Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

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, fitness, and community events.

Position Summary

The Director of Financial Planning & Analysis (FP&A) leads and strengthens the organization's financial strategy, reporting infrastructure, and operational efficiency. 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 financial 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 financial health and long-term sustainability.

Key Responsibilities

Financial Reporting & Analysis

• Develop and maintain comprehensive financial reports and dashboards for the Executive Director, the Senior Leadership Team (departments), Finance Committee, and Board of Directors

• Prepare monthly, quarterly, and annual financial 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 financial data into clear narratives and recommendations for non-financial stakeholders

• Ensure financial reports are accurate, timely, and aligned with GAAP and organizational standards

Budgeting & Forecasting

• Lead the annual organization-wide budget development process in partnership with Finance, department heads, and senior leadership

• Build and maintain rolling financial forecasts that reflect current organizational conditions and strategic priorities

• Develop multi-year financial 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

Operational Optimization & Revenue Strategy

• Partner with each department to conduct operational reviews to gain a deep understanding of their current operational limitations and requirements, identify efficiency improvements, and develop actionable strategies to optimize resources and reduce costs

• Develop financial models and reports to evaluate and track the performance and ROI of programs, initiatives, and investments

• Serve as a financial business partner to department leaders, helping them understand their financial 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 efficiencies 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

Strategic Leadership & Cross-Functional Collaboration

• Serve as an advisor to the Executive Director on the performance of the organizational financial 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 financial 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

Requirements

Qualifications Required

• Bachelor's degree in Accounting, Finance, or related field; MBA preferred

• 5+ years of progressive finance and accounting experience

• Expertise in financial reporting, budgeting, forecasting, and financial modeling

• Strong understanding of GAAP; nonprofit…