Director of FP&A and Budget

What You'll Do

Your Impact: Are you a motivated and self-directed individual with budgeting, financial forecasting and analytical skills? Our Finance team is seeking a Director FP&A and Budget to oversee financial performance management including budgeting, enterprise forecasting, reporting and insights, and data systems and integration. You will help translate strategy into resource plans and ensure financial discipline across the organization.

The Role: As the Director of FP&A and Budget, you will lead annual budget planning, financial reporting, enterprise forecasting, variance analysis, performance metric development, and capital planning. In partnership with the Controller you will monitor organizational financial performance, identify emerging risks or opportunities, and drive timely corrective actions. You will also provide financial management support and oversight to the regional and site-specific management teams at The Trustees' locations.

• Lead the development of the organization's annual operating, restricted, and capital budgets.
• Produce the monthly management reporting package, including budget-to-actual analysis, forecasts, trend analysis, and forward-looking financial insights.
• Maintain and enhance driver-based financial models linking operational metrics to financial performance.
• Evaluate new initiatives, investments, pricing or fee structures, and resource allocation proposals.
• Support capital planning and long-term liquidity management.
• Coordinate the organization's insurance program, including the annual renewal process and coverage analysis.
• Develop and deliver presentations to a diverse range of internal and external audiences.
• Supervise and develop two full-time staff members.

Requirements

• Skills and Experience:
  • Required: Degree in business administration, finance, or related field 8+ years of financial analysis experience Strong computer skills, particularly with financial tools, spreadsheets, and presentation applications (MS Office including Power BI) and experience with budgeting and forecasting software systems Strong organizational skills and the ability to work independently, manage multiple priorities and meet deadlines Excellent written and verbal communication skills with the ability to effectively convey complex financial information Solid working knowledge of accounting, P&L and Balance Sheet reporting, and revenue recognition; knowledge of "fund accounting" a plus
  • Preferred: Master's degree in business administration, finance, or related field 7-10 years of financial analysis experience Experience in the nonprofit sector and/or hospitality, recreation, or tourism industries
• Eligibility Criteria: Current authorization to work in the United States - a candidate must have such authorization by his or her first day of employment. A satisfactory criminal background (CORI) check.

Compensation Range

The full compensation range for the position is: $144,375 - $185,625. Offers will be made in the following range ($148,500 - $165,000) and will depend on experience.

Benefits

• Sick time: 15 days per year
• Vacation time: 20 days per year (prorated)
• 12 observed holidays, 3 floating
• Health insurance: You are eligible to participate in the Trustees health insurance benefit via Blue Cross Blue Shield (BCBS). BCBS also offers additional benefits, such as fitness reimbursement and rewards for healthy habits.
• Short-Term and Long-Term Disability Insurance
• Massachusetts Paid Family Medical Leave
• Life Insurance
• 401k with 5% match after 1 year of employment
• Employee Assistance Program: Free access to a confidential service that helps employees and their communities with personal and work-related issues, such as mental health support, counseling, and financial advice.
• Reciprocity: Enjoy access to free and discounted admission and membership to more than 50 nearby museums and cultural institutions for Trustees Staff, Volunteers and Interns.
• Discounts: Enjoy free entry to all Trustees properties, discount event tickets, and discounted merchandise at our stores and on stays at our inns.
• Day of Wonder: Spend one workday per year to exploring a Trustees property.
• Day of Service: Spend one workday per year to helping with a project at a Trustees property.

Equal Opportunity and Diversity

The Trustees is a proud equal opportunity employer and does not discriminate against any protected status including, but not limited to, age, race, ethnicity, sex, gender, sexual preferences, nation of origin, religion, or disability status and strongly encourages applications from people of color, persons with varying abilities, women, and LGBTQ+ applicants. We aspire to reflect and effectively serve the residents and communities of Massachusetts, who are at the core of our mission.