Manager, Financial Planning and Analysis in REMOTE at Theodore Roosevelt Presidential Library Foundation

MANAGER OF FINANCIAL PLANNING AND ANALYSIS (REMOTE) Full-time Exempt. We are seeking an experienced Manager of Financial Planning and Analysis to join TRPLF. This key role supports our mission by providing financial insights, budgeting expertise, and data-driven analysis to guide decision-making. This position plays a vital role in forecasting, performance monitoring, and resource allocation to ensure the organization’s long-term success. This position reports to the Senior Director of Finance and will work closely with the entire Finance team.

CORE KNOWLEDGE AND COMPETENCIES:

• Strong communication, organizational, and problem-solving skills
• Advanced understanding of financial, budgeting and accounting processes
• Expertise in forecasting, budgeting and variance analysis
• Comfortable in a dynamic environment, adapting financial strategies to meet shifting business needs
• Knowledge of cost structures and industry benchmarks
• Strong proficiency with Excel and proficiency with Microsoft Office Suite
• Ability to manage multiple projects and deadlines in a fast-paced environment

JOB RESPONSIBILITIES INCLUDE:

• Perform detailed monthly and quarterly variance analysis between actual and budgeted financial performance
• Monitor and adjust budgets and projections to reflect changes in funding, operations or market conditions
• Identify key drivers of financial performance, report on deviations, and provide actionable insights to management
• Assist in preparation and delivery of comprehensive financial reports for leadership, including monthly, quarterly and annual reports
• Design and maintain management dashboards, KPI reports and other analytical tools to track performance
• Assist with developing and monitoring cash flow projections, ensuring accurate cash management and alignment with company objectives
• Identify opportunities to streamline financial processes, enhance reporting capabilities and improve forecasting accuracy
• Assist with evaluation, implementation and monitoring of all Foundation financial systems
• Work with the Grants team to create grant and proposal budgets, identify key cost factors, monitor budget versus actual spent and create required financial reporting
• Expertise in conducting in-depth market research and competitive analysis to identify pricing trends, customer preferences and potential opportunities for pricing optimization.
• Ability to assess the impact of pricing decisions on product margins and overall business profitability, ensuring alignment with financial goals
• Assist with month-end and year-end activities as required.
• Other duties as assigned.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in accounting, finance, or a related field.
• Ten (10) years of relevant experience in financial analysis and accounting required. Experience in the non-profit sector is highly preferred.