Vice President, Fiscal Planning & Analysis (FP&A)

Description

Position Description

The Vice President, Fiscal Planning & Analysis (FP&A) is a senior finance leader responsible for overseeing the organization’s financial planning, analysis, and contract management functions across a diverse portfolio of government and privately funded programs. This role provides leadership in budgeting, forecasting, financial reporting, and compliance, ensuring alignment with organizational priorities and funding requirements.

The Vice President serves as a key strategic partner to the Senior Vice President of Finance and Executive Leadership Team, translating financial data into actionable insights that support programmatic effectiveness and long-term sustainability. This role oversees complex funding streams which include federal, state, city, and private sources and ensures strong fiscal stewardship, regulatory compliance, and audit readiness.

The Vice President leads the Fiscal Planning & Analysis function, driving best practices in fiscal management, strengthening internal controls in partnership with the Controller, and fostering a culture of accountability, transparency, and continuous improvement.

Essential Job Functions

The Vice President will be responsible for the following duties:

Strategic Financial Leadership

• Provide senior leadership of the FP&A function, including financial planning, forecasting, and performance analysis across programs and cost centers.
• Partner with the Senior Vice President of Finance and Executive Leadership Team to support organizational strategy and financial decision-making.
• Translate financial data into actionable insights through variance analysis, trend evaluation, and scenario modeling.
• Support enterprise financial planning initiatives and special projects led by the Senior Vice President of Finance and members of the Executive Leadership Team.
• Identify financial risks and opportunities and recommend mitigation strategies.
• Support long-range financial planning to ensure sustainability across multiple funding streams.

Budgeting, Forecasting & Financial Analysis

• Lead the development and management of the organization’s annual operating and program budgets.
• Oversee reforecasting processes and multi-year financial planning efforts.
• Direct monthly budget-to-actual reviews with program and senior leadership for all cost centers.
• Ensure accuracy and integrity of financial data, including cost allocations and reporting structures.
• Produce timely and decision-oriented financial reports for internal and external stakeholders.

Funding, Contracts & Compliance Oversight

• Oversee fiscal management of all funding sources, including federal, state, city, and private grants and contracts.
• Ensure compliance with all applicable regulations, including Uniform Guidance (2 CFR Part 200) and funder-specific requirements.
• Supervise preparation and review of all grant-related financial submissions, including proposals, renewals, and modifications. 
• Oversee voucher submissions, reimbursement processes, and grant receivables tracking.
• Support preparation for internal and external audits, including the annual Single Audit (Uniform Guidance), by maintaining audit-ready fiscal documentation and coordinating required financial materials.
• Maintain audit-ready documentation and support internal and external audits.
• Represent GMHC in meetings with funders, auditors, and external stakeholders, as needed.

Portfolio & Contract Management

• Oversee financial performance of the organization’s contract and program portfolio.
• Partner with Development and Program teams on proposal budgets and funding strategies.
• Monitor contract utilization and funding alignment to minimize financial risk and optimize revenue.
• Ensure alignment between financial reporting, contract deliverables, and program operations.

Leadership & Team Development

• Lead, mentor, and develop a high-performing FP&A team, which may include a Managing Director, Senior Fiscal Analysts, Fiscal Analysts, Junior Fiscal Analyst, and related staff.
• Establish and implement standardized processes, tools, and internal controls to enhance efficiency and accuracy.
• Foster cross-functional collaboration across Finance, Programs, Development, and Agency-wide.
• Promote a culture of accountability, continuous improvement, and professional development.

Special Skills and Knowledge

Required 

• Minimum of 8 to 10 years of progressive nonprofit fiscal management experience, including at least 4 to 6 years in leadership roles.
• Strong expertise in government grants and contracts, including federal, state, city, and private funding streams.
• Demonstrated knowledge of nonprofit fiscal management, budgeting, forecasting, financial reporting, cost allocation, and restricted funding requirements.
• Strong understanding of compliance requirements related to government-funded programs, including Uniform Guidance and funder-specific fiscal requirements.
• Advanced financial modeling, forecasting, variance analysis, and analytical skills.
• Experience supporting audits, fiscal monitoring, contract reviews, and audit-ready documentation.
• Strong leadership, supervision, and team development skills, with the ability to manage, mentor, and develop fiscal staff.
• Ability to translate complex financial information into clear, actionable guidance for non-financial stakeholders.
• Strong communication, presentation, and relationship-building skills with internal and external stakeholders.
• Advanced proficiency in Microsoft Excel and financial management systems.
• Elevated level of integrity, discretion, diligence, and sound judgment when handling confidential financial, personnel, and organizational information.
• Ability to manage competing priorities and meet deadlines during high-volume reporting, budgeting, audit, and contract periods.

Preferred

• Experience working in a nonprofit, health services, human services, HIV/AIDS services, or government-funded environment.
• Experience with Single Audit preparation, fiscal monitoring visits, and government contract audits.
• Experience strengthening fiscal processes, internal controls, reporting tools, and cross-functional workflows.
• Familiarity with New York City, New York State, and federal contract management and reimbursement processes.

Requirements

Education and Certification

Required

• Bachelor’s degree in accounting, finance, business administration, public administration, nonprofit management, or a related field required.

