Director of Financial Planning and Analysis

About the Boulder JCC

The Boulder JCC is a vibrant hub for connection, wellness, and lifelong learning, serving more than 40,000 people annually. Rooted in Jewish values, we are committed to building an inclusive, welcoming community where individuals and families of all backgrounds can thrive. Our campus is home to a wide range of programs, including early childhood education, arts and culture, ?tness, and community events.

The Director of Financial Planning & Analysis (FP&A) leads and strengthens the organization's ?nancial strategy, reporting infrastructure, and operational ef?ciency. This position reports to the Executive Director and serves as a key strategic partner to senior leadership and departments in the Boulder JCC. The FP&A translates ?nancial data into actionable insight, leads the annual budgeting and forecasting process, and drives cross-departmental initiatives to optimize operations.

This role works in close collaboration with the Finance team to ensure the organization's ?nancial health and long-term sustainability.

• Develop and maintain comprehensive ?nancial reports and dashboards for the Executive Director, the Senior Leadership Team (departments), Finance Committee, and Board of Directors
• Prepare monthly, quarterly, and annual ?nancial reporting packages including budget-to-actual variance analysis, trend analysis, and key performance indicators (KPIs)
• Prepare reports for grants and documents for grant requests
• Translate complex ?nancial data into clear narratives and recommendations for non-?nancial stakeholders
• Ensure ?nancial reports are accurate, timely, and aligned with GAAP and organizational standards

• Lead the annual organization-wide budget development process in partnership with Finance, department heads, and senior leadership
• Build and maintain rolling ?nancial forecasts that re?ect current organizational conditions and strategic priorities
• Develop multi-year ?nancial models and pro forma projections to support long-term planning and capital decisions
• Monitor performance against budget throughout the year and proactively identify risks and opportunities

• Partner with each department to conduct operational reviews to gain a deep understanding of their current operational limitations and requirements, identify ef?ciency improvements, and develop actionable strategies to optimize resources and reduce costs
• Develop ?nancial models and reports to evaluate and track the performance and ROI of programs, initiatives, and investments
• Serve as a ?nancial business partner to department leaders, helping them understand their ?nancial performance, market rates, and make data-driven decisions
• Evaluate business systems including Sage Intacct and other systems including such other payroll, salesforce, database integrations, and other software solutions to support automation of manual processes, drive time savings, and cost ef?ciencies across the Finance team and other departments
• Research and analyze revenue streams, including incorporating market pricing, analyzing rate structures, and competitive analysis to inform pricing strategy and positioning

• Serve as an advisor to the Executive Director on the performance of the organizational ?nancial health, risk, and strategic direction
• Collaborate with the Senior Director of Finance and Controller on close processes, audit preparation, and compliance as needed
• Prepare and present ?nancial analyses and strategic recommendations to the Board of Directors and Finance Committee as directed by Executive Director
• Support special projects and organizational initiatives as directed by the Executive Director

• Bachelor's degree in Accounting, Finance, or related ?eld; MBA preferred
• 5+ years of progressive ?nance and accounting experience
• Expertise in ?nancial reporting, budgeting, forecasting, and ?nancial modeling
• Strong understanding of GAAP; nonpro?t accounting, multi-entity experience highly preferred
• Demonstrated ability to present ?nancial information clearly to executive and non-?nancial audiences
• Advanced pro?ciency in Excel and ?nancial systems (Sage Intacct, Quick Books, or similar ERP)
• Proven track record of cross-functional collaboration and operational partnership

• Experience as a Controller or in a comparable full-cycle accounting leadership role, especially in nonpro?t organizations
• Experience building FP&A functions, ?nancial reporting infrastructure, or operational processes
• Familiarity with grant reporting, restricted fund accounting, and nonpro?t revenue recognition
• Experience with data visualization tools or ?nancial dashboards
• Certi?ed Public Accountant (CPA)

While performing regular duties, you will be required to sit, stand, reach, walk, or kneel, and to lift and/or move up to 25 pounds.

The physical demands described…