FIN - Director of Financial Planning and Analysis

About the role

Owns the annual budget development process end-to-end, partnering with program directors and senior leadership to build realistic, grant-aligned budgets across 40+ cost centers and funding sources.
Develops rolling forecasts and scenario models that give leadership timely visibility into revenue trends, expense variances, and cash flow projections.
Builds multi-year financial plans that account for grant cycles, Medicaid rate changes, and organizational growth targets.
Creates timely budget-to-actual reporting that program managers can use—replacing the current manual compilation process with automated, self-service dashboards.
Designs and delivers monthly financial reporting packages for the Executive Team and Board, including narrative analysis that connects financial data to programmatic outcomes.
Builds grant-level financial tracking and reporting that meets funder requirements and gives program leaders real-time visibility into burn rates and remaining balances.
Develops KPIs and financial metrics relevant to behavioral health and social services (cost per client served, revenue per billable hour, indirect cost rates, etc.).
Provides ad hoc financial analysis to support strategic decisions: new program viability, facility expansion, staffing model changes, and payer mix shifts.
Drives adoption of new financial tools and processes across a workforce accustomed to manual systems—with patience, clear communication, and practical training.
Serves as a strategic finance partner to program directors, helping them understand their budgets, interpret variances, and make data-informed decisions.
Collaborates with the Senior Director of Finance and Accounting to ensure clean handoffs between transactional accounting and analytical reporting.
Supports the Deputy Director of Administration in building a cohesive, modernized administrative function across HR, IT, Operations, Finance, and Compliance.
Evaluates the technology landscape for FP&A-specific tools (budgeting software, forecasting platforms, reporting layers) and makes recommendations based on cost, complexity, and organizational readiness.
Develops scalable reporting infrastructure that is well-documented, accessible, and easily maintained across the team.
Creates clear documentation for all FP&A processes.
Partners with the Senior Director of Finance and Accounting to align chart of accounts structure, cost center design, and data architecture to support FP&A reporting needs.
Designs and delivers monthly and quarterly financial reporting packages for the Executive Team and Board, including narrative analysis that provides context and insight alongside key financial data.
Ensures board members and leadership have financial analysis in formats they can use for governance and strategic decisions.
Translates financial complexity into plain language that non-finance program staff can understand and act on.
Coordinates with development and program staff to track grant spending in a timely manner against approved budgets and proactively flag variances to ensure compliance.
Supports grant budget development by providing financial modeling and historical analysis to inform realistic grant proposals.
Ensure program directors have real-time visibility into grant balances and burn rates through accessible, self-service reporting tools.
Attends relevant agency, program, and leadership meetings.
Participates in cross-functional administrative initiatives as a representative of the finance function.

Responsibilities

Owns the annual budget development process end-to-end, partnering with program directors and senior leadership to build realistic, grant-aligned budgets across 40+ cost centers and funding sources.
Develops rolling forecasts and scenario models that give leadership timely visibility into revenue trends, expense variances, and cash flow projections.
Builds multi-year financial plans that account for grant cycles, Medicaid rate changes, and organizational growth targets.
Creates timely budget-to-actual reporting that program managers can use—replacing the current manual compilation process with automated, self-service dashboards.
Designs and delivers monthly financial reporting packages for the Executive Team and Board, including narrative analysis that connects financial data to programmatic outcomes.
Builds grant-level financial tracking and reporting that meets funder requirements and gives program leaders real-time visibility into burn rates and remaining balances.
Develops KPIs and financial metrics relevant to behavioral health and social services (cost per client served, revenue per billable hour, indirect cost rates, etc.).
Provides ad hoc financial analysis to support strategic decisions: new program viability, facility expansion, staffing model changes, and payer mix shifts.
Drives adoption of new financial tools and processes across a workforce accustomed to manual systems—with patience, clear communication, and practical training.
Serves as a strategic finance partner to program directors, helping them understand their budgets, interpret variances, and make data-informed decisions.
Collaborates with the Senior Director of Finance and Accounting to ensure clean handoffs between transactional accounting and analytical reporting.
Supports the Deputy Director of Administration in building a cohesive, modernized administrative function across HR, IT, Operations, Finance, and Compliance.
Evaluates the technology landscape for FP&A-specific tools (budgeting software, forecasting platforms, reporting layers) and makes recommendations based on cost, complexity, and organizational readiness.
Develops scalable reporting infrastructure that is well-documented, accessible, and easily maintained across the team.
Creates clear documentation for all FP&A processes.
Partners with the Senior Director of Finance and Accounting to align chart of accounts structure, cost center design, and data architecture to support FP&A reporting needs.
Designs and delivers monthly and quarterly financial reporting packages for the Executive Team and Board, including narrative analysis that provides context and insight alongside key financial data.
Ensures board members and leadership have financial analysis in formats they can use for governance and strategic decisions.
Translates financial complexity into plain language that non-finance program staff can understand and act on.
Coordinates with development and program staff to track grant spending in a timely manner against approved budgets and proactively flag variances to ensure compliance.
Supports grant budget development by providing financial modeling and historical analysis to inform realistic grant proposals.
Ensure program directors have real-time visibility into grant balances and burn rates through accessible, self-service reporting tools.
Attends relevant agency, program, and leadership meetings.
Participates in cross-functional administrative initiatives as a representative of the finance function.

