The Optical Society (OSA) is recruiting for a Senior Manager, Financial Planning and Analysis, in its Finance Department. The Senior Manager, Financial Planning & Analysis has three primary areas of responsibilities:
Manage the annual development of the operating budget and estimates, and contribute to the development of the multi-year plan and rolling forecasts.
Provide executive decision support through ad hoc and special projects analyses along with ongoing analysis of key performance/results indicators.
Review monthly financial statements and annotate budget vs. actual variances for the Executive Team, Senior Team, and the Senior Director, Finance.
Annual Budget and Estimates:
Partner with Senior Director, Finance, to manage the development of the OSA-wide annual budget and quarterly estimates, rolling forecasts, and support the Executive Team in creating a multi-year plan.
Recommend and implement process efficiencies in the financial planning function; maintain tools used for planning and reporting.
Executive Decision Support:
Understand trends in business line revenue, expenses and operations to identify potential risks and opportunities; create and optimize business models.
Analyze complex financial information to provide accurate, timely and thoughtful recommendations to management.
Review current and past trends of key performance/results metrics; introduce predictive analysis of revenue, direct costs, overhead expenses and capital expenditures.
Review financial statements, capital expenditures, and other performance indicators and prepare monthly executive reporting package with variance analyses and annotations.
Assist in the preparation and review of the materials for Finance Council, Audit Council, and Investment Subcommittee.
Create and maintain financial dashboards and other graphical presentation of data for management, verifying data integrity and identifying performance and risks.
Assist Executive Team and Senior Team and Senior Director, Finance, as needed.
Supports year-end and audit preparations.
Support the Finance team’s goals and OSA’s vision and culture.
Contribute to the development and maintenance of appropriate financial policies and procedures.
EXPERIENCE AND EDUCATION:
Bachelor’s degree in Finance or Accounting; MBA and CPA highly preferred. Knowledge of accounting is essential for this position.
At least 8 years of progressively responsible experience with hands-on accounting and financial/operational analysis and planning background in a medium to large size non-profit.
Experience with cost accounting: unit pricing, incremental cost, breakeven analysis, activity based costing, fixed and variable costs, overhead allocation, labor job costing, labor utilization, etc.
Experience creating capital investment models to calculate payback, ROI, IRR and NPV.
Advanced Excel skills and intermediate PowerPoint and Word skills.
Experience with BI360 product suite (planning, reporting, data warehouse) and Tableau.
Experience with Microsoft Dynamics SL or Solomon and NetForum.
KNOWLEDGE, SKILLS & ABILITIES:
Strong problem-solving and critical thinking skills with the ability to exercise sound judgment and recommend creative solutions based on accurate and thorough analyses.
Track record of building relationships and credibility with C-level staff, department heads, senior managers and other stakeholders. Possess high level of diplomacy in dealing with stakeholders.
Solid presentation skills, particularly with executive management and board members, with the ability to communicate, verbally and in writing, complex financial information at the right level for the intended audience.
Knowledge of financial systems database tables, fields and joins.
Ability to understand and appreciate data and details while maintaining big picture perspective.
Comfortable with ambiguity and able to synthesize disparate data sources for analyses.
High level of integrity and dependability with a sense of urgency for completing quality work on time.
Effective project management and process improvement skills.
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
Located in the Dupont Circle neighborhood of Washington, DC, OSA offers a competitive salary and excellent benefits. Please send your resume and cover letter with salary requirements to firstname.lastname@example.org.
Founded in 1916, The Optical Society (OSA) was organized to increase and diffuse the knowledge of optics, pure and applied; to promote the common interests of investigators of optical problems, of designers and of users of optical apparatus of all kinds; and to encourage cooperation among them. The purposes of the Society are scientific, technical and educational.