Financial Planning and Analysis Director

About Us

The Coleridge Initiative is a nonprofit organization, focused on enhancing the use of data to inform public decision making. We collaborate with government agencies, academic institutions, and nonprofit entities to transform the way data is utilized for social good.

The Finance department plays an essential role in ensuring the organization meets its long-term financial goals and objectives. Finance’s mission is to accurately record, analyze and report financial information, provide timely and reliable data to support strategic decision-making, while ensuring compliance with regulations and the safeguarding of organization’s assets. Responsibilities within Finance are split between the FP&A and Accounting units.

The Financial Planning & Analysis (FP&A) Director will serve as a key strategic partner in advancing Coleridge’s financial strength and long-term growth. Reporting directly to the Chief Financial Officer (CFO), this role is responsible for delivering high-impact financial analysis, robust forecasting, and sophisticated modeling that inform organizational decision-making and resource allocation. The FP&A Director will translate complex financial data into actionable insights that support both near-term goals and long-range strategic objectives.

Success in this role requires a strong foundation in financial modeling, budgeting, and multi-year planning, coupled with a deep knowledge of project-based accounting and performance reporting. The ideal candidate will demonstrate the ability to think strategically while also executing at a granular level, collaborating across departments to align financial planning with organizational goals. Experience in business development, product pricing, financial reporting under federal guidelines, and regulatory compliance is highly desirable. A proactive, solutions-oriented mindset and the ability to communicate financial concepts clearly to non-financial stakeholders are essential.

Essential Job Functions

Financial Modeling:

• Develop and maintain complex financial models to support budgeting, long-term financial planning, and product pricing.
• Ability to present complex models to colleagues and non-financial stakeholders in a clear and concise manner.

Planning and Forecasting:

• Collaborate cross-functionally to develop annual operating budgets and long-term financial forecasts aligned with strategic objectives.
• Conduct scenario analyses and sensitivity testing to evaluate the financial impact of different business strategies.
• Partner with core business functions to develop budgets for grant and contract proposals, track performance, and adjust as appropriate.
• Support the annual budget approval process by the Board of Directors.

Financial Reporting, Analysis and Decision-Making Support:

• Conduct comprehensive financial analysis to identify trends, opportunities, and risks in the organization, and provide recommendations for improvement.
• Act as a strategic business partner by providing financial insights, guidance, and support in key decision-making processes including new business opportunities.
• Prepare accurate and timely financial reports, including actual versus budget variance analysis and cash flow analysis.

Product Pricing:

• Support the development of pricing strategies to match products’ value, cost, and customer demand to achieve financial targets and provide competitive prices.
• Develop and maintain pricing models including periodic review and testing of key assumptions.
• Conduct analysis of key competitors’ strategies and pricing.

Processes and Controls:

• Contribute to the development and maintenance of a strong control environment through comprehensive and well documented processes and procedures, ensuring compliance with relevant regulations.

Qualifications:

• A strong interest in Coleridge’s mission to enhance the use of data to inform public decision making.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA is a plus).
• 8+ years of professional experience in finance roles (non-profit experience preferred).
• Experience in project-based accounting (knowledge of state and federal grants and contracts preferred).
• Strong financial acumen with deep understanding of financial analysis, budgeting, forecasting, and pricing strategies.
• Experience in business partnering and providing financial insights to cross-functional teams.
• Exceptional analytical and critical thinking skills, with the ability to interpret complex financial data and provide actionable recommendations.
• Advanced proficiency in financial modeling and Microsoft Excel (data management skills are a plus).
• Client-driven, collaborator who enjoys working with others to develop solutions.
• Continuous improvement mindset with a focus on identifying ways to work more effectively as a team and provide greater financial insights.
• Effective communication and presentation skills to effectively convey financial concepts to non-financial stakeholders.

Work Environment & Physical Demands

This is a remote-based position (Eastern Time Zone preferred), primarily sedentary (sitting or standing at a desk in a home office). Work may be programmed for weekdays, weekends, and evenings.

The physical demands described here represent those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to talk or hear. The employee is frequently required to sit or stand for extended periods of time at a desk or computer workstation. The employee is occasionally required to walk, sit, use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel or crouch. The employee may occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Coleridge is an equal opportunity, affirmative action employer committed to maintaining a

non-discriminatory, diverse work environment.

Application requirements ie resume, cover letter describing how interests, experiences align to the requirements of this position, professional references, work samples.

In addition to competitive salaries, the Coleridge Initiative’s total compensation program includes professional development and tuition reimbursement plans; time off with pay plans; retirement plan with company-funded matching contribution; additional pay based on performance commitments; and more.