YMCA OF THE TRIANGLE AREA

Compensation

Full Description

Description POSITION SUMMARY: Under the direction of the Vice President of Finance, the Associate Vice President of Financial Planning and Analysis (FP&A) has accountability for leading the annual budget processes, forecasting and supporting strategic plans, as well as, delivering key business insights, analysis and indicators to support business decision making. This position is responsible for managing all functions of the job in accordance with the stated policies established by the administrative staff, governing committees, and Board of Directors of the YMCA. The Associate VP of FP&A is a trusted advisor to operational leadership and is instrumental in aligning financial strategy with community impact. ESSENTIAL FUNCTIONS: • Develops and maintains collaborative relationships with community organizations. Represents and promotes the YMCA in the local and surrounding communities and develops working relationships with other businesses, organizations, and governmental entities. • Leads the Association-wide annual budget process, ensuring alignment with strategic and operational goals. • Develops and maintains monthly financial forecasts in collaboration with the CFO. • Serves as the primary liaison between Finance and Operations, providing specific financial coaching and analysis to the COO and his/her direct reports. • Provides coaching and consulting to Branches, Camps and ARC departments regarding building their budget and monitoring performance. • Evaluates monthly financial statements and key indicators with each operating unit, using available tools such as Power BI, Association's ERP and others as identified. • Collaborates with the Data team to ensure data accuracy and that reporting tools are meeting the needs of the Association from a finance perspective. • Serves as the primary business team representative/liaison for all Operational VP's and Branch Executive Directors regarding their budget, financial status and all branch business related ideas. • Cultivates awareness and instills confidence in senior branch staff in how business principles should be utilized in operational decision making. • Collaborates with senior branch staff to evaluate business decisions for their community. In conjunction with the Data team, analyzes market data in support of a coordinated regional approach to programming and community service. • Provides financial insight to facilitate pricing discussions for all Y programs and membership functions for the Association, utilizing advanced pricing tools and metrics to maximize the intersection of revenue and service to the community. • Develop and deliver clear, insightful visualizations as part of the regular bi-weekly payroll analysis and monthly budget-to-actual variance reviews to support executive decision-making and operational efficiency. • Provides quality control for project deliverables. • Develops a comprehensive plan to manage Annual Campaign allocations and community-based, in-kind giving in order to maximize the Y's resources, meet the most needs possible, and ensure dignity for every applicant. • Works with the Data team to create a plan to evaluate and improve performance in secondary program lines (i.e. adult wellness programs, nursery) with branch staff and Association leadership. • Supports Associate Executives and Operational Vice Presidents across the Association as they plan and monitor success. • Coordinates the completion of Y-USA Annual Report. • Fully understands the Association's Finance Policy, the reserve buckets and the capital budget in order to communicate and educate Branches & Camp staff as to how the Association's corporate finances integrate with the mission. • Collaborates effectively with staff and volunteer teams representing a broad range of experiences and perspectives. • Maintains regular, clear and concise communication within area of responsibility. • Other duties and responsibilities as assigned by the VP of Finance, the Chief Financial Officer and the Chief Operations Officer. QUALIFICATIONS: • We're looking for a results-driven financial leader who thrives in a collaborative, mission-focused environment. The ideal candidate will bring a strong analytical foundation, clear communication skills, and a passion for using data to drive real-world impact. • Bachelor's degree in finance, accounting, business administration or related discipline and seven or more years of experience, in finance, business analytics or related field. MBA or other relevant advanced degree preferred. • Business analysis and project management experience is required. • Strong communication skills - including written and oral communication as well as presentation skills; ability to effectively communicate complex technical concepts in small group settings to a diverse and varied audience. • Proficiency with the Microsoft suite of productivity applications (Word, PowerPoint, etc.). • Strong proficiency with Microsoft Excel; Power BI or other data visualization tools highly preferred. • Familiarity with AI-enabled tools or models in finance is a plus. • Ability to operate independently and under pressure, to perform multiple concurrent tasks and responsibilities, and to deal with changing priorities, while maintaining effectiveness. • Strong customer service, communication, organization, creative problem solving and interpersonal skills. • Ability to engage in a collaborative, results-oriented team environment. • Ability to influence groups through demonstrated competence. • Highly organized; ability to manage multiple projects at once and meet deadlines. • Ability to relate effectively to diverse groups of people from all social and economic segments of the community. • Multi-lingual desired but not required. WORK ENVIRONMENT & PHYSICAL DEMANDS: 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. • While performing the duties of this job, the employee is regularly required to use a computer for extended periods of time and be able to communicate using a computer and phone/smart device. The employee frequently is required to sit and reach and must be able to move around the work environment. • The employee must occasionally lift and/or move up to 10 pounds. • Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust. • The noise level in the work environment is usually minimal to moderate. • Travel, including evening, weekend, and overnight, will be necessary. • Must be able to provide valid identification for employment eligibility verification. • Must possess a valid driver's license and have access to reliable transportation. • A clean driving record is required to meet YMCA insurance standards. • Travel between branch locations or to off-site meetings and events is required.