Senior VP, FP&A: Strategic Financial Planning & Growth

(Senior) Vice President Financial Planning and Analysis

Opportunity Finance Network is looking to fill the position of (Senior) Vice President, Financial Planning Analysis. This position will play a critical role in leading the buildout of a world-class FPA function. The (S)VP, Financial Planning Analysis (FPA) plays a critical role in advancing Opportunity Finance Network’s mission by leading financial planning, budgeting, strategic financial analysis, and treasury management processes across the organization and its subsidiaries. Reporting directly to the CFO, the (S)VP, FPA will provide strategic financial insights, drive financial sustainability and data‑informed decision‑making to support organizational objectives. This position requires a strategic leader with deep expertise in financial modeling and analysis, asset/liability management, and investment strategies. The (S)VP, FPA will work closely with the CFO, President‑CEO, Executive Leadership Team (ELT), and other key stakeholders to align financial strategies with the organization’s mission and goals.

Core Responsibilities

• Budgeting & Financial Planning
  • Develop annual operating budgets and lead reforecasting processes, when necessary, for OFN and its subsidiaries in coordination with the CFO, ELT, and President & CEO.
  • Create and manage the budget process, including preparing detailed guidance and proposing budget strategies.
  • Provide comprehensive financial forecasting and performance analysis against established performance goals, lender covenants, and financial KPIs.
  • Develop long‑range business unit and enterprise‑wide financial projections through close collaboration with the CFO, ELT, and President & CEO.
  • Use projections to guide organizational strategy and resource allocation.
• Financial Analysis & Reporting
  • Develop financial models to support strategic loan portfolio purchase/sale, M&A activity, buy vs. build, or other strategic projects and decisions.
  • Develop and deliver analytics on business and financial trends, as well as performance indicators, to support strategic planning and decision-making.
  • Refine and produce asset/liability matching reports to ensure alignment with financial objectives and balance sheet risk appetite.
  • Review monthly financing reports from Loan Operations.
  • Analyze staff time allocations to funding sources monthly and provide recommendations to key internal stakeholders.
  • Analyze budget vs. actual spend of private and Federal grant activity and non‑grant activity, including review and engagement with budget owners.
  • Provide information and analysis to support investor due diligence and donor recruitment and reporting.
• Treasury Management
  • Manage asset/liability matching, capital liquidity, and covenants for OFN’s financing capitalization, investments, and organizational metrics.
  • Propose strategies to optimize liquidity, asset/liability alignment, and lender covenants compliance.
  • Monitor and ensure adequate cash flow to meet organizational capital needs.
  • Develop and implement investment and treasury management strategies to maximize financial returns and align with organizational priorities.
  • Act as a steward of financial resources, ensuring effective cash flow management and risk mitigation.
  • Manage operating and capital liquidity cash flow and banking relationships to ensure cashflow needs are met.
  • Serve as a key participant in OFN’s Money In/Money Out meetings, contributing to discussions on organizational financial strategy and cash flow management.
  • Facilitate cross‑functional team collaboration to align financial planning and decision making with OFN goals.
  • Provide leadership and mentorship to the FP&A function, fostering a culture of excellence, accountability, and continuous improvement.
• Other
  • Serve as Administrator of FP&A software, ensuring optimal system functionality and integration with organizational processes.
  • Support the audit and 990 tax return process, where necessary.
  • Any other duties as tasked by management.

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field or 5+ years of direct work experience in lieu of a degree; advanced degree (MBA, CFA, or CPA) preferred.
• Specialized asset/liability management training and/or certifications preferred.
• Minimum of 5 years of experience in corporate financial planning & analysis, budgeting, or treasury management, ideally with at least two years in a senior leadership capacity.

Skills and Expertise

• Experience leading enterprise‑wide budgeting processes.
• Strong strategic thinking, problem‑solving, and decision‑making skills.
• Experience building financial models in MS Excel or other software to support financial decision making and analysis, including long‑term business unit sustainability, merger & acquisition analysis, build vs buy analyses, etc.
• Proficiency in FP&A software and financial systems.
• Expertise in balance sheet risk and asset/liability management, in particular liquidity and interest rate risk management is desired.
• Understanding of nonprofit financial management and reporting requirements is desired.
• Ability to communicate complex financial information to diverse audiences, including senior leadership and Board members is desired.

Commitment to Mission and Values

• Demonstrates a strong passion for and commitment to OFN’s mission, vision, and values.
• Serves as a fearless advocate for underinvested communities, showing confidence and resilience in driving capital where it’s needed most.
• Embodies humility, a learning mindset, and a deep respect for the communities OFN serves.

Leadership, Communication and Collaboration

• Collaborative and adaptable team player with interpersonal skills to engage effectively across all organizational levels and with diverse internal and external stakeholders.
• Provides strong leadership that fosters collaboration, communication, transparency, teamwork, and accountability.
• Comfortable taking both leading and supporting roles across teams, with a consistent commitment to shared success.
• Possesses outstanding written, oral, and interpersonal communication skills.

Organizational and Technical Competence

• Thinks strategically, creatively, and tactically, with the ability to analyze complex data and offer actionable insights.
• Offers high‑level financial analysis and decision‑support capabilities to drive impact and performance.
• Thrives in fast‑paced, dynamic settings, demonstrating adaptability, resilience, and the ability to manage ambiguity.
• Brings strong financial acumen, with deep expertise in financial markets and quantitative analysis.
• Exhibits high initiative and self‑starting capabilities, with a proactive approach to identifying and acting on opportunities—especially in uncertain or evolving environments.
• Possesses excellent organizational skills and time‑management abilities.
• Capable of managing multiple priorities independently and efficiently, while maintaining strong attention to detail.

Standard physical requirements for an office position, with limited travel.

(EOE)

FLSA Status : Exempt

The target salary range for this position is $122,000 - $210,000. The salary offered will depend on internal pay equity and the candidate’s relevant skills, experience, qualifications, and job market data. Exceptional performers in this role who make an outsized contribution can make well in excess of this range.

To apply, send your cover letter and resume to

Location: Washington, D.C.

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