Vice President of Financial Planning & Analysis
Children's Institute · Los Angeles Metropolitan Area · 1 mo ago
Finance$152k–$175k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description paragraphs. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We have:
- About the role: The initial description about VP role. Could be considered "About the role". We'll include.
- Responsibilities: Duties section (Essential Duties). We'll include.
- Qualifications: Education & Experience, Other Qualifications, Preferred Qualifications, Additional Requirements & Expectations, Certificates etc. We'll combine into Qualifications.
- Skills: Technical & Functional Skill Requirement etc. Could be part of Qualifications but we can separate Skills if content. There's "Minimum Technical & Functional Skill Requirement" and "Preferred Qualifications". Might be better to put under Skills.
- Benefits: Provided list.
- Pay: Compensation range.
- Schedule: Not mentioned. No schedule info. So omit.
We must not include boilerplate like EEO, etc. Remove duplicated lines. The posting includes duplicated summary at start and DUTIES Summary repeated. We need to preserve all substantive info but not repeat. We'll condense but not invent. Must preserve all substantive information; do not invent or summarize away detail. That means we cannot omit details; we must keep them. However we can avoid duplication by not repeating same sentences. The posting has duplicated paragraphs: first paragraph appears again under "DUTIES Summary". We should include only once.
We need to output HTML fragment only, no markdown.
We'll structure:
. Must preserve all details.
Let's extract duties:
From "Essential Duties" section:
- Financial Planning, Forecasting & Analytics Strategy
- Lead and continuously strengthen CII’s enterprise-wide budgeting, forecasting, and financial planning processes.
- Own the annual operating and capital budget cycle, including timeline design, cross-functional coordination, and executive alignment.
- Develop rolling forecasts and multi-year financial models that inform strategic decision-making and long-term sustainability.
- Establish enterprise forecasting standards, dashboards, and performance metrics that support executive decision-making.
- Lead Continuous Quality Improvement (CQI) initiatives within FP&A, strengthening systems, automation, data accuracy, and planning discipline.
- Strengthen financial literacy and planning capability across departments to build enterprise financial discipline.
- Revenue & Funding Analytics
- Model funding risk scenarios related to government and philanthropic shifts and inform executive strategy regarding diversification, investment pacing, and business model evolution.
- Provide enterprise-level revenue forecasting and contract-level funding analysis.
- Ensure alignment between FP&A projections, revenue cycle, accounting, and program operations.
- Strengthen cash flow forecasting and revenue sustainability visibility.
- Data Governance, Reporting & Funder Compliance
- Align financial forecasts, multi-year planning, and capital allocation to CII’s North Star Dashboard metrics and three-year targets.
- Partner with Accounting and Compliance to align FP&A forecasts and financial plans with regulatory, audit, and funder requirements (e.g., Uniform Guidance (2 CFR 200), LA County contract rules, State of California funding requirements, and private grant obligations).
- Partner with Accounting and cross-functional leaders (e.g., HR, Programs, and Contracts) to ensure alignment between FP&A forecasts, planning assumptions, and official financial reporting.
- Partner with the CFO and Audit Committee to provide forward-looking financial insights that strengthen governance and oversight.
- Budget Governance, Scenario Planning & Strategic Finance
- Translate organizational strategy into multi-year financial plans, investment models, and scenario analyses that balance growth, risk, and sustainability.
- Evaluate ROI on enterprise system and infrastructure investments, ensuring capital and operating expenditures advance strategic priorities and measurable outcomes.
- Ensure financial planning and resource allocation support the successful execution of One CII, including centralized intake and cross-program coordination.
- Executive Leadership & Organizational Impact
- Serve on CII’s senior leadership team, aligning financial planning and capital allocation to CII’s strategic priorities and North Star outcomes.
- Lead and develop a high-performing FP&A team, establishing analytical rigor, accountability, and succession readiness.
- Support the CFO in preparing financial analyses, forecasts, and sustainability insights for the Finance Committee, Investment Committee, and Board, as requested.
- Ensure resource allocation decisions advance CII’s commitment to impact, organizational effectiveness, and equity.
- Additional Duties
- Other duties and special projects as assigned.
- Supervisory Responsibilities
- Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
- Directors of Financial Planning & Analysis
- Director of Financial Systems & Compliance (shared governance with CFO)
We need to keep all that.
Now Qualifications section: includes EDUCATION & EXPERIENCE, Other Qualifications, Preferred Qualifications, Additional Requirements & Expectations, CERTIFICATES, LICENSES, REGISTRATION, Computer Skills, Vision Requirements, NOISE LEVEL, Required Training.
We must include all substantive info. We'll create
About the role
... (the description)
Responsibilities
- ... each duty
Qualifications
and maybe sub-sections? But only allowed headings are those listed; we cannot add custom headings. So we need to put all qualification info under Qualifications heading, usingparagraphs and maybe
- for lists.
We'll need to preserve details like:
EDUCATION & EXPERIENCE:
- Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field preferred. An equivalent combination of education, training, and relevant professional experience may be considered in lieu of a degree.
- 10+ years of progressive experience in FP&A, strategic finance, or financial planning leadership.
- 5+ years of experience leading and developing high-performing finance teams.
- Experience operating in complex, multi-funder environments (e.g., nonprofit, healthcare, public sector, or government-funded organizations).
- Demonstrated experience leading enterprise budgeting, forecasting, and multi-year financial modeling processes.
