Position Overview

The Executive Leadership Council (ELC) seeks a Sr. Director of Enterprise Financial Planning & Performance to serve as the senior leader accountable for enterprise planning, budgeting, forecasting, performance management, business intelligence, financial modeling, and decision support across the organization.

This role accurately reflects the strategic and operational scope of the position as a finance leader who owns forward-looking financial planning and enterprise performance insight while working in close partnership with the Controller & Chief Financial Officer (CFO) on Accounting Operations & Financial Transformation.

The Sr. Director will translate ELC's strategic priorities into financial plans utilizing financial planning tool(s) (currently Adaptive), resource-allocation frameworks, performance dashboards, and management reporting that support timely, informed decisions by the CFO, executive leadership, business unit leaders, and Board committees. This role will also build the financial acumen of business unit leaders while leveraging data, analytics, and technology - including AI and automation - to provide forward-looking, decision-ready insight that supports ELC's mission.

This is both a strategic leadership role and a hands-on subject matter expert role; hence, the Sr. Director must be able to design scalable planning processes, build high-quality financial models, strengthen business unit financial discipline, and personally execute complex analysis when required.

Reporting to the CFO, the Sr. Director will partner closely with the Controller to ensure that planning, forecasting, management reporting, financial statements, accounting close outputs, fundraising and sponsorship reporting, and performance insights operate as one coordinated finance function, while independently owning ELC's budgeting, forecasting, KPI/business-intelligence, and financial planning functions in direct partnership with the CFO and business unit leaders without gaps, duplication, or confusion in accountability.

As ELC continues to mature its finance and accounting infrastructure, this role will also serve as a key succession layer within the Finance department by strengthening financial planning maturity, institutional knowledge, cross-functional finance capability, and executive-ready performance management practices.

RUN

CHANGE

Enterprise budgeting, forecasting, management reporting, variance analysis, KPI/performance measurement, business partnership, financial modeling, cash and liquidity forecasting, and decision support.

Planning model maturity, Adaptive/process optimization, dashboard and BI modernization, data governance, AI-enabled forecasting/reporting efficiency, financial acumen building, and scalable finance operating model design.

ESSENTIAL JOB FUNCTIONS & KEY OUTCOMES
Enterprise Planning, Budgeting & Forecasting

• Own and lead the annual enterprise budgeting process, including operating and capital planning, business unit budget development, timeline management, budget templates, assumptions, review meetings, scenario analysis, and executive-ready budget materials.
• Partner with the CFO, Controller, and business unit leaders to translate strategic priorities into financial plans, resource-allocation decisions, staffing assumptions, event/program budgets, revenue expectations, and operating targets.
• Lead the monthly and quarterly forecasting process, incorporating the latest financial results, pipeline information, program/event activity, contractual commitments, staffing plans, cash flow expectations, and emerging operational risks.
• Develop and maintain rolling forecasts, scenario models, sensitivity analyses, and forward-looking projections that help leadership understand financial opportunities, risks, tradeoffs, and decision points.
• Coordinate month-end and forecast review meetings with functional departments, reviewing actual-to-budget performance, explaining variances, identifying corrective actions, and forecasting unplanned or emerging expenses.
• Identify financial risks embedded in budget assumptions, forecasts, revenue projections, expense trends, staffing plans, sponsorship/grant expectations, and program commitments, and recommend mitigation strategies to the CFO and senior leadership.
• Provide treasury-related analytical support, including cash flow projections, working capital analysis, liquidity forecasting, reserve modeling, and ad hoc financial analysis as requested by the CFO.
• Continuously improve budget and forecast governance by strengthening documentation, version control, approval workflows, assumptions tracking, and accountability for financial commitments.

Enterprise Performance Management, KPIs & Business Intelligence

• Build and maintain an integrated enterprise performance management framework that connects financial results, operational activity, strategic priorities, business unit performance, and key organizational outcomes.
• Develop, track, and monitor leading and lagging KPIs in partnership with business units, ensuring performance metrics are relevant, measurable, reliable, and linked to organizational goals.
• Prepare monthly flash reports, management reporting packages, variance narratives, financial dashboards, KPI scorecards, and performance updates for the CFO, executive leadership, business unit leaders, and Board committees.
• Present business results at an executive level, including performance against plan, performance against prior year, key trends, emerging risks, productivity opportunities, and recommended management actions.
• Leverage financial and non-financial data to provide decision-ready insight on program performance, event economics, membership activity, development performance, cost drivers, staffing investments, and operating efficiency.
• Create standardized reporting definitions, financial metrics, data dictionaries, and performance reporting protocols that improve consistency, comparability, and confidence in enterprise reporting.
• Strengthen leadership visibility into organizational performance by building timely dashboards and reporting tools that provide practical insight into actuals, forecasts, budget status, cash position, and operational trends.

