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Financial Planning and Analysis Team Leader
Lancaster, Pennsylvania, United States
Date Posted: 08/22/2012
Categories: Financial Services/Insurance - Missions/Int.
Job Type: Full-Time
Team Leader, Financial Planning & Analysis
CATEGORY: Exempt, Full-Time, Domestic
REPORTS TO: Chief Financial Officer
LOCATION: Lancaster, PA
The FP&A Team Leader will provide leadership and guidance to HOPE’s FP&A team, spearheading key financial processes such as HOPE’s quarterly forecast process, annual budgeting process, development and implementation of strategic plan, and regular monthly reporting and analysis.
The Team Leader is responsible for providing relevant, timely and accurate financial reporting and analysis in order to ensure a strong foundation for decision making at all levels of the organization. This role is responsible for managing all budget and forecast information and processes for the organization in order to ensure a strong view and understanding of HOPE’s financial future. The Team Leader will provide financial recommendations and strategic support to senior management including preparing board presentations, financial presentations, budgetary and cash flow analysis, benchmarking comparisons, and other special projects as requested by management. This role acts as a key contributor to optimal business decision making by providing financial insights and support to management.
The Team Leader will be responsible for expanding the FP&A team’s current function through the development of a treasury function for HOPE International.
The Team Leader will supervise two direct reports and will report directly to the CFO.
To promote and fulfill the mission and vision of HOPE International.
I. Develop and manage the strategic planning and annual budget processes for all domestic
entities, effectively coordinating departmental inputs;
II. Develop and manage the quarterly reforecast process for all domestic entities;
III. Coordinate with Director of Development and Director of Advancement to create annual
revenue forecast by month, donor designation and restriction and review progress toward goals
on a monthly basis;
IV. Manage monthly reporting, beginning with the production of the Fundraising Needs Report and
concluding with the production of the organizational Dashboard, monthly management
discussion & analysis, and various other regular reports;
V. Provide guidance to Finance team and others on proper functional allocation of expenses;
VI. Ensure proper yearend reporting, including final reporting of use of donor funds, variance
analysis for budget, and final year end presentation on performance to Executive Team;
VII. Support Manager of External Reporting in developing financial section of Annual Report;
VIII. Provide relevant training to new employees on FP&A related reports and topics, per
requirements of new employee orientation program;
IX. Provide support to CFO in preparing financial information and updates for Board meetings and
all staff presentations;
X. Ensure ever increasing efficiency and relevance of FP&A activities, working proactively to
improve systems, processes and information;
XI. Develop a system for implementation and tracking of progress for HOPE’s strategic plan using
XII. Work with CFO to develop HOPE’s emerging treasury function ;
XIII. Manage the activities of HOPE’s Financial Planning and Analysis team ;
XIV. Respond ad hoc requests for reporting, financial information, and provide assistance on special
projects as requested by CFO and members of the Executive Team.
I. Personal confession of faith in Jesus Christ and commitment to the mission and vision of HOPE
II. Minimum of 4 years of experience in Financial Planning & Analysis including budget
development, variance analysis, financial modeling and cash flow forecasting. Leadership
experience within this domain is preferred
III. BS in Accounting or Finance or minimum of 18 credits in Accounting;
IV. Advanced skills in Microsoft Excel; intermediate skills in Microsoft Powerpoint; VisualBasic
V. Excellent interpersonal and communication skills with ability to effectively communicate at all
levels of an organization;
VI. Strong presentation skills and ability to communicate financial data and information to nonfinance
VII. Experience in project management and in coordinating various individuals to achieve a common
VIII. Ability to work independently and as part of team.
Please send resume & cover letter in English to Rachel Spier Weaver, Recruitment Assistant, at firstname.lastname@example.org. Only resumes & cover letters submitted to this address can be considered. Due to the anticipated volume of candidates, we are unfortunately unable to respond to phone calls or individual inquiries.