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Form of workBenefits Data Trust (BDT) seeks a hands-on, solution-oriented team player to join the organization as our Senior Director of Financial Planning & Analysis. This is an exciting opportunity to transform the organization's budgeting, planning, and financial analytics. The Senior Director's role includes oversight and management of department and grant budgets, product pricing, proposal budgets, and financial contract management. Partnering with various offices across the organization, this strategic financial role will be essential to the current and long-term planning for BDT as it strives to achieve its goal as the industry leader in solving the benefits access challenge.
The ideal candidate has 10+ years of proven experience in operational and strategic Financial Planning and budgeting, as well as demonstrated strong technical accounting skills. Non-profit experience is a must, with for-profit experience a plus. Extensive knowledge in grant accounting, proposal writing, and product/service costing and pricing. The exceptional ability to communicate and collaborate with various organizational stakeholders combined with the unique ability to understand academic concepts and translate them into strategic, actionable financial plans.
The Senior Director of Financial Planning & Analysis reports to the Chief Financial Officer. BDT is a remote-first organization. Employees may work remotely and/or from BDT's Philadelphia office.
Responsibilities:
• Develop and oversee the organization's financial management by providing financial projections, accounting services, growth plans, funder communications, budget analysis, forecasting needs, and investing strategies.
• Lead the annual budget process including developing financial tools and Analysis and working with functional area leaders in refining their respective budgets into helpful management tools.
• Partner with the CFO to develop and manage the 3-5 year integrated strategic and financial plan.
• Develop and offer quality, meaningful analysis and financial perspectives necessary for data-informed organizational decisions and strategic planning.
• Analyze, identify, and track key expense drivers in departments and grants to improve Financial Planning and cash flow forecasting and provide critical financial insights.
• Partner with internal and external teams to ensure that budgets and financial reporting are accurate, compliant, and timely.
• Partner with colleagues to troubleshoot and resolve complex system and process issues that impact internal controls, data, and analytics.
• Ensure that the operational, procedural, and regulatory requirements are met.
• Present and explain financial results in a concise and easy to understand manner to the Executive Team, Board, Project Team Leads, and other organizational financial managers.
• Partner with the CFO to develop dashboards and enhance financial reporting, planning, and analytical processes and systems to dramatically improved fiscal visibility and accountability with budget managers and leadership.
• Establish and monitor financial forecasts and KPIs for organizational goals.
• Partners with the accounting team to coordinate the monthly closing process to ensure accurate and timely reporting and Analysis.
Requirements:
• A bachelor's degree in accounting or finance. MBA preferred.
• 10+ years of progressive relevant work experience in Financial Planning, budgeting, and forecasting roles.
• Non-profit experience with grant income is required. For-profit experience in product pricing and experience with government benefit programs are a plus.
• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership techniques, and coordination of people and resources.
• Strong understanding of GAAP/FASB/GASB, contract language, and compliance covenant management.
• High level of proficiency in MS Office (including Word, Excel, and PPT)
• Strong ability to multi-task, prioritize, and work independently in a remote setting.
• Knowledge of HR and Workforce Capacity Planning a is plus.
• Excellent written and verbal communication skills.
• Strong ability to change course quickly, adapt to new challenges, and manage ambiguity.
• Exceptional ability to prioritize competing priorities, meet established deadlines, and manage the day-to-day with an intentional focus on achieving the overall goal of the initiatives.
Skills:
• Project Management - Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives.
• Critical Thinking - Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create strategic alternative solutions that resolve the problems in the best interest of the business. Ability to make accurate decisions.
• Requirements Analysis - Knowledge of methods and techniques to elicit, analyze and record required business functionality and non-functionality requirements; ability to analyze these requirements to ensure the success of a system or software development project.
• Change Management - Ability to plan and implement change initiatives and lead a transition from old to new at the department level. Ability to support innovation and creativity by encouraging staff to accept and resolve challenges. Ability to remain flexible to meet constantly changing and sometimes opposing demands.
• Communication - Ability to present information effectively in a manner suited to the characteristics and needs of the audience. Ability to convey information clearly and concisely, either verbally or in writing, to ensure that the intended audience understands the information and the message. Ability to listen and respond appropriately to others.
• Strategic Mindset - Considers perspectives to ensure alignment of actions and decisions with BDT goals and key objectives.
• Solutions Focused - Defines impactful solutions and delivers targeted results.
• Continuous Improvement -Takes responsibility for improvement to products, services, processes, and oneself.
The salary range starts at $150,000 and is commensurate with relevant experience
About BDT:
Benefits Data Trust (BDT) improves health and financial security by harnessing the power of data, technology, and policy to provide dignified and equitable access to assistance. Together with a national network of government agencies and partners, we efficiently connect people today to programs that pay for food, healthcare, and more while helping to modernize benefits access for tomorrow. A nonprofit since 2005, BDT has secured more than $10 billion in benefits for households across the country, helping to reduce hunger and poverty and build pathways to economic mobility. Learn more about BDT - a proud recipient of a 2021 and 2022 Top Workplaces USA Award - at bdtrust.org.
