The Financial Planning and Analysis Advisor delivers finance and business analytics that support forecasting, scenario planning, performance measurement, and executive decision-making. This onsite role leads organization-wide FP&A activities and works closely with stakeholders to optimize resources and advance strategic priorities.
Key Responsibilities
- Manage the financial planning and analysis (FP&A) process, including financial reporting, creation of financial metrics and dashboards, and scenario and predictive modeling.
- Lead indirect cost rate calculations and build cost recovery models across all business units.
- Prepare reporting for the Negotiated Indirect Cost Rate Agreement (NICRA).
- Develop and report monthly, quarterly, and annual metrics related to departmental efficiencies, cost recovery, labor optimization, revenue, and related measures.
- Review, analyze, and distribute financial reporting to budget holders, supporting interpretation of financial results.
- Create presentations for senior and executive management to provide analysis, outline action items, and support decision framing.
- Identify discrepancies and variances across forecast, budget, and prior-year performance, and proactively surface opportunities for improvement.
- Develop and maintain multi-year financial forecasts and strategic planning models aligned to organizational sustainability and growth.
- Establish and monitor enterprise KPIs and operational scorecards tied to strategic objectives.
- Lead financial scenario analysis and sensitivity modeling to support executive decision-making, risk assessment, and resource prioritization.
- Partner with Development, Global Programs, and Executive Leadership to analyze funding trends, grant pipelines, donor concentration risks, and revenue sustainability.
- Prepare financial and operational analyses for executive leadership, Board committee materials, and senior management meetings.
- Oversee and coordinate data collection and input feeding into the annual global budget process.
- Create guidance documentation and templates for budget holders, including budget models used for decision-making and prior-year analysis, plus current-year projections and budget system support and training.
- Identify foreign exchange exposure, including monitoring, reporting, and hedging as appropriate during annual budgeting and reforecasting cycles.
- Reconcile budget revisions and manage budgets in the ERP system, including entering the finance department budget into the ERP and providing educational assistance to other departments as needed.
- Lead quarterly reforecasting and rolling forecast processes across the organization.
- Evaluate investment proposals, staffing requests, and strategic initiatives through financial analysis and business case development.
- Partner with departmental leaders to identify opportunities for operational efficiency, cost optimization, and resource alignment.
- Act as Finance ERP champion and primary focal point for coaching, support, and troubleshooting.
- Identify and implement financial process improvements by leveraging the ERP platform and other modules in collaboration with the IS department.
- Develop training materials and facilitate knowledge sharing and training on digital tools used for budget and reporting evaluations.
- Lead finance data governance initiatives to support consistency, integrity, and reliability of enterprise financial data.
- Collaborate with Information Systems to expand business intelligence capabilities through dashboards, automated reporting, and advanced analytics tools.
- Identify and implement automation opportunities to reduce manual effort and improve financial reporting efficiency.
- Support safeguarding of program participants and employees by promoting awareness and upholding the code of conduct provisions of Medical Teams Protection from Sexual Exploitation, Abuse & Harassment, Child & Vulnerable Adult protection, and harassment-free workplace policies.
- Support the Finance department as needed, maintaining visibility into financial metrics and performance across Philanthropy, Marketing & Mobilization, Global Programs, and Executive Management.
- Facilitate cross-functional financial reviews and business performance discussions with organizational leaders.
- Support enterprise risk assessment activities by identifying financial, operational, and funding risks and recommending mitigation strategies.
- Participate in organizational transformation initiatives and support change management related to finance systems, processes, and reporting.
- Participate in and support strategic projects as requested, and utilize volunteers when appropriate.
- Perform additional duties as assigned.
Required Qualifications
- Bachelor’s degree in finance, accounting, business, economics, or closely related fields.
- Valid passport.
- Minimum 6 years of relevant experience in an NGO context.
- 4 years of financial planning, analysis, and non-profit budgeting experience.
- 4 years of indirect cost rate / NICRA modeling and reporting.
- Prior experience in public accounting, audit, data analytics, business operations, or a relevant field.
- Experience with Power BI, Tableau, Adaptive Planning, Workday Adaptive, or equivalent platforms.
- Experience leading process improvement, automation, or finance transformation initiatives.
Preferred Qualifications
- Master’s degree and/or finance/accounting related certification.
- Certified Corporate FP&A Professional (FPAC), CPA, CMA, CGMA, CFA, or equivalent professional designation.
- Training or certification in business intelligence, data analytics, or financial systems administration.
Technologies
- Power BI, Tableau
- Adaptive Planning, Workday Adaptive
- ERP/NetSuite, ERP system
- Expense management systems
- Microsoft Office
Selection Criteria
- Open to candidates residing in countries where Medical Teams International can legally employ staff, either directly or through an approved third-party Employer of Record (EOR).
- Candidates must be located within the UTC-8 to UTC+3 time zone range.
Compensation
The anticipated hiring range is $86,000-$92,000 USD annually for candidates residing in the United States. Final compensation will be determined based on the selected candidate’s qualifications, relevant experience, internal equity considerations, and geographic location. Compensation for candidates located outside the U.S. will be determined using Medical Teams International’s international compensation framework and may vary based on local market conditions and organizational compensation practices.
Work Location & Environment
This position is located in United States (onsite). The work environment is usually moderately quiet, and travel to remote areas of the world may be required where there are potential health hazards and risks, limited hygiene facilities, extreme weather, and very basic living conditions.
Physical Requirements
- Frequent use of computers, databases, and digital platforms, and other office productivity machinery.
- Frequently uses hands, fingers, and arms to reach, handle, touch or feel equipment.
- Frequent communication and exchange of information among colleagues and persons of concern requires the ability to speak, hear, convey, and express oneself.
- Frequent close vision and the ability to adjust focus.
- Occasionally ascends/descends stairs, steps, or ladder.
- Occasionally moves about inside an office to access file cabinets and office machinery.
- May occasionally lift and/or move up to 10 pounds.
- Seldom to occasionally positions oneself to stoop, kneel, crouch, or crawl.
- If in travel status, may require occasional to frequent traversing over rough or steep terrain in a motor vehicle or on foot.
About Medical Teams International Calling
Daring to love like Jesus, Medical Teams International boldly breaks barriers to health and restores wholeness in a hurting world.
