FORTIS Resource Partners
Director of Financial Planning and Analysis (West Covina)
FORTIS Resource Partners, West Covina, California, United States, 91790
Location:
West Covina, CA Schedule:
Hybrid, Monday
Thursday (32 hour work week) Organization Type:
Service-focused nonprofit Status:
Full-Time | Direct Hire * Nonprofit experience not required
Our client is a growing, mission-driven organization committed to improving lives and strengthening our community through high-quality programs and services. They are entering an exciting phase of growth and transformation, and are looking for a Director of FP&A who will bring the financial vision, operational partnership, and strategic insights to help scale sustainably.
As Director of FP&A, you will be the organizations financial strategy partner
connecting data to decisions and mission to outcomes.
RESPONSIBILITIES
Financial Planning & Reporting Own the FP&A cycle and drive monthly and quarterly reforecasting Build and maintain scalable financial models (P&L, balance sheet, cash flow) Provide timely, consistent financial insights through strong cross-functional partnerships Translate financial insights into clear storytelling for executives and the Board Support leadership with scenario planning and investment prioritization Deliver clear, high-quality executive and Board materials linking performance, KPIs, mission impact, and strategic priorities
Governance of Federal & State Funding Ensure compliant financial management of grants and reimbursed funding Lead cost allocation modeling to optimize program funding Maintain audit-ready documentation and strong internal controls Partner with program and development leaders to align funding and outcomes
Strategic Decision Support Serve as a trusted advisor to the executive team Drive P&L ownership across business units by translating financial insights into actionable operational guidance Develop financial plans that balance sustainability with mission impact Lead the annual budgeting and forecasting processes, ensuring alignment and accountability across departments Strengthen enterprise-wide analytical capabilities to advance data-driven decision-making
Process & Team Leadership Modernize and automate FP&A tools, reporting, and processes Coach and develop FP&A team members, elevating business partnership skills Champion a culture of continuous improvement, transparency, and collaboration Demonstrate exceptional communication and relationship-building skills to influence and align stakeholders
QUALIFICATIONS 8+ years of progressive FP&A experience, including leadership of planning cycles Bachelors degree required in Finance, Accounting, Economics, Business, or a related field (Masters degree or MBA preferred) Strong business acumen and comfort advising executives Excel/BI modeling expertise and ability to simplify complexity Experience with funding or contract-driven financial environments is a plus Excellent communication, storytelling, and influencing skills An energy for mission-based work and leading with purpose
What Success Looks Like After 1218 months in role, you have: Enabled a clear financial narrative from frontline operations to the Board Standardized reporting and automated core FP&A processes Strengthened financial stewardship of restricted funds Deepened trust and alignment between Finance and the business Demonstrated meaningful support for mission growth
FORTIS Resource Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
West Covina, CA Schedule:
Hybrid, Monday
Thursday (32 hour work week) Organization Type:
Service-focused nonprofit Status:
Full-Time | Direct Hire * Nonprofit experience not required
Our client is a growing, mission-driven organization committed to improving lives and strengthening our community through high-quality programs and services. They are entering an exciting phase of growth and transformation, and are looking for a Director of FP&A who will bring the financial vision, operational partnership, and strategic insights to help scale sustainably.
As Director of FP&A, you will be the organizations financial strategy partner
connecting data to decisions and mission to outcomes.
RESPONSIBILITIES
Financial Planning & Reporting Own the FP&A cycle and drive monthly and quarterly reforecasting Build and maintain scalable financial models (P&L, balance sheet, cash flow) Provide timely, consistent financial insights through strong cross-functional partnerships Translate financial insights into clear storytelling for executives and the Board Support leadership with scenario planning and investment prioritization Deliver clear, high-quality executive and Board materials linking performance, KPIs, mission impact, and strategic priorities
Governance of Federal & State Funding Ensure compliant financial management of grants and reimbursed funding Lead cost allocation modeling to optimize program funding Maintain audit-ready documentation and strong internal controls Partner with program and development leaders to align funding and outcomes
Strategic Decision Support Serve as a trusted advisor to the executive team Drive P&L ownership across business units by translating financial insights into actionable operational guidance Develop financial plans that balance sustainability with mission impact Lead the annual budgeting and forecasting processes, ensuring alignment and accountability across departments Strengthen enterprise-wide analytical capabilities to advance data-driven decision-making
Process & Team Leadership Modernize and automate FP&A tools, reporting, and processes Coach and develop FP&A team members, elevating business partnership skills Champion a culture of continuous improvement, transparency, and collaboration Demonstrate exceptional communication and relationship-building skills to influence and align stakeholders
QUALIFICATIONS 8+ years of progressive FP&A experience, including leadership of planning cycles Bachelors degree required in Finance, Accounting, Economics, Business, or a related field (Masters degree or MBA preferred) Strong business acumen and comfort advising executives Excel/BI modeling expertise and ability to simplify complexity Experience with funding or contract-driven financial environments is a plus Excellent communication, storytelling, and influencing skills An energy for mission-based work and leading with purpose
What Success Looks Like After 1218 months in role, you have: Enabled a clear financial narrative from frontline operations to the Board Standardized reporting and automated core FP&A processes Strengthened financial stewardship of restricted funds Deepened trust and alignment between Finance and the business Demonstrated meaningful support for mission growth
FORTIS Resource Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.