Advocates · 1 month ago
Director of Financial Planning and Analysis
US-MA-Framingham
Full-time
Onsite
Director/Executive
$110K/yr - $120K/yr
10+ years expAdvocates is an organization focused on administration and finance, seeking a Director of Financial Planning and Analysis. This leadership role involves overseeing financial planning, forecasting, and analysis activities to support the organization and its affiliates, while closely collaborating with senior leaders and managing the budgeting and reporting processes.
Addiction TreatmentCommunitiesElder CareHealth CareNon Profit
Responsibilities
Manage the annual budget planning process. Partner with the leadership team and budget stakeholders to help achieve margin expectations
Prepare and publish monthly reporting package(s), including variance analysis and relevant commentary
Develop and manage a weekly, monthly, and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances, and risk assessments
Create transparent real-time reporting with actionable insights around critical metrics and lead effective cadences across the divisions that facilitate understanding of performance drivers
Coordinate and manage monthly reforecast/projection meetings with service lines and administrative groups. Make updates to projections as appropriate
Review monthly financial reports and coordinate updates to financial forecasts for all divisions as needed
Lead organizational initiatives and special projects as assigned
Prepare ad hoc reporting as needed
Provide exceptional financial support and strategic partnership to budget managers and other stakeholders
Lead strategic initiatives across multiple functions and locations to improve forecast accuracy, profitability, and achieve/outperform Advocates’ goals
Attend and actively participate in supervision
Apply a continuous improvement mindset with the ability to embrace outside/in thinking that advances the organization’s operational and financial agenda
Ensure that individuals we support are treated with dignity and respect in accordance with Advocates’ Human Rights Policy
Perform all duties in accordance with the agency’s policies and procedures
Strictly follow all agency performance standards
Qualification
Required
Bachelor's Degree
A minimum of 10 years of progressive finance experience with management experience inclusive of finance leadership role(s)
Proven track record delivering exceptional results through a high-performing team and driving results beyond the finance function
Exceptional analytical, problem-solving, and critical thinking skills
Strong communication skills, both oral and written, with all levels of management
In-depth working knowledge of business operations, including budgeting, forecasting, and fiscal design
Working knowledge of computers and the Microsoft Office suite
Strong analytical, numerical, and reasoning abilities
Ability to execute a variety of decision-making models
Must be able to perform each essential duty satisfactorily
Superior communication skills, including writing and verbal skills
High energy level, superior interpersonal skills, and ability to function in a team atmosphere
Preferred
MBA preferred, with a strong financial background
Experience with general ledger and planning platforms preferred, specifically Adaptive Planning
Demonstrated understanding of and competence in serving culturally diverse populations
Company
Advocates
Advocates is a non-profit organization that provides addiction recovery, care management, and developmental services to the community.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Keith Neal, MBA, MHL, CHFP, CRCR
Executive Vice President & Chief Financial Officer
Regina Marshall
Chief Operating Officer
Recent News
WBJournal.com
2025-09-27
2025-09-20
San Francisco Chronicle
2025-04-10
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