Director of Financial Planning & Analysis

San Francisco, CA, United States

Director, Financial Planning & Analysis,

San Francisco Campus for Jewish Living

Nestled in San Francisco's Excelsior neighborhood on a nine-acre campus, the San Francisco Campus for Jewish Living (SFCJL) is a center of excellence in providing a continuum of care. This includes the Frank Residences, offering assisted living and memory care services; the Jewish Home and Rehabilitation Center, featuring long-term skilled nursing, short-term rehabilitation, and an acute psychiatric unit specialized in mental healthcare for older adults over age 55; and the Jewish Home and Senior Living Foundation.

Catering to over 2000 older adults annually from diverse faiths and backgrounds, our dynamic campus houses innovative programming, welcoming public spaces that encourage social connection, and sunlit garden terraces to enjoy nature. Contemporary apartment designs and upscale amenities enhance our commitment to fostering health, camaraderie, and lifelong learning opportunities.

Position Overview

Under the direction of the Chief Financial Officer, the Director of Financial Planning and Analysis (FP&A) has the primary responsibility for the preparation of the annual budgets for 2 entities of the organization: the San Francisco Campus for Jewish Living (SFCJL) and the Jewish Home and Senior Living Foundation (JH&SLF). Other duties include financial planning, assisting department heads with budget and variance inquiries, annual insurance renewal applications, and ongoing contracts management. This position will also be asked to prepare financial modeling and annual business plans, as well as providing strategic direction to the Finance Team on existing and any potential new businesses. This position will have responsibility for supervising a staff of 2 Financial Analysts and will work directly with the CFO on various projects.

Essential Job Functions

The following duties are performed in cooperation with the Chief Financial Officer and/or in coordination with other staff and groups.

Lead the annual budgeting process for SFCJL and JH&SLF by providing information and guidance to staff and administrators in the budget’s preparation, implementation, and control. Work with administrative and department staff to communicate overall goals for the budget, strategies to implement those goals in the budget, and ultimately producing a budget that meets those goals.

Prepare the budget presentation package for the Finance Committee and the Board of Trustees for each entity and lead the presentation of the budget packet to those groups.

Provide on-going support for the budget system and spend-down worksheets to department heads and administrative leadership of SFCJL and JH&SLF.

Manage updates and maintenance to the multiple entity comprehensive budgeting software system (Adaptive).

Provide orientation services to new Department Heads to help with their understanding of their individual financial reporting requirements as it relates to their areas of responsibility.

Oversee the continuous improvement of financial systems, processes, and internal controls as related to FP&A functions.

Engage in financial modeling and analysis to support the development of short-term and long-term strategic initiatives and business plans to be communicated to senior leadership.

Manage corporate-wide insurance annual renewal applications for all entities.

Provide oversight and maintenance of the contract management system.

Monitor agreements and contracts for fiscal compliance with corporate and confidentiality policies and regulations.

Directly supervise, review and evaluate work of supporting staff.

Independently analyze problems, evaluate alternatives, and implement creative recommendations and/or solutions within the scope of responsibilities.

Additional duties as assigned.

Required Experience And Abilities

Five or more years of progressively increasing responsibilities in budgeting, and financial planning & analysis required.

Experience in a non-profit, skilled nursing, healthcare or senior living setting preferred.

Bachelor’s degree in business with an emphasis in Accounting or Finance is required; a master’s degree is preferred.

A strong understanding of Financial Reporting and General Ledger is preferred

Excellent interpersonal skills, a collaborative style, and the ability to communicate effectively and build relationships at all levels, both internally and externally.

Knowledge of regulations for non-profit and health care organizations is preferred.

Ability to successfully work on several assignments simultaneously, setting priorities, meeting deadlines, and working independently within established guidelines is required.

Ability to provide supervision and coaching to staff, and leverage staff resources for optimum results is required.

Demonstrated a high level of accountability, follow-through, and ability to consistently provide strong customer service is required.

Proficiency in Microsoft Office Suite required Familiarity with Point Click Care EMR, Adaptive, Great Plains, and Salesforce contract management software preferred.

Salary: $200k-$219k, commensurate with experience.

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