Other Qualifications:
- Minimum Technical & Functional Skill Requirement
- Advanced financial modeling, forecasting, and scenario planning expertise.
- Strong understanding of regulatory and compliance frameworks applicable to nonprofit or government-funded organizations, including Uniform Guidance (2 CFR 200), cost allocation principles, indirect cost strategies, and audit requirements (e.g., SEFA reporting).
- Familiarity with enterprise financial systems and business intelligence tools (e.g., ERP platforms such as NetSuite, HRIS systems such as Workday, and BI tools such as Power BI or Tableau).
- Experience presenting financial analysis to executive leadership and supporting Board-level presentations.
- Strong cross-functional partnership skills with operations, accounting, and program leadership.
Preferred Qualifications:
- Master’s degree in finance, accounting, business administration (MBA), or related field.
- Experience in large, complex nonprofit or human services organizations.
- Experience partnering directly with a CFO or serving in a successor-track finance leadership role.
Additional Requirements & Expectations:
- Ability to travel locally across CII sites and attend Board and committee meetings as needed.
- Demonstrated discretion and ability to manage highly confidential financial and organizational information.
- Commitment to advancing equity, cultural humility, and mission alignment in financial decision-making and resource allocation.
CERTIFICATES, LICENSES, REGISTRATION: non required
Computer Skills: Must have advanced knowledge and proficiency of computer programs in a Windows environment.
Vision Requirements: No special vision requirements.
NOISE LEVEL: Moderate noise
Required Training: New Hire Orientation, AB-1825: Sexual Harassment Prevention training, Mandated Reporter Training
We should include all.
Now Benefits section: list.
Benefits:
- Generous paid PTO, plus 10 paid holidays and CII is closed between Christmas and New Year
- Excellent medical, dental, and vision insurance for eligible employees and qualified dependents
- 403b Retirement Plan with employer contribution for eligible employees
- Up to $4,500 in tuition reimbursement per calendar year
- Eligible for the Public Service Loan Forgiveness program
- Flexible Spending Account (FSA) & Health Savings Account (HSA)
- Employer paid Life and AD&D Insurance
- Voluntary Supplemental Insurance
- Opportunity for growth & advancement
- Professional development & continued training
- Team building & bonding through company sponsored events & activities
We'll put as
- .
Pay: Compensation $151,620.50 - $175,000.00 plus explanation. We'll include that paragraph.
Schedule: none.
Now we need to avoid repeating boilerplate like "In accordance with California law, the expected pay range for this position is included in this posting..." That's substantive? It's about pay range disclosure; we can keep as part of Pay section.
Now ensure we don't include sections like "About the role" if we already have description; we have that.
Now produce HTML.
We must not include or . Just fragment.
Let's craft.
We'll need to escape any HTML special characters like & etc. Use & etc.
We'll write:
About the role
The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for advancing CII’s long-term financial health and strategic sustainability. Reporting to the Chief Financial Officer and serving on CII’s senior leadership team, the VP leads enterprise-wide budgeting, forecasting, scenario modeling, and financial performance strategy aligned to CII’s Strategic Plan and North Star outcomes. This role strengthens financial discipline across the organization by integrating multi-year planning, funding risk analysis, capital allocation, and performance reporting into a cohesive financial planning system. The VP ensures financial insights inform executive and Board decision-making and partners closely with accounting to align planning, reporting, and compliance requirements.
Now Responsibilities:Responsibilities
- Financial Planning, Forecasting & Analytics Strategy
- Lead and continuously strengthen CII’s enterprise-wide budgeting, forecasting, and financial planning processes.
- Own the annual operating and capital budget cycle, including timeline design, cross-functional coordination, and executive alignment.
- Develop rolling forecasts and multi-year financial models that inform strategic decision-making and long-term sustainability.
- Establish enterprise forecasting standards, dashboards, and performance metrics that support executive decision-making.
- Lead Continuous Quality Improvement (CQI) initiatives within FP&A, strengthening systems, automation, data accuracy, and planning discipline.
- Strengthen financial literacy and planning capability across departments to build enterprise financial discipline.
- Revenue & Funding Analytics
- Model funding risk scenarios related to government and philanthropic shifts and inform executive strategy regarding diversification, investment pacing, and business model evolution.
- Provide enterprise-level revenue forecasting and contract-level funding analysis.
- Ensure alignment between FP&A projections, revenue cycle, accounting, and program operations.
- Strengthen cash flow forecasting and revenue sustainability visibility.
- Data Governance, Reporting & Funder Compliance
- Align financial forecasts, multi-year planning, and capital allocation to CII’s North Star Dashboard metrics and three-year targets.
- Partner with Accounting and Compliance to align FP&A forecasts and financial plans with regulatory, audit, and funder requirements (e.g., Uniform Guidance (2 CFR 200), LA County contract rules, State of California funding requirements, and private grant obligations).
- Partner with Accounting and cross-functional leaders (e.g., HR, Programs
- Financial Planning, Forecasting & Analytics Strategy
- .
Pay: Compensation $151,620.50 - $175,000.00 plus explanation. We'll include that paragraph.
Schedule: none.
Now we need to avoid repeating boilerplate like "In accordance with California law, the expected pay range for this position is included in this posting..." That's substantive? It's about pay range disclosure; we can keep as part of Pay section.
Now ensure we don't include sections like "About the role" if we already have description; we have that.
Now produce HTML.
We must not include or . Just fragment.
Let's craft.
We'll need to escape any HTML special characters like & etc. Use & etc.
We'll write: