Coleridge Initiative

Financial Planning & Analysis Director

Coleridge Initiative

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • Serve as a key strategic partner in advancing Coleridge’s financial strength and long-term growth
  • Deliver high-impact financial analysis, robust forecasting, and sophisticated modeling that inform organizational decision-making and resource allocation
  • Translate complex financial data into actionable insights that support both near-term goals and long-range strategic objectives
  • 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
  • Prepare accurate and timely financial reports, including actual versus budget variance analysis and cash flow analysis
  • 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.

Requirements

  • 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 non-profit 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
  • Effective communication and presentation skills, with the ability to convey financial concepts clearly to non-financial stakeholders.
Benefits
  • professional development and tuition reimbursement plans
  • time off with pay plans
  • retirement plan with company-funded matching contribution
  • additional pay based on performance commitments

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisforecastingfinancial modelingbudgetingpricing strategiesproject-based accountingvariance analysiscash flow analysiscompliancedata management
Soft skills
strategic business partneranalytical skillscritical thinkingcollaborative mindsetclient-focusedrelationship buildingeffective communicationpresentation skillsactionable recommendationscross-functional collaboration
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBA or equivalent advanced degree