Description

Position at Orthodox Union

Position Summary:

The Financial Planning & Analysis Manager is a senior-level finance professional responsible for leading the organization's budgeting, forecasting, financial analysis, management reporting, and decision support activities. As a key partner to department leaders, Accounting leadership, and senior management, this position translates complex financial and operational data into clear, actionable insights that strengthen financial discipline and support informed decision-making.

Within a complex, multi-program organization, the FP&A Manager develops forward-looking analyses, coordinates reforecasts, evaluates financial performance (Budget vs Actual), and produces executive-ready reporting and dashboards. The role requires strong analytical judgment, a detailed understanding of financial and operational drivers, and the ability to independently manage high-priority projects while building scalable processes that reduce reliance on ad hoc analysis by senior accounting leadership.

Responsibilities:

• Lead organization-wide budget, liquidity forecasting, reforecasting, financial modeling, and long-range planning, including development and documentation of key assumptions.
• Prepare forward-looking monthly and quarterly analyses for management and the Board of Directors or its committees using historical actuals, projected results, and current trends; present findings at related meetings.
• Develop concise management reporting packages, executive summaries, dashboards, KPIs, and presentations for senior management and organizational leadership.
• Analyze revenue, expenses, direct and indirect costs, departmental allocations, receivables, grants, fundraising activity, and program-level financial performance.
• Standardize and improve budgeting, forecasting, reporting, and analytical processes, including templates, timelines, methodologies, controls, and documentation.
• Communicate analytical conclusions and financial implications clearly to financial and nonfinancial stakeholders; manage concurrent priorities and time-sensitive requests with sound judgment.
• Partner with department leaders to evaluate budgets, projected results, staffing, program activity, restricted funding, allocations, and emerging financial needs.
• Compare monthly, quarterly, and annual projections with actual results and identify key drivers, risks, opportunities, and recommended actions.
• Produce analyses supporting resource allocation, new initiatives, program investments, cost management, and other strategic or operational decisions.
• Collaborate with Accounting Directors and Controllers to ensure reporting is reconciled to the general ledger and based on complete, accurate, consistently defined data.
• Identify opportunities to automate recurring reports and dashboards while maintaining appropriate review, validation, and data-governance standards.
• Support special projects and other analyses requested by Accounting leadership and senior management.

Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related discipline required.
• 7-10 years of progressively responsible experience in FP&A, corporate finance, financial reporting, accounting, or a closely related field.
• CPA, MBA, CMA, CFA, or another relevant advanced degree or professional certification strongly preferred.
• Demonstrated experience with budgeting, forecasting, variance analysis, management reporting, dashboards, and executive-level presentations.
• Strong written and verbal communication skills, including the ability to explain complex financial information clearly to nonfinancial audiences.
• Experience in a nonprofit, multi-entity, multi-program, or similarly complex organization preferred.
• Experience automating tasks utilizing coding or AI strongly preferred.
• Advanced financial-modeling and analytical skills, including substantial proficiency in Microsoft Excel and Power BI.
• Ability to synthesize large and sometimes incomplete datasets, identify key financial drivers, and develop practical recommendations.
• High degree of accuracy, discretion, organization, initiative, and professional judgment.
• Experience with enterprise financial systems, particularly NetSuite, planning platforms, business-intelligence tools, data visualization, and reporting automation preferred.

Salary and Benefits:

The salary range for this position is $140,000- $175,000, commensurate with experience.

Health, Dental & Vision Insurance:
The OU offers health insurance through an Individual Coverage Health Reimbursement Arrangement (ICHRA). Instead of a single group plan, employees have the freedom to choose their own health insurance plan that fits their personal and family needs. The OU contributes a generous monthly amount directly toward your premium, making coverage more flexible, affordable, and tailored to you.

Employees enrolled in our health plan also receive an annual BeniComp stipend, a supplemental benefit that reimburses eligible medical, pharmaceutical, dental, and vision expenses.

In addition, the OU offers employees group dental and vision insurance through MetLife.

Additional Benefits and Perks:

• 10 Paid sick days
• 10-15 Paid vacation days
• Paid Jewish and Federal holidays
• Short Fridays to accommodate for Sabbath observance
• Free life and disability insurance
• Discounted continuing education opportunities
• 403(b) retirement plan with a 5% employer match after 3 years (requires a minimum 2% employee contribution)