Manager, Financial Planning and Analysis

About the role

The Manager, Financial Planning and Analysis (FP&A) plays a critical role in supporting the long-term financial health, sustainability, and strategic growth of the Liliʻuokalani Trust (LT). This role leads the development and execution of the annual budgeting process, multi-year financial forecasts, and financial models that inform organizational performance and strategic decision-making. Serving as a trusted advisor to executive and senior leaders, the Manager, FP&A provides clear, actionable insights that support mission-aligned investment decisions, operational efficiency, and long-term planning.

Responsibilities

• Own and lead the organization’s annual operating and capital budgeting process, establishing assumptions, timelines, and governance while coordinating cross-functional inputs to translate strategic priorities into a comprehensive, mission-aligned financial plan.

• Lead recurring financial forecast cycles, incorporating actual results, evolving assumptions, and scenario analysis to provide timely, forward-looking insights that support executive decision-making and resource allocation.

• Develop and maintain long-term financial plans and multiyear outlooks, including scenario modeling, to assess sustainability, capacity, and long-term resource stewardship.

• Build and enhance financial models that support strategic, operational, and program investment decision-making.

• Deliver variance, performance, and trend analysis against budgets, forecasts, and key financial metrics, highlighting drivers, implications, and recommended actions for leadership.

• Support long-term financial planning, capital planning, and cash flow projections in close collaboration with the Controller.

• Serve as a trusted advisor to the Vice President & Chief Financial Officer, providing ad hoc financial analyses that inform short- and long-term organizational decisions.

• Prepare and present clear, concise analyses, forecasts, and recommendations to executive leadership that support strategic, operational, and program investment decisions.

• Conduct project analyses, feasibility assessments, due diligence, and financial projections as requested by the CFO and/or CIO.

• Provide analysis, as needed, of joint venture and charitable spending structures to support effective and compliant partnerships.

• Partner closely with program, operational, and business leaders to understand key cost drivers, risks, and opportunities across departments, programs and initiatives.

• Analyze, identify, and track expense drivers to improve financial planning accuracy, cash flow forecasting, and resource allocation.

• Act as a liaison between finance and operations, ensuring shared understanding of financial goals, constraints, and outcomes.

• Provide scenario planning, cost analysis, and financial assessments for new programs, expansions, and strategic initiatives.

• Collaborate with the CFO and Controller to develop and enhance dashboards, KPIs, and executive reporting packages, improving fiscal visibility and accountability for leaders and budget owners.

• Drive continuous improvement and automation of planning, forecasting, and reporting processes to increase efficiency, accuracy, and insight.

• Strengthen financial reporting and analytical systems to support timely, high-quality decision-making across the organization.

• Mentor, coach, and support the development of financial analysts as the FP&A function grows.

• Lead the ongoing maturation of FP&A capabilities, tools, and practices, establishing standards, discipline, and best practices as the function continues to evolve.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field required; Master’s degree preferred.

• Professional certifications such as CFA or FPAC are desirable.

• Five (5) or more years of progressive experience in financial planning and analysis, corporate finance, or a related discipline.

• Demonstrated experience leading annual budgeting processes and recurring forecast cycles in a dynamic, evolving environment.

• Proven track record supporting senior and executive leaders with high-quality financial analysis and decision support.

• Advanced financial modeling and Excel skills required.

• Proficiency with ERP systems and data visualization or business intelligence tools (e.g., Tableau or similar).

• Proficiency in Microsoft Office Suite, including PowerPoint, Word, and Outlook.

• Strong understanding of financial planning methodologies, key accounting concepts, and performance management metrics.

• Experience developing, automating, and maintaining management reporting, dashboards, and KPIs.

• Ability to synthesize and analyze large, complex data sets and translate them into actionable insights.

• Strong business acumen with demonstrated success partnering with senior leaders and cross-functional stakeholders.

• Excellent written, verbal, and presentation skills, with the ability to communicate complex financial information clearly and concisely to non-financial audiences.

• Entrepreneurial mindset with comfort operating in ambiguous, fast-paced environments and building processes and tools from the ground up.

• Ability to manage multiple priorities, meet deadlines, and maintain high standards of accuracy and accountability.

• Demonstrated leadership capability, including the ability to mentor, coach, and develop junior team members as the function grows.

• Ability to thrive in a collaborative, mission-driven environment, working effectively across finance, operations, and program teams.