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Opportunity Finance Network · 2 months ago

(Senior) Vice President, Financial Planning and Analysis

Washington,DC,US

Full-time

Hybrid

Mid, Senior Level

$122K/yr - $210K/yr

5+ years exp

Opportunity Finance Network is the nation’s leading community investment intermediary, seeking a (Senior) Vice President, Financial Planning & Analysis to lead the buildout of a world-class FP&A function. This role involves overseeing financial planning, budgeting, strategic financial analysis, and treasury management processes to align financial strategies with the organization's mission and goals.

BankingFinancial ServicesNon Profit

Work & Life Balance

Responsibilities

Develop annual operating budgets and lead reforecasting processes, when necessary, for OFN and its subsidiaries in coordination with the CFO, ELT, and President & CEO

Create and manage the budget process, including preparing detailed guidance and proposing budget strategies

Provide comprehensive financial forecasting and performance analysis against established performance goals, lender covenants, and financial KPIs

Develop long-range business unit and enterprise-wide financial projections through close collaboration with the CFO, ELT, and President & CEO

Use projections to guide organizational strategy and resource allocation

Develop financial models to support strategic loan portfolio purchase/sale, M&A activity, buy vs. build, or other strategic projects and decisions

Develop and deliver analytics on business and financial trends, as well as performance indicators, to support strategic planning and decision-making

Refine and produce asset/liability matching reports to ensure alignment with financial objectives and balance sheet risk appetite

Review monthly financing reports from Loan Operations

Analyze staff time allocations to funding sources monthly and provide recommendations to key internal stakeholders

Analyze budget vs. actual spend of private and Federal grant activity and non-grant activity, including review and engagement with budget owners

Provide information and analysis to support investor due diligence and donor recruitment and reporting

Manage asset/liability matching, capital liquidity, and covenants for OFN’s financing capitalization, investments, and organizational metrics

Propose strategies to optimize liquidity, asset/liability alignment, and lender covenants compliance

Monitor and ensure adequate cash flow to meet organizational capital needs

Develop and implement investment and treasury management strategies to maximize financial returns and align with organizational priorities

Act as a steward of financial resources, ensuring effective cash flow management and risk mitigation

Manage operating and capital liquidity cash flow and banking relationships to ensure cashflow needs are met

Serve as a key participant in OFN’s Money In/Money Out meetings, contributing to discussions on organizational financial strategy and cash flow management

Facilitate cross-functional team collaboration to align financial planning and decision making with OFN goals

Provide leadership and mentorship to the FP&A function, fostering a culture of excellence, accountability, and continuous improvement

Serve as Administrator of FP&A software, ensuring optimal system functionality and integration with organizational processes

Support the audit and 990 tax return process, where necessary

Any other duties as tasked by management

Qualification

Financial modelingBudgetingTreasury managementStrategic financial analysisFP&A software proficiencyAsset/liability managementCorporate financial planningNonprofit financial managementProject managementCommunication skillsLeadership skills

Required

Bachelor's degree in Finance, Accounting, Economics, or related field or 5+ years of direct work experience in lieu of a degree; advanced degree (MBA, CFA, or CPA) preferred

Minimum of 5 years of experience in corporate financial planning & analysis, budgeting, or treasury management, ideally with at least two years in a senior leadership capacity

Experience leading enterprise-wide budgeting processes

Strong strategic thinking, problem-solving, and decision-making skills

Experience building financial models in MS Excel or other software to support financial decision making and analysis, including long-term business unit sustainability, merger & acquisition analysis, build vs buy analyses, etc

Proficiency in FP&A software and financial systems

Expertise in balance sheet risk and asset/liability management, in particular liquidity and interest rate risk management is desired

Project management experience

Understanding of nonprofit financial management and reporting requirements is desired

Ability to communicate complex financial information to diverse audiences, including senior leadership and Board members is desired

Demonstrates a strong passion for and commitment to OFN's mission, vision, and values

Serves as a fearless advocate for underinvested communities, showing confidence and resilience in driving capital where it's needed most

Embodies humility, a learning mindset, and a deep respect for the communities OFN serves

Collaborative and adaptable team player with interpersonal skills to engage effectively across all organizational levels and with diverse internal and external stakeholders

Provides strong leadership that fosters collaboration, communication, transparency, teamwork, and accountability

Comfortable taking both leading and supporting roles across teams, with a consistent commitment to shared success

Possesses outstanding written, oral, and interpersonal communication skills

Thinks strategically, creatively, and tactically, with the ability to analyze complex data and offer actionable insights

Offers high-level financial analysis and decision-support capabilities to drive impact and performance

Thrives in fast-paced, dynamic settings, demonstrating adaptability, resilience, and the ability to manage ambiguity

Brings strong financial acumen, with deep expertise in financial markets and quantitative analysis

Exhibits high initiative and self-starting capabilities, with a proactive approach to identifying and acting on opportunities—especially in uncertain or evolving environments

Possesses excellent organizational skills and time management abilities

Capable of managing multiple priorities independently and efficiently, while maintaining strong attention to detail