World Vision USA ยท 3 weeks ago
Senior Financial Planning and Analysis Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$96K/yr - $137K/yr
8+ years expWorld Vision is a global Christian humanitarian organization seeking a Senior Financial Planning and Analysis Manager to support their Finance division. This role involves driving insights around product performance, donor behavior, and strategic decision-making by building complex financial models and delivering actionable recommendations to senior leadership.
Non-profit Organization Management
Responsibilities
Keep Christ central in individual and corporate life. Actively participate in and contribute to the spiritual disciplines of the organization (Christian conduct, chapel, prayer, worship, devotions, and leadership of devotions); incorporate WV Core Values into decisions within scope of role
Marketing Finance Partnership: Serve as a critical finance liaison to the Marketing team, supporting planning, budgeting, and forecasting processes while advising senior leaders on financial implications of strategic initiatives
Donor & Revenue Analytics: Conduct deep-dive analysis of donor behavior, retention trends, and cohort performance to inform strategic decisions and optimize recurring revenue streams
Advanced Modeling & Forecasting: Build and refine complex financial models incorporating donor lifecycle metrics, marketing ROI, and revenue projections; leveraging scenario planning and sensitivity analysis to guide decision-making
Strategic Insights: Translate complex data into clear, compelling insights for senior leadership, enabling data-driven decisions across marketing and growth initiatives; influence stakeholders by presenting actionable recommendations
Performance Measurement: Develop and monitor KPIs related to acquisition, retention, and lifetime value; design dashboards and automated reporting tools to improve visibility and performance tracking
Investment Evaluation: Lead financial analysis for new marketing initiatives, including feasibility studies, business case development, and risk assessments
Reporting & Communication: Prepare and present recurring and ad hoc reports for senior leadership, highlighting key trends, strategic implications, and actionable recommendations
Process Optimization: Drive improvements in planning, reporting, and data flow processes; implement automation and advanced analytics techniques to enhance efficiency and accuracy
Leadership & Mentorship: Provide guidance, coaching, and mentorship to team members, fostering skill development and a culture of continuous improvement
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
8+ years of experience in financial planning and analysis, strategic finance, or marketing analytics
Strong understanding of recurring revenue models, customer metrics, and cohort analysis
Advanced Excel and financial modeling skills
Proven ability to influence cross-functional stakeholders and communicate effectively with executive audiences
Strategic thinker with a proactive approach to identifying risks, opportunities, and process improvements
Strong interpersonal skills and a collaborative mindset
Preferred
MBA or CPA
Experience with BI tools and planning platforms
Company
World Vision USA
World Vision is a Christian humanitarian, development and advocacy organization devoted to improving the lives of children, families and their communities around the world.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Edgar A Sandoval Sr.
President and Chief Executive Officer
John Shunk
Senior Vice President, Chief Legal Officer
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