Preferred

• Advanced degree, such as an MBA, MPA, MS in Finance, MS in Accounting, or related field preferred.
• CPA, CMA, CGMA, or other relevant financial certification preferred.
• Additional training or certification in nonprofit financial management, government grants management, contract management, or compliance preferred.

Technical Skills

The ideal candidate should have the following technical competencies to effectively manage case documentation, reporting, and client services:

Advanced proficiency in Microsoft Excel, including: 

• Building and maintaining complex financial models, forecasts, and budget templates.
• Using advanced formulas, pivot tables, lookups, data validation, and scenario analysis to support accurate financial planning.
• Analyzing budget-to-actual results, cost allocations, spending trends, and funding utilization across programs and cost centers.
• Preparing clear financial schedules and analysis for senior leadership, auditors, funders, and internal stakeholders.

Advanced Proficiency in Microsoft Office Suite, including:

• Outlook for email communication, scheduling, coordination, and follow-up with internal and external stakeholders.
• Word for preparing reports, fiscal narratives, policies, procedures, and official correspondence.
• PowerPoint for developing executive-level presentations, financial summaries, and materials for leadership, funders, auditors, and other stakeholders.
• Teams or other video conferencing platforms for virtual meetings, collaboration, and remote supervision.

Experience with financial management, budgeting, and reporting systems, including:

• Using accounting, budgeting, forecasting, and grant management systems to support financial planning and reporting.
• Maintaining accurate financial data, reporting structures, cost centers, and allocation details.
• Tracking grant budgets, contract spending, reimbursements, receivables, and funding utilization.
• Producing timely reports to support internal decision-making, audit preparation, and funder requirements.

Familiarity with government grants, contracts, and compliance systems, including:

• Federal, state, and city funding requirements, including Uniform Guidance and funder-specific reporting expectations.
• Online portals and systems used for grant submissions, voucher submissions, contract modifications, and reimbursement tracking.
• Documentation needed to support audit readiness, contract compliance, and fiscal monitoring.
• Financial reporting requirements connected to government, private, and restricted funding sources.

Strong documentation, data integrity, and compliance skills, ensuring:

• Accurate and timely preparation of budgets, forecasts, financial reports, contract documents, and audit materials.
• Consistent documentation of fiscal activity aligned with organizational policies, funder requirements, and applicable regulations.
• Confidential handling of financial, personnel, contract, vendor, and organizational information.
• Strong attention to detail when reviewing, analyzing, preparing, and presenting financial information.

Work Environment & Schedule

This is a hybrid, primarily remote position. Onsite attendance is required based on departmental needs, meetings, organizational priorities, and other GMHC business needs.

• The employee may be required to report to GMHC offices for meetings, audits, budget and fiscal planning activities, leadership discussions, and other organizational functions as required. Travel to and from GMHC offices is the responsibility of the employee.
• Daily responsibilities require extensive use of computers, financial systems, spreadsheets, reporting tools, video conferencing platforms, and electronic documentation systems.
• The Vice President, Fiscal Planning and Analysis regularly collaborates with senior leadership, department leaders, auditors, funders, vendors, consultants, and other internal and external stakeholders.
• This role requires the ability to manage multiple priorities simultaneously, maintain accuracy under pressure, and consistently meet time-sensitive deadlines, particularly during reporting, audit, and budget cycles.
• Occasional local travel to partner organizations, funder meetings, conferences, trainings, or other business-related locations may be required.
• Participation in the annual AIDS Walk New York event is mandatory for all GMHC staff.

Physical Demands

While carrying out the responsibilities of this role:

• Travel & Mobility: The role requires the ability to navigate a standard office environment and attend in-person meetings, audits, and other GMHC-related activities as required. Occasional local travel may be required for internal and external meetings, audits, funder-related activities, or organization-wide events.
• Physical Activity: The role is primarily sedentary. Occasional light lifting, transporting, or carrying of materials, such as files, binders, laptops, audit materials, or related documents, typically up to 15 pounds, may be required.
• Sitting/Standing: The position predominantly involves sitting for extended periods, which is typical for office and remote work environments. The employee will be required to maintain this position while working on a computer, reviewing financial documents, preparing reports, participating in virtual meetings, and completing daily responsibilities.
• Communication: Regular participation in conversations is necessary. This includes speaking and actively listening during video meetings, in-person meetings, phone calls, presentations, and one-on-one discussions with staff, senior leadership, auditors, funders, vendors, and external partners.
• Documentation & Technology: Requires frequent use of computers, spreadsheets, financial systems, electronic files, email, and video conferencing platforms. The role requires the ability to listen attentively, review detailed information, analyze data, and prepare accurate documentation, reports, and presentations. This often requires sustained focus, attention to detail, accuracy, and manual dexterity to write, type, and work with financial records and electronic systems for extended periods. 

GMHC is committed to fostering an inclusive, racially and gender-diverse workplace that reflects and supports the communities we serve. We seek individuals who demonstrate an awareness of, sensitivity to, and commitment to the diverse experiences and needs of our clients, staff, and community members. Working at GMHC requires a commitment to equity, inclusion, and social justice, and the ability to contribute to a respectful, collaborative, and welcoming environment for all.