Director, Financial Planning & Analysis

Salary Range: Commensurate with experience
Location: Washington, D.C.
Reports To: Vice President, Finance & Accounting

Purpose and Description

Reporting to the Vice President of Finance & Accounting, the Director, Financial Planning & Analysis will lead and coordinate the budgeting and reporting process for Meridian International Center. This includes annual budgeting and regular reforecasting of the organizational budget, analysis and coordination of program budgets and reforecasts, reporting of actual results, and monitoring and analysis of budget variances. In addition, this position has top-level responsibility for managing and coordinating Federal and non-Federal grants in collaboration with the Senior Grants Manager and program leads. This position leads all financial analysis as requested by the Vice President, Finance & Accounting and manages two staff – a Senior Grants Manager and a Financial Analyst.

Essential Functions

Budgeting and Reporting

  • Lead the annual budget and quarterly forecasting process for the organization using Adaptive Insights. Prepare budget/forecast reports for senior management
  • Work with senior leadership of each division to budget for both revenue and expense and coordinate revenue assumptions with the SVP of Development
  • Provide proactive and regular financial reporting to the Vice President, Finance & Accounting and assist program staff with understanding of financial reports
  • Prepare monthly summary of results for executive management, summarizing programmatic activity and explaining budget variances.  Meet with program staff and senior management to review results and reports, ensure mutual understanding of variances and address impact on operations.
  • Fully analyze, comprehend and forecast allocation of indirect costs and the resulting impact on the Company’s indirect rates
  • Develop and lead training for program and functional staff on budgets and financial matters

Grants and Contracts

  • Oversee financial reporting of grant activity to ensure compliance with federal rules and regulations, grant agreements, and funder requirements.  This work includes supervision of the Senior Grants Manager and Financial Analyst, and development of systems, processes, timelines, and preparation of funder reports
  • Manage grant and contract revenue recognition
  • Manage the preparation of inception-to-date budget reports
  • Coordinate with program leads and the development department to prepare proposal budgets
  • Manage the single audit process
  • Prepare the Schedule of Expenditures of Federal Awards (SEFA)

Other

  • Analyze financial data for the organization, its projects and grants, and report key metrics via monthly reports, highlighting and explaining variances and trends
  • Support the Vice President, Finance & Accounting, in presentations to the Board of Directors that address results, trends, and forecasts
  • Assist Vice President, Finance & Accounting, with management of cash flow, investments, and financial planning
  • Assist Controller with preparation of the annual audit and Federal form 990

Other duties and special projects as assigned

Minimum Qualifications

Experience/Education

  • Bachelor’s Degree in Finance, Accounting, Business Administration or related fields; MBA or CPA preferred
  • Eight years of planning, budgeting, and financial management experience, with four years in a supervisory role, in a non-profit, association, or government agency
  • Experience with Federal funding of complex non-profit organizations required
  • Strong, demonstrated experience in accounting, auditing, and financial reporting with significant experience in grants management (including Federal awards), reporting, and compliance
  • Any equivalent combination of training, education, and experience that demonstrates the ability to perform the essential functions of the position

Knowledge, Skills, and Abilities

  • Proficiency in management of data and financial management systems, with advanced knowledge of MS Excel and Power Point, including pivot tables, VLOOKUP, HLOOKUP, etc.  Experience using Adaptive Insights preferred.
  • Professional demeanor and ability to communicate and interface with all levels of management and staff, with an emphasis on customer service
  • Ability to explain financial matters to non-finance personnel in a manner that can be understood and retained
  • Keen analytical, organizational, and problem-solving skills that enable critical thinking and yield sound, strategic advisory service
  • Effective and persuasive, oral and written, English communication skills

Physical Effort and Dexterity – Not applicable

Visual Acuity, Hearing and Speaking

  • Excellent verbal and written command of the English language

Environment and Scheduling

  • Interest in working with an international not-for-profit organization
  • Interest in working within a diverse, fast-paced work environment

This position is classified FLSA exempt.

Employer’s Statement and Rights

This position posting does not list all the duties of the job. If an offer is made, you will be presented with a detailed job description. Applicants will be evaluated based upon their demonstrated ability to perform the tasks listed above, and their education and experience. The employer has the right to revise this posting at any time. Neither this posting nor the job description is a contract for employment. Meridian is an Equal Opportunity Employer.

Qualified candidates should apply by e-mail only to HR@meridian.org. Subject line should read "Director, Financial Planning & Analysis" only and a cover letter, with salary expectations, and resume should be attached. Submissions which do not follow the above instructions will not be considered as applicants. Only candidates being considered for this position will be contacted. NO PHONE CALLS in reference to this position will be accepted.