Coleridge Initiative · 2 days ago
Director of Financial Planning and Analysis
The Coleridge Initiative is a nonprofit organization focused on enhancing the use of data to inform public decision-making. The Financial Planning & Analysis (FP&A) Director will be a key strategic partner responsible for delivering high-impact financial analysis, robust forecasting, and sophisticated modeling to inform organizational decision-making and resource allocation.
Responsibilities
Develop and maintain complex financial models to support budgeting, long-term financial planning, and product pricing
Collaborate cross-functionally to develop annual operating budgets and long-term financial forecasts aligned with strategic objectives
Conduct comprehensive financial analysis to identify trends, opportunities, and risks in the organization, and provide recommendations for improvement
Support the development of pricing strategies to match products’ value, cost, and customer demand to achieve financial targets and provide competitive prices
Contribute to the development and maintenance of a strong control environment through comprehensive and well documented processes and procedures, ensuring compliance with relevant regulations
Qualification
Required
A strong interest in Coleridge's mission to enhance the use of data to inform public decision making
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or equivalent advanced degree preferred
8+ years of progressive experience in finance roles, including experience in the nonprofit sector
Proven experience in project-based accounting, including tracking revenues and costs by project, managing restricted funding, and ensuring compliance with federal financial guidelines and regulations
Strong financial acumen with deep understanding of financial analysis, budgeting, forecasting, and pricing strategies
Demonstrated ability to serve as a strategic business partner, providing financial insights and guidance to cross-functional teams
Exceptional analytical and critical thinking skills, with the ability to interpret complex financial data and provide actionable recommendations
Advanced proficiency in financial modeling and Microsoft Excel; experience with data management or analytical tools a plus
Collaborative and client-focused mindset with a demonstrated ability to build relationships and develop practical solutions
Continuous improvement orientation, consistently seeking opportunities to enhance team effectiveness and deliver greater financial insight
Effective communication and presentation skills, with the ability to convey financial concepts clearly to non-financial stakeholders
Benefits
Health insurance
Employer retirement contributions
Paid time off
Paid holidays
Professional development support
Professional development and tuition reimbursement plans
Time off with pay plans
Retirement plan with company-funded matching contribution
Additional pay based on performance commitments
Company
Coleridge Initiative
Coleridge Initiative is a company that provides cutting-edge analytics skills and apply them to real world micro-data.
Funding
Current Stage
Early StageTotal Funding
$8.5MKey Investors
U.S. Department of AgriculturePatrick J. McGovern Foundation
2024-11-04Grant· $7.5M
2022-01-19Grant· $1M
Recent News
2025-10-16
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