The Jed Foundation (JED)

Director, Financial Planning & Analysis

The Jed Foundation (JED)

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $105,000 - $140,000 per year

Job Level

Lead

Tech Stack

Tableau

About the role

  • 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.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA strongly preferred.
  • 8+ years of progressive operational and/or finance experience, with at least 2+ years in a leadership role at a nonprofit or mission-driven organization. Strategic planning experience preferred.
  • Expertise in budgeting, forecasting, long-range planning, and financial modeling for complex organizations.
  • Advanced proficiency in Excel; experience with financial planning software and data visualization tools (e.g., Power BI, Tableau).
  • Exceptional communication and presentation skills, with experience presenting to senior executives.
  • Proven ability to lead cross-functional projects and drive process improvements.
  • Highly analytical, strategic thinker who thrives in a collaborative and fast-paced environment.