Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

Job Category :
First/Mid Level Officials/Managers

Requisition Number : DIREC
001372

• Posted :
  January 27, 2026
• Full-Time
• On-site

Showing 1 location

JOB SUMMARY:

The Director, Financial Planning and Analysis plays a crucial leadership role in delivering business analysis, financial forecasting, budgeting, and reporting to support the Association’s strategic goals and operational performance. The role provides valuable analysis and insight for Board of Trustees presentations.

The incumbent will use their strong communication and organizational skills to collaborate closely with operational teams and leadership to enhance organizational value and financial decision-making. The Director, Financial Planning and Analysis will have expertise in interpreting complex financial data and delivering actionable insights.

ESSENTIAL DUTIES:

Lead monthly meetings with cross‑functional teams to discuss operating performance drivers and projections. Ensure the accuracy and reasonableness of projections.

Evaluate org‑wide performance and monitor progress towards strategic goals.

Design an 18‑month cash flow forecasting model to aid in the management of investments.

Drive continuous improvement in financial planning and reporting processes, including the use of automation.

Collabor with operational units to develop annual operating budgets and manage the budget cycle.

Monitor budget to actual performance and assess leadership in addressing variances.

Partner with Accounting to produce monthly actual‑to‑forecasted financial statements. Understand and evaluate drivers of variances to budget, forecast, and prior periods.

Create, implement, and produce monthly reporting packages that include progress towards key strategic goals, financial statements with forecast and budget comparisons, explanations of plan variances, and analysis of key performance indicators.

Develop complex Board of Trustees and Committee financial and strategic presentations.

Provide comprehensive financial modeling and analysis for various projects such as member products, contracts, and insurance.

Deliver business consulting and support to develop budgets, promote organizational goals, improve financial performance, and make informed financial decisions in the best interests of the organization.

Although this job description aims to capture the majority of the position duties, other duties may be assigned based on business and departmental needs.

Bachelor’s degree in Accounting, Finance, or related major required.

Minimum of seven (7) years of progressive financial analysis and corporate finance management experience at larger organizations.

Proficiency in Net Suite, Adaptive, Salesforce, and Tableau‑or similar software platforms.

Mastery of Microsoft Office Products, with advanced Excel and PowerPoint skills.

Proven success in planning, developing, and implementing strategies to support organizational growth and stability in a diverse, fast‑paced environment.

Strong written and verbal communication skills to communicate complex financial information.

Demonstrated ability to foster a collaborative environment amongst cross‑functional teams.

Master’s degree

CPA

Generally, a climate‑controlled environment with occasional exposure to outdoor weather conditions when attending aviation related events, including exposure to higher altitudes and confined spaces if in a general aviation aircraft.

The physical demands of this position are typical of a standard office environment. While performing the duties of this job, the employee will regularly be required to:

• Sit for extended periods while working at a computer or attending meetings.
• Use hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Communicate effectively via email, phone, and in‑person, which requires clear speech, hearing, and vision.
• Occasionally lift or move items weighing up to 15 pounds, such as boxes of materials or equipment.
• Occasionally stand, walk, and…