Senior Financial Planning Analyst

　　Department: Finance

　　Office: 1736 Washington St

　　Location: Boston, MA

　　Position Type: Administrative

　　Hours/Shift: Morning - First Shift

　　Employee Type:: Regular Full-time

　　START YOUR APPLICATION (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req_id=2917940&source=2917940-CJB-0)

　　SCHEDULE: Monday -Friday

　　LOCATION: 736 Washington Street, Boston MA 02118

　　JOB DESCRIPTION:

　　SUMMARY OF THE POSITION:

　　As the Senior Financial Planning and Analysis Analyst (FPAA) at the Pine Street Inn, you will be a key player in the development and management of the organization's financial planning and analysis activities. Your role will involve collaborating closely with Contract and Compliance teams, as well as program managers, to effectively develop and manage Contract Budgets. Additionally, you will be responsible for assisting in the development of the annual budget for Pine Street Inn (PSI) and creating housing proforma budgets for the housing development team. Your Expertise will also be called upon for reforecasting purposes, ensuring the organization's financial plans remain agile and accurate.

　　Responsibilities:

　　Assists in the development of PSI's annual budget, considering inputs from various departments and stakeholders to aligned with the organization's strategic goals.

　　Collaborate with Contract and Compliance team and program managers to develop and manage contract budgets, ensuring financial feasibility and compliance.

　　Work closely with housing development team to create housing proforma budgets, incorporating essential financial factors to support sustainable and successful housing initiatives.

　　Participate in ongoing in financial reforecasting efforts to adapt to changing financial landscapes and provide timely insights to support decision-making.

　　Monitor and manage budgets related to Advancement, restricted donations, ensuring proper allocations and utilization in alignment with donor intensions.

　　Generate ad hoc financial reports for finance leadership to support external partner responses and prepare for Audit and finance committee meetings.

　　Perform other financial projects or duties as they arise and direct by the SDFPA.

　　Become the administrator and expert on PSI's budget software systems.

　　Qualifications:

　　Bachelors Degree in Finance, Accounting, and Economics, or a related field.

　　3-5 years of experience in Financial planning & Analysis

　　Proven experience in financial planning and analysis in a non-profit or social service environment and managing complex budget processes.

　　Strong analytical skills and the ability to interpret complex financial data to make informed recommendations and understanding of financial software systems.

　　Proficiency in budget development and project management skills to lead in financial improvement and report initiatives.

　　Familiarity with contract budgeting and compliance requirements is a plus.

　　Excellent communication and collaboration skills to work effectively with various teams and stakeholders.

　　Advance proficiency in financial modeling and spreadsheet software.

　　Attention to detail and the ability to deliver accurate results in a fast-paced environment.

　　A commitment to Pine Street Inn's mission and a desire to contribute to the organization's overalls success.

　　PREFERRED:

　　CPA, MBA

　　KNOWLEDGE/EXPERIENCE:

　　Three to Five plus years of financial planning and analysis experience

　　Experience managing complex budget and reporting processes

　　Strong computer skills with strong working knowledge of Excel

　　General ledger experience, including report writing

　　Demonstrated ability to develop financial reports, create financial models and perform financial analysis

　　Demonstrated experience training and partnering with non-finance managers to develop and manage program budgets

　　Solid writing skills to draft budgeting and financial reporting policies and procedures

　　Project management skills to lead financial reporting and technology improvement initiatives

　　PREFERRED:

　　Non-profit experience

　　Experience with Prophix budget software

　　Experience with Abila MIP general ledger software

　　COMPETENCIES REQUIRED:

　　Planning and Organization: Develops, implements, evaluates and adjusts plans to reach goals, while ensuring the optimal use of resources. Identifies varied resources needed and produces realistic and achievable work plans. Develops back-up plans to handle potential obstacles. Evaluates the extent to which goals and objectives have been achieved.

　　Developing Others: Advances the skill and work of finance team and budget managers related to budgeting and reporting by fostering a supportive learning environment.

　　Managing Change: Supports implementation of change within program or department while helping others deal with transition. Helps facilitates change. Asks others for input and feedback on changes that affects budgeting and financial reporting. Identifies and addresses specific reasons for others' resistance to change and works to overcome resistance.

　　Motivating Others: Motivates finance team and budget managers to work hard and achieve budget goals. Acknowledges achievements and contributions. Maintains and communicates a positive, yet realistic outlook, in spite of finance team and budget manager challenges in order to sustain morale.

　　PHYSICAL ABILITIES/SKILLS:

　　Ability to physically access numerous office and program locations

　　Ability to communicate in person, by telephone and by computer

　　Additional requirements include:

　　Position requires long periods of sitting working at a desktop computer

　　Must be able to locally travel to various programs as frequently required

　　MENTAL ABILITIES/SKILLS:

　　Critical thinking skills and ability to analyze, communicate and make complex business decisions

　　Ability to organize, prioritize and manage a heavy and complex workload

　　Ability to manage and retain an extensive array of knowledge about different projects and functions across the Inn

　　Detail-oriented with excellent organization and time-management skills

　　Clear verbal and written communication skills

　　Ability to build positive relationships and work effectively with budget managers

　　Ability to plan and implement technology solution improvements

　　Ability to develop new processes, procedures, schedules and systems

　　Maintain commitment and passion to complete job responsibilities

　　High degree of discretion and confidentiality with respect to sensitive financial matters

　　ESSENTIAL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING:

　　Functions independently overseeing the daily operation of Finance-s financial planning, budgeting, reporting and analysis.

　　Learns and continuously improves new budget software, Prophix, including reducing time to produce annual budget, increasing timely distribution of financial reports to budget managers and increasing budget manager budgeting skills.

　　Completes the annual budget process including developing a baseline budget, working with budget managers to develop projected budgets, rolling up baseline and projected budgets and performing analysis to assist the CFO, COO and CEO to produce a balanced annual budget for Board review and approval.

　　Coordinates with Human Resources annual workforce planning to match up open budgeted positions with positions being recruited.

　　Distributes monthly financial reports through Prophix to budget managers

　　Performs monthly financial analysis at the organization-wide and program level.

　　Partners with budget managers to meet periodically to review financial results and problem solve significant budget variances

　　Partners with Advancement team to develop donor restricted budgets and actual reporting; works with Director of Contract Accounting and Compliance to effectively integrate donor restricted budgets into programs that also have contract spending requirements.

　　Acts as quality manager for the accuracy of financial information posted to general ledger. Coordinates with Director of Contract Accounting and Compliance and Assistant Controller on the reclassification and correction of actual results as identified.

　　Maintains and updates general ledger chart of accounts in MIP and Prophix and communicates updates to finance team to update other subsidiary systems and to affected budget managers.

　　Assists CFO and Controller complete monthly high-level financial reports and reforecasts for senior leadership and Board of Directors

　　Performs other financial projects or duties as they arise and directed by the CFO

　　INTERNAL CANDIDATES, IF INTERESTED IN APPLYING FOR THIS POSITION, PLEASE SUBMIT A PROMOTION/TRANSFER APPLICATION TO THE HUMAN RESOURCES DEPARTMENT WITHIN 10 DAYS OF POSTING.

　　Pine Street Inn is an Equal Opportunity/Affirmative Action Employer.

　　START YOUR APPLICATION (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req_id=2917940&source=2917940-CJB-0)