Senior Director Financial Planning & Analysis

Human Resources

Overview

Lead budgeting and financial planning processes for IRC

You have:

• Bachelor's Degree, preferably in Accounting or Finance
• MBA or MA in Accounting or Finance highly desirable
• Minimum 12 years of experience in Finance with increasing responsibility and complexity
• Minimum 7 years experience in Financial Planning & Analysis for large organizations
• Significant experience in working with senior leadership for strategic plans
• Experience with financial databases and reporting tools e.g., Power BI, Tableau, etc.
• Experience with financial planning systems e.g., Oracle Hyperion, MS D365, SAP, etc.
• Expertise in strategy and problem-solving

Job Description

Background:

Over the past 80 years, the International Rescue Committee (IRC) has developed unparalleled expertise in responding to emergencies and helping uprooted communities to rebuild. Founded in 1933 at the request of Albert Einstein, the IRC offers lifesaving care and life-changing assistance to refugees forced to flee from war or disaster.

The IRC is on the ground in more than 40 countries, providing emergency relief, relocating refugees and rebuilding lives in the wake of disaster. Through offices in cities across the United States, the IRC also helps refugees and other immigrants resettle in the U.S. and become self-sufficient. The IRC is committed to a culture of bold leadership, innovation in all aspects of our work, creative partnerships and, most crucially, accountability to those we serve.

Job Overview:

The Senior Director of Financial Planning & Analysis is a strategic role with full visibility across the IRC’s business units and operations. Reporting to the Vice President, Global Finance, the Senior Director will develop, plan and lead the budgeting processes for IRC’s $1.1 billion budget and policy infrastructure necessary to support the mission of the IRC. This will also include implementing financial analysis and management reporting needed to manage efficiently the organization’s operations worldwide. It will require strategic vision as well as the ability to plan and execute at a detailed level. The position manages staff of 10 employees, with 5 direct reports to provide finance partnership across the IRC’s program, fundraising and operations business units and works closely with finance leaders from Controllers, Global Treasury and Finance Operations to deliver.

Major Responsibilities:

Strategic Leadership and Business Partnering

• Support the Vice President, Global Finance and the CFO in leading the development and implementation of the organization’s multi-year strategy by providing support and oversight to key strategic initiatives across all functions/business units.

• Support the development of, and implement, strategies to ensure the effective performance of the Financial Planning & Analysis function across the organization including program offices.

• Under the Vice President, Global Finance’s mentorship, understand, review and implement optimizations to the policies, processes and tools required to best deliver the organization’s strategic and financial planning capabilities, and support the broader strategy and planning functions of the organization globally.

• Build strong relationships with the IRC’s Functional and Business Unit Leaders to understand their major strategic priorities and support them with resource allocation and the delivery of their current and multi-year financial commitments.

• Ensure proper representation of Finance views in strategic cross-departmental projects within IRC by building strong relationships across relevant staff members.

• Contribute to the continuing maturation of Finance’s strategy function over time.

Planning & Analysis

• Develop a rolling, multi-year financial model and plan for the IRC’s $1 billion organization across both supporting services and program delivery.

• Manage the financial forecasting, analytic, financial KP’s and other decision support processes and tools to support IRC leadership and the leadership of various operating units.

• Oversee financial analysis of program expenses and other cost allocation calculations

• Develop and drive financial forecast and analysis processes.

• Provide CFO and IRC leaders with financial planning and financial analysis that facilitate risk management and long-term vision.

• Review and provide thoughtful business driven commentary to reporting used for financial management

• Execute on financial process improvements by building and maintaining financial tools to perform analysis and modeling.

• In partnership with Finance Operations and Technology teams, lead the digitalization of the Financial Planning & Analysis function, delivering more accurate and faster financial forecasts, reports and dashboards.

• Collaborate with IRC Leadership Team and Finance Lead Team on strategic finance activities, including investment analysis, operational reviews and special projects as required.

Forecasting

• Spearhead the development of the annual budget & reforecasts for the organization, properly capturing and allocating funds and expenses.

• Oversee the creation of the forecasting calendar, guidelines and tools for use by program and support units in the annual budget and reforecast cycles for current year requirements.

• Develop the organization’s budget for IRC’s Leadership Board and Finance Committee.

