Financial Planning and Systems Manager

First Book • Full-time • Hybrid in Washington, District of Columbia, United States • 3w ago

Fast Facts

Join First Book as a Financial Planning and Systems Manager, where you'll enhance financial systems and reporting, supporting the organization’s strategic objectives while ensuring the integrity and usability of financial data.

Responsibilities: Oversee financial reporting and analysis, lead financial systems initiatives, and own budgeting and forecasting processes while collaborating with various departments.

Skills: Requires 7+ years of experience in financial analysis, strong knowledge of accounting principles, excellent analytical skills, and advanced proficiency in Excel and PowerPoint.

Qualifications: Bachelor’s degree in finance, accounting, or related field, with experience in leading cross-functional initiatives and managing competing priorities.

Location: This role is based in Washington, DC, requiring in-office presence on Tuesdays and Wednesdays.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $90,000 - $130,000.

First Book has a mandatory Covid-19 vaccination policy (medical and religious exemptions permitted)

About the position:

(This is not a 100% remote position/ MANDATORY IN OFFICE: Tuesday & Wednesday)

The Financial Planning and Systems Manager is a key leadership role within the Finance team, responsible for owning and advancing the organization’s financial systems, management reporting, and planning infrastructure. Reporting directly to the CFO, this role supports the organization’s growth and strategic objectives by ensuring the reliability, scalability, and effectiveness of financial data, processes, and tools.

This position serves as the owner of Finance systems and reporting processes, acting as the primary point of accountability for budgeting, forecasting, internal reporting, and finance-related system implementations. While this role does not have direct reports, it carries manager-level responsibility through functional ownership, cross-functional leadership, and decision-making authority.

Essential Duties and Responsibilities:

Financial Reporting & Analysis

Own the design, integrity, and ongoing improvement of Finance systems, management reporting, and planning processes.
Establish standards, controls, and best practices for financial data, reporting structures, and workflows.
Oversee the preparation, analysis, and interpretation of monthly, quarterly, and annual internal financial reports.
Ensure consistency, accuracy, and usability of management reporting for senior leadership and operating teams.
Develop dashboards and analytical tools that provide insight into performance, trends, and drivers of results.

Financial Systems & Technology Leadership

Serve as the Finance lead and subject matter expert for financial systems and data-related initiatives.
Lead finance participation in organization-wide IT projects, system implementations, integrations, and upgrades.
Partner with IT and external vendors to define requirements, test solutions, and ensure successful adoption.

Budgeting & Forecasting

Own the annual operating budget and monthly forecast processes, including timelines, assumptions, models, and deliverables.
Coordinate closely with Accounting to support month-end close activities, ensuring alignment between actual results, forecasts, and management reporting.
Partner with department leaders to strengthen financial discipline, budget adherence, and understanding of financial results.
Evaluate variances and performance drivers and communicate implications to leadership.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:

7+ years of progressive experience in financial analysis, accounting, FP&A, or financial systems roles.
Strong understanding of accounting principles, financial modeling, and management reporting.
Demonstrated expertise in financial and accounting systems, reporting tools, and data analysis.
Proven ability to independently own complex processes and deliver results with minimal oversight.
Excellent written and verbal communication skills, with the ability to influence without authority.
Strong analytical, organizational, and problem-solving skills.

Education

Bachelor’s degree in finance, Accounting, or a related field, or equivalent experience.

Skills & Experience

Experience leading cross-functional initiatives or system implementations.
Highly detail-oriented with a strong focus on data integrity and controls.
Ability to manage competing priorities in a dynamic environment.
Strong interpersonal skills and comfort working with all levels of the organization.
Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with Salesforce or integrated financial platforms is a plus.

All full-time employees are eligible for the following benefits:

Eligibility for medical and dental insurance coverage, in accordance with plan terms.
Life Insurance and Accidental Death and Dismemberment (AD&D) coverage, subject to plan provisions.
Paid vacation leave, accrued in accordance with organizational policy.
Paid sick leave, provided in compliance with applicable federal, state, and local laws.
Up to twelve (12) paid holidays annually, subject to organizational schedule and business needs.
Eligibility to participate in the organization’s 401(k) retirement plan, including employer matching contributions, in accordance with plan documents.
Eligibility for an employer-provided parking stipend, subject to program guidelines and business needs.

TO APPLY:

Application Instructions:

Candidates are invited to submit a resume and a cover letter that details their interest in the position to https://firstbook.bamboohr.com/careers.
Only applications submitted through First Book’s approved application platforms will be considered.
Applications submitted through external or unapproved sites, including Idealist, will not be reviewed.
First Book does not accept unsolicited recruiter submissions and does not pay fees for resumes submitted outside of a formal written agreement.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

First Book is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, marital status, personal appearance, family responsibilities, genetic information, matriculation, political affiliation, veteran status, or any other status protected by applicable federal, District of Columbia, or local law.

ADA / REASONABLE ACCOMMODATION STATEMENT

First Book is committed to providing reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs, in accordance with applicable law.
Applicants requiring accommodations during the application or interview process should contact Tasha McNeill at (771) 243-2314 or tmcneill@firstbook.org.

EMPLOYMENT CONDITIONS

Location and Work Presence Requirement

This position requires the ability to maintain a regular in-office presence at First Book’s Washington, DC office to support collaboration with internal teams and participation in partnership-related activities.
The role is structured as a hybrid position with required in-office days. Reasonable accommodation will be considered in accordance with applicable federal, state, and local laws.

Relocation Assistance

Relocation assistance is not provided for this position. Candidates must be able to meet the role’s in-office presence requirements independently.

Compensation Transparency

In compliance with the District of Columbia Wage Transparency Act, First Book will provide the pay range for this position to applicants upon request or as part of the job posting.

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