Senior Manager, Financial Planning – Analysis
The Trevor Project
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $120,000 per year
Job Level
Senior
About the role
- Prepare and distribute monthly and quarterly financial reports to department and vertical leads
- Generate monthly expense accruals & entries, coordinating with accounting team
- Generate monthly variance reports analyzing key drivers, summarizing irregularities, and drafting plans to mitigate
- Assist Senior Director of Finance in preparing annual organizational budget, multi-year forecasts, and scenario planning analyses
- Manage state reporting through oversight of third party vendors; state reporting includes annual reports, charity registration and CCVs, ensuring accuracy and timely filing
- Prepare timely budgets and progress reports for donors, working closely with Development team; monitor restricted grant activity
- Serve as a strategic finance partner to departments, meeting with leaders to discuss results and forecast, and providing added-value support
- Manage systems and models to ensure integrity of data and timely distribution of information; recommend and implement process improvements and automation to enhance forecasting accuracy and operational efficiency.
- Support annual audit and tax compliance
- Analyze financial data to support organizational decision-making
- Collaborate with the accounting team to reconcile financial data as needed
- Participate in cross-departmental projects (e.g., new grant rollouts, system upgrades, and other initiatives)
- Demonstrate fair, ethical, and equitable business practices
- Handle sensitive and confidential matters with the utmost discretion and integrity
- Learn eagerly, share knowledge appropriately, and improve continuously
- Demonstrate successful planning and problem-solving skills, including multitasking and working well within tight timelines
- Work, communicate, and collaborate effectively with others
- Demonstrate attention to detail and accuracy in all work
- Demonstrate a commitment to fostering and maintaining an environment of belonging
- Other relevant duties and responsibilities as assigned
Requirements
- Bachelor’s degree in Accounting or Finance
- 5-7 years of accounting and finance experience, with at least 2 years in a dedicated FP&A, budget, or forecasting leadership role
- Strong knowledge of compliance and reporting requirements for a 501c3 non profit
- Strong knowledge of fund accounting, GAAP; federal grant compliance a plus (Uniform Guidance)
- Proven proficiency with accounting software, forecasting software, CRM (Salesforce), Google Suite and Excel
- Exceptional communication and analytical skills
- Proficiency in spoken and written English (Spanish a plus)
Benefits
- Comprehensive health insurance, including plan coverage for various gender affirmation care (and we pay 100% of your employee contribution premiums for medical, dental, vision, AND basic life insurance)
- 403(b) retirement plan with 3% match
- Generous vacation and 13 paid holidays (one of our holidays is Harvey Milk Day!) plus two floating holidays and three half-day Fridays during the summer
- Employee Assistance Program to help with confidential emotional support, work-life solutions, financial solutions, legal assistance, or online support
- In-network mental health office and virtual visits are covered at 100%, and out-of-network visits are covered at an enhanced level.
- Remote work from the continental US, Alaska, or Hawaii (we provide the technology, a monthly internet reimbursement, and reimbursement to outfit your work-from-home space!)
- Professional and Learning Development Trainings/Education: including a professional subscription to LinkedIn Learning, providing access to more than 13,000 high-quality on-demand courses.
- Online Subscription to Headspace, a digital mindfulness and meditation platform
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial reportingexpense accrualsvariance analysisbudget preparationforecastingdata analysisprocess improvementautomationfund accountingGAAP
Soft skills
communicationanalytical skillsplanningproblem-solvingattention to detailmultitaskingcollaborationdiscretionintegritycommitment to belonging