The ideal candidate has 10+ years of proven experience in operational and strategic Financial Planning and budgeting, as well as demonstrated strong technical accounting skills. Non-profit experience is a must, with for-profit experience a plus. Extensive knowledge in grant accounting, proposal writing, and product/service costing and pricing. The exceptional ability to communicate and collaborate with various organizational stakeholders combined with the unique ability to understand academic concepts and translate them into strategic, actionable financial plans.
The Senior Director of Financial Planning & Analysis reports to the Chief Financial Officer. BDT is a remote-first organization. Employees may work remotely and/or from BDT's Philadelphia office.
Responsibilities:
• Develop and oversee the organization's financial management by providing financial projections, accounting services, growth plans, funder communications, budget analysis, forecasting needs, and investing strategies.
• Lead the annual budget process including developing financial tools and Analysis and working with functional area leaders in refining their respective budgets into helpful management tools.
• Partner with the CFO to develop and manage the 3-5 year integrated strategic and financial plan.
• Develop and offer quality, meaningful analysis and financial perspectives necessary for data-informed organizational decisions and strategic planning.
• Analyze, identify, and track key expense drivers in departments and grants to improve Financial Planning and cash flow forecasting and provide critical financial insights.
• Partner with internal and external teams to ensure that budgets and financial reporting are accurate, compliant, and timely.
• Partner with colleagues to troubleshoot and resolve complex system and process issues that impact internal controls, data, and analytics.
• Ensure that the operational, procedural, and regulatory requirements are met.
• Present and explain financial results in a concise and easy to understand manner to the Executive Team, Board, Project Team Leads, and other organizational financial managers.
• Partner with the CFO to develop dashboards and enhance financial reporting, planning, and analytical processes and systems to dramatically improved fiscal visibility and accountability with budget managers and leadership.
• Establish and monitor financial forecasts and KPIs for organizational goals.
• Partners with the accounting team to coordinate the monthly closing process to ensure accurate and timely reporting and Analysis.
Requirements:
• A bachelor's degree in accounting or finance. MBA preferred.
• 10+ years of progressive relevant work experience in Financial Planning, budgeting, and forecasting roles.
• Non-profit experience with grant income is required. For-profit experience in product pricing and experience with government benefit programs are a plus.
• Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership techniques, and coordination of people and resources.
• Strong understanding of GAAP/FASB/GASB, contract language, and compliance covenant management.
• High level of proficiency in MS Office (including Word, Excel, and PPT)
• Strong ability to multi-task, prioritize, and work independently in a remote setting.
• Knowledge of HR and Workforce Capacity Planning a is plus.
• Excellent written and verbal communication skills.
• Strong ability to change course quickly, adapt to new challenges, and manage ambiguity.
• Exceptional ability to prioritize competing priorities, meet established deadlines, and manage the day-to-day with an intentional focus on achieving the overall goal of the initiatives.
Skills:
• Project Management - Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives.
• Critical Thinking - Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create strategic alternative solutions that resolve the problems in the best interest of the business. Ability to make accurate decisions.
• Requirements Analysis - Knowledge of methods and techniques to elicit, analyze and record required business functionality and non-functionality requirements; ability to analyze these requirements to ensure the success of a system or software development project.
• Change Management - Ability to plan and implement change initiatives and lead a transition from old to new at the department level. Ability to support innovation and creativity by encouraging staff to accept and resolve challenges. Ability to remain flexible to meet constantly changing and sometimes opposing demands.
• Communication - Ability to present information effectively in a manner suited to the characteristics and needs of the audience. Ability to convey information clearly and concisely, either verbally or in writing, to ensure that the intended audience understands the information and the message. Ability to listen and respond appropriately to others.
• Strategic Mindset - Considers perspectives to ensure alignment of actions and decisions with BDT goals and key objectives.
• Solutions Focused - Defines impactful solutions and delivers targeted results.
• Continuous Improvement -Takes responsibility for improvement to products, services, processes, and oneself.
The salary range starts at $150,000 and is commensurate with relevant experience
About BDT:
Benefits Data Trust (BDT) improves health and financial security by harnessing the power of data, technology, and policy to provide dignified and equitable access to assistance. Together with a national network of government agencies and partners, we efficiently connect people today to programs that pay for food, healthcare, and more while helping to modernize benefits access for tomorrow. A nonprofit since 2005, BDT has secured more than $10 billion in benefits for households across the country, helping to reduce hunger and poverty and build pathways to economic mobility. Learn more about BDT - a proud recipient of a 2021 and 2022 Top Workplaces USA Award - at bdtrust.org.
