Director, Financial Planning & Analysis

Think Together • Full-time • Hybrid in Santa Ana, California, United States • $175,000 - $200,000 / year • 2w ago

Fast Facts

Join Think Together as the Director of Financial Planning & Analysis, where you'll lead a dedicated team to enhance financial strategy and performance in a nonprofit committed to educational excellence.

Responsibilities: Oversee budgeting and forecasting cycles, mentor the FP&A team, and drive financial performance management while collaborating across departments to enhance operational effectiveness.

Skills: Expertise in financial modeling, advanced analytical abilities, and strong communication skills are essential; proficiency with financial systems and data visualization tools is required.

Qualifications: A Bachelor's degree in Finance or related field is mandatory; an MBA, MPA, or CPA is preferred, along with 10+ years of finance experience, particularly in FP&A or nonprofit sectors.

Location: This position is based in Santa Ana, CA, USA.

Compensation: $175000 - $200000 / Annually

Overview

Director of Financial Planning & AnalysisFounded in 1997, Think Together partners with schools to change the odds for kids by providing award-winning programs during and outside the school day. We’re one of California’s largest nonprofits working in school districts from San Diego to San Francisco. Whether you’re interested in early learning, elementary, middle or high school, you can invest in your community by working at a local school or working within our home office providing support!JOB SUMMARY: The Director of Financial Planning & Analysis serves as a strategic partner to the CFO, leading a high-performing FP&A team to deliver actionable insights, drive financial strategy, and optimize organizational performance. This role oversees the annual budgeting and planning cycle, then into the fiscal period the forecasting, monthly financial reviews. There will be an increased emphasis on financial performance management through insights and analytical projects. We expect this position to be very influential in driving the agenda of Finance as a performance partner - while fostering collaboration across Finance, Operations, and Accounting. The Director will champion system integration, process improvements, and data-driven decision-making to support Think Together’s mission and long-term goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES: • Lead, mentor, and develop the FP&A team, including FP&A Manager, Financial Business Partners, and Analysts. Build a culture of continuous improvement and professional growth. • Shape long-term financial strategy and partner with senior leadership to align resources with organizational priorities. • Drive development of predictive analytics and financial modeling to support strategic initiatives. • Collaborate cross-functionally to ensure financial accuracy, timely reporting, and alignment with operational goals. • Implement system and process improvements, including automation and integration of financial systems. Advise CFO, Controller, and Chief of Staff on internal controls and governance. • Develop and implement policies and procedures to enhance performance management and organizational effectiveness. • Coordinate annual budgets, periodic forecasts, and monthly financial reviews with regional operations leadership. • Foster a collaborative and inclusive work environment that encourages innovation and continuous improvement.

QUALIFICATIONS AND REQUIREMENTS: • Bachelor’s degree in Finance, Business Administration, Public Administration, or related field required; MBA, MPA, or CPA preferred. • 10+ years of progressive experience in FP&A, finance leadership, or related roles. • Experience with non-profit, education, and/or grant compliance preferred. • Proven ability to influence senior stakeholders and drive cross-functional initiatives. • Exceptional analytical, problem-solving, and strategic thinking skills. • Self-starter with strong initiative and attention to detail. • Ability to thrive in an evolving and dynamic work environment. • Excellent time management skills in a deadline-driven environment. • Superb organizational skills and ability to manage broad scope responsibilities. • Strong communication skills—listening, verbal, and written. • Desire to collaborate with staff and leadership to fulfill Think Together’s mission.

COMPUTER SKILLS: • Advanced proficiency in financial modeling and data visualization tools (Excel, Power BI, or similar). • Experience with ERP systems (NetSuite preferred) and CRM platforms (Salesforce).

COMPENSATION:

Salary Range $175K-$200K

This is the targeted compensation for the position. A range of factors, including but not limited to; location, skills, experience, will be considered. Actual compensation may vary.

Think Together is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, national origin, ancestry, sex, gender, gender identity, gender expression, pregnancy, childbirth or related medical conditions, religious creed, physical disability, mental disability, age for individuals age 40 and over, medical condition (as defined by state law (for example, cancer or genetic characteristics or HIV/AIDS), marital status, military and veteran status, sexual orientation, genetic information, citizenship status or any other characteristic protected by federal, state or local law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.