Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

New York

The Director, FP&A will help shape strategy, strengthen financial discipline, and enable leadership to make informed, forward-looking decisions in a dynamic and complex environment.

• Lead the organization’s annual operating and capital budget processes, including multiyear financial planning and scenario modeling.
• Partner with the CFO and senior leadership to align financial strategy with organizational priorities, growth initiatives, and risk management. Develop and evaluate long-term financial models to assess sustainability, new programs, and strategic investments.
• Partner with Chief People Officer and CFO on workforce planning to ensure overall alignment with AJC’s financial strategy.

• Oversee regular forecasting and reforecasting cycles, monitoring variances against budget and historical trends. Establish and maintain key financial performance metrics, dashboards, and management reports for leadership and the Board.
• Provide clear analysis and recommendations on financial drivers, tradeoffs, and resource allocation.
• Primary finance partner with departments across the agency to help manage budgets. Produce monthly, quarterly and annual financial reporting. Prepare board and committee ready materials and presentations. Build reporting infrastructure that supports timely, data‑driven decision‑making.
• Program, Grant & Revenue Support:
  Partner closely with program, development, and grants teams to support financially sound program design and funding strategies. Provide financial input for grant proposals, donor pitches, presentations and reporting, and compliance with restricted funding requirements. Monitor grant and contract financial performance and ensure accurate tracking of restricted and unrestricted funds.

• Drive continuous improvement in budgeting, forecasting, and reporting processes, leveraging new technologies (including AI) financial systems and data analytics tools.
• Collaborate with accounting and operations teams to ensure data integrity, consistency, and efficiency.
• Support financial systems enhancements and enterprise initiatives that improve planning and reporting capabilities.
• Partner with AJC’s Controller and mentor a team of finance professionals. Foster a culture of collaboration, accountability, and continuous improvement.
• Serve as a thought partner to finance and non‑finance colleagues, strengthening financial literacy across the organization.
• Lead a wide range of ad‑hoc projects both within finance and across the organization.

Individual contributor

Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CPA strongly preferred. 10+ years of progressive experience in financial planning, budgeting, and analysis, with significant leadership responsibility; nonprofit experience strongly preferred.

• Non‑profit finance experience is strongly preferred.
• Demonstrated experience managing complex budgets with restricted and unrestricted funding sources.
• Strong strategic mindset with the ability to translate financial data into actionable insights for non‑financial audiences.
• Proven experience partnering with non‑financial program teams to build financial acumen and drive data‑based decision making.
• Advanced financial modeling, forecasting, and analytical skills; strong systems orientation (ERP, budgeting/planning tools, Excel).
• Excellent communication skills, judgment, and ability to operate effectively in a mission‑driven environment.
• Remaining in a stationary position, often sitting or standing for prolonged periods
• Repeating motions that may include the wrists, hands, and/or fingers
• Communicating with others to exchange information
• Moving about to accomplish tasks or moving from one worksite to another

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute a contract between the employer and employee and is subject to change by the employer as the needs of the employer and the requirements of the job change.

The salary for this position is $170,000 - $190,000 depending on relevant experience and location.

• Regular Full‑time employee benefits
• Medical, vision, and dental plans
• Flexible Spending Account options
• Generous Paid Time Off (PTO) - 15 vacation days per year, that increases with continued employment
• Paid Holidays (many Federal and major Jewish Holidays)
• 403(b) participation, after one year of employment

* After applicable waiting or probationary periods have been met