Investment Analyst
Prudential Financial
Director, Financial Planning & Analysis
The Jed Foundation (JED)
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteSalary
💰 $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.
