equity, and other subject matter experts to drive efficiencies, facilitate data‑driven decision making and add value to the FP&A Team. The Senior Analyst will be actively involved in the transition to best practice through the enhancement of our Adaptive Planning system, developing world‑class reporting tools, and anticipating scenarios and potential requests.

• Assist in the preparation of quarterly Finance Committee materials for PPFA and the Action Fund, updating supporting files, graphs, and presentations.
• Develop new ways to automate and streamline the quarterly reporting process with newly developed Adaptive capabilities.
• Ensure data integrity between Adaptive and ERP for the chart of accounts and actual transactions; create and modify reports, manage user access, integration tasks, dimensions, sheets, and allocation tables; and update budget and forecast versions in Adaptive.
• Agile in troubleshooting anomalies and alerting team members on any discrepancies or irregularities affecting planning and reporting.
• Utilize the Office Connect Excel plug‑in to build, maintain, and refresh various reports with data from Adaptive Planning.
• Update the Resource Sharing Allocation Model in partnership with Accounting and other Finance team members, and provide in‑depth variance analysis identifying drivers of change.
• Monitor and update forecast for organization’s KPIs and OKRs, including Functional Expense Ratio, Social Welfare Ratio, and Days Cash on Hand.
• Maintain and enhance the Workforce Planning Model, PPFA’s 5‑year model, PPFA’s and PPAF’s Cash‑flow forecast, and add checks and controls to ensure integrity and consistency prior to distribution.
• Update the headcount dashboard and analysis on a monthly basis, delivering to senior leaders through Adaptive Planning.
• Build driver‑based predictive financial models in Excel and Adaptive to support scenario‑planning, ad‑hoc requests, and data‑driven decision making for leadership and key stakeholders.
• Maintain project management tools, including trackers, RACI matrix, calendars, checklists, status reports, and timelines.
• Create dashboards and other visual analytics tools in Excel and Adaptive Planning to facilitate the messaging of dense and complex financial information.
• Actively support the yearly budget process and quarterly forecast by leveraging Adaptive Planning, creating user‑friendly templates, and collecting stakeholder feedback.
• Other duties as assigned.

• Minimum of 3 years of experience in Financial Planning & Analysis, preferably with a 501(c)(3) organization or a major public accounting firm.
• Bachelor’s degree in Finance or Accounting (CPA, CFA, FPAC certification a plus).
• Advanced Financial Modeling and Excel skills (SUMIFS, INDEX MATCH, multi‑condition tests, etc.).
• Previous experience with Workday Adaptive Insights a plus; exposure to a…