Manager, Financial Planning & Analysis (FP&A)

Position Summary

The Global Manager of Financial Planning & Analysis (FP&A) is responsible for coordinating and strengthening Anera's organization-wide financial planning, budgeting, forecasting, management reporting, and financial analysis processes across headquarters and country offices.

Reporting to the CFO, the Global FP&A Manager works closely with Finance, Programs, Business Development/Fundraising, HR, and country leadership to consolidate financial plans, analyze organizational financial performance, identify emerging risks and funding gaps, and provide reliable financial information and recommendations to support management decision-making.

A key responsibility of the position is coordinating and strengthening Anera's budgeting and forecasting processes across headquarters and country offices, ensuring that financial projections are based on realistic assumptions regarding program implementation, funding, staffing, indirect cost recovery, and organizational commitments.

The Global FP&A Manager will support standardized FP&A tools, processes, and reporting frameworks across Anera, strengthen management reporting and financial visibility, and contribute to the effective use of Anera's financial systems and planning tools.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

● Coordinate Anera's annual organizational budgeting process across headquarters and country offices, under the direction of the CFO.

● Develop and maintain standardized budgeting assumptions, templates, timelines, and procedures for CFO approval and organization-wide use.

● Coordinate periodic organizational reforecasting based on actual financial performance, program implementation, funding changes, staffing plans, and updated operational assumptions.

● Maintain rolling financial forecasts that provide management with visibility into expected revenue, expenditures, cash requirements, and financial position.

● Consolidate country, program, departmental, and headquarters budgets into an organization-wide financial plan.

● Review budget submissions for accuracy, completeness, reasonableness, and consistency with organizational priorities.

● Develop financial scenarios and sensitivity analyses to support management decisions and long-term planning.

Management Reporting & Financial Analysis

● Develop and maintain a comprehensive monthly financial reporting package for senior management.

● Provide timely analysis of actual financial performance against budget, forecast, and prior periods.

● Identify significant financial variances, trends, risks, and opportunities and work with responsible departments to understand and address them.

● Develop dashboards and key financial performance indicators that provide management with clear visibility into organizational financial performance.

● Prepare financial analyses and presentations for the CFO, CEO, senior management, Finance & Audit Committee, and Board as required.

● Translate complex financial information into clear management insights and recommendations.

Program & Country Financial Planning

● Partner with country offices and program leadership to strengthen project and country-level financial planning.

● Review projected program expenditures against available funding and implementation plans.

● Monitor country and program cost coverage and identify potential funding gaps before they become financial issues.

● Analyze staffing and operational cost allocations across restricted and unrestricted funding sources.

● Support country offices in developing realistic spending forecasts and cash requirements.

● Work with Finance and Programs to improve the accuracy of project financial projections and budget-versus-actual analysis.

Revenue & Funding Analysis

● Work closely with Business Development, Fundraising, and Programs to incorporate confirmed and prospective funding into organizational forecasts.

● Develop appropriate probability assumptions for prospective funding and ensure forecasts distinguish between confirmed and anticipated revenue.

● Analyze restricted and unrestricted revenue and the corresponding expenditure requirements.

● Maintain visibility over available unrestricted resources and projected commitments against those resources.

● Support management in evaluating the financial implications of new grants, initiatives, and strategic investments.

Indirect Cost Recovery & Cost Coverage

● Monitor organizational overhead and indirect cost recovery against actual support costs.

● Analyze the adequacy of indirect cost recovery across grants and programs.

● Identify gaps between organizational support costs and recoverable amounts and recommend corrective actions.

● Work with Business Development and program teams to ensure appropriate staffing, direct costs, indirect costs, and organizational support costs are incorporated into proposal budgets.

● Monitor country-office cost coverage and utilization of unrestricted resources.

● Develop models to support decisions regarding cost allocation and organizational sustainability.

Workforce Planning

● Coordinate financial workforce planning with HR and department leadership.

● Maintain salary and staffing projections by department, country, project, and funding source.

● Analyze the financial impact of new positions, vacancies, salary adjustments, restructuring, and staffing changes.

● Identify positions or costs that are not fully covered by available funding and provide management with early visibility of potential gaps.

Cash Flow & Financial Sustainability

● Develop and maintain organizational cash-flow forecasts in coordination with Treasury/Finance.

