Strategic Finance Director
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide which content is list vs prose.
Responsibilities: there are bullet points preceded by headings like "Financial Modeling & Business Analysis:" then a sentence, then maybe sub-bullets? Actually the text:
Responsibilities
Financial Modeling & Business Analysis: Build and maintain a 3-statement financial model for budgeting, forecasting, cash flow management, scenario analysis, and net asset impacts Independently develop ROI analyses and cost-benefit frameworks that shape prioritization decisions and track the end-to-end lifecycle of initiatives from investment through post-launch impact measurementInfluence decision-making across senior leaders with actionable financial insights to solve key business challenges and position our organization for growth Partner across the organization to evaluate deal economics, optimize margins, and improve efficiencyCommunicate executive-ready analyses, dashboards, and Board materials that translate complex financial information into meaningful business insights Budget & Forecast Management Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentationsImprove and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracyGuide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreamsManage vendor renewal calendars and ensure no material contracts auto-renew without review Special Projects Support the build-out of an internal procurement process, one that establishes a centralized function for spend management, contract reviews, vendor selection, and purchasing process.Own mission-critical initiatives such as an updated pricing strategy to optimize our margins
It seems like there are sections but not bullet list. We could treat each colon-started phrase as a list item. Better to split into
- items.
We need to preserve all substantive information; we can break into list items.
Similarly Qualifications: list of bullet points each starting with a bold? Actually they are sentences starting with "Have 8+ years...", "Enjoy turning ambiguity...", etc. We'll treat each as
- .
Benefits: list of benefits: 25 paid vacation days, 11 paid holidays, rich employer-paid health plan, matching 401(k) up to 5%, annual professional development stipend, casual and flexible work environment. We'll make list.
Pay: we need to include the salary ranges. Could be prose
with both ranges.
Schedule: hybrid workplace details: option to work flexible hybrid schedule in NYC office, or fully remotely from list of states, travel 4-6 times per year. We'll make list maybe.
We must not include filler like "commensurate with experience". Not present.
Now produce HTML.
Structure:
About the role
...
Responsibilities
- Financial Modeling & Business Analysis: Build and maintain a 3-statement financial model for budgeting, forecasting, cash flow management, scenario analysis, and net asset impacts; independently develop ROI analyses and cost-benefit frameworks that shape prioritization decisions and track the end-to-end lifecycle of initiatives from investment through post-launch impact measurement; influence decision-making across senior leaders with actionable financial insights to solve key business challenges and position the organization for growth; partner across the organization to evaluate deal economics, optimize margins, and improve efficiency; communicate executive-ready analyses, dashboards, and Board materials that translate complex financial information into meaningful business insights.
- Budget & Forecast Management: Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentations; improve and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracy; guide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreams; manage vendor renewal calendars and ensure no material contracts auto-renew without review.
- Special Projects: Support the build-out of an internal procurement process that establishes a centralized function for spend management, contract reviews, vendor selection, and purchasing process; own mission-critical initiatives such as an updated pricing strategy to optimize margins.
But need to ensure we didn't lose any detail: The original had some run-on sentences; we combined with semicolons. That's okay as preserving info.
Qualifications:
Qualifications
- Have 8+ years of related work experience in strategic finance, FP&A, corporate development, management consulting, investment banking, private equity, accounting, or another discipline responsible for financial forecasts and analysis.
- Enjoy turning ambiguity into structured analysis and actionable recommendations.
- Build trusted relationships across functions and know how to influence without formal authority.
- Have built sophisticated financial models from scratch—not simply maintained existing models.
- Are naturally curious, ask thoughtful questions, and are comfortable challenging assumptions with data and sound judgment.
- Communicate complex financial concepts in ways that help non-finance leaders make informed decisions.
- Problem solver who is comfortable diving into complex scenarios.
- Balance confidence with humility—you have a point of view but remain open to new information and perspectives.
- Tech-savvy and comfortable embracing new systems and tools.
- Care deeply about education and share our organization’s commitment to racial and economic equity in America’s public schools.
- Experience working with Adaptive Insights or another cloud-based financial planning software.
- Comfortable with intermediate Excel/Google Sheet functions (pivot tables, lookup functions, graphs/tables).
Level Expectations could be added as part of Qualifications or separate. Since we have Qualifications heading, we could add another list item for Level Expectations content. But the instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They didn't list Level Expectations as a heading; we could incorporate into Qualifications as prose or list item. Let's add as a list item under Qualifications: "Level Expectations: The Strategic Finance Director will independently lead complex analytical work that influences organizational financial strategy and executive decision-making. They own sophisticated financial modeling efforts, develop recommendations with limited direction, and regularly partner with senior leaders across the organization. While this role does not include direct people management responsibilities, the Strategic Finance Director is expected to exercise significant independent judgment, influence cross-functional decisions through expertise and credibility, and raise the overall quality of strategic financial thinking across DonorsChoose. Successful team members take work nearly to completion independently, seek thoughtful input at key decision points, and communicate recommendations with clarity, confidence, and sound business judgment."
That preserves info.
Benefits:
Benefits
- 25 paid vacation days per year
- 11 paid holidays
- Rich employer-paid individual and family health plan
- Matching 401(k) plan (up to 5% of base salary)
- Annual professional development stipend
- Casual and flexible work environment
Pay:
Pay
The hiring salary range for this role is $109,180 - $125,660. For specific higher cost‑of‑labor locations (New York City, San Francisco, Los Angeles, Seattle, Boston, and Washington, D.C.) the range is $121,540‑$142,000. Employees are eligible for annual performance‑based raises as they grow in the role.
Schedule:
Schedule
- Option to work a flexible hybrid schedule in the NYC office or to work fully remotely from CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OR, PA, TN, TX, VA, WA, or WI.
