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New America · 2 months ago

Deputy Director, Financial Planning & Analysis (FP&A)

Washington, DC

Full-time

Hybrid

Director/Executive

$120K/yr - $145K/yr

8+ years exp

New America is dedicated to realizing America's promise in an era of rapid technological and social change. The Deputy Director of Financial Planning & Analysis (FP&A) leads organizational budget development, oversees fiscal grant management functions, and provides timely financial data and analysis to support decision-making.

EducationGovernmentPublishingSocial Impact

Comp. & Benefits

Responsibilities

Supervise, mentor, and develop a team of Financial and Grants Analysts, fostering professional growth and accountability

Ensure effective coordination between Finance, Grants, and Program teams to maintain accurate reporting and compliance

Promote a culture of continuous improvement, collaboration, and data-driven decision-making within the finance function

Own the organizational revenue recognition process, ensuring accurate application of cash receipts

Generation and review of internal financial analysis, including but not limited to budget-to-actual reports, program needs and fundraising performance reports, and other routine or ad hoc financial reports as necessary for managerial decision making

Along with the Senior Director of Finance, facilitate the Single Audit process and provide appropriate accounting schedules and support

Assist with the NICRA calculation and negotiation

Reconcile, monitor, and report on Development Unit fundraising performance against stated goals

Conduct quarterly reconciliation between the General Ledger and Salesforce data

Coordinate the annual budget process in conjunction with the Senior Director of Finance, including preparation of budget analysis and historical performance necessary to inform decision-making

Provide training and support for all budget functions, guiding Program areas through the budget process, from input to approval

Review financial plans and completed budgets

Develop, maintain, and implement financial policies and accounting practices

Maintain an effective Chart of Accounts, sufficient to allow consistent and reliable financial reporting

Oversee the implementation of new accounting software, in addition to the regular maintenance and functionality of accounting and finance software for finance department and end users

Manage the interface between the General Ledger and SalesForce (NA fundraising software)

Oversight of the Grants Management function of the organization, including direct supervisory responsibility for the Financial Analysis & Grants Manager and the Grants & Financial Analyst

Provide additional support for all direct and ancillary grant management functions exceeding FAGM and GFA position capacity

Provide leadership and strategic direction in improving the grants management processes

Provide timely reports to the Sr Director of Finance and Program leaders regarding grant activity, deficits, and general fund balance updates

Maintain corporate guidelines, policies, and procedures for grant financial management and compliance

Review all new grants, contracts, and cooperative agreements and their amendments; negotiate terms and conditions as needed

Assist Programs in providing necessary information for requesting approvals of extensions and revisions to grants, contracts, and cooperative agreements

Establishes & maintains contact with financial management units of funding agencies to ensure smooth financial management of awards

Serves as a point of contact for assistance with contractual, financial, and compliance issues related to incoming grants

Work with all NA programs and partners to ensure they have the capacity to handle grants in all programmatic and compliance aspects, providing advice on compliance as managers plan new grants

Modify NA procedures to comply with changes in grant regulations

Provide support to the ERP buildout and implementation process, in collaboration with the Senior Director of Finance and the Director of Information Technology

Oversee the design and creation of training materials for certain facets of the ERP system, including user manuals, training videos, and web-based help screens

Provide training to end users on the ERP system, as well as ongoing mentoring and support

The incumbent may be asked to perform additional duties and take on other responsibilities as dictated by events and circumstances

Qualification

Financial ManagementBudgetingAccounting Software ImplementationCPANon-profit AccountingSupervisory ExperienceData AnalysisExcel ProficiencyCommunication SkillsTeam Leadership

Required

Bachelor's degree in Accounting, Finance, or Economics (or equivalent combination of education and relevant experience). Advanced credentials such as a CPA, MBA, or MS in Finance or Accounting are valued but not required

8-10 years of progressive experience in financial management, accounting, or a related field

Supervisory experience, including hiring and training

Strong proficiency with office and data tools such as Excel (pivot tables), Power BI, or similar applications. A CPA is one way to demonstrate the required level of technical accounting knowledge; equivalent professional experience is also recognized. Experience with the application of technical accounting principles, management of the accounting cycle, and the annual financial audit process

Ability to work both independently and collaboratively; comfortable seeking guidance and input as needed

Clear and effective communication skills—both written and verbal—with a commitment to transparency and shared understanding