Financial Planning & Analysis Advisor

Job Details: Level: Experienced, Job Location: Remote - Global, -, Position Type: Full-Time, Salary Range: Undisclosed, Travel Percentage: Up to 10%, Selection Criteria: The Financial Planning and Analysis Advisor position is 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). To support collaboration with global teams, candidates must be located within the UTC-8 to UTC+3 time zone range.   The Financial Planning and Analysis Advisor contributes to the calling of Medical Teams International by providing financial and business analytics support to drive financial planning and help make informed business decisions. This senior level role serves as a strategic business partner to executive and departmental leadership by providing forward-looking financial insights, enterprise performance analytics, and decision-support tools that optimize organizational resources and advance strategic priorities. The Financial Planning and Analysis Advisor leads organization-wide forecasting, scenario planning, performance measurement, and financial modeling activities to support sustainable growth, operational effectiveness, and mission impact.    Medical Teams International Calling:    Daring to love like Jesus, we boldly break barriers to health and restore wholeness in a hurting world.     Medical Teams International holds strict child and vulnerable adult safeguarding principles and a zero tolerance policy for misconduct related to sexual harassment, exploitation and abuse in the workplace and other places where the organization’s activities are rendered. Parallel to technical competence, recruitment & selection, hiring decisions will give due emphasis to assessing candidates’ eligibility, thorough background checks, police clearance, and professional reference check processes.    ESSENTIAL DUTIES AND RESPONSIBILITIES  Reporting and Analysis  Manage the financial planning and analysis (FP&A) process. This includes financial reporting, creating various financial metrics and dashboards, and scenario and predictive modeling.  Lead indirect cost rate calculations and create cost recovery models across all business units.  Prepare reports for Negotiated Indirect Cost Rate Agreement (NICRA).   Develop and report monthly, quarterly, and annual metrics pertaining to departmental efficiencies, cost recovery, labor optimization, revenue, etc.   Review, analyze, and distribute financial reports to budget holders and support interpretation of financial results.  Create presentations for senior and executive management that provide insightful analysis, identify required action items, and effectively frame decisions to be made.  Identify and research discrepancies and variances to forecast, budget, and prior-year and proactively identify opportunities for improvement across the enterprise  Develop and maintain multi-year financial forecasts and strategic planning models to support organizational sustainability and growth initiatives.  Establish and monitor enterprise key performance indicators (KPIs) and operational scorecards aligned with strategic objectives.  Lead financial scenario analyses 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 committees, and senior management meetings.  Budget  Oversee and coordinate data collection and input feeding into the annual global budget process.   Create guidance documentation, and templates for budget holders, budget models for decision making, prior year analysis, current year projections plus providing budget system support and training.  Identify foreign exchange exposure to include monitoring, reporting, and hedging as appropriate during annual budget and reforecasting cycle.  Reconcile budget revisions and manage budgets in the ERP system. Input the finance department budget into the ERP system while offering 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.  ERP and Financial Systems Support  Serve as a Finance ERP champion and the primary focal point for coaching, support and troubleshooting.  Identify opportunities for financial process improvements by leveraging the ERP platform and other modules alongside the IS department.  Develop training material and facilitate knowledge sharing and training on the use of digital tools for budget and reporting evaluations.   Lead finance data governance initiatives to ensure 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.  Other Duties  Support safeguarding of program participants and employees through promoting an environment of 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. Incumbents will remain alert and responsive to any child and adult safeguarding risks, acquire relevant knowledge and skills which will enable you to promote strong safeguarding practices, understand the child and adult safeguarding policy and procedures, and conduct yourself in a manner consistent with the Safeguarding code of conduct and behavior expectations.  Support the Finance department as needed, while having a line of sight into the financial metrics and performance of 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 efforts related to finance systems, processes, and reporting.  Participate in and support strategic projects as requested.  Utilize volunteers when appropriate.  Additional duties as assigned.  Qualifications: EDUCATION, LICENSE & CERTIFICATIONS  Required:  Bachelor’s degree in finance, accounting, business, economics, or closely related fields   Valid passport   Preferred:   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   EXPERIENCE   Required:   Minimum 6 years’ relevant experience in an NGO context   4 years’ financial planning, analysis, and non-profit budgeting experience  4 years’ indirect cost rate / NICRA modeling and reporting   Prior experience in public accounting, audit, data analytics, business operations or relevant field  Experience with Power BI, Tableau, Adaptive Planning, Workday Adaptive, or equivalent platforms  Experience leading process improvement, automation, or finance transformation initiatives    KNOWLEDGE, SKILLS & ABILITIES  Knowledge:   US-GAAP  Non-profit financial statements and corporate finance reports  Financial planning, forecasting, budgeting, and variance analysis principles  Nonprofit accounting, restricted funding, grant budgeting, and donor compliance   Indirect cost allocation, cost recovery, and NICRA principles  ERP-based financial reporting and data structures   Internal controls, financial policies, and audit-ready documentation practice  Strategic planning and enterprise performance management frameworks  Business intelligence, data governance, and analytics best practices  Financial risk assessment and scenario planning techniques  Skills:  Spreadsheet proficiency    Data manipulation   Data visualization   Building business, operational, or financial reports   Financial modeling from multiple data sources  Strategic financial analysis and decision support   Long-range financial planning and enterprise forecasting   ERP/NetSuite, expense management systems, and Microsoft Office  Facilitation and stakeholder management   Data visualization and storytelling   Exceptional communication skills, especially with executive and non-financial audiences  Abilities:  Commitment to Medical Teams International Calling statement and Values   Ability to manage multiple and shifting priorities while meeting deadlines  Strong ability to analyze details, identify issues, and communicate with courage  Strong Ability to learn new technologies quickly    Ability to navigate complex business environments  Ability to work proactively and collaboratively  Ability to communicate difficult or detailed issues with courage  Ability to translate complex financial information into actionable insights for executive and non-financial audiences   Ability to think strategically while maintaining operational excellence  Ability to influence organizational decision-making through data-driven recommendations  Ability to lead change initiatives and drive adoption of new processes and technologies  Ability to anticipate emerging financial and operational challenges and proactively recommend solutions    PHYSICAL REQUIREMENTS & WORKING CONDITIONS Physical Requirements:   The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.   Frequent use of computers, databases and digital platforms, and other office productivity machinery, such as a copy machine and computer printer.   Frequently uses hands, fingers, and arms to reach, handle, touch or feel equipment, medical instruments, materials, computers.   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 move about inside an office to access file cabinets, office machinery, meet with colleagues, etc.   The employee must occasionally lift and/or move up to 10 pounds.   Seldom to occasionally positions oneself to stoop, kneel, crouch, or crawl.   If in travel status, occasional to frequent traversing over rough or steep terrain in either a motor vehicle or on foot.     Work Environment:   The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   The noise level in the work environment is usually moderately quiet.   The employee may be required to travel to remote areas of the world where there are potential health hazards and risks, limited hygiene facilities, extreme weather, and very basic living conditions.     Compensation: The anticipated hiring range for this position is $86,000-$92,000 USD annually. Final compensation will be determined based on the selected candidate's qualifications, relevant experience, internal equity considerations, and geographic location. While the salary range listed applies to candidates residing in the United States, 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.