Director, Financial Planning & Analysis

On Site Full TimeMadison, Wisconsin, United StatesCatholic Charities of Madison

Role Overview

The Director, Financial Planning & Analysis is responsible for developing, delivering, and presenting routine yet insightful monthly financial statements and supporting performance indicators, as well as the annual operating budget, forecasts, and other supporting schedules. Key stakeholders include the organization’s leadership team and board of directors.

What You Will Do

The Director will design and implement a system of reporting, ensure understanding of the general ledger design and accounting system, help coordinate reporting format/protocol for outside funders, and serve as a backup to the CFO for primary SLT, Board, and committee report preparation and presentation.

Why It Might Be a Fit

This is an amazing opportunity to be part of a mission-driven team that makes a real difference in the lives of others!

Requirements

  • Bachelor’s degree in Accounting or related field
  • 5+ years of experience in financial planning and analysis
  • Proven experience in financial reporting, budgeting, and forecasting
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life, AD&D, Long Term Disability insurance
  • Short Term Disability insurance
  • Accident, Critical, and Hospital Indemnity Insurance
  • FSAs and HSA
  • 403(b) Retirement Plan with 6% company match after 1 year
  • PTO
  • 10 Holidays
  • Employee Referral Programs

Tagged as: ,

To apply for this job please visit secure6.saashr.com.

RevOps Careers Favicon

Get the latest RevOps jobs every Monday.

No noise. Just the best GTM roles, curated weekly.

We don’t spam! Read our privacy policy for more info.

Get the full Role Intel for this job

ReLoop.me’s full Role Intel shows the real level behind the title, an estimated pay range, a must-have checklist and the questions to ask before you apply.

Tired of manual job applications?

JobCopilot auto-applies to thousands of RevOps and GTM roles on your behalf — so you can focus on interviews, not applications.

Applying for this role?

Tailor your resume to this exact role — hiring managers notice the difference.

Latest articles on the blog

RECRUITERS!

Reduce the risk of your recruitment process (applicant quality, long and inefficient process) by selecting from a relevant pool of candidates.

POST A NEW JOB NOW!