- Candidates outside the NYC area should expect to travel to the NYC office on an as‑needed basis, about 4‑6 times per year.
- All work‑related travel expenses are covered by the organization.
We must not include any other sections like "About DonorsChoose", "About The Finance Team", "Core Values", "To Apply", etc.
Check that we haven't inadvertently included boilerplate like "DonorsChoose participates in E-Verify." That's boilerplate/legal; we must remove. Also "We will provide the U.S. Social Security Administration..." etc. Remove.
Also "An important note on communications..." remove.
Also "DonorsChoose Core Values..." remove.
Also "To Apply..." remove.
Also "A Final Note..." remove.
Also "Hybrid Workplace And Other Details" we used for schedule; good.
Now ensure we didn't miss any substantive info: The "About The Role" paragraph: we need to capture that.
Let's extract the About The Role paragraph:
"About The Role
for prose. We need to decide which content is list vs prose. Responsibilities: there are bullet points preceded by headings like "Financial Modeling & Business Analysis:" then a sentence, then maybe sub-bullets? Actually the text: Responsibilities Financial Modeling & Business Analysis: Build and maintain a 3-statement financial model for budgeting, forecasting, cash flow management, scenario analysis, and net asset impacts Independently develop ROI analyses and cost-benefit frameworks that shape prioritization decisions and track the end-to-end lifecycle of initiatives from investment through post-launch impact measurementInfluence decision-making across senior leaders with actionable financial insights to solve key business challenges and position our organization for growth Partner across the organization to evaluate deal economics, optimize margins, and improve efficiencyCommunicate executive-ready analyses, dashboards, and Board materials that translate complex financial information into meaningful business insights Budget & Forecast Management Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentationsImprove and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracyGuide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreamsManage vendor renewal calendars and ensure no material contracts auto-renew without review Special Projects Support the build-out of an internal procurement process, one that establishes a centralized function for spend management, contract reviews, vendor selection, and purchasing process.Own mission-critical initiatives such as an updated pricing strategy to optimize our margins It seems like there are sections but not bullet list. We could treat each colon-started phrase as a list item. Better to split into
with both ranges. Schedule: hybrid workplace details: option to work flexible hybrid schedule in NYC office, or fully remotely from list of states, travel 4-6 times per year. We'll make list maybe. We must not include filler like "commensurate with experience". Not present. Now produce HTML. Structure:
About the role
...
Responsibilities
- Financial Modeling & Business Analysis: Build and maintain a 3-statement financial model for budgeting, forecasting, cash flow management, scenario analysis, and net asset impacts; independently develop ROI analyses and cost-benefit frameworks that shape prioritization decisions and track the end-to-end lifecycle of initiatives from investment through post-launch impact measurement; influence decision-making across senior leaders with actionable financial insights to solve key business challenges and position the organization for growth; partner across the organization to evaluate deal economics, optimize margins, and improve efficiency; communicate executive-ready analyses, dashboards, and Board materials that translate complex financial information into meaningful business insights.
- Budget & Forecast Management: Lead critical FP&A processes, including annual budgeting process, recurring forecasts, month-end reporting, and preparation of financial reporting for senior leadership and Board presentations; improve and automate FP&A processes, systems, and reporting as the company scales by using modern tooling (including AI-enabled solutions) to improve speed and accuracy; guide senior leaders on resource allocation and strategic decisions, occasionally presenting at leadership meetings and playing a critical role in influencing change across cross-functional workstreams; manage vendor renewal calendars and ensure no material contracts auto-renew without review.
- Special Projects: Support the build-out of an internal procurement process that establishes a centralized function for spend management, contract reviews, vendor selection, and purchasing process; own mission-critical initiatives such as an updated pricing strategy to optimize margins.
Qualifications
- Have 8+ years of related work experience in strategic finance, FP&A, corporate development, management consulting, investment banking, private equity, accounting, or another discipline responsible for financial forecasts and analysis.
- Enjoy turning ambiguity into structured analysis and actionable recommendations.
- Build trusted relationships across functions and know how to influence without formal authority.
- Have built sophisticated financial models from scratch—not simply maintained existing models.
- Are naturally curious, ask thoughtful questions, and are comfortable challenging assumptions with data and sound judgment.
- Communicate complex financial concepts in ways that help non-finance leaders make informed decisions.
- Problem solver who is comfortable diving into complex scenarios.
- Balance confidence with humility—you have a point of view but remain open to new information and perspectives.
- Tech-savvy and comfortable embracing new systems and tools.
- Care deeply about education and share our organization’s commitment to racial and economic equity in America’s public schools.
- Experience working with Adaptive Insights or another cloud-based financial planning software.
- Comfortable with intermediate Excel/Google Sheet functions (pivot tables, lookup functions, graphs/tables).
Benefits
- 25 paid vacation days per year
- 11 paid holidays
- Rich employer-paid individual and family health plan
- Matching 401(k) plan (up to 5% of base salary)
- Annual professional development stipend
- Casual and flexible work environment
Pay
The hiring salary range for this role is $109,180 - $125,660. For specific higher cost‑of‑labor locations (New York City, San Francisco, Los Angeles, Seattle, Boston, and Washington, D.C.) the range is $121,540‑$142,000. Employees are eligible for annual performance‑based raises as they grow in the role.
Schedule:Schedule
- Option to work a flexible hybrid schedule in the NYC office or to work fully remotely from CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OR, PA, TN, TX, VA, WA, or WI.
- Candidates outside the NYC area should expect to travel to the NYC office on an as‑needed basis, about 4‑6 times per year.
- All work‑related travel expenses are covered by the organization.