Director of Financial Planning - Frederick - AOPA

Description

Overview

The Director, Financial Planning and Analysis plays a crucial leadership role in delivering business analysis, financial forecasting, budgeting, and reporting to support the Association's strategic goals and operational performance. The role provides valuable analysis and insight for Board of Trustees presentations. The incumbent will use their communication and organizational skills to collaborate closely with operational teams and leadership to enhance organizational value and financial decision-making. The Director will have expertise in interpreting complex financial data and delivering actionable insights.

ESSENTIAL DUTIES

• Operating and Cash Flow Forecasting: Lead monthly meetings with cross-functional teams to discuss operating performance drivers and projections. Ensure the accuracy and reasonableness of projections. Evaluate organization-wide performance and monitor progress towards strategic goals. Design an 18-month cash flow forecasting model to aid in the management of investments. Drive continuous improvement in financial planning and reporting processes, including the use of automation.
• Lead annual budgeting process: Collaborate with operational units to develop annual operating budgets and manage the budget cycle. Monitor budget-to-actual performance and assist leadership in addressing variances.
• Partner with Accounting to produce monthly actual-to-forecasted financial statements. Understand and evaluate drivers of variances to budget, forecast, and prior periods. Create, implement and produce monthly reporting packages that include progress towards key strategic goals, financial statements with forecast and budget comparisons, explanations of plan variances, and analysis of key performance indicators.
• Develop complex Board of Trustees and Committee financial and strategic presentations.
• Ad-hoc Financial Analysis and Projects: Provide comprehensive financial modeling and analysis for various projects such as member products, contracts, and insurance. Deliver business consulting and support to develop budgets, promote organizational goals, improve financial performance, and make informed financial decisions in the best interests of the organization.
• Other duties as assigned based on business and department needs.

REQUIREMENTS

• Bachelor's degree in Accounting, Finance, or related major required.
• Minimum of seven (7) years of progressive financial analysis and corporate finance management experience at larger organizations.
• Proficiency in NetSuite, Adaptive, Salesforce, and Tableau or very similar software platforms.
• Mastery of Microsoft Office Products, with advanced Excel and PowerPoint skills.
• Proven success in planning, developing, and implementing strategies to support organizational growth and stability in a diverse, fast-paced environment.
• Strong written and verbal communication skills to communicate complex financial information.
• Demonstrated ability to foster a collaborative environment amongst cross-functional teams.

PREFERRED QUALIFICATIONS

• Master's degree
• CPA

WORKING CONDITIONS

Generally, a climate-controlled environment with occasional exposure to outdoor weather conditions when attending aviation-related events, including exposure to higher altitudes and confined spaces if in a general aviation aircraft.

PHYSICAL DEMANDS

The physical demands of this position are typical of a standard office environment. While performing the duties of this job, the employee will regularly be required to:

• Sit for extended periods while working at a computer or attending meetings.
• Use hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Communicate effectively via email, phone, and in-person, which requires clear speech, hearing, and vision.
• Occasionally lift or move items weighing up to 15 pounds, such as boxes of materials or equipment.
• Occasionally stand, walk, and reach with hands and arms during the course of normal office activities.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions.

ADDITIONAL INFORMATION

This position is located at AOPA's Frederick, MD headquarters.

The salary range for this position is: $115,000 - $130,000, depending on education and experience.

BENEFITS

• Flight Training (earn your Private Pilot License for free) & Annual Flight Proficiency Program
• Medical, Dental, and Vision insurance is available for employees and their dependents the 1st of the month following their start date
• Flexible Spending Plans
• Health Savings Plan with employer contribution (for eligible participants)
• 401(k) Retirement Plan with a company match, and annual discretionary supplemental employer contribution
• Company paid Short and Long-term Disability Insurance
• Company paid Life Insurance and AD&D insurance with the option to buy up
• PTO: 17 days accrued during first year (accruals increase based on tenure)
• Paid Holidays: 12 holidays
• Personal days: 3 (prorated based on hire date)
• Volunteer day: 1 (prorated based on hire date)
• Work From Home Fridays
• AOPA Membership
• Employee Assistance Program
• Wellness Program (earn medical insurance premium discounts)
• Supplemental insurance options (critical illness, accident, hospital indemnity)
• Tuition Reimbursement Program
• Discount on AOPA swag
• Business casual dress code
• Free coffee, tea, hot cocoa
• Equal Opportunity Employer

EEO NOTICE

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.