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)
