The Trustees of Reservations

Financial Planning and Analysis

• Lead the development of the organization’s annual operating, restricted, and capital budgets.
• Produce the monthly management reporting package, including budget-to-actual analysis, forecasts, trend analysis, and forward-looking financial insights.
• Monitor and analyze enterprise-wide budget variances and work with leadership to implement corrective actions when needed.
• Translate financial results into clear operational insights and actionable recommendations for senior leadership.
• Manage rolling financial forecasts (monthly and quarterly) for revenue, expenses, and cash flow.
• Maintain and enhance driver-based financial models linking operational metrics to financial performance.
• Lead scenario planning and sensitivity analyses related to funding changes, program expansion, and cost structure shifts.
• Coordinate forecasting inputs from departments and ensure consistency in financial assumptions and methodologies.
• Evaluate new initiatives, investments, pricing or fee structures, and resource allocation proposals.
• Provide financial analysis to support strategic planning and multi-year financial projections.
• Support capital planning and long-term liquidity management.
• Coordinate the organization’s insurance program, including the annual renewal process and coverage analysis.
• Develop and deliver presentations to a diverse range of internal and external audiences
• Assist with financial systems administration and provide training and support to internal business partners.
• Supervise and develop two full-time staff members.
• This is a full-time, exempt position (40/week) reporting directly to Chief Financial Officer.

Director of FP&A, Budget