Financial Analysis, Modeling & Decision Making Support

• Serve as a trusted financial advisor to the CFO and business unit leaders by providing analytical insight, financial modeling, business intelligence, and practical recommendations that support informed decision-making.
• Evaluate investment decisions, new initiatives, programs, events, vendor commitments, technology investments, staffing proposals, and other strategic opportunities through ROI analysis, cost-benefit assessment, break-even modeling, and scenario planning.
• Develop clear financial models that support resource allocation, pricing assumptions, program/event economics, grant and sponsorship planning, multi-year forecasting, and organizational sustainability.
• Proactively meet with functional and business unit leaders to understand key activities, connect operational drivers to financial results, identify gaps or risks, and recommend solutions that improve financial performance.
• Translate complex financial analysis into clear narratives, options, risks, and recommendations for financial and non-financial audiences.
• Support productivity improvement and cost-optimization efforts by identifying expense trends, process inefficiencies, underutilized resources, duplicative spend, and opportunities for improved financial discipline.
• Partner with the Controller to ensure financial analysis, forecasting, and management reporting are grounded in accurate actuals, consistent coding, reliable close outputs, and appropriate accounting treatment.

Financial Planning Systems, Technology & AI-Enabled Efficiency

• Own and optimize ELC's financial planning platform, currently Adaptive, ensuring the system is configured, maintained, governed, and used effectively across the organization.
• Identify, design, build, test, and implement enhancements to the financial planning platform, including improved budget templates, reporting hierarchies, driver-based planning models, forecast workflows, scenario tools, and dashboard outputs.
• Leverage automation, analytics, AI-enabled tools, and modern planning/reporting technologies to streamline budgeting, forecasting, management reporting, variance analysis, and dashboard development.
• Partner with the Controller, IT, and business stakeholders to support ERP, CRM, payroll, expense management, planning, and reporting integrations that strengthen data quality, reduce manual effort, and improve reporting reliability.
• Develop reporting and planning controls for financial models, dashboards, and critical spreadsheets, including version control, access controls, validation checks, change documentation, review protocols, and data lineage where appropriate.
• Partner with the Controller to define and report the ROI of finance technology and process-improvement initiatives, including cycle-time reduction, error reduction, improved forecast accuracy, cost avoidance, and staff capacity gains.
• Promote responsible AI governance and data quality by ensuring finance analytics and AI-enabled outputs are reviewed by appropriate subject matter experts, properly documented, and used in alignment with internal policies and risk expectations.

Cross-Functional Business Partnership & Financial Acumen Building

• Serve as a strategic finance partner to business unit leaders, helping them understand budget ownership, financial performance, cost drivers, revenue assumptions, forecast accountability, and financial tradeoffs.
• Build financial acumen across the organization by coaching leaders on planning practices, budget management, variance analysis, forecasting expectations, documentation standards, and decision-making using financial information.
• Partner with the Controller to maintain a clear and current division of responsibilities between accounting operations and enterprise financial planning, minimizing overlap while ensuring smooth handoffs and complete reporting coverage.
• Collaborate with Finance, IT, HR, Legal, Development, Member Services, Marketing, Programs, Executive Office, and other departments to improve financial planning discipline and strengthen enterprise-wide performance visibility.
• Prepare financial reporting and analysis materials for corporate and foundation grants, sponsorships, and program activities in partnership with the Controller and business unit owners.
• Support business leaders in developing realistic budgets, assessing financial feasibility, identifying funding needs, evaluating constraints, and monitoring budget-to-actual performance throughout the year.
• Establish service-oriented finance partnership practices, including clear timelines, templates, training, office hours, escalation paths, and guidance that help leaders use financial information more effectively.

Accounting Partnership, Compliance Support & Governance Alignment

• Partner with the Controller to ensure management reporting, forecasts, budget-to-actual analyses, and performance dashboards reconcile to approved financial statements, accounting records, and close outputs.
• Support month-end and year-end reporting by preparing variance analyses, budget-to-actual narratives, forecast updates, management schedules, and planning-related materials needed by the CFO and business unit leaders.
• Provide planning and analytical support for audit, Form 990, grant reporting, sponsorship reporting, Board reporting, and other financial compliance processes, while the Controller retains primary accountability for accounting operations and financial reporting integrity.
• Support adherence to finance policies, accounting procedures, budget governance, approval authorities, procurement practices, documentation requirements, and internal control expectations within business units.
• Identify financial planning, reporting, data quality, documentation, and budget governance risks, and partner with the Controller and CFO to design practical mitigation strategies.
• Ensure confidential financial, personnel, donor, sponsorship, and business information is handled with discretion, professionalism, and appropriate access controls.

People Leadership, Team Development & Department Management

• Lead, coach, supervise, and develop FP&A, enterprise performance, and assigned finance team members, ensuring clear priorities, performance expectations, development plans, technical guidance, and accountability for results.
• Build a high-performing planning and performance function that balances analytical rigor, practical business partnership, customer service, urgency, data quality, and executive-ready communication.
• Supervise work assigned to direct reports and shared finance resources, ensuring deliverables are completed on time, within scope, and consistent with technical, quality, compliance, and service expectations.
• Facilitate regular goal setting, workload planning, feedback, coaching, and professional development for team members to strengthen capability and succession readiness within Finance.
• Promote a culture of high performance, continuous improvement, learning, accountability, collaboration, and service excellence.
• Maintain current professional and technical knowledge by monitoring developments in FP&A, nonprofit finance, performance management, financial modeling, analytics, AI-enabled finance tools, and planning/reporting best practices.
• Perform other duties as