● Link program spending projections and funding forecasts to expected cash requirements.

● Provide forward-looking analysis of organizational liquidity and financial commitments.

● Support management in evaluating major expenditures, initiatives, investments, and other financial commitments.

● Develop financial scenarios to assess the organization's ability to meet future obligations under different revenue and spending assumptions.

Systems, Data & Process Improvement

● Strengthen the use of Anera's ERP and financial planning systems for budgeting, forecasting, reporting, and analysis.

● Partner with Accounting, IT, and other stakeholders to improve financial data quality, reporting structures, dimensions, and system integration.

● Develop standardized reporting and analytical tools that reduce reliance on manual spreadsheets.

● Ensure consistency between accounting data, budgets, forecasts, grant information, and management reporting.

● Continuously improve FP&A processes, controls, documentation, and reporting efficiency.

Business Partnership & Financial Accountability

● Serve as an FP&A business partner to senior management, country leadership, Programs, Business Development/Fundraising, HR, and other departments.

● Support budget owners in understanding their financial performance and responsibilities.

● Support the CFO in strengthening accountability for budgets and forecasts across departments and country offices.

● Review and constructively challenge financial assumptions and provide reliable analysis and recommendations to support management decisions.

● Build financial planning and analytical capacity across Anera through guidance, training, and standardized processes, in coordination with the CFO and Finance leadership.

Key Deliverables

The Global FP&A Manager will coordinate and support the timely and accurate delivery of:

● Annual organizational budget;

● Periodic organizational reforecasts;

● Rolling financial forecasts;

● Monthly management financial reporting package;

● Budget-versus-actual and variance analysis;

● Country and program financial projections;

● Revenue and funding pipeline analysis;

● Restricted and unrestricted funding analysis;

● Indirect cost recovery and overhead analysis;

● Staffing and cost-coverage analysis;

● Organizational cash-flow forecast;

● Financial scenarios and decision-support analyses; and

● Financial presentations for senior management and the Board.

Skills

Qualifications

Education

● Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.

● Master's degree in Finance, Accounting, Business Administration, or a related field preferred.

● CPA, CMA, CFA, or other relevant professional certification is an advantage.

Experience

● Minimum of 8 years of progressively responsible experience in financial planning, budgeting, forecasting, financial analysis, or related finance functions.

● Demonstrated experience managing or coordinating complex FP&A, budgeting, forecasting, or financial analysis processes, preferably across multiple countries or business units.

● Experience working in an international nonprofit, NGO, development, humanitarian, or other multi-country environment strongly preferred.

● Demonstrated experience developing and managing complex organizational budgets and forecasts.

● Experience with donor-funded programs, restricted and unrestricted funding, indirect cost recovery, and grant financial management strongly preferred.

● Experience supporting senior management and Boards with financial analysis and presentations.

● Experience with ERP systems, financial planning systems, business intelligence tools, and advanced financial modeling.

Knowledge, Skills & Competencies

● Strong financial modeling, forecasting, and analytical capabilities.

● Advanced understanding of budgeting, management reporting, cash-flow forecasting, and scenario analysis.

● Strong understanding of nonprofit financial management and fund accounting.

● Ability to analyze complex financial information and communicate conclusions clearly to non-financial stakeholders.

● Strong understanding of cost allocation, indirect cost recovery, and organizational cost structures.

● Excellent Excel and financial modeling skills.

● Experience developing dashboards and management reporting tools.

● Strong systems orientation and ability to improve financial processes through technology.

● Excellent communication and presentation skills.

● Ability to work effectively across countries, departments, and different levels of management.

● Strong judgment and ability to challenge assumptions constructively.

● High level of accuracy, accountability, organization, and attention to detail.

● Ability to manage multiple priorities and meet strict financial reporting and planning deadlines.

Leadership Expectations

The Global FP&A Manager is expected to contribute to a strong culture of financial planning and accountability across Anera and support the organization in moving from retrospective reporting toward proactive, forward-looking financial management.

The successful candidate will provide the CFO and senior management with clear financial visibility, identify emerging financial risks and trends, and recommend actions for management consideration. Ultimate strategic and financial decision-making authority remains with the CFO and relevant senior leadership.