VOLUNTEER OPENINGS - FIN: Financial Planning & Analysis (FP&A) Manager

Are you interested in financial planning and analysis for a nonprofit organization? Join PMI-LA as the Financial Planning & Analysis (FP&A) Manager and gain hands-on experience in forecasting and financial strategy. Work closely with the Director of Finance & Compliance and the VP of Finance to monitor budgets, analyze financial trends, and ensure PMI-LA’s long-term financial sustainability. You’ll also have the opportunity to mentor the Sr. Financial Analyst and help shape PMI-LA’s financial future.

 

Purpose

The Financial Planning & Analysis Manager is responsible for forecasting, modeling, variance analysis, and ensuring PMI-LA’s long-term financial sustainability. Reporting to the Director of Finance & Compliance, this role provides strategic data-driven insights for financial decision-making, and supervises the Sr. Financial Analyst to ensure accurate budget tracking and financial reporting.

 

Responsibilities/Accountabilities

 

Leadership & Team Oversight:

  • Directly supervise the Sr. Financial Analyst, ensuring proper financial tracking and reporting.
  • Provide mentorship, assign tasks, and support professional development for the finance team.
  • Report directly to the Director of Finance & Compliance, collaborating on financial policies and reporting requirements.

Budget Development & Financial Planning:

  • Monitor actual financial performance against the budget and analyze variances.
  • Assist in preparing financial plans that align with PMI-LA’s strategic goals.
  • Ensure that funding allocations for chapter activities are in line with financial policies and sustainable spending practices.

 

Financial Forecasting & Risk Management:

  • Conduct cash flow projections and long-term financial forecasts.
  • Identify financial risks and propose mitigation strategies.
  • Provide data-driven insights to improve financial decision-making.
  • Collaborate with the Financial Reporting Manager to ensure that budget performance data is properly tracked.

 

Reporting & Collaboration:

  • Provide quarterly financial planning updates to the Director of Finance & Compliance and VP of Finance.
  • Work closely with the Sr. Financial Analyst to track revenue, expenses, and budget adherence.
  • Support sponsorship and grant planning by analyzing potential revenue opportunities.

 

Time Commitment

  • 10-15 hours per month

 

Battle Rhythm (Recurring Activities & Deadlines)

Weekly:

  • Review financial data and ensure the Sr. Financial Analyst is tracking key financial metrics.

Monthly:

  • Track actual vs. budgeted financial performance and report to the Director of Finance & Compliance.
  • Identify key budget variances and provide recommendations.

Quarterly:

  • Update financial forecasts based on revenue and expense trends.
  • Conduct financial risk assessments and present insights to the Finance Team.

Annually:

  • Assist in long-term financial planning for strategic initiatives.

 

Preferred Skills & Qualifications

  • Experience in budgeting, financial planning, or corporate finance.
  • Strong analytical and forecasting skills.
  • Familiarity with financial modeling tools, QuickBooks, Zoho, or similar systems.
  • Experience in leading finance teams or mentoring financial analysts.
  • Understanding of nonprofit financial management, risk mitigation, and strategic planning.

 

Role-Specific Security Access

  • Read Access: Budget reports, financial forecasts, financial policies.
  • Approval Authority: Budget recommendations and funding allocations (subject to BoD approval).
  • Financial Systems Access: QuickBooks, Power BI (for financial analysis), and Zoho.

 

Reports to:  Vice President of Finance

For more information contact the VP of Finance at vpfinance@pmi-la.org