The Jed Foundation (JED)

Financial Planning and Analysis

• Lead the development and oversight of JED’s annual operating budget, multi-year forecasts, and strategic financial plans in alignment with organizational priorities.
• Guide scenario planning and resource modeling to support growth strategies, donor initiatives, and long-term sustainability.
• Serve as a strategic partner to the CFAO, CEO, and senior leadership team, offering financial insights that drive organizational decision-making.
• Prepare and present high-level financial reports, dashboards, and performance analyses to the Board of Directors, Finance Committee, and executive leadership.
• Deliver accurate, timely variance analyses and strategic recommendations that enhance financial performance and transparency.
• Lead organization-wide financial modeling, forecasting, and performance tracking to ensure operational effectiveness and mission-aligned resource allocation.
• Partner with program and development teams to support grant budgeting, funder reporting, and evaluation of investment opportunities.
• Identify and implement enhancements to financial planning processes, tools, and systems to improve efficiency, accuracy, and scalability.
• Leverage technology and data visualization platforms (e.g., dashboards, KPIs) to support informed decision-making across departments.
• Provide mentorship and guidance to finance staff and/or consultants supporting FP&A activities.
• Foster financial acumen across the organization by supporting department leaders in understanding and managing their budgets.
• Promote a culture of accountability, collaboration, and continuous improvement in all FP&A functions.

Director, Financial Planning & Analysis