Requirements

Education and Experience: Bachelor’s degree in finance, accounting, business administration, or related field required. MBA, CPA, or CGMA designation preferred. AND Seven (7) or more years of progressive finance experience, with at least three (3) years focused in a leadership position overseeing critical financial functions. AND Demonstrated experience modernizing financial operations in a mid-sized organization—moving from manual or fragmented processes to integrated, automated systems.

Skills

• Deep fluency in nonprofit financial management: fund accounting, restricted/unrestricted funds, indirect cost allocation, grant budgeting and compliance, and government contract reporting.
• Hands-on experience implementing or significantly optimizing financial software (e.g., Sage Intacct, Abila MIP, Blackbaud, Bill.com, Concur, or comparable platforms).
• Advanced Excel and financial modeling skills; experience with BI/reporting tools (Power BI, Tableau, or similar).
• Proven ability to translate financial data into clear, actionable insights for non-financial audiences.
• Strong change management instincts—able to bring people along through process changes with empathy, clarity, and follow-through.

Preferred

• Experience in behavioral health, healthcare, or human services.
• Familiarity with MIP Fund Accounting.
• Experience building an FP&A function from scratch.
• Experience with A&NH/PI communities or other historically underserved populations.
• Experience inheriting in-progress system implementations.

Cultural Humility

Demonstrates respect and sensitivity when working with individuals from diverse cultural, racial, linguistic, and socioeconomic backgrounds. Maintains a welcoming and professional attitude with staff, clients, and visitors in all interactions. Contributes to a safe and inclusive environment in support of the agency’s equity, inclusion, diversity, and belonging values.

Technical Skills

• Advanced Excel and financial modeling (required).
• Experience with BI/reporting tools: Power BI, Tableau, or similar (required).
• Hands-on experience with nonprofit ERP or fund accounting platforms (required).
• Experience with AP automation or electronic payment platforms (Bill.com, Concur, AvidXchange, or similar) strongly preferred.

Additional Requirements

• Maintains the highest level of confidentiality across all financial matters.
• Follows all agency policies and procedures as outlined in the Employee Handbook.

Working Conditions

• The position requires regular mobility within the office or workspace, may involve sitting for extended periods throughout the day and the ability to handle objects, tools, or controls.
• Occasional lifting or moving up to 20 pounds may be required.
• Involves tasks where visual acuity is beneficial.
• This position is hybrid, with work divided between 20% remote and 80% on-site locations.
• Established hybrid work expectations are subject to change at the agency’s discretion.
• The noise level in the on-site work environment is moderate.

Location

Asian Counseling and Referral Service - Main Office

EEO Statement

American Counseling and Referral Service is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. Washington Relay Service 711. ACRS does not and will not discriminate on the basis of age, ancestry, color, creed, disability, gender identity, marital status, national origin, parental status, political ideology, race, religion, sex, sexual orientation, use of a service animal, military or veteran status. Equal access to programs, services and employment is available to all persons. Those individuals requiring accommodation should notify ACRS in advance.

Additional Information

Position Qualifications: Bachelor’s degree in finance, accounting, business administration, or related field required. MBA, CPA, or CGMA designation preferred. AND Seven (7) or more years of progressive finance experience, with at least three (3) years focused in a leadership position overseeing critical financial functions. AND Demonstrated experience modernizing financial operations in a mid-sized organization—moving from manual or fragmented processes to integrated, automated systems.