Manager, FP&A

Title: Manager of FP&A

Status: Exempt

Reports to: Director of FP&A

Revision date: June 2022

PURPOSE

We are seeking a highly analytical and collaborative Manager of FP&A to join our Finance team at National Church Residences. According to the prescribed policies and procedures of the organization including all applicable federal, state and local regulations and under the general supervision of the Vice President of FP&A, this role is responsible for delivery accurate monthly financial results, driving the strategic planning and budgeting efforts, and partnering with leaders across the organization. The ideal candidate is comfortable in a matrixed environment, uses data and technology to generate insights, brings strong analytical skill and a collaborative mindset, and is committed to advancing our mission through strong financial stewardship.

ESSENTIAL FUNCTIONS

Monthly Financial Management

• Lead the monthly close and reporting process in partnership with Accounting, delivering timely and accurate financial results, variance analysis, and management commentary.
• Create monthly dashboards and executive summaries highlighting key performance drivers and risks/opportunities.
• Maintain and improve reporting tools and models to streamline processes and enhance insights.

Strategic Planning & Forecasting

• Drive the annual strategic planning and budgeting process, partnering with senior leadership to align financial plans with mission-aligned objectives.
• Lead rolling forecasts and long-range financial models, ensuring assumptions are well-documented and consistent across departments.
• Analyze trends and benchmark performance against internal and external metrics.

Business Partnership & Cross-functional Support

• Act as a finance business partner to department heads and functional leaders, supporting their financial planning, goal setting, and decision-making needs.
• Provide proactive financial insights and recommendations to support growth, efficiency, and investment prioritization.
• Foster strong relationships and navigate and influence within a matrixed organizational structure, collaborating effectively across functions such as Operations, Marketing, HR, and Product.

Process Improvement & Tools

• Continuously identify opportunities to enhance FP&A processes, tools, and systems (e.g., dashboards, forecasting models, planning platforms).
• Support system implementation or enhancement projects as needed.

EXPECTATIONS

• Demonstrates and maintains a positive, professional manner, manages time efficiently and effectively, provides leadership as a role model to promote a team approach and "can do" attitude.

• Works independently receiving minimal guidance, trusted to lead projects and have accountability for ongoing activities, goals, and objectives.

• Must adhere to all policies, procedures, terms and conditions set forth in the National Church Residences' Employee Information Guide (EIG) as well as any facility handbook including but not limited to corporate compliance, drug free workplace, safe work practices, all federal, state, local regulations and laws.

• Performs other duties as assigned.

Education: Bachelor's degree in finance, accounting, economics, or a related field.

Experience: 5-8 years of progressive experience in FP&A, budgeting, or corporate finance. Strong understanding of GAAP financial statements and financial modeling. Demonstrated experience managing budgets, forecasts, and strategic plans in a complex, matrixed organizations.

Mental: Must have good communication, presentation, comprehension, computer and interpersonal skills with the ability to convey complex financial concepts to non-financial audiences. Must have the ability to speak, read, write and understand English.

Skills: Proficiency in Excel, financial planning systems (e.g. Adaptive, Workday, or similar); epxerience with BI tools like Tableau or Power BI is a plus. Must have working knowledge of Windows, Microsoft Office Suite.

Licensure:N/A

Vision: Normal: Consistent with standard workflow.

With respect to said job description, estimate the daily time spent performing the following activities.

Rare (R) = 0-24%; Sometimes (S) = 25-49%; Frequent (F) = 50-74%; Continuous (C) = 75% plus

R = Climbing R = Stooping Lifting / Carrying;R = 10-25 lbs.

S = Standing R = Pushing R = 26-50 lbs.

F = Sitting R = Pulling R = 51-75 lbs.

S = Walking R = Driving ` R = 76 plus lbs.

Consequences of Errors: Mis represented financials.

Supervision Received: General supervision: Employee generally operates by himself/herself checking with supervisor when in doubt.

Working Conditions: Good office conditions.

ACKNOWLEDGEMENT

I hereby understand and agree to the above description of the duties required.

Signature Date

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, military status, disability, genetic information and/or any other characteristics protected by applicable law.