Director, Financial Planning & Analysis
About the role
... (the About The Role paragraph)
Responsibilities
- ... each bullet from What You'll Do (the bullet points). Need to preserve all details. The bullet list includes many items with percentages. We'll keep them as list items.
Requirements
- ... Minimum Requirements bullet points.
Qualifications
- ... Preferred Qualifications bullet points.
Skills
- ... list of skills from Preferred Qualifications that are skill-based? But we might duplicate. Better to separate: Qualifications could be preferred qualifications (experience, etc). Skills could be communication, listening, project management, etc. We'll extract from Preferred Qualifications: "Excellent written and oral communication skills", "Familiarity and knowledge of accounting principles/theories (GAAP, FASB)" maybe that's knowledge not skill. "Prior experience with an ERP implementation or major system migration strongly preferred (Workday specifically a plus)" that's experience. "Experience with budgeting/reporting tools such as Workday Adaptive Planning a plus" experience. "Team player and business partner who demonstrates the ability to work in a collegial, collaborative, and fast-paced organization" skill. "Strong listening skills, empathy, patience, and the ability to lead through influence and by example" skill. "Effective project, time, process, and people management skills which enables them to manage multiple, changing priorities and initiatives, and to 'get things done' in a timely manner" skill. "Demonstrated commitment to building strong and welcoming cultures that help to develop others" skill/value. "Exemplification of Braven's core values" value. "Experience that has informed your belief in Braven's mission and has prepared you to work with, or for, Braven's student Fellow population" experience.
We could put all preferred qualifications under Qualifications, and Skills separate for the skill items. But we must not create thin sections; better to combine? However instruction: Prefer a few substantive sections over many thin ones. So maybe we combine Qualifications and Skills into one section? But they ask to use headings for those categories if content exists. We could have Qualifications (including both experience and skills) and not have separate Skills. That would reduce sections. But they said use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't mandate we must use all; we can omit if no real specific content. So we could have Qualifications covering both experience and skills. That seems okay.
Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We must not include fluff like "commensurate with experience". Not present.
Now we need to extract content precisely.
About the role paragraph: "In order to achieve its ambition of serving 80,000-100,000 Fellows over the next decade, Braven is hiring a Director, Financial Planning & Analysis professional who will serve as a trusted resource, leader, and collaborator across the organization on financial planning, forecasting, and decision-support topics. As a member of the Finance team within the People & Operations department, you will lead organization-wide budgeting, forecasting, and financial decision support, translating program and operational strategy into actionable financial plans. This role is on the People & Operations team and reports directly to the Chief Finance & Admin Officer (CFAO)."
We'll put that in
. Responsibilities: list each bullet from "What You'll Do". The bullet points include percentages and details. We'll preserve them exactly as given, maybe keep the percentages. Let's copy: - Own the annual organization-wide budget process, partnering with department and program leaders to build realistic, defensible budgets - Maintain rolling multi-year forecasts incorporating enrollment, funding, and headcount assumptions - Build and maintain scenario models (best-case, worst-case, and most-likely) to support board and executive decision-making - Translate program and operational strategy into financial models that quantify costs, returns, and trade-offs for leadership decisions - Own and lead monthly budget-to-actual variance meetings with department and program leaders, flagging risks and opportunities to leadership - Own a rolling cash flow forecast that models grant and gift receipt timing against operating cash needs, partnering with Development on receipt timing and flagging liquidity risk to the CFAO - Serve as the organization's functional owner of its budgeting and planning systems (Workday budgetary controls, Adaptive Planning), maintaining model structure, hierarchies, and dashboards each budget cycle - Build and maintain KPI dashboards tracking organizational performance against plans for leadership, the Board, and Finance Committee(s) - Partner with Development on revenue forecasting tied to funding pipeline and multi-year grant/gift commitments - Prepare Board & Committee materials, including budget presentations and variance narratives - Serve as the primary financial planning partner to non-finance department leaders, providing independent analysis and recommendations that shape their budget decisions, including training on budgeting and planning tools and troubleshooting support - Partner with the Finance grants lead to ensure that grant-funded program budgets are accurately reflected in organization-wide forecasts without duplicating compliance-level detail - Own compensation and headcount budget modeling, partnering with the People Team on underlying assumptions - Other duties, as assigned We need to preserve percentages? The original had percentages next to each category: Budgeting & Forecasting - 40%, Management & Board Reporting - 25%, Cross-Functional Partnership - 25%, Other duties, as assigned - 10%. We could include them as part of the section heading or within list items. Probably better to keep them as part of the list items? Could add a note. But we must preserve ALL substantive information; not summarizing away detail. So we should include the percentages. Could incorporate them as subheadings? But we only have
- . We could include them in the list items: e.g., "
- Budgeting & Forecasting (40%): Own the annual organization-wide budget process... " That preserves the percentage. Let's do that. Thus list items:
- Budgeting & Forecasting (40%): Own the annual organization-wide budget process, partnering with department and program leaders to build realistic, defensible budgets
- Maintain rolling multi-year forecasts incorporating enrollment, funding, and headcount assumptions
- Build and maintain scenario models (best-case, worst-case, and most-likely) to support board and executive decision-making
- Translate program and operational strategy into financial models that quantify costs, returns, and trade-offs for leadership decisions
- Own and lead monthly budget-to-actual variance meetings with department and program leaders, flagging risks and opportunities to leadership
- Own a rolling cash flow forecast that models grant and gift receipt timing against operating cash needs, partnering with Development on receipt timing and flagging liquidity risk to the CFAO
- Serve as the organization's functional owner of its budgeting and planning systems (Workday budgetary controls, Adaptive Planning), maintaining model structure, hierarchies, and dashboards each budget cycle
- Management & Board Reporting (25%): Build and maintain KPI dashboards tracking organizational performance against plans for leadership, the Board, and Finance Committee(s)
- Partner with Development on revenue forecasting tied to funding pipeline and multi-year grant/gift commitments
- Prepare Board & Committee materials, including budget presentations and variance narratives
- Cross-Functional Partnership (25%): Serve as the primary financial planning partner to non-finance department leaders, providing independent analysis and recommendations that shape their budget decisions, including training on budgeting and planning tools and troubleshooting support
- Partner with the Finance grants lead to ensure that grant-funded program budgets are accurately reflected in organization-wide forecasts without duplicating compliance-level detail
- Own compensation and headcount budget modeling, partnering with the People Team on underlying assumptions
- Other duties, as assigned (10%) That preserves percentages. Now Requirements: Minimum Requirements bullet list: - Bachelor's degree in Finance, Accounting, or related field - 5+ years of experience in FP&A, Accounting, Finance, or a related field - 3+ years of non-profit experience, specifically comfortable with budgeting, forecasting, and board-level financial reporting We'll put each as
- .
Qualifications: Preferred Qualifications bullet list (we'll include all). Let's list them:
- Excellent written and oral communication skills
- Familiarity and knowledge of accounting principles/theories (GAAP, FASB)
- Prior experience with an ERP implementation or major system migration strongly preferred (Workday specifically a plus)
- Experience with budgeting/reporting tools such as Workday Adaptive Planning a plus
- Team player and business partner who demonstrates the ability to work in a collegial, collaborative, and fast-paced organization
- Strong listening skills, empathy, patience, and the ability to lead through influence and by example
- Effective project, time, process, and people management skills which enables them to manage multiple, changing priorities and initiatives, and to "get things done" in a timely manner
- Demonstrated commitment to building strong and welcoming cultures that help to develop others
- Exemplification of Braven's core values
- Experience that has informed your belief in Braven's mission and has prepared you to work with, or for, Braven's student Fellow population
- Please know that no one ever meets 100% of the preferred qualifications. If much of this describes you, we encourage you to apply.
The last sentence is more encouragement; we can include as a
maybe. But it's part of Preferred Qualifications. We'll include as a
after list. Now Benefits: we need to list benefits as
- . The paragraph: "Braven also provides competitive, comprehensive benefits, recognition, and career development. While Braven reserves the right to change benefits at any time, current benefits include: Unlimited vacation time in addition to org-wide holidays and week-long shutdowns in July and the end of the calendar year (this is a minimum of 20