Director, Financial Planning, Reporting and Budgeting
Company: The American Psychiatric Association
Location: Washington
Posted on: September 19, 2023
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Job Description:
This position plays a key leadership role in our Finance
Department. -This role will support senior stakeholders to forecast
future needs using a long-term planning process and make informed
decisions that improve company performance.The Director, Financial
Planning and Budgeting, is responsible for leading and managing all
reporting and budgeting functions within the organization. Duties
include overseeing the annual planning and budgeting process and
translating strategic operating goals into financial and
performance targets. For this role we seek a collaborative partner,
a decisive and influential communicator, and an analytically
oriented finance leader. This individual will interact at the
leadership level and guide the network of Business and Operations
professionals across all departments in the organizations. This is
a hybrid position based in Washington, DC, and reports to the Chief
Financial Officer (CFO). -ESSENTIAL DUTIES AND RESPOSIBILITIESLead
the organization-wide budgeting, forecasting, long-term planning,
implementation and business strategic analysis. This includes
conducting financial analysis, modeling, and forecasting reports to
ensure efficient financial operations.Ensure the appropriate levels
of cross-organization coordination of the annual planning and
budgeting process through effective communication, integration of
business processes in operations, technical design, and
administrative support functions. Present updates to the Chief
Financial Officer to ensure timely and efficient decision-making
support. Be the trusted advisor to the CFO for confidential cross
functional resource allocation strategies and analytics.Act as
finance business partner with department heads, advising leadership
about resource utilization, modeling performance scenarios, and
guiding them through the annual planning and budgeting
process.Provide strategic subject matter expert-level input to the
upcoming review of operation and financial planning tools, ensuring
that the organization's future global requirements are incorporated
into the recommendation.Manage the accounting software system,
Intacct, to ensure alliance with budget process.Liaise with our
budget software vendor to ensure appropriate cost-effective levels
of support to implement enhancements to the budget system as
needed.Design and implement dynamic and flexible
projection/forecasting processes that enhance the timely allocation
of resources, including achievement of annual budget goals,
performance trends in expense and revenue, and drivers of
performance variance vs budgets and prior years.Identify and train
staff in effective budgeting and forecasting procedures.Develop
system-based analytic models that explore new and ongoing issues
about organization-wide performance, including risk and
opportunity-based scenarios, budget accuracy, staff program and
organization efficiencies, and long-term trend performance for
visibility to the Chief Financial Officer to make strategic
business decisions that inform the Board of TrusteesInterpret
financial data to identify trends and potential problems that may
affect the organization's financial health.Prepare and distribution
of financial statements, coordinate with external auditors, and
identify areas for improvement in the reporting process.Ensure that
reports, filings, and documentation comply with the organization
policies, professional standards, and GAAP reporting
guidelines.Supervise the Manager of Financial Planning and
Budgeting position and the duties of that roleOversee all financial
reporting activities, ensuring accuracy and compliance with
regulatory requirementsManage projects and provide ad-hoc financial
analyses to support the Chief Financial OfficerPerforms other
duties as assigned. - - REQUIRED SKILLS, EXPERIENCE, AND
QUALIFICATIONSBachelor's degree in accounting, or finance, with a
minimum of 10 years of experience; OR a relevant MBA degree/CPA.10
years of professional experience with 7-10 years of experience in
Financial Planning & Budgeting, preferably including a management
role in the not-for-profit sector3+ years in leading
organization-wide planning and budgeting, including translation of
goals into targets, framing executive level critical resource
allocation decision making, and enabling transparent and efficient
budgeting to build and assign accountability for results.Ability to
create and manage organizations budgets.Prior experience ensuring
that budgeting systems are efficient, current and align with
performance reporting to address diverse operating and management
audience needs.Track record of leading change management
initiatives with significant organizational impact.Prior success
influencing and building relationships with leadership teams and
colleagues in multiple departments, including Publication and
Membership.Proven supervisory experience and effectiveness in a
matrix environment.Expert skill levels in -Microsoft Office Suite
such as -Excel, PowerPoint and high-impact graphics software (e.g.,
Tableau)Demonstrated effectiveness in a fast-paced, mission driven
growth-oriented organization, requiring flexibility and
adaptability to changing organization priorities.Demonstrated
influence, communication, and presentation skills.Proven track
record of managing projects and achieving results.Excellent verbal
and written communication skillsAbility to juggle multiple
priorities simultaneously and take initiative.Excellent managerial
skills.Excellent organizational skills and attention to
detail.Thorough understanding of budgetary and accounting
principles, practices, and policies.Excellent managerial skills and
ability to evaluate the work of others.Working knowledge of
organizations' applicable financial practices and procedures, as
well as a thorough understanding of state and federal tax rules and
regulations.EOE, including disability/vetsSalary-$115,642-$174,632
-PandoLogic. Keywords: Finance Director, Location: Washington, DC -
20024
Keywords: The American Psychiatric Association, Washington DC , Director, Financial Planning, Reporting and Budgeting, Executive , Washington, DC
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