• Reconcile to and consolidate department budgets in the overall operating budget.

• In conjunction with the CFO, HR, Global Supply Chain and other units, implement control processes to ensure organization’s commitments are made within forecasts.

Financial Management Reporting

• Produce organizational dashboards and commentary on key financial metrics.

• Oversee the team’s review of monthly reports to monitor activity (revenue and expenses) against budget for IRC overall including functional areas and geographies.

• Prepare the fringe benefit rate calculation annually for onward submission to USAID.

Other

• Lead and manage a team of 10 Financial Planning and Analysis professionals.

• In coordination with the Vice President, Global Finance and other Finance leadership, maintain an active overview of the Finance department’s work, supervising priority issues and ensuring effective and coordinated support related to opportunities, challenges, and proposed next steps.

• Play a leadership role in the broader Finance Leadership Team and across global Finance by supporting the CFO to create a team culture based on close collaboration, respect, feedback and transparency across the Finance team.

• Promote a positive, collaborative, efficient team working environment where team members enjoy working with each other and feel able to do impactful work and grow professionally over time.

• Take personal responsibility for the success of the team’s work, promoting and standing behind their successes, and transparently acknowledge and act on areas for improvement.

• Work with the CFO to assess the financial training needs relating to budget procedures and forecasting within the organization and provide the necessary training to staff.

• Participate as needed in special projects.

Key Working Relationships

Based at IRC Headquarters in New York, the Senior Director, Financial Planning & Analysis will report to the

VP Global Finance and will work closely with the members of the senior Finance Leadership team, Programs, External Relations and other functional areas across IRC’s Leadership Board.

Job Requirements

Education:

• Bachelors Degree, preferably in Accounting or Finance

• MBA or MA in Accounting or Finance highly desirable

Work Experience:

• Minimum 12 years’ experience in Finance with increasing responsibility and complexity, including financial accounting, financial analysis, financial planning roles that require substantial cross-departmental collaboration to deliver ambitious goals, with a track record of high performance.

• Minimum 7 years’ experience in Financial Planning & Analysis for large (>$500m), complex and preferably international non-profit or private sector organizations.

• Significant experience working with, and influencing, senior leadership (C-suite) to develop strategic plans, optimize resource allocation, and drive end-to-end system improvements.

• Experience with Financial databases and web-based reporting and visualization tools, e.g. Power BI, Tableau, Adaptive Insights, etc.

• Experience with Financial Planning systems (utilization and implementation), e.g. Oracle Hyperion, MS D365, SAP, etc.

• Experience in managing, coaching and building teams, both directly and indirectly.

• Strategy and problem-solving experience, including accurately diagnosing business challenges and implementing effective solutions with timely and efficient performance metrics.

Demonstrated Skills and Competencies:

• Outstanding stakeholder management skills with a proven track record of delivering ambitious, complex, sensitive and broad initiatives on time.

• Leadership skills: ability to successfully lead and guide an international organization on budget issues.

• Strong analytical skills: significant experience compiling, analyzing and modelling financial information to yield actionable financial insights to support management decision making.

• Advanced MS Office Skills.

• Excellent communication (verbal, written, and presentation), interpersonal, and diplomatic skills: the ability to effectively liaise with colleagues in a diverse multi-cultural environment and ability to be clear and concise in all communications.

• Excellent manager of people, that creates and sustains high performing finance teams.

• Demonstrated ability to work effectively with stakeholders at all levels.

• Flexible work attitude: the ability to be flexible and yet focused & reliable in an environment of frequently changing demands.

• Capability to manage multiple demands and to adapt to new challenges and shifting priorities.

Working Environment:

• The position will be located at the IRC’s New York City headquarters and is expected to be on-site at least 3 days per week.

• Standard office work environment.

The IRC and IRC workers must adhere to the values and principles outlined in IRC Way - Standards for Professional Conduct. These are Integrity, Equality, Service, and Accountability. In accordance with these values, the IRC operates and enforces policies on Beneficiary Protection from Exploitation and Abuse, Child Safeguarding, Anti Workplace Harassment, Fiscal Integrity, and Anti-Retaliation.

#LI_GR1

Qualifications

Apply now

Potential interview questions

Added 4 years ago - Updated 1 year ago - Source: rescue.org