• Assume full ownership of the FP&A platform and monthly financial reporting cycle • Lead the mid-year forecast process in partnership with functional leaders • Strengthen budget vs. actual variance analysis and reporting for executive leadership • Improve financial dashboards and reporting tools to better support decision-making • Build strong working relationships across programs, fundraising, and operations • Design and manage the annual budgeting process, including operating budgets, team budgets, and multi-year financial projections • Develop financial models to support strategic planning, scenario analysis, and long-term sustainability • Partner with functional leaders to forecast budgets and assess financial implications of new or evolving strategies • Prepare monthly budget vs. actual analyses with clear explanations of trends and recommendations • Manage cash flow forecasting aligned with revenue projections, investment activity, and spending plans • Produce monthly, quarterly, and annual financial reports for executive leadership, the Board, and the Finance Committee • Analyze financial performance across programs, fundraising, grantmaking, operations, and investments • Create dashboards and data visualizations that translate complex financial information into accessible insights • Conduct ad hoc analyses to support strategic decisions, including cost studies and benchmarking • Serve as the subject matter expert for the Foundation’s FP&A platform • Design and maintain financial models, reporting templates, and planning structures within the system • Continuously improve financial systems and processes to enhance accuracy, efficiency, and insight • Train and support colleagues in the use of financial tools and reports • Partner with accounting and operations teams to ensure alignment between accounting systems and FP&A tools • Act as a trusted financial advisor to colleagues across the organization • Support strategic planning processes with financial analysis and perspective • Provide financial support for grant proposal development and restricted funding management • Support investment performance reporting and financial policy development as needed • Provide backup support for accounting activities during peak periods or staff absences