Manager, Financial Planning and Analysis

Job Purpose

The Manager, Financial Planning and Analysis (FP&A) plays a critical role in supporting the long-term financial health, sustainability, and strategic growth of the Lili'uokalani Trust (LT). This role leads the development and execution of the annual budgeting process, multi-year financial forecasts, and financial models that inform organizational performance and strategic decision-making.

Serving as a trusted advisor to executive and senior leaders, the Manager, FP&A provides clear, actionable insights that support mission-aligned investment decisions, operational efficiency, and long-term planning. The role partners closely with the Controller, Executive & Senior Leadership Teams across the organization to translate strategy into financial plans and to ensure resources are stewarded responsibly in support of LT's mission.

The ideal candidate is highly analytical and strategic, thrives in a dynamic and entrepreneurial environment, and is comfortable building, strengthening, and continuously improving FP&A capabilities. This position is instrumental in securing the long-term viability of LT's mission-related programs and in perpetuating Queen Lili'uokalani's legacy through disciplined financial stewardship.

Essential Responsibilities

Financial Planning, Forecasting & Analysis

• Own and lead the organization's annual operating and capital budgeting process, establishing assumptions, timelines, and governance while coordinating cross-functional inputs to translate strategic priorities into a comprehensive, mission-aligned financial plan.
• Lead recurring financial forecast cycles, incorporating actual results, evolving assumptions, and scenario analysis to provide timely, forward-looking insights that support executive decision-making and resource allocation.
• Develop and maintain long-term financial plans and multiyear outlooks, including scenario modeling, to assess sustainability, capacity, and long-term resource stewardship.
  
  Build and enhance financial models that support strategic, operational, and program investment decision-making.
• Deliver variance, performance, and trend analysis against budgets, forecasts, and key financial metrics, highlighting drivers, implications, and recommended actions for leadership.
  
  Support long-term financial planning, capital planning, and cash flow projections in close collaboration with the Controller.

Strategic & Executive Support

• Serve as a trusted advisor to the Vice President & Chief Financial Officer, providing ad hoc financial analyses that inform short- and long-term organizational decisions.
• Prepare and present clear, concise analyses, forecasts, and recommendations to executive leadership that support strategic, operational, and program investment decisions.
• Working closely with the Controller, present financial results and forward-looking insights to the Executive and Senior Leadership Teams in an accessible and decision-oriented manner.
• Conduct project analyses, feasibility assessments, due diligence, and financial projections as requested by the CFO and/or CIO.
• Provide analysis, as needed, of joint venture and charitable spending structures to support effective and compliant partnerships.

Business Partnership & Insight Delivery

• Partner closely with program, operational, and business leaders to understand key cost drivers, risks, and opportunities across departments, programs and initiatives.
• Analyze, identify, and track expense drivers to improve financial planning accuracy, cash flow forecasting, and resource allocation.
• Act as a liaison between finance and operations, ensuring shared understanding of financial goals, constraints, and outcomes.
• Provide scenario planning, cost analysis, and financial assessments for new programs, expansions, and strategic initiatives.

Reporting, Dashboards & Process Improvement

• Collaborate with the CFO and Controller to develop and enhance dashboards, KPIs, and executive reporting packages, improving fiscal visibility and accountability for leaders and budget owners.
• Drive continuous improvement and automation of planning, forecasting, and reporting processes to increase efficiency, accuracy, and insight.
• Strengthen financial reporting and analytical systems to support timely, high-quality decision-making across the organization.

Leadership & Capability Building

• Mentor, coach, and support the development of financial analysts as the FP&A function grows.
• Lead the ongoing maturation of FP&A capabilities, tools, and practices, establishing standards, discipline, and best practices as the function continues to evolve.

Other duties

• Contributes to the Trust's success by accepting new assignments, helping team members, learning new skills, and striving to improve team and organization results.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field required;
  Master's degree preferred. Professional certifications such as CFA or FPAC are desirable.
• Five (5) or more years of progressive experience in…