FP&A Manager

Who We Are:
The Orthodox Union (OU) is the largest Orthodox Jewish organization in the United States, founded in 1898. The OU supports a vast network of synagogues, youth programs, advocacy efforts, services for individuals with disabilities, and international initiatives. It also operates the leading kosher certification service, recognized globally by the Ⓤ symbol on numerous kosher food products.
Position Summary:
The Financial Planning & Analysis Manager is a senior-level finance professional responsible for leading the organization's budgeting, forecasting, financial analysis, management reporting, and decision support activities. As a key partner to department leaders, Accounting leadership, and senior management, this position translates complex financial and operational data into clear, actionable insights that strengthen financial discipline and support informed decision-making.
Within a complex, multi-program organization, the FP&A Manager develops forward-looking analyses, coordinates reforecasts, evaluates financial performance (Budget vs Actual), and produces executive-ready reporting and dashboards. The role requires strong analytical judgment, a detailed understanding of financial and operational drivers, and the ability to independently manage high-priority projects while building scalable processes that reduce reliance on ad hoc analysis by senior accounting leadership.
Responsibilities:
Lead organization-wide budget, liquidity forecasting, reforecasting, financial modeling, and long-range planning, including development and documentation of key assumptions.
Prepare forward-looking monthly and quarterly analyses for management and the Board of Directors or its committees using historical actuals, projected results, and current trends; present findings at related meetings.
Develop concise management reporting packages, executive summaries, dashboards, KPIs, and presentations for senior management and organizational leadership.
Analyze revenue, expenses, direct and indirect costs, departmental allocations, receivables, grants, fundraising activity, and program-level financial performance.
Standardize and improve budgeting, forecasting, reporting, and analytical processes, including templates, timelines, methodologies, controls, and documentation.
Communicate analytical conclusions and financial implications clearly to financial and nonfinancial stakeholders; manage concurrent priorities and time-sensitive requests with sound judgment.
Partner with department leaders to evaluate budgets, projected results, staffing, program activity, restricted funding, allocations, and emerging financial needs.
Compare monthly, quarterly, and annual projections with actual results and identify key drivers, risks, opportunities, and recommended actions.
Produce analyses supporting resource allocation, new initiatives, program investments, cost management, and other strategic or operational decisions.
Collaborate with Accounting Directors and Controllers to ensure reporting is reconciled to the general ledger and based on complete, accurate, consistently defined data.
Identify opportunities to automate recurring reports and dashboards while maintaining appropriate review, validation, and data-governance standards.
Support special projects and other analyses requested by Accounting leadership and senior management.
Qualifications: