Title: Sr Director, Financial Planning & Analysis

Organization: WorkMoney, Inc.

Reporting to: Chief Financial Officer

Location: United States / Remote, <10% travel

Term: Permanent, Full-Time, Exempt, requires U.S. work authorization

Compensation: $165,000.00 - $185,000.00 Annually

To Apply: LINK

Deadline: Applications will be considered on a rolling basis; target start in October

About WorkMoney, Inc.

At WorkMoney.org, we are dedicated to enhancing the financial well-being of hard working Americans. Founded on the belief of the American dream, we strive to provide our members with the tools, resources, and support they need to navigate their financial journeys with confidence.

We don't stop at individual support. At WorkMoney, we believe in systemic change and actively advocate for policies that promote economic fairness and opportunity. By amplifying the voices of our members and partnering with policymakers, we strive to create a more just and equitable economic landscape.

We believe that financial stability should be accessible for everyone and we're here to make that a reality. By offering financial tools and resources, fostering a supportive environment and championing policy changes, we empower our members to take control of their finances and build a more secure future.

Join us at WorkMoney, Inc. and become part of a movement dedicated to economic empowerment, financial security, and advocacy for all.

About the Senior Director, Financial Planning & Analysis role?

The Senior Director of Financial Planning and Analysis will lead the organization’s financial planning and analysis functions, overseeing the budgeting, forecasting, financial modeling, and scenario planning processes. This role is critical in enabling data-driven decision-making across the organization, ensuring alignment between financial goals and strategic priorities. Reporting to the CFO, the Senior Director of FP&A will work closely with C-suite and leadership teams and across business units to deliver actionable financial insights and build robust models that support organizational growth and financial sustainability. This role will also play a key part in evolving FP&A systems and processes, driving continuous improvement, and building cross-functional financial literacy.

Responsibilities of our Senior Director, Financial Planning & Analysis are:

• Oversee the development and execution of the organization’s annual budget, collaborating with leadership to ensure alignment with strategic goals and effective resource allocation
• Lead organization-wide forecasting processes, providing timely, data-driven updates and variance analysis to inform leadership on financial performance against budget
• Develop and maintain complex financial models and scenario analyses to evaluate strategic initiatives, investment opportunities, and organizational priorities
• Partner with the CFO and executive team to support long-term strategic planning and financial modeling that aligns with multi-year organizational goals
• Partner with leadership to evaluate financial performance and market conditions to inform planning, resourcing, and growth strategies
• Build strong relationships with department leaders and collaborate cross-functionally to deliver financial analysis and planning that aligns resources with business unit goals and organizational strategy
• Develop and implement key performance indicators (KPIs) to monitor and measure financial and operational performance across the organization, providing regular, data-driven and actionable insights to leadership and stakeholders to guide strategic decisions, improve accountability, and drive continuous improvement
• Deliver ongoing financial analysis and performance updates to internal leadership, translating complex data into actionable insights that enhance operational decision-making and strengthen financial understanding across departments
• Collaborate closely with the Controller and Development team to align grant forecasting and financial planning, supporting multi-year sustainability modeling and ensuring accurate tracking of restricted and unrestricted funding across programs and initiatives
• Oversee short-term and long-term cash flow forecasting, to ensure organizational liquidity, support operational planning, and proactively manage funding needs
• Continuously evaluate and enhance FP&A processes, systems, and tools to enhance efficiency, accuracy, and strategic impact, leading the design, selection, and implementation of new technologies as needed
• Provide redundancy for the Controller, maintaining a strong understanding of core accounting processes, financial reporting, and compliance requirements to ensure continuity of operations during periods of transition or increased demand
• Serve as a collaborative partner in strengthening internal controls, supporting audits, and aligning FP&A with accounting operations
• Promote cross-functional knowledge sharing, documentation, and collaboration to improve operational alignment within the team and across the organization
• Lead, mentor, and develop the Finance team, fostering a culture of high performance, accountability and continuous learning
• Establish clear goals, KPIs, and performance expectations for team members, conduct regular performance reviews, and provide actionable feedback
• Identify and nurture talent within the Finance team, providing coaching, mentorship, and career development opportunities to support employee growth and retention

Must haves

• 8+ years of financial planning and analysis experience including in a leadership capacity
• Deep understanding of GAAP, financial reporting, budgeting and forecasting best practices
• Proven ability to think strategically and exemplary accounting and finance acumen
• Experience with nonprofit financial structures, including restricted/unrestricted funding, grant reporting, and fund accounting
• Demonstrated success in implementing and managing financial systems and tools
• Strong communication and relationship-building skills with an ability to collaborate across functions and levels, with a variety of internal and external stakeholders
• Skilled at presenting complex financial information in a clear, compelling way to diverse audiences, including non-financial stakeholders
• Strong organizational and project management skills with the ability to lead multiple and cross-functional initiatives simultaneously
• Possesses high emotional intelligence, with the ability to integrate a people-centric approach to decision making
• Strong alignment with WorkMoney’s mission, values, and culture, and a commitment to helping everyday people thrive financially

Nice to haves

• Bachelor’s degree in Accounting, Finance, or related field
• Experience managing financial planning and analysis, budgeting, and forecasting, at an organization with $40M+ in operations across multiple entities

At WorkMoney, Inc., we're proud to offer a robust benefits package designed to support your overall well-being and professional growth. In addition to competitive salaries, we invest in your success and create a work environment that's as dynamic and rewarding as the work we do! We fully cover the premiums for medical, dental, and vision insurance, our retirement plan includes up to a 6% employer match for IRA contributions and we contribute toward your student debt repayment. You'll enjoy four weeks of paid vacation each year, alongside generous paid family and medical leave. To further enhance your work experience, we offer stipends for remote work expenses, professional development and cell/internet data usage.

The salary for this role is $165,000.00 - $185,000.00 annually and as part of our commitment to pay transparency and equity in our organization, the salary for this position is not negotiable.

Why join our team?

In our vibrant and ever-evolving work environment, we embrace change and pivot quickly when necessary. Our team is deeply mission-driven, combining hard work with ingenuity and a fearless approach to overcoming complex challenges. Teamwork is integral to our culture, and we readily jump in to support each other, celebrating achievements and learning from our experiences. At the heart of it all, we are passionate about the innovative projects we undertake, collaborating with exceptional people, and are having a great time along the way.

We are committed to maintaining an inclusive and accessible environment and provide reasonable accommodations for individuals with disabilities throughout the recruitment and employment process. For accommodations or assistance during the application or interview process, please contact careers@workmoney.org

To Apply

Follow the link to the application page, complete the required fields, and submit a resume. Applications will be reviewed on a rolling basis and the posting will remain published until the position is filled.

**Please do not reach out directly to any team members. If you'd like more information or to check the status of your application, email careers@workmoney.org