The Senior Manager of Financial Planning & Analysis (FP&A) plays a pivotal role in driving data-informed decision-making across the organization. In partnership with the Senior Director, CFO, and department leaders, this role ensures that Trevor’s financial plans are sustainable, equitable, and strategically aligned with our long-term mission.
Requirements
- Prepare and distribute monthly and quarterly financial reports to department and vertical leads
- Generate monthly expense accruals & entries, coordinating with accounting team
- Generate monthly variance reports analyzing key drivers, summarizing irregularities, and drafting plans to mitigate
- Assist Senior Director of Finance in preparing annual organizational budget, multi-year forecasts, and scenario planning analyses
- Manage state reporting through oversight of third party vendors; state reporting includes annual reports, charity registration and CCVs, ensuring accuracy and timely filing
- Prepare timely budgets and progress reports for donors, working closely with Development team; monitor restricted grant activity
- Serve as a strategic finance partner to departments, meeting with leaders to discuss results and forecast, and providing added-value support
- Manage systems and models to ensure integrity of data and timely distribution of information; recommend and implement process improvements and automation to enhance forecasting accuracy and operational efficiency.
- Support annual audit and tax compliance
- Analyze financial data to support organizational decision-making
- Collaborate with the accounting team to reconcile financial data as needed
- Participate in cross-departmental projects (e.g., new grant rollouts, system upgrades, and other initiatives)
- Demonstrate fair, ethical, and equitable business practices
- Handle sensitive and confidential matters with the utmost discretion and integrity
- Learn eagerly, share knowledge appropriately, and improve continuously
- Demonstrate successful planning and problem-solving skills, including multitasking and working well within tight timelines
- Work, communicate, and collaborate effectively with others
- Demonstrate attention to detail and accuracy in all work
- Demonstrate a commitment to fostering and maintaining an environment of belonging
- Other relevant duties and responsibilities as assigned
Benefits
- Comprehensive health insurance
- 403(b) retirement plan with 3% match
- Generous vacation and 13 paid holidays
- Employee Assistance Program
- In-network mental health office and virtual visits are covered at 100%
- Professional and Learning Development Trainings/Education
- Online Subscription to Headspace
